Kallidus eLearning is evolving, gaining a more contemporary look and feel and additional functionality, to help you use our courses more easily on smartphone, tablet and desktop. Staying GDPR compliant with Kallidus Suite. Public key authentication allows you to connect to the Kallidus SFTP service without transmitting a password. Trinet is a powerful HR solution that provides benefits, compliance, payroll and risk management. If you require further. Internal Transitions (for Existing Team Members)Updated. The recommended option for mail delivery is setting up SPF and DKIM records. Generate an API key for Sapling, navigate to Sapling’s secure integrations page and add the API key. Select ‘Submit’ to complete. The Learn LMS logos and colour palette can be adjusted to suit your organisations brand. This document describes in detail what features and functions are available to holders of the standard roles. Select the Catalogue (s) to assign to the Group. The code is not visible to learners but will be used to identify the Course for administrators. Learn - Conditional formatting in reports. Once purchased, you'll be contacted by the Paylocity team to help complete the setup on their end. 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. Our integration for Slack (US) integration offers three key benefits: View and complete Sapling tasks. Learn - Create a Competency Check. In both cases, remember to apply the naming convention your organisation has defined. Enter a name and description for the policy. Copy an existing API key, or click on the “Create New Key” button. com [51. Important - Once the Lesson is created the type cannot be changed, so take care to specify the. A User is typically unenabled by the data feed when they. One special character (for example, % @ # !Select ‘Course’ from the Catalogue Administration menu. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Note that the maximum number of attempts by default is three (but this may have been altered by our system administrators for your organisation). No new connections can be made. Select ‘Catalogue’ from the Group Administration menu. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. To allow-list the Kallidus app, set the section “Third-party apps” to “Allow specific apps and block all others”. 2 months ago. We believe this means giving you the latest features and technology and keeping you in the loop with what’s happening. Part 1: Create an API key in Lever. Be sure to name your key descriptively, so you know how each application uses that key. Okta allows you to provide secure identity management and single sign-on to any application, whether in. Set a specific or relative date by which this course must be completed. Once this option is switched on you can configure each accreditation to show if required. 3. Steps to activate evaluation forms. This name will be visible to learners prior to choosing the Lesson they prefer. To capture completion and compliance for regulatory, health & safety and legal. To enter this into Learn go to Settings and go to External Systems. com [51. In this minor upgrade we have: - Improved the technical efficiency of adding users onto the waiting list for an event. We will have also released brand new functionality which allows you to link both Learn and Perform together. Please see the attached document which outlines the available objects in Business Objects reporting for Learn. Limitation: Rehires cannot be managed via the endpoint; The integration will only allow for profile creation and. Follow. The new App will work on the latest version of iOS and Android (mobile only not tablet). Custom fields are only visible in the Administration. 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. . Learn - Setting up Reporting schedules. Any existing rules will be listed. The ‘New Lesson’ details page will open. Paylocity is the HR & Payroll platform that frees you from the tasks of today so you can spend more time. Please see our Monday. Administration > User. Existing connections will be retained, but employees with connected objectives will see restricted information about the Global objective. Follow. Click the ‘Report Elements’ tab, and then the ‘Cell’ tab. Select the group you would like to edit. Select ‘Catalogue’ from the Group Administration menu. 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. Demonstrate proficiency with Competency Checks. Updated. These delayed processes have now successfully. Make changes and reload. At Kallidus we’re committed to providing you with the best experience possible. Select eLearning set up from the Lesson administration menu. Scroll to the bottom & Click on 'X' to remove the existing document. 1 day. 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. Step Two: Choose the Course (s) to which the Competency Check will be assigned. Give your team the access to the learning they need to achieve goals,. Find the line which shows as Option. Add a unique Code and Title for the Group. That status can be communicated between the. Note: If a manager also serves as the course tutor, they will access the competency check in either the My Team. You are able to have different types of fields depending on the format of the information you want to collect. 🚀. This enables the status of a learner to be updated automatically on an event in the LMS or Learn based on the learner's response to the. 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. This article covers the following topics: Get alerts about important new hire information. Select ‘New’ to add a new rule: Enter a unique code and a Title for the rule. Updated. To download our guide on staying GDPR compliant with the Kallidus Suite, take a look at our article here. Here you can edit using either the basic or HTML editor. ) first or second interviews, or both. To create a new holiday, select "Add New Holiday" from the upper right-hand corner. SetIssueDate. . What time was it received? The first thing we would suggest you check is what time of day the email was received. Learn - Update eLearning content. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. 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. Speak with your Customer Experience Manager or the Support Team to sign up now. 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. Learn - Global settings for evaluation forms. This report displays: The overall evaluation completion status for all courses, lessons, or events. Select “Request Time Off”. 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. 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. After creating a workflow, you can add Tasks that belong to that particular. Introduction The Platform Settings tab allows you to customize the Sapling experience to look and feel like your company brand. The Vacancy Poster account is configured to use the same vacancy poster credentials for all users, but Vacancy Poster is expecting individual credentials. We know tracking vacation or sick days can sometimes be tricky. Approving them will put them into this catalogue. One and two-step authorisation options are available. What is this about? This four-minute video screencast shows what happens if a user name is rejected while you are importing new users into the system. Kallidus Suite - Maintenance & Updates. '. We have added course and lesson descriptions into the Learn. 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. Create and update group records for use in Learn. Our Workday integration allows you to sync new hire data with your Workday account, saving your HR,. This learning divides the standard reports into 4 key areas: Report and forecast Compliance. Follow. 2. Select 'Edit' to open an Evaluation. Whatever the limit, the video shows how the. Simply click "Save" on the KIP window that has opened and close. From the global navigation bar, select ‘Evaluation Form’ from the feedback drown down menu. 1. Catalogue. With Self Service Uploads, you can accurately and efficiently upload your own data files to insert or update team member records. We now have a LIVE UK course list which details all new releases as and when they happen. In this article, we'll explain how a course can be configured in order that a User must request authorisation before they are able to enrol. Historical results will remain ‘Complete’. . An email will be sent to the added user with information about how to get into Learn. During your time with Kallidus, we capture a lot of useful information and data for you within our Help Centre - Zendesk. Think of SCORM as the language that eLearning uses to communicate with an LMS. The Academy is your. The position of Lessons within the set can be reordered using the arrow buttons on the right. For example: the default Group Types within Sapling are Location and Department. The history of completed workflows is important for record keeping. 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. Steps to add an evaluation form. Select when the lesson will be available. Select a point in time in the past you'd like to view the data. Introduction. From your Google admin console ( admin. The Exchange connector uses Exchange Web Services (EWS) to connect to your Exchange server, Exchange EWS must be configured to use basic authentication or OAuth2 and be accessible from the. Active objectives may include objectives assigned by team managers. This article is relevant to customers who have an account with Vacancy Poster, an integrated 'multiposting' service which. Select 'Save' to save the changes. The second most common reason for a user account being disabled relates to Leave Dates. SCORM is an industry-standard format used by eLearning authoring tools and all LMS - including Learn. Learn - Business Objects reporting - using Cross Tables. Introduction. 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. 5. 800 KB Download. 3. Custom fields are only visible in the Administration user interface. If you are set as an Editor on your licence, this appears as a toggle at the top of the Browse menu. Navigate to the Event which is to be cancelled. Select the default evaluation form or choose from the drop-down menu for an evaluation form where created/available. Wednesday Knowledge Share. 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. The default view shows ‘Current’ assigned members. Kallidus products send emails from the following mail server addresses: mailrelay. See how many 'Not enabled Users' there are. 4. The evaluation summary report is intended to help you assess the impact of your learning interventions. Sapling - New Hire FAQs. With this feature, you can: Download a sample CSV template to insert your information into. Users, tutors, and/or managers can receive notifications as the deadline approaches. Alice McAnaw. Sapling taps into your existing HR technology stack with numerous integrations across your ATS, payroll, HRIS, LMS, performance management, identity provider, and many more solutions. All custom fields can be included in reports. Steps to create content a URL Lesson. Learn - Setting up Reporting schedules. 140. To add a section, right-click a table column and select ‘Set as Section’. Choose ‘eLearning' from the ‘type’ drop down menu. When eLearning content is published as SCORM packages, it's a familiar process – publish, upload, and share with your people. Steps to import SCORM and other files into Learn. You are now in 'Internet. Navigate to the CPD Period to which the User is assigned as follows: From ‘Administration home’ select 'Users' and then ‘CPD Programme’. You can specify people are put into a group if if they got over or under a set score on a specific lesson. Our TeamSpirit integration allows you to compile new hire data for your TeamSpirit account, saving your HR, People. After you click "Start Onboarding", you'll be taken to a dedicated landing page where you can create your password. 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. '. All Users must have an import key and be members of this group. Note that this report will always show issues or errors for the last time the. Select ‘Schedule’ from the Event administration menu. API & Integrations - this includes any ideas relating to your HR tech ecosystem surrounding Sapling. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. To create a new Workflow, click on "New Workflow" from the upper right-hand menu of any of the 5 tabs. 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! Navigate to the Event for which User attendance is to be updated. Select Submit to save. The App enables your learners to download e-Learning and run this whilst offline. The next step is to upload a video for the Lesson. Mass create profiles for existing team members. Once redirected back to the Integrations page in Sapling, relaunch the Azure AD integration widget by clicking "Settings". Our Paychex Flex integration allows you to sync new hire data with your Paychex Flex account, saving. 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. Learn - Create an evaluation form. 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. 1. Select 'Promote a Course'. Introduction. Set a specific or relative date by which this course must be completed. Learn - Replacing eLearning content. In the below example, the deadline specifies that the Course must be completed within 7 days of assignment. Sapling - Greenhouse Integration Guide. Select 'Save' to save the changes. With our OneLogin integration, you can: Launch Sapling from OneLogin's single sign-on (SSO). Step Two: Configure the deadline. Select ‘New’. 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'. This is a searchable field, along. Users with Super Admin permissions can generate and view their own API keys. 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'. Note: Doing this will send an email to the user currently booked onto the event, so you. Automate. Add a description. Remember to apply the coding convention your organisation has defined. Based in Alberta, I joined Kallidus in June 2022, with my previous role being leading multiple Service Desks at a Managed Service Provider. How to add a Task to a Workflow. 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. This. Set the permissions in each section as desired. 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'. Group Users are organised into Groups where they shar. Reach out to accounts@kallidus. Scheduled. Enter the name of your desired workflow and click "Create". The image below shows the options available for branding your candidate portal. Click 'Connect'. Navigate to the API Keys tab. Learn - the 'All users' report. Many customers have an automated People-data feed to transfer data from anHR data source, into Learn LMS. Steps are: Browse to an eLearning or video Lesson. 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. 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. Housekeep Learn LMS, and keep everything neat and tidy. View 'Repeat training with Accreditations' for information on how to use Accreditations to set learning to repeat with whatever frequency you need. We have released an update to all Kallidus Off the Shelf courses which has permanently turned off the ability to generate a PDF certificate directly from the course. Off the Shelf - UK Course List. E-Learning set-up. 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. Select 'CPD period' from the administration menu. Sapling - Kallidus Recruit Integration Guide. Catalogue. = If ((IsNull([Total Course Duration (seconds. Navigate to the Event which is to be cancelled. Select 'Video Set-up' from the Lesson Administration menu. Select the name of a CPD Programme to open the properties. The code is not visible to learners but will be used to identify the Course for administrators. Resolved. If activated in your system, self-scheduling lets you invite candidates to pick their own interview time/date slots from slots the recruiter has added in Kallidus Recruit. ADP Workforce Now is an all-in-one platform for payroll and HR software, providing expert support and. Follow. 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'. Here a gain, Smart Assignment automatically recommends the most relevant emails for you. Kallidus eLearning is evolving, gaining a more contemporary look and feel and additional functionality, to help you use our courses more easily on smartphone, tablet and desktop. During this time, administration options for the Course/Lesson will not be available. Each vacancy details page has its own unique link, which can be copied and pasted manually when advertising the role on a job board. 1. Learn - Import SCORM2004 content. Introduction Combine pre-built Surveys with our powerful reporting engine to keep your team engaged and informed at every step of their journey. Learn - Upgrade your universe! Learn - How to add to an object to a report. NB: This will be an iterative piece of work spread out over an elapsed period, not full and consecutive days. 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. 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. Check it on SCORM CLOUD. Sapling - Connecting your ATS to Sapling with the Sapling Public API. You can get a full list of the API. For more details, refer to ‘ Set a deadline for a Course’. Check the box next to a User to add the profile to the Group:Steps to create a document upload Lesson. This comes in handy for onboarding program stakeholders, such as IT and Hiring Managers, but can also help define access levels by. . Kallidus Suite Maintenance. 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 Page Welcome to the Kallidus Knowledgebase Need help with something? Scroll down to browse our Knowledgebase, or submit a request to our Support team. Introduction Sapling allows you to add a new card on the right side of the Profile page for all team members with all of their related IDs and links to connected apps. This is an optional paid add-on. The 'All Users' tab. Select 'Submit' to Save. 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. My passion in life is learning and the growth of my team, I. User Management. The specific course, lesson, or event completion status when filters are applied. In order to close a vacancy, please follow these steps: Log in to the back office Go to Va. Users are typically created, updated and unenabled by the People Data Feed, however, Users can also be manually added to Learn using the Kallidus User Import function (KUI). Step Two: Open the Event schedule and add a new date. 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. What is Power BI? Power BI is a business intelligence tool powered by Microsoft. For deeper learning -. Introduction. . Navigate to Administration Tools > Reports. 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 option provides lots of learning all at once and may include a specific new starter course. 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. In the left navigation of the Microsoft Teams admin centre, go to Teams apps > Setup policies. Add a logo or other image to the report. Sapling - Activities Reminder Email (for Existing Team Members) Description: Task reminder emails for outstanding tasks. Kallidus Suite - Kallidus Service Level Agreement (Standard SLA) Learn - Sending Large Files/Content to the Kallidus Support team. Select 'Video Set-up' from the Lesson 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. You will now get a window appear that will tell you your SHA-1 fingerpint. If you'd like the report now, then select now and it'll come through shortly. Select the LMS role 'Tutor' from the list of LMS Roles. Sapling provides a number of document solutions including: E-Signed documents (single signature OR Co-signed) Document Uploads. 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. Steps to import SCORM and other files into Learn. At Kallidus we’re always looking for ways to help our customers to get the most out of our systems. The 'Still processing' message appears when Learn LMS is processing larger files, typically SCORM eLearning. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Kallidus provide customer support services for named contacts who have received Kallidus product training. Steps to cancel an Event. 1. 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 App enables your learners to download e-Learning and run this whilst offline. 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. In the new KIP window that opens click the "Unlock" button and "Save". If your system is displaying the candidate CV as a link, and not simply showing the CV, this may be a browser setting which you need to update on your machine. These SLAs apply to all Kallidus Group. This will allow them to resync and when you click on the "Edit Personal Details" button the "Change" button should now appear. Q: How are User profiles are added to Perform? A: All Users are added to Perform from Learn. This includes your email addresses and phone numbers; so we can contact you and so you can access support. Introduction. This page outlines a new piece of functionality which enables you to include a summary of learning within a review. How do I use Sapling?With Sapling's fully customizable reporting module, you can create reports based on any piece of data stored in Sapling. Select 'Choose file' and browse to the video file. JazzHR is a. Kallidus Suite Maintenance » Thu, 07 Dec 2023 06:00:00 +0000. Wednesday Knowledge Share. Mary Lewis. 2. Steps. If you get a window at the top of browser as shown below click on 'Done'. This gives the ability for a user in the LMS role with this ACL to report on all LMS users in the system. com to learn more. Add a unique Code and Title for the Group. Seismic Learning (formerly Lessonly) is a seamless training and coaching platform that helps ramp your. Enter your SFTP server details into the 'Site Manager' window as shown below replacing sftp. 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). Mass create new pending hires. Document Storage. 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. Then select the name of the required CPD Programme to open the properties. When you select the checkbox to the left of one or more vacancies or check the Select all checkbox at the top to select all vacancies, a bulk action menu will appear at the bottom of the page. You will need to log a ticket with Kallidus Support to resolve this. All custom fields can be included in reports. Select Add. Classic courses: 1. This is achieved by adding ‘Sections’. Kallidus Suite - How To Save A HAR File Mikala Mayes September 27, 2023 09:59; Updated; Follow. The next step is to upload a video for the Lesson. Event schedules may extend to multiple days. Matt Troy. In this article we’ll cover: Stay tuned into import. Navigate to ‘Administration Home’ and select ‘Course’ to view the Course list: Select ‘Import’. pdf. Sapling - Kallidus Learn Integration Guide. Learn - The evaluation recommended form. To transfer knowledge, learning and capability. 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. Kallidus Suite - How We Manage Support Tickets. There are 7 standard LMS roles which can be copied and modified, and new roles can be created from scratch. Follow. Steps to assign Lesson (s) to a Course. In this article, we'll show how to. On the group page of administration, click the edit button adjacent to the category drop down menu. Select from the drop-down menu at the top of the screen, the category of learner who should. The next step is to add questions to the template. Learn - how to import SCORM and other files. This article is taken from the Perform Admin Guide, click here to view the full guide. Perform - the manager view. 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. A: No but the Kallidus Support team can. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Search for and select the Course you'd like to promote. What are the vacancy bulk actions? Rather than editing vacancies individually, it is possible to make some vacancy changes in bulk.