Select eLearning set up from the Lesson administration menu. 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. The 'pivot reports' option lets you count information related to candidates. We have improved on a colour issue where the full screen options in the e-Learning player could not be seen when using a white background. The calendar feature is available directly within the platform, and (when enabled) allows your team to see a "Calendar" tab in Sapling. Existing connections will be retained, but employees with connected objectives will see restricted information about the Global objective. Steps to add an accreditation. '. Sapling provides a number of document solutions including: E-Signed documents (single signature OR Co-signed) Document Uploads. The Course will then be promoted on the Learn home page. Must be unique and should not be reused. Q - It looks as if each respondent has to be typed in – will there be a way they can be imported or will the subjects type them into the project directly?Navigate to the 'Course' area of Learn admin. 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 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. . 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. Resolved. Select ‘Submit’ to complete. Learn - What is. Follow. They are used to deploy training to Users in bulk and to specify line management hierarchy. - Fixed an issue where the comments on a fixed accreditation where being edited but could not be saved. Updated. This video shows you how you can batch edit a group. Introduction. You will need to log a ticket with Kallidus Support to resolve this. Check the box next to a User to add the profile to the Group:Steps to create a document upload Lesson. Scheduled. Steps to assign Lessons to a CPD Period. Description. The review process. In the Outbox tab, there are five tab options: Scheduled, Sent, Templates, Notifications, and Settings. Add the field name, who needs to input this information, a description, and the type of field it is. Either MP4 or MOV file types are acceptable: Select 'Submit' to begin the import. 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. Delivered: Based on your Sapling account. 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. Mary Lewis. So if you add this to an LMS role, you will have to wait until after the next refresh to be able to use it. Group. One number. How to say Kallidus in English? Pronunciation of Kallidus with 2 audio pronunciations, 1. Add a Title for the Course. Navigate to ‘Course’ to view a list of all Courses in Learn: Select the title of the to open it (or create a new Course if the course doesn't yet exist) Select ‘Lesson’ from the Course Administration menu. With our OneLogin integration, you can: Launch Sapling from OneLogin's single sign-on (SSO). Catalogue details screen. To fix this, in Chrome settings, go. Cons : Its inflexibility at times - for example, we would have so many improvement ideas. Users, tutors, and/or managers can receive notifications as the deadline approaches. These SLAs apply to all Kallidus Group. Follow. Here's some guidance that will help you with launching Kallidus in your organization! Learn Manager Guide. To do this, browse to ‘Administration home’ and select 'Users' and from the drop down menu select ‘CPD Programme’. Follow. Steps to create a Group. Add a Title for the Course. If you choose ' Yes ', you will be taken to a short pre-course test which will check your. It will be visible to the learner. These options also allow you to report across calendar years. Select ‘CPD Period’ from the CPD Programme. The Catalogue Code, Title, Description and Category can be specified here. Think of SCORM as the language that eLearning uses to communicate with an LMS. Learn - how to set up AICC eLearning content. Every User must be assigned an LMS role which determines their level of access to the LMS. 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. Find the line which shows as Option. It’s likely that the connectivity between the user and LMS was interrupted. 140. In this article, we'll explain the key areas of Learn LMS and how they link together. Wednesday Knowledge Share. General settings for the availability of an Event, including: The minimum and maximum number of attendees. From the drop-down menu, select the template that you wish to edit. Select ‘Start Upload to proceed to the next stage of the Wizard. Unselect all options, leaving only'Copy training records'. 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. Select 'New' to create a Course. This document describes how to import and manage training records in Learn. Add a description. In the left navigation of the Microsoft Teams admin centre, go to Teams apps > Setup policies. 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). Using bulk actionsAn issue was identified where the user who performed an action on a candidate in the new user portal, such as clicking a button to progress a candidate through the workflow, was not being passed to the admin portal and logged in the candidate timeline. Your charts dashboard provides an instant set of reports which you can print to PDF. Learn - Create and schedule a follow up evaluation. Bulk assignment of objectives; Perform - Enabling you to brand your Perform site; Perform - Enabling the bulk archive or deletion of reviews; Perform - Import Reviews; Perform - Import Objectives; Perform - Import answers to. Remember to apply the coding convention your organisation has defined. Under Administration Tools, navigate to Integrations. Learn - Setting up Reporting schedules. Choose ‘eLearning' from the ‘type’ drop down menu. In the "Schedule emails" section, you can schedule an infinite number of emails to be sent to your new hire at any point during their onboarding process (or beyond). 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. Kallidus Suite - Kallidus Service Level Agreement (Standard SLA) Learn - Sending Large Files/Content to the Kallidus Support team. Sapling - Activities Reminder Email (for Existing Team Members) Description: Task reminder emails for outstanding tasks. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Please see our Monday. '. Learn - Evaluation notifications. Then select the name of the required CPD Programme to open the properties. Step Two: Complete section one – what the learner sees. Right-click on any chart to output a PDF of the whole report with 'Print page'. Recruit - Manually posting to a job board from Kallidus Recruit; Recruit - email template types; See more Recruit - How to edit Global email or SMS templates Gordon McQuoid December 28, 2022 17:03; Updated; Follow. Typically, these documents are assigned during Onboarding, Role Transitions, or Offboarding - but you can also assign documents at any point using our. Off the Shelf - UK Course List. You MUST add the moderator as having visibility to this catalogue. 600 KB Download. Select the checkbox ‘Rule is enabled’, if. Step Two: Choose the Course (s) to which the Competency Check will be assigned. To enable the Sapling calendar, chat with your Customer Success Manager. Step Four: Configure the Pre-requisite options. Document Packets. The course moves back to ‘Courses I have to do’. Document Packets. Public key authentication allows you to connect to the Kallidus SFTP service without transmitting a password. Select the tick box within the Google Analytics 4 settings and enter the code. Select ‘New’. The attached ‘Getting Started’ training guide will introduce you to all the features and functions you need to get up and running with Perform. The recommended option for mail delivery is setting up SPF and DKIM records. 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. Learn - Upgrade your universe! Learn - How to add to an object to a report. In order to close a vacancy, please follow these steps: Log in to the back office Go to Va. If you'd like the report now, then select now and it'll come through shortly. Search for and select the Course you'd like to promote. Members: View and edit User assignments to this Group. Select from the drop-down menu at the top of the screen, the category of learner who should. Select from the drop-down menu, the Lesson which should be a pre-requisite to selected Lesson. Everything you track in Sapling can also be used as a token throughout the rest of the platform. 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'. On the group page of administration, click the edit button adjacent to the category drop down menu. Active objectives may include objectives assigned by team managers. Steps to create a Group. Support services are delivered via the Help Centre, where you found this article, and consist the online ticketing tool, knowledge base, articles, forums, product news and access to telephone and live chat. If you would like to send an. Go to 'Administration Home' and select 'Lesson' to access the Lesson list. Follow. 4. E-Learning set-up. Step Two: 2. Click 'Connect'. Kallidus Suite - How We Manage Support Tickets. To see how a manager connects Global. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Steps. Our Jira integration allows tasks to be sent from Sapling to a specific Jira project. How to add a Task to a Workflow. 1. Whether or not agents are requested to provide candidate contact details (email and/or mobile number) is a configurable option on your system. Our integration for Slack (US) integration offers three key benefits: View and complete Sapling tasks. Copy the API key for Part 3 of the setup. Kallidus Suite - How To Save A HAR File Mikala Mayes September 27, 2023 09:59; Updated; Follow. 3. Select the required CPD Period that the learning record needs to be recorded. G-Suite is a suite of intelligent apps by Google designed to help your team communicate and collaborate. Advice here is to DELETE the users previous history of training on. Get your early bird ticketKallidus Suite - How to find your SFTP SHA-1 fingerprint. Building and sharing. From the global navigation bar, select ‘Evaluation Form’ from the feedback drown down menu. Sign in with your username and password, and access a. com [51. Create Custom fields to record additional information about the Accreditation. One uppercase character. Select the Lesson to copy the history to. unx universe. Click "Next" and "Activate" to complete the integration. The ‘New Lesson’ details page will open. Navigate to ‘ Administration Home’ and select ‘Lesson’ to view the Lesson list. 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’. pdf. My passion in life is learning and the growth of my team, I. As a result of this, you will only need to remember one set of usernames/passwords to get into the Kallidus products. Data disclaimer We strongly recommend reviewing the quality of your data before transferring into Learn. Retrieve a list of user records. 9 months ago. Learn - Create a Competency Check. Use the Search options, Course Category drop-down menu or the alphabet search to filter the list. 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. 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. Send to Kallidus to load into LMS and test. 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. New Look & Feel: Make your people ops space your own and manage tasks easily on the go. The 'pivot reports' option lets you count information related to candidates. Integration Fields. Create and update user records for use across the Kallidus Suite. Simply click "Save" on the KIP window that has opened and close. Make changes and reload. If you get a window at the top of browser as shown below click on 'Done'. Sapling - Kallidus Recruit Integration Guide. Updated. Select Edit to open the Event and view its properties. It’s the most restrictive role available, through which Users can see the mandatory learning they have been assigned. Sapling - Greenhouse Integration Guide. 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. Kallidus is continually expanding the number of fields that sync between Sapling and Kallidus Perform. Step #4 - Schedule emails. With the Jira. Add a Title for the Course. 2. Housekeep Learn LMS, and keep everything neat and tidy. Scroll to the end of the 'Details' page and select ‘Delete’. Click ‘New’ to create a new CPD Period. User Management. Get deeper learning in The Academy. Learn more in The AcademyWhat calendars are available? Setting up your Calendars; Filtering your Calendar feeds; 💡Pro Tips What calendars are available? The calendar integration is enabled on an individual basis and can show:This article describes how the My Objectives area can be used by a team member to document and track progress against objectives that have been set. 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. Select the 'Follow-up' tab. 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. Navigate to the API Keys tab. Simply click ‘API tokens’ at the foot of the left-hand menu in Settings. Introduction. Step Two: 2. The Vacancy Poster reference number is also displayed here and for the currently selected posting (VP#######) – use this number when contacting Vacancy Poster for support. 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. Recruit - time to hire, diversity etc - reports in one click. Learn - what to do when eLearning content gets updated. 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 evaluation summary report is intended to help you assess the impact of your learning interventions. Azure AD is Microsoft’s enterprise identity service that provides provisioning, single sign-on, and. 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. Steps to sign off a competency check. Access for this area is controleed via LMS role level by adding the permi. Learn - Activate evaluation forms. Select 'Save' to save the changes. CONS Its inflexibility at times - for example, we would have so many improvement ideas. On the 'New Lesson' details page, choose the Lesson Type ' Document Upload. Steps are: Browse to an eLearning or video Lesson. Introduction. Select a point in time in the past you'd like to view the data. 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 Breezy HR integration. Steps to switch the feature on. Follow. Learn - The evaluation recommended form. 3. Administration > Group. . . Select the name of a CPD Programme to open the properties. Q: How are User profiles are added to Perform? A: All Users are added to Perform from Learn. Create a new field. Introduction Combine pre-built Surveys with our powerful reporting engine to keep your team engaged and informed at every step of their journey. Reach out to accounts@kallidus. When/if the Event is available for users to cancel. Zendesk Cookies . 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. You can do this by visiting Google help. Step Two: Administrators notify Users. 1. Watch the below video to see how. Document Storage. Check it on SCORM CLOUD. Insert the image into the blank. The average Star Rating for all or specific courses, lessons. 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. The feature will then be available for all learners in your system: You can also choose whether to switch on the ability for your managers to share courses with their direct reports and make it mandatory for them to complete. 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. Start Microsoft Edge and log into your Kallidus LMS. Tickets (& phone recordings) and organisation details, so that you can refer back to any information shared and we. 1. Introduction. Click ‘Edit’ to create a new Course assignment, or to edit existing. Kallidus Suite - Common terms used by Customer Support. Updated. The duration is the estimated duration for the Check, and the amount of learning time with which learners will be credited when the. If you want to switch this on then you can do so by: Go into the Settings area of the admin side of Learn. Learn: import and share videos. To add a new email, click on the "Add Email" button. 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 learner sees that. Our Workday integration allows you to sync new hire data with your Workday account, saving your HR,. 109. In the new KIP window that opens click the "Unlock" button and "Save". You'll find the picklist underneath the 'Body' section of the email window. Catalogue. The upgrade allows for more accurate data syncing saving you time and potential headaches by: Showcasing validation issues in real-time. The My objectives area shows Active, Archived and Global objectives. Step One: Select a Group. Vitalich [en] Macdougall, Charlene [en] Trasolini [en] Last updated November 16, 2023. When a Global objective is no longer required, it can be archived using the archive button. To enter this into Learn go to Settings and go to External Systems. Mass create new pending hires. Below are the Sapling password requirements: At least 8 characters. 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. The Academy is your. Sapling is directly connected into the Kallidus suite, creating seamless transfer of people data from hire to high flyer. We now have a LIVE UK course list which details all new releases as and when they happen. Specify the 'Target' for the CPD Period. Classic courses: 1. The following options are available: Articles in this section. Sapling - New Hire FAQs. Administrators have two choices for notifying Users. A deadline can be based either on a static date or the date of Course assignment. Navigate to ‘Group’. Go to Administration Home and choose 'Accreditation. Break a report into sections. Once redirected back to the Integrations page in Sapling, relaunch the Azure AD integration widget by clicking "Settings". Select the “Time Off” tab from the Home page. Select ‘Attendance’ from the. Often used by organisations with multiple ‘sub brands’ to show a relevant brand to each employee. During your time with Kallidus, we capture a lot of useful information and data for you within our Help Centre - Zendesk. Then click the Save button. Add a unique Code and Title for the Group. The next step is to upload a video for the Lesson. In this instance, we recommend you try the below troubleshooting steps. Our Perform integration allows you to sync new hire data with your Perform account, saving your HR,. The below video will act as a refresher for using the 'Shared reports' folder, available in Classic LMS V10+ and Learn. 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. A group named ‘PerformUsers’ must exist in Learn. Navigate to the Course or Event: Select 'Evaluation form' from the administration menu: Use the toggle switch to turn on evaluations forms. Wednesday Knowledge Share. Enabling managers to delete reviews, with some restrictions, should reduce the number of times managers have to contact Perform administrators to delete mis-assigned reviews. . When launching a refresher course, you'll be greeted by the following message: If you choose ' No ', you will view all the course material with no initial test. 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. Any user with the relevant access permissions in the Backoffice will have the ability to close vacancies. Update A subset of customers using SSO for sign-in to Kallidus are still experiencing issues accessing sites this morning. Select Edit to open the Event and view its properties. Perform - the manager view. Introduction. In the below example, the deadline specifies that the Course must be completed within 7 days of assignment. In this article, we'll show how to. Be cautious, as the Lesson Type cannot be changed once created. Learn - Changing colours in reports. The second most common reason for a user account being disabled relates to Leave Dates. 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. 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. Use the Search options, Course Category drop-down menu or the alphabet search to filter the list. Reach out to accounts@kallidus. The job title for an individual. Go to the “Integrations” page of your Sapling account. Steps to cancel an Event. You may not want all accreditations to be visible. 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. This includes your email addresses and phone numbers; so we can contact you and so you can access support. The user entered their Vacancy Poster credentials incorrectly the first time they tried to post a vacancy via Vacancy Poster. See how many 'Not enabled Users' there are. Navigate to the Event which is to be cancelled. 109. Prepare to upgrade to the new Identity Provider. Managers can find the 'Competency Check Summary' in their Manager dashboard. Select whether you would like the API key to expire after 90 days or automatically renew when used. Steps to set default properties for new Events. This is a searchable field, along. You'll find this video in the 'Learn walkthrough' eLearning - part of our 'Get started: Learn' Course, the essential starting point for all Learn administrators. Scroll down and select 'New'. Catalogue. To report and analyse usage and application. 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. This article has been created to explain how our maintenance works, what we do, when, and how this may. While we were in there, we took the opportunity to rework the time off approval process as well. Next click edit to edit any of your filters for ease of assignment. In the admin section, go to 'Course,' and then click on 'Accreditation': The table below shows additional information about each element in the administration menu. This can help to build engagement with your audience, and create a clear brand for your Learn LMS. Right-click on any chart to output a PDF of the whole report with 'Print page'. Custom fields are only visible in the Administration. Under Integrations and API, navigate to Partner Integrations. Scroll to the bottom & Click on 'X' to remove the existing document. 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. Select the fields you'd like to include, then click Next. 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. Welcome to the Kallidus App. 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’. We now have a LIVE UK course list which details all new releases as and when they happen. Digital content often changes over time – perhaps to update branding, correct a typo, or more significant changes, for example, to account for new/updated regulatory. 4. Navigate to the 'Course' area of Learn admin. Learn - Business Objects reporting - using Cross Tables. Select 'CPD period' from the administration menu. Navigate to Administration Tools > Reports. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. 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. Select ‘New’ to add a new rule: Enter a unique code and a Title for the rule. Specify the 'Target' for the CPD Period. The upgrade allows for more accurate data syncing saving you time and potential headaches by: Showcasing validation issues in real-time. These SLAs apply to all Kallidus Group products. 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 - How to add a past date to a Competency Check. 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. You're now able to specify defaults in each of the available areas, starting with options on the ‘Details’ page. . The most common configuration option lets you choose on any vacancy if you want to use self-scheduling at (e. Introduction The Platform Settings tab allows you to customize the Sapling experience to look and feel like your company brand. Select 'Promote a Course'. Learn - Import SCORM2004 content. Sapling - Teamspirit Integration Guide. With this feature, you can: Download a sample CSV template to insert your information into. Drag & Drop a PDF document or Click to upload a new document. 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'. 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. The Scheduled tab shows you all the templated emails that are scheduled to be sent at a future date. Authoring tools often permit many. Learn - Roles and Responsibilities. Select ‘Deadline’ from the Course Administration menu. Custom fields are only visible in the administration User interface. Introduction. Learn - Optimising reports to help them run faster.