Requests can be customized based on your needs: A full day (example: taking a sick day)1. Select 'Save' to save the changes. The My objectives area shows Active, Archived and Global objectives. Click "Connect" to sign into your Azure AD admin account and grant the necessary consent - you'll need at least a User Administrator role for the consent to be valid. Users, tutors, and/or managers can receive notifications as the deadline approaches. Part 4: Assign the Sapling (US) or Kallidus HR (UK) app to users in Okta. The Kallidus Exchange connector connects to the mailbox via EWS and monitors responses to the invites, updating the attendee status in the LMS accordingly. Here's some guidance that will help you with launching Kallidus in your organization!Aa an admin, go into the Settings area of Learn. These folders/statuses will typically include some or all of the following stages (dependant on individual configuration): - GND failed – GND = gross negative disqualifiers, otherwise known as killer questions. Note: If a manager also serves as the course tutor, they will access the competency check in either the My Team. Navigate to the Assignments page and click "Assign". Check the box next to a User to add the profile to the Group:Steps to create a document upload Lesson. Learn - Default notification schedule. Here a gain, Smart Assignment automatically recommends the most relevant emails for you. The upgrade allows for more accurate data syncing saving you time and potential headaches by: Showcasing validation issues in real-time. 2 months ago. During your time with Kallidus, we capture a lot of useful information and data for you within our Help Centre - Zendesk. Sapling provides a number of document solutions including: E-Signed documents (single signature OR Co-signed) Document Uploads. This article covers the foll. Use a testing site like to stage your webhook subscription. Learn - The evaluation recommended form. To create a new Workflow, click on "New Workflow" from the upper right-hand menu of any of the 5 tabs. Learn what the full life of a workflow looks like, and how to audit tasks once they're complete. 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. g. Click ‘New’ to add a new date and complete the ‘Date’, ‘Start’ and ‘Finish’ fields. Event schedules may extend to multiple days. Hire better people, faster with Kallidus Recruit. 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. New Look & Feel: Make your people ops space your own and manage tasks easily on the go. It integrates with other Microsoft ecosystem products and prioritises ease of use and modern data visualisation techniques. Learn - Replacing eLearning content. Group Types, Group Filters, and Groups. In this instance, we recommend you try the below troubleshooting steps. Public key authentication allows you to connect to the Kallidus SFTP service without transmitting a password. Step Four: Configure the Pre-requisite options. google. Steps to import SCORM and other files into Learn. 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. Select Edit to open the Event and view its properties. There is a FAQ section here to answer all your responsive player questions but if you need further help, please contact our Support team. How to download or save a certificate. Select the fields you'd like to include, then click Next. Introduction. This video shows you how you can batch edit a group. Learn - Configuring email notifications. 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 Accreditation status is now ‘Complete’. Off the Shelf - UK Course List. 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. Scroll down to find the Kallidus integration and enable the integration slider. Choose the properties to copy. Building and sharing. Navigate to an existing Event in Learn. Select the LMS role 'Tutor' from the list of LMS Roles. Sapling - Greenhouse Integration Guide. Select from the drop-down menu at the top of the screen, the category of learner who should. Note that this report will always show issues or errors for the last time the. Name your report, then click Next. Get deeper learning in The Academy. We know tracking vacation or sick days can sometimes be tricky. 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. 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. 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. 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). Select the Catalogue (s) to assign to the Group. This may be necessary to allow access to Learn for temporary workers, contractors, and seasonal staff - Users who are not added to Learn via the People Data Feed, but who. Updated. Follow. Based in Alberta, I joined Kallidus in June 2022, with my previous role being leading multiple Service Desks at a Managed Service Provider. Click ‘Edit’ to change existing Course assignments, or to assign new Courses to the Catalogue. Greenhouse makes smart hiring decisions effective and measurable every step of the way. Learn - Conditional formatting in reports. If you would like to send an. Step 6: Time Off Reporting. Facebook; Twitter; LinkedIn; Was this article helpful? 0 out of 0 found this helpful. com to learn more. In this article, we'll explain the key areas of Learn LMS and how they link together. Click ‘New’ to add a new pre-requisite (or to edit existing pre-requisite settings). We believe this means giving you the latest features and technology and keeping you in the loop with what’s happening. Go to the “Integrations” page of your Sapling account. This may be ' passed' or 'Complete' for example. Next click edit to edit any of your filters for ease of assignment. Select the status 'Did not attend' from the drop down menu: Select the Users for whom this status should. Often an employee ID. Step One: Select a Group. 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. 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. Simply click "Save" on the KIP window that has opened and close. Select when the lesson will be available. 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. Kallidus Perform is the future of continuous performance management in a simple, easy, and effective way. The review process. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. In the left navigation of the Microsoft Teams admin centre, go to Teams apps > Setup policies. There is a short How to use Kallidus responsive eLearning video guide here. 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. 7 days ago. Create a new field. If you're just setting up your Learn view ‘Big picture - build and curate learning’ to see more about Lesson types, and how to organise content in your Learn LMS - including an explanation of the differences between Courses, Catalogues and categories. An OR condition rule means that a User will become a Group member if they meet ANY of the Rules added to the Group. Sapling - Activities Reminder Email (for Existing Team Members) Description: Task reminder emails for outstanding tasks. Scroll down to find the Workable integration and enable the integration sliderGet deeper learning in The Academy. Learn LMS will then upload and encode the video. Any existing rules will be listed. 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. Document Packets. Introduction. Staying GDPR compliant with Kallidus Suite. Learn - how to manually add a User if you have Identity Server 6. This includes your email addresses and phone numbers; so we can contact you and so you can access support. Deadline. With our OneLogin integration, you can: Launch Sapling from OneLogin's single sign-on (SSO). Go to the “Integrations” page of your Sapling account. See how many 'Not enabled Users' there are. Step Two: 2. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Learn - Replacing eLearning content. 11 days ago. pdf. There are 7 standard LMS roles which can be copied and modified, and new roles can be created from scratch. Internal Transitions (for Existing Team Members)Updated. It means that content produced anywhere can be shared in an LMS, regardless of who created it and in which authoring tool - as long as it is published as SCORM, it will be able to communicate with any LMS. Insert the image into the blank. Sapling - Teamspirit Integration Guide. To download our guide on staying GDPR compliant with the Kallidus Suite, take a look at our article here. Navigate to the 'Course' area of Learn admin. The upgrade allows for more accurate data syncing saving you time and potential headaches by: Showcasing validation issues in real-time. Wait list settings. 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'. Select ‘Submit’ to complete. The Course will then be promoted on the Learn home page. Right-click on any chart to output a PDF of the whole report with 'Print page'. Select the “Time Off” tab from the Home page. Steps. Wednesday Knowledge Share. Step Two: Open the Event schedule and add a new date. Select Add. Make changes and reload. We are really proud to introduce improvements to the My development area of the product. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Learn - How to share, recommend, and mandate a Course. Alternatively, select ‘All’ to view all Users in Learn, or filter the list by a number or letter. I joined the Kallidus team in September 2021 after working for over 13 years in customer services across different industries, including international relocation. Introduction. 3. Check that the ImportKey doesn. To enter this into Learn go to Settings and go to External Systems. Follow. For example, you might have a core set of accreditations which you wish to make visible. You can now set Group rules dependent on lesson scores. Make sure 'Temporary Internet Files' and 'Cookies' have been ticked and 'Preserve Favourites website data' has been un-ticked. 🚀. All Users must have an import key and be members of this group. Learn - how to set up AICC eLearning content. To turn it off, deselect the toggle. This applies to all ATS vendors with whom Sapling does not have a formal partnership and out-of-the-box integration in place. 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 functionality is only available if you have both the Learn and Perform systems. Learn - Evaluation notifications. 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. For more details, refer to ‘ Set a deadline for a Course’. This learning divides the standard reports into 4 key areas: Report and forecast Compliance. Navigate to the CPD Period to which the Lesson (s) must be assigned. For full troubleshooting steps please take a look at the following step by step guides; Why isn't elearning launching or running as expected? Why aren't results displaying/tracking as expected?This is an optional paid add-on. You can do this by visiting Google help. To capture completion and compliance for regulatory, health & safety and legal. The 'All Users' tab. Our Peakon integration allows you to sync new hire data with your Peakon account, saving your HR,. The Leave Date section in the LMS can be used to automatically disable a user account when they have left an organisation. ) first or second interviews, or both. 3 hours ago. Learn - Setting up Reporting schedules. . The Kallidus Sapling platform helps HR and People Operations teams automate and streamline administrative tasks so they can focus on employee experience, retention, and creating an amazing culture for the most successful teams. Navigate to ‘Administration Home’ and select ‘Course’ to view the Course list: Select ‘Import’. Select 'CPD period' from the administration menu. Follow. Automate. Set a specific or relative date by which this course must be completed. Steps to import SCORM and other files into Learn. Internet Explorer (versions 9, 10, 11) Open up the browser and go to Tools (Cog icon in the top right-hand corner) Click Safety > Delete browsing history. Copy an existing API key, or click on the “Create New Key” button. 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. Add a unique code for the Course. Group. Select ‘Course’ from the Catalogue Administration menu. Learn - Troubleshooting eLearning content with Tilly Martin. On the 'New Lesson' details page, choose the Lesson Type ' Document Upload. Primary Groups are used to define line-management responsibility (and therefore the team members who appear in a manager’s dashboard panel). The main chart here shows all User roles and the number of Users with each role. You can now use the toggle to switch on evaluation forms. Navigate to ‘Administration Home’ and select ‘Course’ to view the Course list: Select ‘Import’. Note 'Event defaults' appears in the top right of the page. Create Custom fields to record additional information about the Catalogue. Sapling - Integrating with Sapling without a Native Integration. 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. It could be: one Course with one Lesson. Integration Fields. Group. With Self Service Uploads, you can accurately and efficiently upload your own data files to insert or update team member records. 600 KB Download. Learn - Reporting on course and lesson descriptions. A deadline can be based either on a static date or the date of Course assignment. One special character (for example, % @ # !Select ‘Course’ from the Catalogue Administration menu. This article is relevant to customers who have an account with Vacancy Poster, an integrated 'multiposting' service which. Select the 'Follow-up' tab. Enter a name and description for the policy. Go to Administration Home and choose 'Accreditation. The Lesson is now created. Scheduled. Once this option is switched on you can configure each accreditation to show if required. The following options are available:Articles in this section. 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). The history of completed workflows is important for record keeping. 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. 1 day. 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:. Our integration for Slack (US) integration offers three key benefits: View and complete Sapling tasks. Important note: All data retention settings changes are audited and all system super users are. Follow. If you'd like the report now, then select now and it'll come through shortly. All custom fields can be included in reports. Please see our Monday. Add a unique code for the Course. This comes in handy for onboarding program stakeholders, such as IT and Hiring Managers, but can also help define access levels by. Add the field name, who needs to input this information, a description, and the type of field it is. Learn - Evaluation Forms. ADP Workforce Now is an all-in-one platform for payroll and HR software, providing expert support and. The integration must be enabled in Kallidus Recruit by your Customer Success Manager. Add a description. Sapling - Connecting your ATS to Sapling with the Sapling Public API. Permissions in Sapling are built to help customize information access for every individual at your organization. The most common configuration option lets you choose on any vacancy if you want to use self-scheduling at (e. Add a unique Code and Title for the Group. Navigate to ‘Group’. Select the group you would like to edit. Additionally, you can request the setup of whitelisting on your mail/filtering servers with your IT team. These new email notifications can be switched on at the review template level. Add a new OAuth app. You can get a full list of the API. Select Submit to save. 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. Learn User Guide. 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. 5. Sapling provides a number of document solutions including: E-Signed documents (single signature OR Co-signed) Document Uploads. Select 'Video Set-up' from the Lesson Administration menu. Public key authentication uses two keys, a private key and a public key. Managers can find the 'Competency Check Summary' in their Manager dashboard. When/if the Event is available for users to cancel. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. 2. Sometimes when a ticket is raised due to sign-in issues, content issues, or other network-related issues, the Support team will ask you to supply a HAR file. In this instance, we recommend you try the below troubleshooting steps. This is the simplest option. A Course assigned to a Catalogue which is in. 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. Follow. This document describes how to import and manage training records in Learn. The App enables your learners to download e-Learning and run this whilst offline. Updated. Select ‘Start Upload to proceed to the next stage of the Wizard. With Sapling, you can make requesting and reporting on time off simple. This report displays: The overall evaluation completion status for all courses, lessons, or events. The next step is to upload a video for the Lesson. When they reconnect, their progress or result will be updated within Learn. You will need to log a ticket with Kallidus Support to resolve this. 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. For deeper learning -. Launching Kallidus - March 2023. Authoring tools often permit many. Step Four: Configure the Pre-requisite options. For repeat training, select 'Continuous Accreditation' as the Accreditation type. 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. 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. The new App will work on the latest version of iOS and Android (mobile only not tablet). one/several users. Mary Lewis. During your time with Kallidus, we capture a lot of useful information and data for you within our Help Centre - Zendesk. Custom fields are only visible in the Administration. Select ‘Blank’, then click the location in the report at which the blank cell should be inserted (the cell can be moved at a later point if required): 2. You can also create as many group types as needed, such as Team, Job Family, or Division. Our Workday integration allows you to sync new hire data with your Workday account, saving your HR,. This can help to build engagement with your audience, and create a clear brand for your Learn LMS. 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. If you get a window at the top of browser as shown below click on 'Done'. Members. Unselect all options, leaving only'Copy training records'. Measure engagement. Custom fields. If you require further. Send to Kallidus to load into LMS and test. Our Paychex Flex integration allows you to sync new hire data with your Paychex Flex account, saving. A user may be a member of any other group – regardless of the category of that group. Select the name of a CPD Programme to open the properties. Introduction. 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. To transfer knowledge, learning and capability. Select the Lesson to copy the history to. Users, tutors, and/or managers can receive notifications as the deadline approaches. 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. . Chargeable work, non-standard change requests, and project work as well as product suggestions are excluded from this SLA. Select ‘Rules’ from the Group administration menu, and then ‘New’ to add a new rule. Retrieve a list of user records. For more details, refer to ‘ Set a deadline for a Course’. 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. Specify the 'Target' for the CPD Period. Learn - How to sign off competency check. . '. Follow. This new option should allow you to create pathways of courses dependent on lesson scores. The upgrade will take place on the <date>. When/if the Event is available for users to cancel. At Kallidus we’re always looking for ways to help our customers to get the most out of our systems. Steps to create a Group rule. The Kallidus team can run bulk imports into Perform on your behalf, click into the links below for more information. The attached ‘Getting Started’ training guide will introduce you to all the features and functions you need to get up and running with Perform. Batch Edit (at the bottom of the page). This needs a reports database refresh to become active as it updates the data security table RptAccessUsers in the reports database. 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. Book a demo. This video outlines how to switch on the ability for your senior managers to see down the hierarchy for their complete area of responsibility. Here is a full list of Sapling and Kallidus Learn and Perform Integration Fields. Here's the code for a variable to convert the total course duration (seconds) object into hours, minutes and seconds. 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. Scroll down to the Kallidus integration and click on "Settings" Click on "Generate token" Copy the token for Part 2 of the setup; Part 2: Enable the Workable integration in Sapling. 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. 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. Enter the name of your desired workflow and click "Create". 2 days ago. 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 requirements. 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). Our LMS & HR software solves issues, saves time and money. Via this route, all Events in Learn are listed – this may be a lot! Even so, it’s still easy to find the Event you’re looking for, because when accessed via this route, each Event will include in the properties the name of the Lesson to which it relates. Select ‘Choose file’ and browse your computer to find file to import. Note, tasks reminders (sent at 8 AM company time) only alert users to outstanding tasks, and these tasks can only be completed in Sapling (or from the initial Task Assignment email). Kallidus products send emails from the following mail server addresses: mailrelay. 1. 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. Follow. Our Small Improvements integration allows you to sync new hire data with your Small. 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'. Remember to apply the coding convention your organisation has defined. com with your own SFTP server details and username and password. To add a section, right-click a table column and select ‘Set as Section’. Drag & Drop a PDF document or Click to upload a new document. When a Global objective is no longer required, it can be archived using the archive button. Scroll to the bottom & Click on 'X' to remove the existing document. - Fixed an issue where the comments on a fixed accreditation where being edited but could not be saved. 121] Kallidus do not recommend adding server IP. Learn - the 'All users' report. Every Thursday 06:00 - 08:00 UK time we carry out essential maintenance including system. 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. Step Two: Configure the deadline. Be cautious, as the Lesson Type cannot be changed once created. Every User must be assigned an LMS role which determines their level of access to the LMS. Get deeper learning in The Academy. Learn more in The Academy. Select ‘Attendance’ from the Administration menu. Updated. You are able to have different types of fields depending on the format of the information you want to collect. My content launched and tracked back a correct status to SCORM Cloud and the content did not track back anything to Kallidus LMS for. Navigate to the Event which is to be cancelled. If it is, you will need to refer this to your content provider/developer. Select ‘Schedule’ from the Event administration menu. Click on the 'Settings and more' button at the top right of the browser and select 'Reload in Internet Explorer mode'. 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. We'll walk through the additional 'My team' tab, through which managers get a detailed oversight of their teams' performance. The evaluation summary report is intended to help you assess the impact of your learning interventions. To report and analyse usage and application. . 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. Some tasks need input from different people and benefit from more eyes and editors, such as additional instructions, reference information and any required. Note that the maximum number of attempts by default is three (but this may have been altered by our system administrators for your organisation). 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. Set the permissions in each section as desired. Option 1 - Simple and straightforward.