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'. Each vacancy details page has its own unique link, which can be copied and pasted manually when advertising the role on a job board. Follow. New Look & Feel: Make your people ops space your own and manage tasks easily on the go. Based in Alberta, I joined Kallidus in June 2022, with my previous role being leading multiple Service Desks at a Managed Service Provider. Matt Troy. This includes your email addresses and phone numbers; so we can contact you and so you can access support. The Course will then be promoted on the Learn home page. The code is not visible to learners but will be used to identify the Course for administrators. These can also be "Acknowledge or Read-Only" documents that a team member needs to read but does not need to sign. Step Four: Archive the Global objective. 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. All custom fields can be included in reports and are only visible to administrators. Option 1 - Simple and straightforward. Select when the lesson will be available. Learn new skills and develop your career with Grafton MyLearning, the online learning platform powered by Kallidus. Note: You don't need to enter the import key unless you are planning to import a person later and want to tie the two records together. Sapling is the onboarding, offboarding, and for some customers, core HRIS, for your organization. Once active you will see the ‘ Edit mode enabled ’ message across all screens. Steps to create a Group. Navigate to Administration Tools > Reports. Select ‘New’. When a User’s training record is updated for a Lesson, the status of any Courses to which that Lesson is assigned will be updated. Authoring tools often permit many. The code is not visible to learners but will be used to identify the Course for administrators. Take a tour of the manager view of Perform. Introduction. During this time, administration options for the Course/Lesson will not be available. 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. Vitalich [en] Macdougall, Charlene [en] Trasolini [en] Last updated November 16, 2023. Select 'New' to create a Course. 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 PageStep Four: Name the elective Lesson set, save. A group named ‘PerformUsers’ must exist in 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. Assign Individual Documents, Document Packets or Workflows Mass assign an individual Document, Document Packet, or Workflow to any selected employees. Demonstrate proficiency with Competency Checks. You can also configure additional events to display from Administration Tools > Platform Settings > Calendar > switch on Anniversaries. 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. Think of SCORM as the language that eLearning uses to communicate with an LMS. Learn - Reporting on course and lesson descriptions. Add a new OAuth app. Learn - how to import SCORM and other files. Learn - Evaluation notifications. We'll walk through the additional 'My team' tab, through which managers get a detailed oversight of their teams' performance. Update A subset of customers using SSO for sign-in to Kallidus are still experiencing issues accessing sites this morning. One special character (for example, % @ # !Select ‘Course’ from the Catalogue Administration menu. Group. On the left hand side, look for the Accreditation compliance option. 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. 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 cancel an Event. You can also further filter the data based on Location, Department, or any other group. Public key authentication allows you to connect to the Kallidus SFTP service without transmitting a password. Introduction Combine pre-built Surveys with our powerful reporting engine to keep your team engaged and informed at every step of their journey. Learn - Exchange Connector Guide. Search for and select the Course you'd like to promote. With the Jira. Add a title, description and duration for the Competency Check. The upgrade will take place on the <date>. SetIssueDate. The evaluation summary report is intended to help you assess the impact of your learning interventions. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. 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. Wednesday Knowledge Share. Select the Catalogue (s) to assign to the Group. Select the default evaluation form or choose from the drop-down menu for an evaluation form where created/available. Select 'New' to create a Course. Housekeep Learn LMS, and keep everything neat and tidy. This will start with customers with no scheduled exports for their reports. . The Course import Wizard opens. Learn - Troubleshooting eLearning content with Tilly Martin. Don't have your account. Select ‘Start Upload to proceed to the next stage of the Wizard. Part 1: Add the Sapling app and provide data access in G-Suite. Matt Troy. Group. This article has been created to explain how our maintenance works, what we do, when, and how this may. 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. To capture completion and compliance for regulatory, health & safety and legal. This is achieved by adding ‘Sections’. Introduction. com [51. In this article we’ll cover: Stay tuned into import. This article covers the following topics: Set up the right level of approval for each policyAs an administrator, you can easily unlock the account by; 1. Data disclaimer We strongly recommend reviewing the quality of your data before transferring into Learn. Whatever the limit, the video shows how the. Please see the attached document which outlines the available objects in Business Objects reporting for Learn. One lowercase character. To enable the Sapling calendar, chat with your Customer Success Manager. 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. Check it on SCORM CLOUD. Learn - the 'All users' report. Keep track of attendees for Instructor-led training. 1. Browse to the Group area of Learn admin: Select 'New'. Updated. You will need to log a ticket with Kallidus Support to resolve this. Learn - Business Objects reporting - using Cross Tables. Catalogue details screen. Click ‘Edit’ to change existing Course assignments, or to assign new Courses to the Catalogue. All custom fields can be included in reports. 5. The specific course, lesson, or event completion status when filters are applied. Chargeable work, non-standard change requests, and project work as well as product suggestions are excluded from this SLA. Introduction. 1. Be sure to name your key descriptively, so you know how each application uses that key. Select ‘Catalogue’ from the Group Administration menu. Use a testing site like to stage your webhook subscription. 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'. Course assigned directly to a Group becomes mandatory for all group members (the training will appear in ‘Courses I have to do’). 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. View 'Share, report, and repeat mandatory learning' to learn more and understand how to use reports to forecast future compliance rates. We now have a LIVE UK course list which details all new releases as and when they happen. Q: How are User profiles are added to Perform? A: All Users are added to Perform from Learn. Steps to add CPD learning records for a User. 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. One number. Select 'Rule' from The Group administration menu. 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. After creating a workflow, you can add Tasks that belong to that particular. Kallidus Learn is an award-winning learning platform designed to make learning simple, fast, and effective. 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. Sign into your Zendesk account. The My objectives area shows Active, Archived and Global objectives. Greenhouse makes smart hiring decisions effective and measurable every step of the way. You'll find the picklist underneath the 'Body' section of the email window. 2 months ago. Members: View and edit User assignments to this Group. Any existing rules will be listed. Select the status 'Did not attend' from the drop down menu: Select the Users for whom this status should apply: Select 'Submit'. At Kallidus we’re committed to providing you with the best experience possible. This new option should allow you to create pathways of courses dependent on lesson scores. Administration > Group. Configure notifications to alert assigned users when the deadline approaches. Step Four: Configure the Pre-requisite options. 1 day. This document describes how to import and manage training records in Learn. Tilly Martin. 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. Select 'New' to create a Course. 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. Below is a glossary of terms related to Time Off Tracking in Sapling: Accrual: set amount of time off (in hours) that you gain over a period of time. Recruit - time to hire, diversity etc - reports in one click. We'll follow the journey from the point at which a Manager or Recruiter makes an offer to a candidate, completes the offer form and provides access to the onboarding portal via email. Name your report, then click Next. Seismic Learning (formerly Lessonly) is a seamless training and coaching platform that helps ramp your. Learn - Import SCORM2004 content. Learn - Default notification schedule. Members. Choose your report and select the 'Schedule' button on the right hand side. Click the ‘Report Elements’ tab, and then the ‘Cell’ tab. Browse to the 'Group' area of Learn admin: Select the Group to which you would like to add the rule. A User is typically unenabled by the data feed when they. Here you can edit using either the basic or HTML editor. If you'd like the report now, then select now and it'll come through shortly. Create your password. 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. Click 'Connect'. The average Star Rating for all or specific courses, lessons. Tickets (& phone recordings) and organisation details, so that you can refer back to any information shared and we. Choose the properties to copy. Select the 'Follow-up' tab. 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 Greenhouse integration. Zendesk Cookies . 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. 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'. For more details, refer to ‘ Set a deadline for a Course’. Select 'Save' to save the changes. Select ‘Attendance’ from the Administration menu. 3. The job title for an individual. Select whether you would like the API key to expire after 90 days or automatically renew when used. This comes in handy for onboarding program stakeholders, such as IT and Hiring Managers, but can also help define access levels by. Leave Dates are very closely linked to the overnight data processes as mentioned in the above section. NB: This will be an iterative piece of work spread out over an elapsed period, not full and consecutive days. Select ‘Attendance’ from the Administration menu. These SLAs apply to all Kallidus Group. Introduction. Important - Once the Lesson is created the type cannot be changed, so take care to specify the. Step Two: Select the individual users to add to the Group. Sapling is directly connected into the Kallidus suite, creating seamless transfer of people data from hire to high flyer. 2. What time was it received? The first thing we would suggest you check is what time of day the email was received. Learn User Guide. 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. Learn - Changing colours in reports. There are 7 standard LMS roles which can be copied and modified, and new roles can be created from scratch. This document describes in detail what features and functions are available to holders of the standard roles. Sign in with your username and password, and access a. Time Off Reports can format data by date ranges or payroll cycles such as weekly, bi-weekly, semi-monthly, or monthly so that payroll reporting is much easier. To ensure that your delivery URL only receives traffic from authorized Sapling calls, copy the webhook secret token for authentication. Custom fields are used to record a specific can be created to record additional information about Lessons, for example; Subject matter experts, Vendor names, additional codes, addresses, references, and admin notes about Events. 360 - General FAQs. The Academy is your forever free learning hub for Kallidus products including live events. Step One: Create a blank form Click on your profile picture in the top right to open the admin menu. . 🚀. Sapling's dashboard is a powerful way to get instant visibility over four key pieces of the employee lifecycle: Team members, Open tasks, Open documents and Pending approvals. Learn - Setting up Reporting schedules. 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. Template builder is accessed from the profile drop-down menu: This article is taken from the Perform Admin Guide, click here to view the full guide. Enter your SFTP server details into the 'Site Manager' window as shown below replacing sftp. AICC, on the other hand, involves no direct content upload to the LMS. Step 3: Choose who you want to see the 'User Generated content' catalogue. Insert the image into the blank. Resolved The scheduled maintenance is complete. Our Perform integration allows you to sync new hire data with your Perform account, saving your HR,. Note that this report will always show issues or errors for the last time the. With this feature, you can: Download a sample CSV template to insert your information into. Each report is designed to help you be more strategic with your team member information, allowing you to dig deep and get the important insights you need to be successful. This name will be visible to learners prior to choosing the Lesson they prefer. 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. Part 4: Assign the Sapling (US) or Kallidus HR (UK) app to users in Okta. The Feedback Portal is organized into 2 main sections: Feature Requests & Ideas - this includes any ideas relating to the Sapling app you sign into. Follow. Go to the “Integrations” page of your Sapling account. No new connections can be made. This gives the ability for a user in the LMS role with this ACL to report on all LMS users in the system. This article is taken from the Perform Admin Guide, click here to view the full guide. In this article, we'll show how to. Select 'CPD period' from the administration menu. The following options are available:Articles in this section. Click on the "Create New Key" button, or copy an existing key. Learn - Configuring email notifications. Updated. 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'. com to learn more. when/if the Event is available for users to book. Check that the ImportKey doesn. Find the line which shows as Option. Our integration for Slack (US) integration offers three key benefits: View and complete Sapling tasks. Select 'Copy the assignments to an existing Lesson'. Single hub for all Kallidus suite reporting; Cross-product reporting for the Kallidus suite, starting with Learn and Perform. The upgrade allows for more accurate data syncing saving you time and potential headaches by: Showcasing validation issues in real-time. The Course description will be added automatically, (to a max of approx 113 characters) Select the 'Submit' button. This is not visible to learners but is used by administrators to identify the Group and for reporting. 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. My content launched and tracked back a correct status to SCORM Cloud and the content did not track back anything to Kallidus LMS for. Learn: import and share videos. Steps. Select ‘Members’ from the Group Administration menu. Introduction. In this instance, we recommend you try the below troubleshooting steps. This article covers the following topics: How to access the Org Chart. Click on the 'Settings and more' button at the top right of the browser and select 'Reload in Internet Explorer mode'. Here's a round-up of everything you need to know. Limitation: Rehires cannot be managed via the endpoint; The integration will only allow for profile creation and. The Kallidus APIs give you the ability to: Retrieve user record information. Check the box next to a Course to add to the Catalogue. This is so we can standardise our approach across multiple products and provide the best experience for our learners. Follow. Under Administration Tools, navigate to Integrations. To create a new Workflow, click on "New Workflow" from the upper right-hand menu of any of the 5 tabs. Delivered: Based on your Sapling account. In the new KIP window that opens click the "Unlock" button and "Save". Select eLearning set up from the Lesson administration menu. Create Custom fields to record additional information about the Catalogue. Administrators have two choices for notifying Users. You can get a full list of the API. 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. 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). Add a unique code for the Course. 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 - how to set up AICC eLearning content. 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. Automate. Select ‘Choose file’ and browse your computer to find file to import. Please see the attached document for details around editing global email and SMS templates in Kallidus Recruit. The following options are available: Articles in this section. The Kallidus Recruit Backoffice API is accessible by Super Users only from the settings menu in the Recruit backoffice. Use the Search options, Course Category drop-down menu or the alphabet search to filter the list. Our Paychex Flex integration allows you to sync new hire data with your Paychex Flex account, saving. Scroll down and click "Generate New Key". Reach out to accounts@kallidus. 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. Follow. Data disclaimer We strongly recommend reviewing the quality of your data before transferring into Learn. Select ‘Catalogue’ from the Group Administration menu. An Overdue tab will appear in after the due date has passed. Enter a unique code and a Title for the rule. We'll walk through the additional 'My team' tab, through which managers get a detailed oversight of their teams' performance. The specific course, lesson, or event completion status when filters are applied. Add a description. Select ‘CPD Period’ from the CPD Programme. The 'pivot reports' option lets you count information related to candidates. To enter this into Learn go to Settings and go to External Systems. Select ‘Attendance’ from the. Create a new field. 121] Kallidus do not recommend adding server IP. 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 assign Lesson (s) to a Course. . 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’. Custom fields are only visible in the administration User interface. Either MP4 or MOV file types are acceptable: Select 'Submit' to begin the import. For example: the default Group Types within Sapling are Location and Department. Our Peakon integration allows you to sync new hire data with your Peakon account, saving your HR,. Access for this area is controleed via LMS role level by adding the permi. Introduction. Learn more in The Academy. You can do this by visiting Google help. Learn - Evaluation Forms. It’s the most restrictive role available, through which Users can see the mandatory learning they have been assigned. These integrations can be enabled and maintained by. We will have also released brand new functionality which allows you to link both Learn and Perform together. On the group page of administration, click the edit button adjacent to the category drop down menu. Display icon: what icon you'd like to display with the policy to easily distinguish (for ex: a ️ for Vacation) Display this policy on the calendar and in any calendar feeds - tick if you want the policy to show in the calendar feed. The Kallidus suite offers growing companies award-winning recruiting, learning, and performance management tools, all deeply connected to the Sapling People Operations Platform. Add a logo or other image to the report. = If ((IsNull([Total Course Duration (seconds. Watch the video below to see an. Learn - Create an evaluation form. How to add a Task to a Workflow. Nicola Jane James. Workflows can be assigned to your team members in three different ways: Onboarding New Hires. Select 'Promote a Course'. For deeper learning -. Learn - Replacing eLearning content. 1. If you get a window at the top of browser as shown below click on 'Done'. 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. From the global navigation bar, select ‘Evaluation Form’ from the feedback drown down menu. 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. Select the name of a CPD Programme to open the properties. 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). This video outlines how to switch on the ability for your senior managers to see down the hierarchy for their complete area of responsibility. Custom fields. If not ticked the time off will show as 'Unavailable'. Introduction. You are now in 'Internet. Optionally, narrow down the webhook by Location, Department, or Employment Status filters; then click "Test". Step Two: 2. 6 years ago. Primary Groups, and Primary Group managers are typically created and managed by the People Data Feed. By default this will be set to False. Here is a full list of Sapling and Kallidus Learn and Perform Integration Fields. Select the Catalogue (s) to assign to the Group. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Make sure 'Temporary Internet Files' and 'Cookies' have been ticked and 'Preserve Favourites website data' has been un-ticked. Trinet is a powerful HR solution that provides benefits, compliance, payroll and risk management. Note 'Event defaults' appears in the top right of the page. Leave dates. The below video will act as a refresher for using the 'Shared reports' folder, available in Classic LMS V10+ and Learn. Steps to add an accreditation. Select 'CPD period' from the administration menu. Step #4 - Schedule emails. A default cancellation email can be sent to learners. Follow. The default view shows ‘Current’ assigned members. Get deeper learning in The Academy. If you are set as an Editor on your licence, this appears as a toggle at the top of the Browse menu. 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. How to download or save a certificate. To see how a manager connects Global. In their simplest form, a token would let you build a message like "Hello, [First Name]" where [First Name]. Step Two: Administrators notify Users. This will allow them to resync and when you click on the "Edit Personal Details" button the "Change" button should now appear. 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. Be sure to name your key descriptively, so you know how each application uses that key. For example, you might have a core set of accreditations which you wish to make visible. This is not visible to learners but is used by administrators to identify the Group and for reporting. Users, tutors, and/or managers can receive notifications as the deadline approaches. Once in Settings, scroll down to the Other settings area. Navigate to the Course or Event: Select 'Evaluation form' from the administration menu: Use the toggle switch to turn on evaluations forms. Drag & Drop a PDF document or Click to upload a new document. This is not visible to learners but is used by administrators to identify the Group and for reporting. For example, when a learner completes an eLearning resource, the eLearning will send to the LMS the status of the learning to update on the learners training record. This. 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. kallidus-suite. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Custom permissions allow you to create tailored access for your coworkers based on their functions. The App enables your learners to download e-Learning and run this whilst offline.