Get deeper learning in The Academy. CONS Its inflexibility at times - for example, we would have so many improvement ideas. Select when the lesson will be available. The Accreditation status is now ‘Complete’. Browse to the Group area of Learn admin: Select 'New'. Introduction. 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. Steps to add an accreditation. Click ‘New’ to create a new CPD Period. Select ‘Choose file’ and browse your computer to find file to import. If you are set as an Editor on your licence, this appears as a toggle at the top of the Browse menu. Everything you track in Sapling can also be used as a token throughout the rest of the platform. Steps to sign off a competency check. Enter the name of your desired workflow and click "Create". Browse to the Group area of Learn admin: Select 'New'. The first username/password you use post the <date> upgrade will be the one you will need to adopt to log into all of the products from that point forward. Select ‘Attendance’ from the. We have added course and lesson descriptions into the Learn. These SLAs apply to all Kallidus Group. Batch Edit (at the bottom of the page). For more details, refer to ‘ Set a deadline for a Course’. Scroll down to find the Kallidus integration and enable the integration slider. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. It’s the most restrictive role available, through which Users can see the mandatory learning they have been assigned. This is an optional paid add-on. View 'Repeat training with Accreditations' for information on how to use Accreditations to set learning to repeat with whatever frequency you need. The most common configuration option lets you choose on any vacancy if you want to use self-scheduling at (e. Check the box next to a Course to add to the Catalogue. 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. Go to Administration Home and choose 'Accreditation. Administration > User. Scroll down and select 'New'. With the Kallidus Learn Integration, we can will: Create Users: When a new hire completes their profile in. Updated. Name the elective set. . ; Click the toggle next to Sapling’s logo to turn the integration on. This article covers the foll. 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. This will allow them to resync and when you click on the "Edit Personal Details" button the "Change" button should now appear. Add a description. Select the group you would like to edit. Here is a full list of Sapling and Kallidus Learn and Perform Integration Fields. 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. In the new KIP window that opens click the "Unlock" button and "Save". This is not visible to learners but is used by administrators to identify the Group and for reporting. Select the default evaluation form or choose from the drop-down menu for an evaluation form where created/available. Wednesday Knowledge Share. What is this about? The advantages and risks in converting an existing text field into a menu selection . 140. 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. 2 months ago. 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 create a new Workflow, click on "New Workflow" from the upper right-hand menu of any of the 5 tabs. Introduction. _zlcmid (1 year) These cookies store information used by the Zendesk support widget Cookie Preferences . 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. Public key authentication uses two keys, a private key and a public key. Under Integrations and API, navigate to Partner Integrations. The feature will then be available for all learners in your system: You can also choose whether to switch on the ability for your managers to share courses with their direct reports and make it mandatory for them to complete. Simply click "Save" on the KIP window that has opened and close. In this article we’ll cover: Stay tuned into import. 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. 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. Navigate to the Event which is to be cancelled. 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 Lessons to a CPD Period. Navigate to the 'Course' area of Learn admin. You can now use the toggle to switch on evaluation forms. Public key authentication allows you to connect to the Kallidus SFTP service without transmitting a password. Specify the 'Target' for the CPD Period. These integrations can be enabled and maintained by. Watch the video below to see an. Data disclaimer We strongly recommend reviewing the quality of your data before transferring into Learn. Add a title, description and duration for the Competency Check. Navigate to the Course or Event: Select 'Evaluation form' from the administration menu: Use the toggle switch to turn on evaluations forms. The following options are available: Articles in this section. You can set up a a schedule for any report, if it's in our favourites folder, shared folder or a standard report supplied with the system. Trinet is a powerful HR solution that provides benefits, compliance, payroll and risk management. On the group page of administration, click the edit button adjacent to the category drop down menu. 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. The specific course, lesson, or event completion status when filters are applied. pdf. 360 - General FAQs. Catalogue details screen. These new objects allow you to report on the course and lesson descriptions that you have entered into Learn. Select Edit to open the Event and view its properties. Booking management. 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. kallidus-suite. With our OneLogin integration, you can: Launch Sapling from OneLogin's single sign-on (SSO). The recommended option for mail delivery is setting up SPF and DKIM records. Updated. Mike Smithers. The next step is to upload a video for the Lesson. To fix this, in Chrome settings, go. Select ‘Attendance’ from the Administration menu. 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. Click ‘Edit’ to change existing Course assignments, or to assign new Courses to the Catalogue. Add a description. Document Packets. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Get there in one click from your Kallidus Recruit homepage by scrolling down to the reports panel and clicking 'Charts'. Limitation: Rehires cannot be managed via the endpoint; The integration will only allow for profile creation and. Learn - Update eLearning content. Group Types, Group Filters, and Groups. Your charts dashboard provides an instant set of reports which you can print to PDF. The ‘New Lesson’ details page will open. Add a logo or other image to the report. Under Administration Tools, navigate to Integrations. Sapling - Integrating with Sapling without a Native Integration. You'll find the picklist underneath the 'Body' section of the email window. Navigate to Settings: Choose the option 'LMS roles' from the administration menu. Archived templates are unavailable for assignment to employees. Sapling allows your team to drive a streamlined and consistent team member's experience with Workflows - groups of Tasks that are required to be completed as part of an onboarding or offboarding event. Sapling - Kallidus Recruit Integration Guide. Introduction. You can also further filter the data based on Location, Department, or any other group. Perform - the manager view. My content launched and tracked back a correct status to SCORM Cloud and the content did not track back anything to Kallidus LMS for. See how many 'Not enabled Users' there are. 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. 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. 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. The following options are available:Articles in this section. The Kallidus team can run bulk imports into Perform on your behalf, click into the links below for more information. Follow. pdf. - Fixed an issue where the comments on a fixed accreditation where being edited but could not be saved. Select the Point in Time tab, then click Create Report. This can be left blank. Navigate to the Event for which User attendance is to be updated. All custom fields can be included in reports and are only visible to administrators. Custom fields are only visible in the Administration. Steps to create a Group. Overview. We now have a LIVE UK course list which details all new releases as and when they happen. Sapling - Greenhouse Integration Guide. 2. You may see additional sections if participating in special alpha or beta early access. Introduction. Here's some guidance that will help you with launching Kallidus in your organization!Aa an admin, go into the Settings area of Learn. 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. When a Global objective is no longer required, it can be archived using the archive button. ; Select 'Edit' to view the Event properties: Select ‘User’ from the Event Administration menu. Here's a round-up of everything you need to know. The app is ‘off’ by default and can be switched on in the Settings area of admin. You will now get a window appear that will tell you your SHA-1 fingerpint. Copy the API key for Part 3 of the setup. Any existing Lesson assignments will be listed. Please see the attached document for details around editing global email and SMS templates in Kallidus Recruit. The Academy is your. The duration is the estimated duration for the Check, and the amount of learning time with which learners will be credited when the. Give your team the access to the learning they need to achieve goals,. Select ‘CPD Period’ from the CPD Programme. Select the Catalogue (s) to assign to the Group. Select 'Submit' to Save. 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. If you get a window at the top of browser as shown below click on 'Done'. 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. Select the Lesson to copy the history to. Tickets (& phone recordings) and organisation details, so that you can refer back to any information shared and we. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. This article covers the following topics: How to access the Org Chart. As a result of this, you will only need to remember one set of usernames/passwords to get into the Kallidus products. Scheduled. Introduction. Vacancy Poster Posting Guide. 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. The description should explain what the test involves. Introduction. From the global navigation bar, select ‘Evaluation Form’ from the feedback drown down menu. A Course assigned to a Catalogue which is in. Catalogue. Kallidus Learn is a cloud-based learning management system (LMS) featuring certification and compliance management, a built-in course library and SCORM compliance. Then select the changes you'd like. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. 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. Learn - Setting up Reporting schedules. What is Power BI? Power BI is a business intelligence tool powered by Microsoft. To download our guide on staying GDPR compliant with the Kallidus Suite, take a look at our article here. The Academy is your forever free learning hub for Kallidus products including live events. Step 6: Time Off Reporting. On the Group Categories page that is displayed, click the ‘New’ button. The Academy is your forever free learning hub for Kallidus products including live events. Click the ‘Report Elements’ tab, and then the ‘Cell’ tab. 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. Note that the maximum number of attempts by default is three (but this may have been altered by our system administrators for your organisation). 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. Part 1: Create an API key in Lever. This. Welcome to the Kallidus App. Users, tutors, and/or managers can receive notifications as the deadline approaches. 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. New Reporting and Analytics FAQs; Learn - use Custom fields to record unique information about your LMS; Improvements to the Accreditation Detail and the Accreditation Trajectory reports in Learn (23/03/2023)The 'Still processing' message appears when Learn LMS is processing larger files, typically SCORM eLearning. The SSH key you generate must follow these standards: OpenSSH2 key. Navigate to ‘Administration Home’ and select ‘Course’ to view the Course list: Select ‘Import’. 1. Administration > Group. Nicola Jane James. Follow. Where a userfield is defined as free text there is the risk of different users using different spellings or describing something in a slightly different way and this can cause issues with Reporting. The code is not visible to learners but will be used to identify the Course for administrators. Once active you will see the ‘ Edit mode enabled ’ message across all screens. '. In Kallidus Recruit, adding candidates to your "Talent Bank" means actively flagging an individual, so you can find them again easily when searching across your whole system. Managers can find the 'Competency Check Summary' in their Manager dashboard. 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. Part 4: Assign the Sapling (US) or Kallidus HR (UK) app to users in Okta. Introduction. This article is relevant to customers who have an account with Vacancy Poster, an integrated 'multiposting' service which. 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 create content a URL Lesson. Here a gain, Smart Assignment automatically recommends the most relevant emails for you. Please see our Monday. In this article, we'll show how to add Course and Lesson card images to the default image library in Learn LMS. Click ‘New’ to create a new CPD Period. Navigate to the 'Course' area of Learn admin. 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. In this article, we'll show how to. 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'. To set up refreshers for your Off the Shelf content, please contact your Account Manager. 4. From the Event area, view all Events in the system. Select the checkbox ‘Rule is enabled’, if. 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. NB: This will be an iterative piece of work spread out over an elapsed period, not full and consecutive days. Select ‘Members’ from the Group Administration menu. Select 'Choose file' and browse to the video file. 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. All Users must have an import key and be members of this group. Select 'New' to create a Course. Also ensure the port number is 22 and the connection is SSH/SFTP. Custom fields. 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. Each vacancy details page has its own unique link, which can be copied and pasted manually when advertising the role on a job board. 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. 1 day. Learn - What is. Please see the attached document which outlines the available objects in Business Objects reporting for Learn. The Lesson is now created. 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. In this instance, we recommend you try the below troubleshooting steps. Use the Search options, Course Category drop-down menu or the alphabet search to filter the list. Learn - how to set up AICC eLearning content. 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’. Set a specific or relative date by which this course must be completed. Create and update user records for use across the Kallidus Suite. Here you can edit using either the basic or HTML editor. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Choose your report and select the 'Schedule' button on the right hand side. Resolved The scheduled maintenance is complete. There are 7 standard LMS roles which can be copied and modified, and new roles can be created from scratch. The Kallidus APIs give you the ability to: Retrieve user record information. 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. Groups are fundamental to the smooth operation of Learn. Group Users are organised into Groups where they shar. Check the box next to a Course to add to the Catalogue. Learn - how to import SCORM and other files. 121] Kallidus do not recommend adding server IP. The next step is to add questions to the template. How to add a Task to a Workflow. Sometimes, though, you may have a system you want to connect that's not currently listed in Sapling's native integrations. Retrieve a list of user records. 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. Select ‘Attendance’ from the Administration menu. when/if the Event is available for users to book. Set the permissions in each section as desired. 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. To do this, browse to ‘Administration home’ and select 'Users' and from the drop down menu select ‘CPD Programme’. Navigate to the Assignments page and click "Assign". G-Suite is a suite of intelligent apps by Google designed to help your team communicate and collaborate. Once redirected back to the Integrations page in Sapling, relaunch the Azure AD integration widget by clicking "Settings". Navigate to the ‘Lesson’ area of Learn admin, and select an Instructor-led Lesson: Select 'Defaults'. 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. Steps to activate evaluation forms. Kallidus provide customer support services for named contacts who have received Kallidus product training. Learn - Editing email templates. Step Two: 2. One and two-step authorisation options are available. Navigate to your account’s integration settings page on Lever. . Use the top filters to search for specific team member by name or email address, adjust the date to view all emails scheduled. 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. Our Perform integration allows you to sync new hire data with your Perform account, saving your HR,. Step Two: Choose the Course (s) to which the Competency Check will be assigned. Select ‘Rules’ from the Group administration menu, and then ‘New’ to add a new rule. ADP Workforce Now is an all-in-one platform for payroll and HR software, providing expert support and. Step Two: Administrators notify Users. Single hub for all Kallidus suite reporting; Cross-product reporting for the Kallidus suite, starting with Learn and Perform. A default cancellation email can be sent to learners. Learn - How to add a past date to a Competency Check. Select the tick box within the Google Analytics 4 settings and enter the code. Document Packets. Note that this report will always show issues or errors for the last time the. This article covers the following topics: Get alerts about important new hire information. The next step is to upload a video for the Lesson. 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. Deadline. From the drop-down menu, select the template that you wish to edit. A group named ‘PerformUsers’ must exist in Learn. Introduction The Platform Settings tab allows you to customize the Sapling experience to look and feel like your company brand. Every User must be assigned an LMS role which determines their level of access to the LMS. A user may be a member of any other group – regardless of the category of that group. To transfer knowledge, learning and capability. Matt Troy. 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. . Click 'Connect'. This is so we can standardise our approach across multiple products and provide the best experience for our learners. The Feedback Portal is organized into 2 main sections: Feature Requests & Ideas - this includes any ideas relating to the Sapling app you sign into. Workflows can be assigned to your team members in three different ways: Onboarding New Hires. Building and sharing. This needs a reports database refresh to become active as it updates the data security table RptAccessUsers in the reports database. com board by following this link (Opens in a new tab). For more details, refer to ‘ Set a deadline for a Course’. Where the user's details are required, such as for an email or SMS template. . The Kallidus Exchange connector connects to the mailbox via EWS and monitors responses to the invites, updating the attendee status in the LMS accordingly. API & Integrations - this includes any ideas relating to your HR tech ecosystem surrounding Sapling. Permissions in Sapling are built to help customize information access for every individual at your organization. Updated. . Learn: import and share videos. Select whether you would like the API key to expire after 90 days or automatically renew when used. Speak with your Customer Experience Manager or the Support Team to sign up now. Navigate to the Course or Event: Select 'Evaluation form' from the administration menu: Use the toggle switch to turn on evaluations forms. 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. Create Custom fields to record additional information about the Catalogue. Select ‘Submit’ to complete. Deadline. 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. To enable the Sapling calendar, chat with your Customer Success Manager. These new email notifications can be switched on at the review template level. Users with Super Admin permissions can generate and view their own API keys. This comes in handy for onboarding program stakeholders, such as IT and Hiring Managers, but can also help define access levels by. 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. Off the Shelf - UK Course List. Free text vs Item Selection. Select 'Video Set-up' from the Lesson Administration menu. 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. The App enables your learners to download e-Learning and run this whilst offline. google. 🚀. kallidus-suite. Then click the Save button. Custom permissions allow you to create tailored access for your coworkers based on their functions. Introduction. 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. Simply click ‘API tokens’ at the foot of the left-hand menu in Settings. See ‘Build a template using sections’ for more information. Go to Administration Home and choose 'Accreditation. Learn - Roles and Responsibilities. Follow. Then click "Submit" on the LMS portion of the account. Click on the "Create New Key" button, or copy an existing key. 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. 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. Navigate to ‘Group’. Learn - Optimising reports to. 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. Specify the 'Target' for the CPD Period. 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. In the Outbox tab, there are five tab options: Scheduled, Sent, Templates, Notifications, and Settings. Get deeper learning in The Academy. This article shows how to manage your data retention policy (super Users only). Part 1: Add the Sapling app and provide data access in G-Suite. Alternatively, select ‘All’ to view all Users in Learn, or filter the list by a number or letter. 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. The image below shows the options available for branding your candidate portal.