Select 'Promote a Course'. To download our guide on staying GDPR compliant with the Kallidus Suite, take a look at our article here. Select when the lesson will be available. Additionally, you can request the setup of whitelisting on your mail/filtering servers with your IT team. Navigate to the Assignments page and click "Assign". To enable the Sapling calendar, chat with your Customer Success Manager. This option provides lots of learning all at once and may include a specific new starter course. Learn - Upgrade your universe! Learn - How to add to an object to a report. The Academy is your forever free learning hub for Kallidus products including live events. The Kallidus Sapling platform helps HR and People Operations teams automate and streamline administrative tasks so they can focus on employee experience, retention, and creating an amazing culture for the most successful teams. Off the Shelf - Video guide: How to play Kallidus eLearning; Off the Shelf - FAQ on Responsive eLearning ; Off the Shelf - Offline mode for mobile-ready Kallidus OTS courses; Off the Shelf - Refresher guide; Off the Shelf - How to download certificates; Off the Shelf - Product Update, March 2023; Off the Shelf - Product Update, February 2023This article contains an attachment of the latest Perform universe objects and descriptions. Follow. Step One: Select a Group. Go to the 'Administration' page and then the 'Reporting' page. Select ‘Catalogue’ from the Group Administration menu. Click the ‘Report Elements’ tab, and then the ‘Cell’ tab. 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. 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'. The 'All Users' tab. Authoring tools often permit many. Recruit - time to hire, diversity etc - reports in one click. Based in Alberta, I joined Kallidus in June 2022, with my previous role being leading multiple Service Desks at a Managed Service Provider. You will need to log a ticket with Kallidus Support to resolve this. This may be ' passed' or 'Complete' for example. Navigate to an existing Event in Learn. Introduction. I have worked in many customer-facing roles with an IT focus such as Executive Support and Mobility Device Management for large corporations. Name your report, then click Next. Data disclaimer We strongly recommend reviewing the quality of your data before transferring into Learn. A user may be a member of any other group – regardless of the category of that group. com to learn more. Browse to the Group area of Learn admin: Select 'New'. 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. These are candidates who failed the eligibility questions for the vacancy (if eligibility rules are configured within your. Batch Edit (at the bottom of the page). Learn more in The Academy. Learn User Guide. Unselect all options, leaving only'Copy training records'. Please see the attached document which outlines the available objects in Business Objects reporting for Learn. 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. Kallidus Learn is a cloud-based learning management system (LMS) featuring certification and compliance management, a built-in course library and SCORM compliance. Learn - Activate evaluation forms. 2. Primary Groups, and Primary Group managers are typically created and managed by the People Data Feed. Learn - Roles and Responsibilities. Insert the image into the blank. unx universe. Remember to apply the coding convention your organisation has defined. You can get a full list of the API. The history of completed workflows is important for record keeping. Updated. Updated. This file is extremely useful for diagnosing these sorts of issues, as it contains. pdf. Sapling - Teamspirit Integration Guide. Seismic Learning (formerly Lessonly) is a seamless training and coaching platform that helps ramp your. The Course import Wizard opens. 2 months ago. Select the name of a CPD Programme to open the properties. Hire better people, faster with Kallidus Recruit. Single hub for all Kallidus suite reporting; Cross-product reporting for the Kallidus suite, starting with Learn and Perform. 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. Steps to Promote a Course. Configure notifications to alert assigned users when the deadline approaches. This is not visible to learners but is used by administrators to identify the Group and for reporting. One lowercase character. This page outlines a piece of functionality which reminds your people to complete their reviews. 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. You'll find the picklist underneath the 'Body' section of the email window. 1 day. For more details, refer to ‘ Set a deadline for a Course’. Learn - Send from email address. Scheduled. What is this about? The advantages and risks in converting an existing text field into a menu selection . 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). Click on the "Create New Key" button, or copy an existing key. It’s likely that the connectivity between the user and LMS was interrupted. Chargeable work, non-standard change requests, and project work as well as product suggestions are excluded from this SLA. Either MP4 or MOV file types are acceptable: Select 'Submit' to begin the import. Zendesk Cookies . Select the app's client ID. Your charts dashboard provides an instant set of reports which you can print to PDF. 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'. Insert the image into the blank. 1. 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. This page outlines a new piece of functionality which enables your managers to delete reviews from Perform. Learn - Adding a calculation to a table. Steps to switch the feature on. The User import report identifies any problems or issues with the previous night's data feed, including users not created and invalid/duplicate user information. Users, tutors, and/or managers can receive notifications as the deadline approaches. Kallidus provide customer support services for named contacts who have received Kallidus product training. Search for and select the Course you'd like to promote. Be sure to name your key descriptively, so you know how each application uses that key. Introduction. Check the box next to a User to add the profile to the Group:Steps to create a document upload Lesson. Go to the “Integrations” page of your Sapling account. Navigate to the Course or Event: Select 'Evaluation form' from the administration menu: Use the toggle switch to turn on evaluations forms. On the group page of administration, click the edit button adjacent to the category drop down menu. Our Small Improvements integration allows you to sync new hire data with your Small. 1. Learn - Setting up Reporting schedules. kallidus-suite. Remember to apply the coding convention your organisation has defined. Copy the API key for Part 3 of the setup. Introduction. If you get a window at the top of browser as shown below click on 'Done'. Update A subset of customers using SSO for sign-in to Kallidus are still experiencing issues accessing sites this morning. These delayed processes have now successfully. Steps to add an evaluation form. Introduction The Platform Settings tab allows you to customize the Sapling experience to look and feel like your company brand. . Under Integrations and API, navigate to Partner Integrations. Sapling is the onboarding, offboarding, and for some customers, core HRIS, for your organization. Kallidus Suite Maintenance » Thu, 07 Dec 2023 06:00:00 +0000. 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’. Steps to import SCORM and other files into Learn. To start adding content, you must enable Editor mode. Drag & Drop a PDF document or Click to upload a new document. You are able to have different types of fields depending on the format of the information you want to collect. With Profile Templates (and even further with Track & Approve), you can create an unlimited number of fields for tracking team member information. Select the fields you'd like to include, then click Next. 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. Mass create new pending hires. NB: This will be an iterative piece of work spread out over an elapsed period, not full and consecutive days. Go to the “Integrations” page of your Sapling account. The Course moves to ‘Courses I’ve done’. Select the status 'Did not attend' from the drop down menu: Select the Users for whom this status should. This article covers the following topics: How It Works; Overview; Setting up the Integration Step-by-StepHow do I setup Google Analytics 4 upgrade in Learn? You will need to get a new GA4 code to enter into Learn. Learn LMS will then upload and encode the video. How to add a Task to a Workflow. Learn - Create and schedule a follow up evaluation. Introduction. To add a new email, click on the "Add Email" button. Learn - the 'All users' report. . In this article, we'll explain the key areas of Learn LMS and how they link together. 11 days ago. Learn - Replacing eLearning content. Introduction. It’s the most restrictive role available, through which Users can see the mandatory learning they have been assigned. Enter your SFTP server details into the 'Site Manager' window as shown below replacing sftp. . 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. The main chart here shows all User roles and the number of Users with each role. Follow. Using this catalogue will enable you to control who can see the approved videos. Public key authentication allows you to connect to the Kallidus SFTP service without transmitting a password. Navigate to your account’s integration settings page on Lever. 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 field is what is used to enable access to Learn. Once redirected back to the Integrations page in Sapling, relaunch the Azure AD integration widget by clicking "Settings". This can be left blank. We will have also released brand new functionality which allows you to link both Learn and Perform together. Scheduled. Navigate to the ‘Lesson’ area of Learn admin, and select an Instructor-led Lesson: Select 'Defaults'. As standard Learn and Classic LMS are supplied with a set of standard reports that have been configured by our Reporting experts to help you get the information you need from the system. We have added course and lesson descriptions into the Learn. Steps to cancel an Event. Provide a Code and Title (these are for administrator use and to identify the Accreditation) Set the expiration details in the 'Expires after' field, specifying the frequency. 2 days. Please see the attached document for details around editing global email and SMS templates in Kallidus Recruit. Follow. We know tracking vacation or sick days can sometimes be tricky. Tickets (& phone recordings) and organisation details, so that you can refer back to any information shared and we. View 'Share, report, and repeat mandatory learning' to learn more and understand how to use reports to forecast future compliance rates. Group Types, Group Filters, and Groups. Create a new field. 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'. Navigate to the Event for which User attendance is to be updated. Select the tick box within the Google Analytics 4 settings and enter the code. Updated. Select ‘Start Upload to proceed to the next stage of the Wizard. The specific course, lesson, or event completion status when filters are applied. 15Five is a lightweight performance management software helps managers check-in with. Select when the lesson will be available. Important note: All data retention settings changes are audited and all system super users are. Update user records to set Learn specific attributes. Kallidus Suite - Kallidus Service Level Agreement (Standard SLA) Kallidus work to the following standard SLA for Target Response and Resolution Times on all support tickets. With this in mind, we have put this article together to help you make sure you have everything in place, to ensure that you receive emails from your Kallidus System in a timely fashion and that they are not reported as spam. Paylocity is the HR & Payroll platform that frees you from the tasks of today so you can spend more time. That status can be communicated between the. The image below shows the options available for branding your candidate portal. Public key authentication uses two keys, a private key and a public key. Part 4: Assign the Sapling (US) or Kallidus HR (UK) app to users in Okta. Learn - Disabling email templates. Users, tutors, and/or managers can receive notifications as the deadline approaches. Your marketing team may have brand guidelines that determine the choices made here. Learn - what to do when eLearning content gets updated. Greenhouse makes smart hiring decisions effective and measurable every step of the way. Set a specific or relative date by which this course must be completed. Select ‘New’ to add a new rule: Enter a unique code and a Title for the rule. The Kallidus suite offers growing companies award-winning recruiting, learning, and performance management tools, all deeply connected to the Sapling People Operations Platform. The specific course, lesson, or event completion status when filters are applied. Select ‘Start Upload to proceed to the next stage of the Wizard. com board by following this link (Opens in a new tab). Group Users are organised into Groups where they shar. They are used to deploy training to Users in bulk and to specify line management hierarchy. Note 'Event defaults' appears in the top right of the page. Follow. The default view shows ‘Current’ assigned members. Document Storage. This needs a reports database refresh to become active as it updates the data security table RptAccessUsers in the reports database. Also ensure the port number is 22 and the connection is SSH/SFTP. The People Directory offers key information about your peers (like Job Title, Email, Location, etc) and allows you to quickly navigate to their Sapling profile. The My objectives area shows Active, Archived and Global objectives. 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'. Use this to keep track of how many people have admin access, and who they are - a key step in making sure your Learn LMS stays neat and tidy. com with your own SFTP server details and username and password. 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. Step Two: Open the Event schedule and add a new date. 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. Follow. NB: This will be an iterative piece of work spread out over an elapsed period, not full and consecutive days. Here's the code for a variable to convert the total course duration (seconds) object into hours, minutes and seconds. Please see our Monday. The SSH key you generate must follow these standards: OpenSSH2 key. 2. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Click ‘Save’ to. Any Recruit User wanting to take advantage of the Vacancy Poster jobboard posting service must have a Vacancy Poster account, and a Kallidus Recruit account with the same email address. An OR condition rule means that a User will become a Group member if they meet ANY of the Rules added to the Group. How to add a Task to a Workflow. Navigate to the CPD Period to which the Lesson (s) must be assigned. 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’. 360 - General FAQs. Introduction. Sapling is the onboarding, offboarding, and for some customers, core HRIS, for your organization. This includes your email addresses and phone numbers; so we can contact you and so you can access support. When they reconnect, their progress or result will be updated within Learn. Kallidus products send emails from the following mail server addresses: mailrelay. Catalogue. Check it on SCORM CLOUD. Click the "Edit personal details" button - if this button does not appear for you, please take a look at this article. Select 'Video Set-up' from the Lesson Administration menu. Once purchased, you'll be contacted by the Paylocity team to help complete the setup on their end. There are 7 standard LMS roles which can be copied and modified, and new roles can be created from scratch. Once completed, click "Done". Click 'Connect'. Set a specific or relative date by which this course must be completed. Introduction. Next click edit to edit any of your filters for ease of assignment. In this minor upgrade we have: - Improved the technical efficiency of adding users onto the waiting list for an event. Check that the Username doesn’t exist on any other records – if so, the records will be ignored by the Import process as a Username must be unique for each user. See how many 'Not enabled Users' there are. 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. AICC, on the other hand, involves no direct content upload to the LMS. 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. pdf. 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. Our Jira integration allows tasks to be sent from Sapling to a specific Jira project. Select 'Submit' to Save. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. On the 'New Lesson' details page, choose the Lesson Type ' Document Upload. This report displays: The overall evaluation completion status for all courses, lessons, or events. The Scheduled tab shows you all the templated emails that are scheduled to be sent at a future date. Data disclaimer We strongly recommend reviewing the quality of your data before transferring into Learn. Below are the Sapling password requirements: At least 8 characters. Each vacancy details page has its own unique link, which can be copied and pasted manually when advertising the role on a job board. Click ‘New’ to add a new pre-requisite (or to edit existing pre-requisite settings). Select ‘Choose file’ and browse your computer to find file to import. Select 'Save changes. 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). The Kallidus Recruit Backoffice API is accessible by Super Users only from the settings menu in the Recruit backoffice. The Course description will be added automatically, (to a max of approx 113 characters) Select the 'Submit' button. This article covers the following topics: Reporting. 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. = If ((IsNull([Total Course Duration (seconds. Watch the video below to see an. Our engineers are continuing to. . The recommended option for mail delivery is setting up SPF and DKIM records. 5. The Academy is your forever free learning hub for Kallidus products including live events. Then select the changes you'd like. Kallidus Suite - Kallidus Service Level Agreement (Standard SLA) Kallidus work to the following standard SLA for Target Response and Resolution Times on all support tickets. 9 months ago. one/several users. The App enables your learners to download e-Learning and run this whilst offline. Send to Kallidus to load into LMS and test. The code is not visible to learners but will be used to identify the Course for administrators. Select Edit to open the Event and view its properties. Introduction The Platform Settings tab allows you to customize the Sapling experience to look and feel like your company brand. Learn - how to import SCORM and other files. You may see additional sections if participating in special alpha or beta early access. Select the “Time Off” tab from the Home page. 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 - how to manually add a User if you have Identity Server 6. You can also further filter the data based on Location, Department, or any other group. When/if the Event is available for users to cancel. Flexibility: Manage your people data as you see fit and do more with these existing features. Select the default evaluation form or choose from the drop-down menu for an evaluation form where created/available. These SLAs apply to all Kallidus Group products. 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. 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. 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. Use the top filters to search for specific team member by name or email address, adjust the date to view all emails scheduled. The recommended option for mail delivery is setting up SPF and DKIM records. This is so we can standardise our approach across multiple products and provide the best experience for our learners. Add the field name, who needs to input this information, a description, and the type of field it is. 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. Learn - Changing colours in reports. Introduction. Kallidus Suite Maintenance. Kallidus Suite PortalKallidus has been an industry leader in the L&D market for 20+ years. 600 KB Download. Tilly Martin. General settings for the availability of an Event, including: The minimum and maximum number of attendees. 2 days ago. when/if the Event is available for users to book. The course moves back to ‘Courses I have to do’. Here is a full list of Sapling and Kallidus Learn and Perform Integration Fields. 140. Kallidus Learn is an award-winning learning platform designed to make learning simple, fast, and effective. Every User must be assigned an LMS role which determines their level of access to the LMS. Our LMS & HR software solves issues, saves time and money. 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. Select ‘Deadline’ from the Course Administration menu. Remember to apply the coding convention your organisation has defined. Vitalich [en] Macdougall, Charlene [en] Trasolini [en] Last updated November 16, 2023. Learn - Evaluation Forms. This article is relevant to customers who have an account with Vacancy Poster, an integrated 'multiposting' service which. 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. Leave dates. Break a report into sections. Learn - Business Objects reporting - using Cross Tables. Follow. But it’s not all nagging - learners can also browse the optional Courses assigned to them and demonstrate their engagement through ‘Add my Learning’ and. 4. Booking management. 🚀. 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. 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. Select the Catalogue (s) to assign to the Group. 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. Follow. Step Two: Add properties for the new rule. Tilly Martin. Set the permissions in each section as desired. You can specify people are put into a group if if they got over or under a set score on a specific lesson. From your home page, navigate to Settings. This is a searchable field, along. After creating a workflow, you can add Tasks that belong to that particular. Create and update user records for use across the Kallidus Suite. One special character (for example, % @ # !Select ‘Course’ from the Catalogue Administration menu. Sapling - Connecting your ATS to Sapling with the Sapling Public API. Steps to activate evaluation forms. Login to Sapling. This is not visible to learners but is used by administrators to identify the Group and for reporting. Select the Point in Time tab, then click Create Report. 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. In this article, we'll demonstrate how to share and recommend courses. Access the merge fields picklist by previewing an email to a candidate. Group Type are used to describe an overarching type of structure within an organization. Integration Fields. Your charts dashboard provides an instant set of reports which you can print to PDF. This article explains how an Applicant Tracking System (ATS) can integrate with Sapling through the Sapling Public API. You MUST add the moderator as having visibility to this catalogue. To create a new Workflow, click on "New Workflow" from the upper right-hand menu of any of the 5 tabs. Select eLearning set up from the Lesson administration menu. Introduction. Learn - Exchange Connector Guide. Get there in one click from your Kallidus Recruit homepage by scrolling down to the reports panel and clicking 'Charts'. Perform - the manager view. . The Course will then be promoted on the Learn home page. Where the user's details are required, such as for an email or SMS template.