Your marketing team may have brand guidelines that determine the choices made here. If you're new to The Academy or know someone who is missing out on free learning, contact your Customer Experience Manager or the Support Team to sign up today! Facebook;This update contains: We have improved the date formats for our US translation. During this time, administration options for the Course/Lesson will not be available. Catalogue. If you get a window at the top of browser as shown below click on 'Done'. Steps to set default properties for new Events. These options also allow you to report across calendar years. To get the full picture of Instructor-led training, including suggestions for good practice and tips from the Kallidus team, take a look at the 'Instructor-led training 101' Course. View 'Share, report, and repeat mandatory learning' to learn more and understand how to use reports to forecast future compliance rates. '. Users, tutors, and/or managers can receive notifications as the deadline approaches. Learn - What is. Wednesday Knowledge Share. Steps to create a Group. Follow. You can get a full list of the API. Updated. Scroll down and select 'New'. Part 4: Assign the Sapling (US) or Kallidus HR (UK) app to users in Okta. Navigate to the 'Course' area of Learn admin. Click "Connect" to sign into your Azure AD admin account and grant the necessary consent - you'll need at least a User Administrator role for the consent to be valid. Our Paychex Flex integration allows you to sync new hire data with your Paychex Flex account, saving. Once in Settings, scroll down to the Other settings area. . The 'All Users' tab. Our engineers are continuing to. The Course import Wizard opens. This article covers the following topics: How It Works; Overview; Setting up the Integration Step-by-StepHow do I setup Google Analytics 4 upgrade in Learn? You will need to get a new GA4 code to enter into Learn. These integrations can be enabled and maintained by. Use the Search options, Course Category drop-down menu or the alphabet search to filter the list. How to add a Task to a Workflow. Nicola Jane James. 4. Wait list settings. Check that the ImportKey doesn. Steps to add an accreditation. Off the Shelf - UK Course List. The Kallidus Sapling platform helps HR and People Operations teams automate and streamline administrative tasks so they can focus on employee experience, retention, and creating an amazing culture for the most successful teams. Additionally, you can request the setup of whitelisting on your mail/filtering servers with your IT team. Select ‘Course’ from the Catalogue Administration menu. From your home page, navigate to Settings. To see how a manager connects Global. To capture completion and compliance for regulatory, health & safety and legal. Note: Doing this will send an email to the user currently booked onto the event, so you. This. Then select the name of the required CPD Programme to open the properties. Learn - Setting up Reporting schedules. Primary Groups, and Primary Group managers are typically created and managed by the People Data Feed. You may not want all accreditations to be visible. Locate the user who is locked out. Our Peakon integration allows you to sync new hire data with your Peakon account, saving your HR,. unx universe. For more details, refer to ‘ Set a deadline for a Course’. there is no need to wait until processing is complete to import more content - Learn LMS will queue up the content and import it in order. My content launched and tracked back a correct status to SCORM Cloud and the content did not track back anything to Kallidus LMS for. Player controls will be updated and easier to use, and we’re making accessibility even better! This article covers the following questions: Kallidus Recruit offers various ways to report on your recruitment activity. To get the full picture of content import, including suggestions for good practice and tips from the Kallidus team, take a look at the 'How to import SCORM and other content to Learn LMS'. Catalogue details screen. When/if the Event is available for users to cancel. If you would like to find out your own SHA-1 fingerprint to schedule a report to your own SFTP server then view the How to find your SFTP SHA-1 fingerprint article. Booking management. 2 MB Download. After creating a workflow, you can add Tasks that belong to that particular. The People Directory offers key information about your peers (like Job Title, Email, Location, etc) and allows you to quickly navigate to their Sapling profile. With this feature, you can: Download a sample CSV template to insert your information into. Access for this area is controleed via LMS role level by adding the permi. Learn what the full life of a workflow looks like, and how to audit tasks once they're complete. If the rule, and therefore membership of the Group, is to be refreshed every. The new App will work on the latest version of iOS and Android (mobile only not tablet). Introduction. Learn - Groups. Follow. 3. Details: Summary details of the Users role and permissions in Learn: Information: Information about the User, including the 20 User information fields populated by the People Data Feed. . Can't see an agent or agency you expect to see when inviting agents to your vacancy? There are a number of things you should check here:. The Kallidus Sapling platform helps HR and People Operations teams automate and streamline administrative tasks so they can focus on employee experience, retention, and creating an amazing culture for the most successful teams. Based on some of the questions we frequently get for 360, we have put together this article as a one stop shop to help you get the most out of your system. The Kallidus Sapling platform helps HR and People Operations teams automate and streamline administrative tasks so they can focus on employee experience, retention, and creating an amazing culture for the most successful teams. Building and sharing. Follow. What is this about? The advantages and risks in converting an existing text field into a menu selection . How to add a Task to a Workflow. Kallidus Suite - Requesting Access to the Help Centre for Others. Internal Transitions (for Existing Team Members)Updated. Authoring tools often permit many. Don't have your account. The review process. The Kallidus Sapling platform helps HR and People Operations teams automate and streamline administrative tasks so they can focus on employee experience, retention, and creating an amazing culture for the most successful teams. With our newly refined logic, any managers that might get doubled up in approval chains now only need to approve it one time, saving you. Learn - Default notification schedule. The next step is to upload a video for the Lesson. 360 - General FAQs. Add a unique Code and Title for the Group. Generate an API key for Sapling, navigate to Sapling’s secure integrations page and add the API key. Navigate to the 'Course' area of Learn admin. Add a Title for the Course. Add a description. In the left navigation of the Microsoft Teams admin centre, go to Teams apps > Setup policies. Welcome to the Kallidus App. To get the full picture of content import, including suggestions for good practice and tips from the Kallidus team, take a look at the 'How to import SCORM and other content to Learn LMS'. Learn - Roles and Responsibilities. To allow-list the Kallidus app, set the section “Third-party apps” to “Allow specific apps and block all others”. g. Learn - Create an evaluation form. Matt Troy. 121] Kallidus do not recommend adding server IP. This will launch a new window where you can finish adding additional details. Typically, these documents are assigned during Onboarding, Role Transitions, or Offboarding - but you can also assign documents at any point using our Bulk Request tool. To take your knowledge to the next level and find out how to work efficiently at scale with Events - including how to create an entire schedule of Events with just. 2 days. The next step is to add questions to the template. This can help to build engagement with your audience, and create a clear brand for your Learn LMS. Custom fields are only visible in the Administration user interface. If you would like to send an. Here’s what’s in store for you: Automation: Build consistent, scalable workflows with powerful automation so you can onboard and advance your new hires efficiently. The Kallidus Sapling platform helps HR and People Operations teams automate and streamline administrative tasks so they can focus on employee experience, retention, and creating an amazing culture for the most successful teams. That status can be communicated between the. Then click "Submit" on the LMS portion of the account. Get your early bird ticketKallidus Suite - How to find your SFTP SHA-1 fingerprint. Kallidus Suite - End-of-Life Internet Explorer 11 and Legacy Microsoft Edge browser: How it may affect your use of Kallidus products; Kallidus Suite - Kallidus system requirements; Kallidus Suite - How to use the Kallidus Help Portal; Kallidus Suite - Zendesk data retention; Kallidus Suite - Maintenance & Updates; Kallidus Suite - Status PageNavigate to the Evaluations area of Learn. This document describes how to import and manage training records in Learn. Approving them will put them into this catalogue. _zlcmid (1 year) These cookies store information used by the Zendesk support widget Cookie Preferences . Note that this report will always show issues or errors for the last time the. Add a logo or other image to the report. The Learn LMS logos and colour palette can be adjusted to suit your organisations brand. In Kallidus Recruit, adding candidates to your "Talent Bank" means actively flagging an individual, so you can find them again easily when searching across your whole system. The Kallidus Sapling platform helps HR and People Operations teams automate and streamline administrative tasks so they can focus on employee experience, retention, and creating an amazing culture for the most successful teams. Step Two: Configure the deadline. Sapling provides a number of document solutions including: E-Signed documents (single signature OR Co-signed) Document Uploads. Select Add. One uppercase character. Public key authentication allows you to connect to the Kallidus SFTP service without transmitting a password. On the 'New Lesson' details page, choose the Lesson Type ' Document Upload. To get the full picture of content import, including suggestions for good practice and tips from the Kallidus team, take a look at the 'How to import SCORM and other content to Learn LMS'. Kallidus provide customer support services for named contacts who have received Kallidus product training. Select ‘New’ to add a new rule: Enter a unique code and a Title for the rule. From the drop-down menu, select the template that you wish to edit. Sometimes when a ticket is raised due to sign-in issues, content issues, or other network-related issues, the Support team will ask you to supply a HAR file. Click the ‘Report Elements’ tab, and then the ‘Cell’ tab. Select the 'Follow-up' tab. The Kallidus Sapling platform helps HR and People Operations teams automate and streamline administrative tasks so they can focus on employee experience, retention, and creating an amazing culture for the most successful teams. There are 2. Learn - Business Objects reporting - using Cross Tables. Add the field name, who needs to input this information, a description, and the type of field it is. Permissions in Sapling are built to help customize information access for every individual at your organization. Vitalich [en] Macdougall, Charlene [en] Trasolini [en] Last updated November 16, 2023. Off the Shelf - Video guide: How to play Kallidus eLearning; Off the Shelf - FAQ on Responsive eLearning ; Off the Shelf - Offline mode for mobile-ready Kallidus OTS courses; Off the Shelf - Refresher guide; Off the Shelf - How to download certificates; Off the Shelf - Product Update, March 2023; Off the Shelf - Product Update, February 2023This article contains an attachment of the latest Perform universe objects and descriptions. Delay in Kallidus Perform import processing » View Event Details | Created Mon, 02 Aug 2021 06:43:00 +0000. You're now able to specify defaults in each of the available areas, starting with options on the ‘Details’ page. Navigate to the API Keys tab. We are planning a phased roll out and will commence by adding Power BI to clients who do not use or maintain any custom reports, at the beginning of 2024. Paylocity is the HR & Payroll platform that frees you from the tasks of today so you can spend more time. A deadline can be based either on a static date or the date of Course assignment. Part of the Kallidus platform, Sapling helps capture important and helpful employee information, manage workflows and tasks, and more to make sure all teams are on the same page and know exactly what needs to be done during every step. The 'pivot reports' option lets you count information related to candidates. kallidus_cookie_consent_analytics (6 months) This. You can do this by visiting Google help. This three-minute video screencast shows you how a user can generate additional attempts at a test/quiz within a course if they have reached the maximum. Sapling - Activities Reminder Email (for Existing Team Members) Description: Task reminder emails for outstanding tasks. As a result of this, you will only need to remember one set of usernames/passwords to get into the Kallidus products. To select a Group category, open a Group and make a selection from the ‘Group category’ drop-down menu: For more information about manually adding Users to Learn, view ‘ Manually Import and manage user accounts’. Our Jira integration allows tasks to be sent from Sapling to a specific Jira project. Here's a round-up of everything you need to know. The SSH key you generate must follow these standards: OpenSSH2 key. pdf. Public key authentication uses two keys, a private key and a public key. To get the full picture of content import, including suggestions for good practice and tips from the Kallidus team, take a look at the 'How to import SCORM and other content to Learn LMS'. I have worked in many customer-facing roles with an IT focus such as Executive Support and Mobility Device Management for large corporations. 2 months ago. An API token gives you super user access to the system via the API, so protect your tokens and don't share them with anyone or send to anyone else by. Flexibility: Manage your people data as you see fit and do more with these existing features. Step Two: Complete section one – what the learner sees. Sapling allows your team to drive a streamlined and consistent team member's experience with Workflows - groups of Tasks that are required to be completed as part of an onboarding or offboarding event. The code is not visible to learners but will be used to identify the Course for administrators. ; Click the toggle next to Sapling’s logo to turn the integration on. In the Outbox tab, there are five tab options: Scheduled, Sent, Templates, Notifications, and Settings. To make changes, select 'Branding' from the administration menu: Then adjust the colours and logos as required: Select an image to appear in desktop view (SVG, PNG, or JPG. Also ensure the port number is 22 and the connection is SSH/SFTP. Here you can edit using either the basic or HTML editor. You can now use the toggle to switch on evaluation forms. Related to this, we also refer to your "Talent Pools" which is a more general term referring to anyone you might want to consider for a future role, such as candidates who. Introduction. Login to Sapling. This learning divides the standard reports into 4 key areas: Report and forecast Compliance. The Kallidus Sapling platform helps HR and People Operations teams automate and streamline administrative tasks so they can focus on employee experience, retention, and creating an amazing culture for the most successful teams. Once redirected back to the Integrations page in Sapling, relaunch the Azure AD integration widget by clicking "Settings". With the Kallidus Learn Integration, we can will: Create Users: When a new hire completes their profile in. Users, tutors, and/or managers can receive notifications as the deadline approaches. The first username/password you use post the <date> upgrade will be the one you will need to adopt to log into all of the products from that point forward. Navigate to ‘Group’. pdf. Follow. Scroll to the end of the 'Details' page and select ‘Delete’. Learn - Troubleshooting eLearning content with Tilly Martin. Select the Catalogue (s) to assign to the Group. Search for and select the Course you'd like to promote. This functionality allows you to manage when candidate data is automatically deleted from your system in order to comply with your company's data retention policy. Introduction. The second most common reason for a user account being disabled relates to Leave Dates. com board by following this link (Opens in a new tab). to take your knowledge to the next level and find out how to work efficiently at scale with Events - including how to create an entire schedule of Events with just. This is achieved by adding ‘Sections’. A User is typically unenabled by the data feed when they. Select ‘Start Upload to proceed to the next stage of the Wizard. To take your knowledge to the next level and find out how to work efficiently at scale with Events - including how to create an entire schedule. Whether or not agents are requested to provide candidate contact details (email and/or mobile number) is a configurable option on your system. The Academy is your forever free learning hub for Kallidus products including live events. . Based in Alberta, I joined Kallidus in June 2022, with my previous role being leading multiple Service Desks at a Managed Service Provider. Scroll to the end of the 'Details' page and select ‘Delete’. Every vacancy added to Kallidus Recruit has its own unique candidate-facing vacancy detail pages (one for external applicants and one for internal applicants), with a button for candidates to apply. These SLAs apply to all Kallidus Group. See ‘Build a template using sections’ for more information. Enter the name of your desired workflow and click "Create". Our TeamSpirit integration allows you to compile new hire data for your TeamSpirit account, saving your HR, People. Create and update group records for use in Learn. Introduction. With our OneLogin integration, you can: Launch Sapling from OneLogin's single sign-on (SSO). Make changes and reload. 9 months ago. This document describes in detail what features and functions are available to holders of the standard roles. The calendar feature is available directly within the platform, and (when enabled) allows your team to see a "Calendar" tab in Sapling. Send to Kallidus to load into LMS and test. Follow. The option to Archive templates is available for all published and draft templates. This option provides lots of learning all at once and may include a specific new starter course. Workflows can be assigned to your team members in three different ways: Onboarding New Hires. To download our guide on staying GDPR compliant with the Kallidus Suite, take a look at our article here. Introduction. Once this option is switched on you can configure each accreditation to show if required. Select 'Choose file' and browse to the video file. Introduction. See how many 'Not enabled Users' there are. one/several users. On the Group Categories page that is displayed, click the ‘New’ button. Cons : Its inflexibility at times - for example, we would have so many improvement ideas. Select ‘Attendance’ from the. 1. CompetencyChecks. A group named ‘PerformUsers’ must exist in Learn. A user may be a member of any other group – regardless of the category of that group. Select ‘Start Upload to proceed to the next stage of the Wizard. During this time, administration options for the Course/Lesson will not be available. This file is extremely useful for diagnosing these sorts of issues, as it contains. This opens up huge flexibility with automating Group membership - just remember to document the rules added to a Group so you and your team will remember the purpose of the rules in future. Updated. This new option should allow you to create pathways of courses dependent on lesson scores. Learn - How to add a past date to a Competency Check. Introduction The Kallidus Sapling platform helps HR and People Operations teams automate and streamline administrative tasks so they can focus on employee experience, retention, and creating an amazing culture for the most successful teams. Navigate to Administration Tools > Reports. Learn - Global settings for evaluation forms. This article explains how an Applicant Tracking System (ATS) can integrate with Sapling through the Sapling Public API. Follow. Option 1 - Simple and straightforward. Introduction. All Users must have an import key and be members of this group. Learn - Configuring email notifications. Based on some of the questions we frequently get for 360, we have put together this article as a one stop shop to help you get the most out of your system. pdf. . This is not visible to learners but is used by administrators to identify the Group and for reporting. Sapling's Org Chart is designed to give your new hires and broader team a unique understanding of their team relationships. This is not visible to learners but is used by administrators to identify the Group and for reporting. You will now get a window appear that will tell you your SHA-1 fingerpint. Select the 'Enable review mode' checkbox. To ensure that your delivery URL only receives traffic from authorized Sapling calls, copy the webhook secret token for authentication. Select the 'Enable review mode' checkbox. Introduction. Select from the drop-down menu, the Lesson which should be a pre-requisite to selected Lesson. com ), navigate to Security > Access and data control > API controls > Manage third-party app access. Our Perform integration allows you to sync new hire data with your Perform account, saving your HR,. Primary Groups are used to define line-management responsibility (and therefore the team members who appear in a manager’s dashboard panel). If it is, you will need to refer this to your content provider/developer. there is no need to wait until processing is complete to import more content - Learn LMS will queue up the content and import it in order. Add a Title for the Course. The below video will act as a refresher for using the 'Shared reports' folder, available in Classic LMS V10+ and Learn. Tickets (& phone recordings) and organisation details, so that you can refer back to any information shared and we. Catalogue. The attached ‘Getting Started’ training guide will introduce you to all the features and functions you need to get up and running with Perform. . API & Integrations - this includes any ideas relating to your HR tech ecosystem surrounding Sapling. Updated. To schedule a report to the Kallidus hosted SFTP server then use this fingerprint value: 2c:07:3f:1e:24:5b:fd:71:16:fc:a8:44:cc:37:cb:8c:ec:05:d7:db. Our ADP Workforce Now integration upgrade is built on the latest and greatest API for ADP Workforce Now and has improved validations for the fields you sync with Sapling. Select 'Video Set-up' from the Lesson Administration menu. Check if a record exists in the file for the User, if not, a User record will not be added to the LMS or the existing User record will be disabled. One extra thing to note: if your hero banner contains text, or images of people, where scaling on different screen. Perform - the manager view. The User import report identifies any problems or issues with the previous night's data feed, including users not created and invalid/duplicate user information. Enter a name and description for the policy. Upload requests are the type of documents that require you to upload a specific document into Sapling (for ex: passport photos, copy of your driver’s license, etc). The Kallidus Sapling platform helps HR and People Operations teams automate and streamline administrative tasks so they can focus on employee experience, retention, and creating an amazing culture for the most successful teams. These new email notifications can be switched on at the review template level. View 'Repeat training with Accreditations' for information on how to use Accreditations to set learning to repeat with whatever frequency you need. Users, tutors, and/or managers can receive notifications as the deadline approaches. 109. New Reporting and Analytics FAQs; Learn - use Custom fields to record unique information about your LMS; Improvements to the Accreditation Detail and the Accreditation Trajectory reports in Learn (23/03/2023)The 'Still processing' message appears when Learn LMS is processing larger files, typically SCORM eLearning. Please see the attached document which outlines the available objects in Business Objects reporting for Learn. Often used by organisations with multiple ‘sub brands’ to show a relevant brand to each employee. Create and update user records for use across the Kallidus Suite. Group. 3. Recruit - Manually posting to a job board from Kallidus Recruit; Recruit - email template types; See more Recruit - Sending CVs to users/managers David Pryce December 28, 2022 16:42; Updated; Follow. Learn - Create a Competency Check. To create a new Workflow, click on "New Workflow" from the upper right-hand menu of any of the 5 tabs. To report and analyse usage and application. Data disclaimer We strongly recommend reviewing the quality of your data before transferring into Learn. A default cancellation email can be sent to learners. Event schedules may extend to multiple days. Many customers have an automated People-data feed to transfer data from anHR data source, into Learn LMS. Right-click on any chart to output a PDF of the whole report with 'Print page'. Steps to switch the feature on. The Course moves to ‘Courses I’ve done’. There is a short How to use Kallidus responsive eLearning video guide here. Retrieve a list of user records. A: No but the Kallidus Support team can. The default view shows ‘Current’ assigned members. This is an optional paid add-on. Bulk Assign Outbox templates; Pronouns as a default field; Offboarding using Manager form; Expanded SearchConsidering the new document is ready, follow the below-mentioned steps to update an existing Sapling document: Open "Documents" from Administration Tools , select & open the desired document. Kallidus Suite - Common terms used by Customer Support. The integration must be enabled in Kallidus Recruit by your Customer Success Manager. When they reconnect, their progress or result will be updated within Learn. Click Delete. Recruit - time to hire, diversity etc - reports in one click. Select the status 'Did not attend' from the drop down menu: Select the Users for whom this status should apply: Select 'Submit'. In both cases, remember to apply the naming convention your organisation has defined. Carryover Cap: The maximum amount of hours that someone can rollover from. Check the box next to a Course to add to the Catalogue. Kallidus Suite Maintenance. In this minor upgrade we have: - Improved the technical efficiency of adding users onto the waiting list for an event. Part 1: Add the Sapling app and provide data access in G-Suite. 360 - General FAQs. Learn - how to manually add a User if you have Identity Server 6. Add a unique code for the Course. Administration > Group. It’s the most restrictive role available, through which Users can see the mandatory learning they have been assigned. Integration Fields. In both cases, remember to apply the naming convention your organisation has defined. Unselect all options, leaving only'Copy training records'. Sapling - Greenhouse Integration Guide. Browse to the Group area of Learn admin: Select 'New'. Select 'Rule' from The Group administration menu. The simplest reports (two column or two row reports) give you a count of candidates based on a single factor - for example, how many candidates are at each stage in the recruitment workflow. Next click edit to edit any of your filters for ease of assignment. Custom permissions allow you to create tailored access for your coworkers based on their functions. Learn - Business Objects reporting - using Cross Tables. Watch the below video to see how. Note: If a manager also serves as the course tutor, they will access the competency check in either the My Team. Select ‘Blank’, then click the location in the report at which the blank cell should be inserted (the cell can be moved at a later point if required): 2. Select Submit to save. The merge fields required are the same as the ones used in Kallidus Recruit email templates, with one difference: remove the curly brackets and the exclamation marks. This article is taken from the Perform Admin Guide, click here to view the full guide. Facebook; Twitter; LinkedIn; Was this article helpful? 0 out of 0 found this helpful. In the 'send after X days' field, enter the number of days (after the initial evaluation was completed) that the follow-up evaluation request should be sent. Your charts dashboard provides an instant set of reports which you can print to PDF. To create a new profile field, navigate to one of the 4 sections and select “+ Add new field”. In this article, we'll show how to.