Login to Sapling. We. Select ‘Attendance’ from the Administration menu. To allow-list the Kallidus app, set the section “Third-party apps” to “Allow specific apps and block all others”. You are now in 'Internet. 7 days ago. Recruit - time to hire, diversity etc - reports in one click. General settings for the availability of an Event, including: The minimum and maximum number of attendees. View 'Share, report, and repeat mandatory learning' to learn more and understand how to use reports to forecast future compliance rates. Where the user's details are required, such as for an email or SMS template. This article covers the following topics: Get alerts about important new hire information. The Kallidus Exchange connector connects to the mailbox via EWS and monitors responses to the invites, updating the attendee status in the LMS accordingly. Navigate to the Event which is to be cancelled. In both cases, remember to apply the naming convention your organisation has defined. But it’s not all nagging - learners can also browse the optional Courses assigned to them and demonstrate their engagement through ‘Add my Learning’ and. Offer information if recorded in Kallidus; Vacancy information such as role title, full-time/part-time, location, department; Please note, if you are adding a brand new Word merge document, there is an additional step which needs to be completed by the Kallidus Support team before the document is available (see the end of this article). Configure notifications to alert assigned users when the deadline approaches. This will take you to the ‘ Browse ’ menu. Set a specific or relative date by which this course must be completed. The evaluation summary report is intended to help you assess the impact of your learning interventions. Click ‘New’ to create a new CPD Period. Go to the “Integrations” page of your Sapling account. The following options are available: Articles in this section. Under Administration Tools, navigate to Integrations. To see how a manager connects Global. Specify the 'Target' for the CPD Period. The job title for an individual. The code is not visible to learners but will be used to identify the Course for administrators. Learn - Update eLearning content. Tickets (& phone recordings) and organisation details, so that you can refer back to any information shared and we. When/if the Event is available for users to cancel. Custom permissions allow you to create tailored access for your coworkers based on their functions. The user entered their Vacancy Poster credentials incorrectly the first time they tried to post a vacancy via Vacancy Poster. one/several users. Select from the drop-down menu, the Lesson which should be a pre-requisite to selected Lesson. unx universe. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Steps are: Browse to an eLearning or video Lesson. Public key authentication allows you to connect to the Kallidus SFTP service without transmitting a password. Learn: import and share videos. They are used to deploy training to Users in bulk and to specify line management hierarchy. Chargeable work, non-standard change requests, and project work as well as product suggestions are excluded from this SLA. In this article, we'll explain the key areas of Learn LMS and how they link together. By leveraging Kallidus Sapling, you can provide significant improvements to your People Operations team and Hiring Managers, while completely streamlining the Candidate and Employee experience through the JazzHR integration. See ‘Build a template using sections’ for more information. First off - welcome to your new role 👋 we're so excited to help get you set up! In case you're wondering about who we are: Sapling is an employee experience tool from Kallidus designed to support great hires to become great team members. We have added course and lesson descriptions into the Learn. Follow. Our Paychex Flex integration allows you to sync new hire data with your Paychex Flex account, saving. Catalogue details screen. To download our guide on staying GDPR compliant with the Kallidus Suite, take a look at our article here. All custom fields can be included in reports. You can also create as many group types as needed, such as Team, Job Family, or Division. 1. Select the default evaluation form or choose from the drop-down menu for an evaluation form where created/available. Select from the drop-down menu, the Lesson which should be a pre-requisite to selected Lesson. 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. 🚀. The Kallidus APIs give you the ability to: Retrieve user record information. Sapling - Integrating with Sapling without a Native Integration. The recommended option for mail delivery is setting up SPF and DKIM records. To add a new email, click on the "Add Email" button. Single hub for all Kallidus suite reporting; Cross-product reporting for the Kallidus suite, starting with Learn and Perform. Administrators can create, edit, and delete training records via bulk import process, or by manually amending individual records. This file is extremely useful for diagnosing these sorts of issues, as it contains. Step Two: Administrators notify Users. All custom fields can be included in reports. On the Group Categories page that is displayed, click the ‘New’ button. Where a userfield is defined as free text there is the risk of different users using different spellings or describing something in a slightly different way and this can cause issues with Reporting. Either MP4 or MOV file types are acceptable: Select 'Submit' to begin the import. Select Add. . 6 years ago. Most people who interact with Learn will be students. Learn - What is. That status can be communicated between the. Step One: Create a blank form Click on your profile picture in the top right to open the admin menu. Import users into Learn. Seismic Learning (formerly Lessonly) is a seamless training and coaching platform that helps ramp your. 1. You can also further filter the data based on Location, Department, or any other group. You can now use the toggle to switch on evaluation forms. The 'pivot reports' option lets you count information related to candidates. Select Edit to open the Event and view its properties. Members: View and edit User assignments to this Group. A: No but the Kallidus Support team can. Select ‘Course’ from the Catalogue Administration menu. 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. For example: the default Group Types within Sapling are Location and Department. There is a short How to use Kallidus responsive eLearning video guide here. The image below shows the options available for branding your candidate portal. when/if the Event is available for users to book. On the group page of administration, click the edit button adjacent to the category drop down menu. Once completed, click "Done". Provide a Code and Title (these are for administrator use and to identify the Accreditation) Set the expiration details in the 'Expires after' field, specifying the frequency. 4. Primary Groups, and Primary Group managers are typically created and managed by the People Data Feed. From your home page, navigate to Settings. . The Course description will be added automatically, (to a max of approx 113 characters) Select the 'Submit' button. Follow. Navigate to the 'Course' area of Learn admin. Tilly Martin. Mike Smithers. Choose ‘eLearning' from the ‘type’ drop down menu. The Leave Date section in the LMS can be used to automatically disable a user account when they have left an organisation. Document Packets. Learn - Change a User’s Password in Identity Server 6. In this article, we'll show how to. Here's some guidance that will help you with launching Kallidus in your organization! Learn Manager Guide. NB: This will be an iterative piece of work spread out over an elapsed period, not full and consecutive days. Add a description. Okta allows you to provide secure identity management and single sign-on to any application, whether in. The course moves back to ‘Courses I have to do’. Public key authentication uses two keys, a private key and a public key. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Mass create new pending hires. This will start with customers with no scheduled exports for their reports. Group Types, Group Filters, and Groups. Learn - Groups. Additionally, you can request the setup of whitelisting on your mail/filtering servers with your IT team. View the Learn LMS: top standard reports and why, resource in The Academy. Step Two: Configure the deadline. 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. Learn about the faces and roles of the Kallidus Customer Support Team, who help customers with various aspects of the Kallidus Suite, a cloud-based learning and. Navigate to the API Keys tab. Typically, these documents are assigned during Onboarding, Role Transitions, or Offboarding - but you can also assign documents at any point using our. Select when the lesson will be available. Vacancy Poster Posting Guide. 1 day. Group Type are used to describe an overarching type of structure within an organization. Enter the name of your desired workflow and click "Create". Built to provide a seamless recruitment experience from start to finish and designed for in-house recruitment teams, Kallidus Recruit gives full visibility of every part of the recruitment journey. This can help to build engagement with your audience, and create a clear brand for your Learn LMS. Select the Point in Time tab, then click Create Report. We believe this means giving you the latest features and technology and keeping you in the loop with what’s happening. This includes your email addresses and phone numbers; so we can contact you and so you can access support. Here you can edit using either the basic or HTML editor. 3. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. To enable the Sapling calendar, chat with your Customer Success Manager. Primary Groups are used to define line-management responsibility (and therefore the team members who appear in a manager’s dashboard panel). Select whether you would like the API key to expire after 90 days or automatically renew when used. After you click "Start Onboarding", you'll be taken to a dedicated landing page where you can create your password. Be sure to name your key descriptively, so you know how each application uses that key. Select 'Submit' to Save. The evaluation summary report is intended to help you assess the impact of your learning interventions. Select ‘CPD Period’ from the CPD Programme. In this minor upgrade we have: - Improved the technical efficiency of adding users onto the waiting list for an event. This document describes in detail what features and functions are available to holders of the standard roles. Building and sharing. com to learn more. Whether or not agents are requested to provide candidate contact details (email and/or mobile number) is a configurable option on your system. Learn - Upgrade your universe! Learn - How to add to an object to a report. Wait list settings. Remember to apply the coding convention your organisation has defined. Follow. Get deeper learning in The Academy. Add a blank cell in which to insert the image. . Configure notifications to alert assigned users when the deadline approaches. Scroll down to find the Kallidus integration and enable the integration slider. Check it on SCORM CLOUD. Break a report into sections. ADP Workforce Now is an all-in-one platform for payroll and HR software, providing expert support and. com board by following this link (Opens in a new tab). Select Submit to save. Introduction. Please see the attached document which outlines the available objects in Business Objects reporting for Learn. Search for and select "Sapling G-Suite App". Introduction The Platform Settings tab allows you to customize the Sapling experience to look and feel like your company brand. 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. If it is, you will need to refer this to your content provider/developer. Select 'New' to create a Course. Select 'Choose file' and browse to the video file. Add a logo or other image to the report. (this is the minimum level of access a User must have to be nominated as Administrator for an Event) Select 'User' from the role administration menu: Select the User who you would like to have the 'Tutor' role. Welcome to Kallidus Customer Support Need to get in touch with our Support Team? Submit a request now Kallidus Status Page Share Feedback See our roadmap Navigate to Settings, and scroll to the 'Share and recommend' section. Introduction. Learn - Send from email address. Select 'Save' to save the changes. Updated. To find out more about the cookies, see our knowledge base article on Cookie use in Kallidus products; Read our privacy policy; Cookie preferences Our use of cookies. This will launch a new window where you can finish adding additional details. Part 4: Assign the Sapling (US) or Kallidus HR (UK) app to users in Okta. This article is taken from the Perform Admin Guide, click here to view the full guide. Select eLearning set up from the Lesson administration menu. Step Two: Open the Event schedule and add a new date. Q: How are User profiles are added to Perform? A: All Users are added to Perform from Learn. Hire better people, faster with Kallidus Recruit. Our Workday integration allows you to sync new hire data with your Workday account, saving your HR,. Tickets (& phone recordings) and organisation details, so that you can refer back to any information shared and we. To add a section, right-click a table column and select ‘Set as Section’. Vitalich [en] Macdougall, Charlene [en] Trasolini [en] Last updated November 16, 2023. Select ‘Rules’ from the Group administration menu, and then ‘New’ to add a new rule. 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. In this article, we'll show how to. Resolved The scheduled maintenance is complete. Add a Title for the Course. G-Suite is a suite of intelligent apps by Google designed to help your team communicate and collaborate. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Navigate to ‘ Administration Home’ and select ‘Lesson’ to view the Lesson list. 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. Learn - Exchange Connector Guide. Off the Shelf - UK Course List. If the rule, and therefore membership of the Group, is to be refreshed every. The Feedback Portal is organized into 2 main sections: Feature Requests & Ideas - this includes any ideas relating to the Sapling app you sign into. 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. Sometimes, though, you may have a system you want to connect that's not currently listed in Sapling's native integrations. Matt Troy. The following options are available:Articles in this section. Steps to create a Group. Add a new OAuth app. A user may be a member of any other group – regardless of the category of that group. Introduction. There is a FAQ section here to answer all your responsive player questions but if you need further help, please contact our Support team. Document Storage. This is achieved by adding ‘Sections’. Integration Fields. Next click edit to edit any of your filters for ease of assignment. In this article, we'll demonstrate how to share and recommend courses. Get deeper learning in The Academy. At Kallidus we’re always looking for ways to help our customers to get the most out of our systems. Select a point in time in the past you'd like to view the data. Select the Lesson to copy the history to. Perform - the manager view. Scroll down and select 'New'. Think of Sapling as your hands-on, interactive HR task management system - keeping your team members engaged and informed during all transition periods (everything from preboarding --> onboarding--> ramping up --> role transitions --> offboarding). Then select the name of the required CPD Programme to open the properties. Select the name of a CPD Programme to open the properties. The option to Archive templates is available for all published and draft templates. 🚀. Below are the Sapling password requirements: At least 8 characters. You can sign up for a free and account by searching for it online, then upload the content and see if the behaviour is the same in SCORM CLOUD as it is on the LMS. Sign in with your username and password, and access a. Reach out to accounts@kallidus. Click on the "Create New Key" button, or copy an existing key. Available hours: table for all users that describes the total amount of available time off hours ( categorized by policy). Browse the list of Groups and select the Group to which Courses are to be assigned (use the Group Category drop-down to reduce the list of Groups and simplify selection). How to add a Task to a Workflow. Included in this guide: The employee, manager, and admin view of Perform. Please see our Monday. 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 an existing Event in Learn. Important - Once the Lesson is created the type cannot be changed, so take care to specify the. Navigate to the Event which is to be cancelled. Your charts dashboard provides an instant set of reports which you can print to PDF. A group named ‘PerformUsers’ must exist in Learn. When the BETA is switched on, a User Generated Content catalogue is created. We would like to show you a description here but the site won’t allow us. Follow. The Kallidus Exchange Connector has been designed to enable bi-directional communication for Kallidus Learn/Classic LMS to a Microsoft Exchange server for the purpose of event management. Select the Catalogue (s) to assign to the Group. Watch the video to see how to set it up: To configure authorisation for a Course, navigate to the Course details page and select an option from. The 'All Users' tab. 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. Our Jira integration allows tasks to be sent from Sapling to a specific Jira project. Alternatively, select ‘All’ to view all Users in Learn, or filter the list by a number or letter. The Lesson is now created. Select ‘Members’ from the Group Administration menu. Learn - Disabling email templates. Start Microsoft Edge and log into your Kallidus LMS. 2 days. Book a demo. Get there in one click from your Kallidus Recruit homepage by scrolling down to the reports panel and clicking 'Charts'. Remember to apply the coding convention your organisation has defined. Active objectives may include objectives assigned by team managers. Learn - Default notification schedule. Right-click on any chart to output a PDF of the whole report with 'Print page'. Select ‘Start Upload to proceed to the next stage of the Wizard. Sapling - Kallidus Learn Integration Guide. 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:. Create your password. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Watch the video below to see an. 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. You can select to turn this on for all courses or all events and can decide which form to use as default. NB: This will be an iterative piece of work spread out over an elapsed period, not full and consecutive days. Check the box next to a User to add the profile to the Group:Steps to create a document upload Lesson. Automate. In the below example, the deadline specifies that the Course must be completed within 7 days of assignment. Alice McAnaw. Create and update user records for use across the Kallidus Suite. The app is ‘off’ by default and can be switched on in the Settings. One extra thing to note: if your hero banner contains text, or images of people, where scaling on different screen. Color Code Filter; Org Chart CapabilitiesIntroduction. Kallidus Suite - Kallidus Service Level Agreement (Standard SLA) Kallidus work to the following standard SLA for Target Response and Resolution Times on all support tickets. Get deeper learning in The Academy. Workflows can be assigned to your team members in three different ways: Onboarding New Hires. - Click on 'Upload' to upload documents as required by your company. Kallidus Suite - Kallidus Service Level Agreement (Standard SLA) Kallidus work to the following standard SLA for Target Response and Resolution Times on all support tickets. It integrates with other Microsoft ecosystem products and prioritises ease of use and modern data visualisation techniques. Housekeep Learn LMS, and keep everything neat and tidy. The Kallidus Recruit Backoffice API is accessible by Super Users only from the settings menu in the Recruit backoffice. Name the holiday, select what dates and who it applies to (by department, location, or employment status), and click 'Add holiday'. Select the name of a CPD Programme to open the properties. Either, by selecting ‘Notify each User on the notification list for this Lesson each time an Event is created (best when just one new Event is created): Or, by navigating to the Lesson notify List, selecting Users and then ‘Notify’. Permissions in Sapling are built to help customize information access for every individual at your organization. Step Four: Configure the Pre-requisite options. Cons : Its inflexibility at times - for example, we would have so many improvement ideas. Be cautious, as the Lesson Type cannot be changed once created. Once redirected back to the Integrations page in Sapling, relaunch the Azure AD integration widget by clicking "Settings". To start adding content, you must enable Editor mode. 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. Follow. Select the 'Enable review mode' checkbox. Learn LMS will then upload and encode the video. If not ticked the time off will show as 'Unavailable'. Navigate to the Course or Event: Select 'Evaluation form' from the administration menu: Use the toggle switch to turn on evaluations forms. Introduction. Launching Kallidus - March 2023. Introduction. By default this will be set to False. I have worked in many customer-facing roles with an IT focus such as Executive Support and Mobility Device Management for large corporations. Search for your desired users/groups and click "Assign". These new email notifications can be switched on at the review template level. Paylocity is the HR & Payroll platform that frees you from the tasks of today so you can spend more time. 2 months ago. If it was overnight, it is most likely to have been triggered by the batch processor, however, if it was during the day it is most likely to be an instant email. In this article we’ll cover: Stay tuned into import. Step Three: Select the template. Keep track of attendees for Instructor-led training. Leave Dates are very closely linked to the overnight data processes as mentioned in the above section. Historical results will remain ‘Complete’. See the big picture around this subject in The Academy - our forever-free learning hub, for comprehensive resources, including tutorials and live events. 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. Steps to activate evaluation forms. Steps are: Browse to an eLearning or video Lesson. Next click edit to edit any of your filters for ease of assignment. There are 7 standard LMS roles which can be copied and modified, and new roles can be created from scratch. Follow. Browse to the Group area of Learn admin: Select 'New'. Carryover Cap: The maximum amount of hours that someone can rollover from. Enter a target value for the CPD period (in hours or units) If a Professional body is assigned to the CPD Period, enter an 'Accredited target'. Click the ‘Report Elements’ tab, and then the ‘Cell’ tab. There are 7 standard LMS roles which can be copied and modified, and new roles can be created from scratch. pdf. In their simplest form, a token would let you build a message like "Hello, [First Name]" where [First Name]. google. 1 MB Download. In this article, we'll show how to add Course and Lesson card images to the default image library in Learn LMS. 1. If you choose ' Yes ', you will be taken to a short pre-course test which will check your. . The learner is notified X days before the Accreditation is due to expire and based on how the accreditation has been set to repeat/notify. . 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. 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;If you want to set up an integration with your Sapling account, you’ll likely need to generate an API Key. The Accreditation status is now ‘Complete’. Tilly Martin. 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. This includes your email addresses and phone numbers; so we can contact you and so you can access support. If you require further. Click the "Edit personal details" button - if this button does not appear for you, please take a look at this article. 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. 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. The upgrade allows for more accurate data syncing saving you time and potential headaches by: Showcasing validation issues in real-time. The learner sees that. Introduction. 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'. The 'Still processing' message appears when Learn LMS is processing larger files, typically SCORM eLearning. Make changes and reload. You're now able to specify defaults in each of the available areas, starting with options on the ‘Details’ page. 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. Select 'Promote a Course'. I enjoy working with people, problem-solving, sharing knowledge, and being a reassuring ear, which is why I think Kallidus is the perfect fit for me. This page outlines a new piece of functionality which enables your managers to delete reviews from Perform. Select the 'Enable review mode' checkbox.