Select the Catalogue (s) to assign to the Group. You can also further filter the data based on Location, Department, or any other group. Select the name of a CPD Programme to open the properties. Users with Super Admin permissions can generate and view their own API keys. For more details, refer to ‘ Set a deadline for a Course’. Select the status 'Did not attend' from the drop down menu: Select the Users for whom this status should. Catalogue. Sapling - Integrating with Sapling without a Native Integration. Search for and select "Sapling G-Suite App". Kallidus Suite - Requesting Access to the Help Centre for Others. 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. Learn - Reporting on course and lesson descriptions. 9 months ago. 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. In this article, we'll show a typical onboarding process in Recruit. 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. Select the name of a CPD Programme to open the properties. For repeat training, select 'Continuous Accreditation' as the Accreditation type. 1. This video shows you how you can batch edit a group. CONS Its inflexibility at times - for example, we would have so many improvement ideas. Introduction Combine pre-built Surveys with our powerful reporting engine to keep your team engaged and informed at every step of their journey. Select 'Choose file' and browse to the video file. Authoring tools often permit many. Whatever the limit, the video shows how the. Step Three: Select the template. Staying GDPR compliant with Kallidus Suite. 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’. There is a FAQ section here to answer all your responsive player questions but if you need further help, please contact our Support team. Follow. 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'. Any existing Lesson assignments will be listed. Navigate to the CPD Period to which the Lesson (s) must be assigned. In this minor upgrade we have: - Improved the technical efficiency of adding users onto the waiting list for an event. Document Packets. The option to Archive templates is available for all published and draft templates. You will now get a window appear that will tell you your SHA-1 fingerpint. Follow. The app is ‘off’ by default and can be switched on in the Settings area of 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. Active objectives may include objectives assigned by team managers. com [51. 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. Public key authentication uses two keys, a private key and a public key. In both cases, remember to apply the naming convention your organisation has defined. Introduction. Assign Individual Documents, Document Packets or Workflows Mass assign an individual Document, Document Packet, or Workflow to any selected employees. Add a unique Code and Title for the Group. ; Click the toggle next to Sapling’s logo to turn the integration on. Navigate to ‘Administration Home’ and select ‘Course’ to view the Course list: Select ‘Import’. The learner sees that. Select ‘CPD Period’ from the CPD Programme. 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. Custom fields are only visible in the Administration. The Kallidus Sapling platform helps HR and People Operations teams automate and streamline administrative tasks so they can focus on employee experience, retention, and creating an amazing culture for the most successful teams. Steps to assign Lesson (s) to a Course. To create a new Workflow, click on "New Workflow" from the upper right-hand menu of any of the 5 tabs. There are 7 standard LMS roles which can be copied and modified, and new roles can be created from scratch. This article covers the foll. You can also configure additional events to display from Administration Tools > Platform Settings > Calendar > switch on Anniversaries. We believe this means giving you the latest features and technology and keeping you in the loop with what’s happening. . 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. Also ensure the port number is 22 and the connection is SSH/SFTP. 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. Access the merge fields picklist by previewing an email to a candidate. Kallidus products send emails from the following mail server addresses: mailrelay. The Kallidus Recruit Backoffice API is accessible by Super Users only from the settings menu in the Recruit backoffice. Paylocity is the HR & Payroll platform that frees you from the tasks of today so you can spend more time. A User with a Competency Check to complete will be prompted to coordinate the check with their manager or Course Tutor. Configure notifications to alert assigned users when the deadline approaches. Please see our Monday. Click ‘New’ to add a new date and complete the ‘Date’, ‘Start’ and ‘Finish’ fields. The recommended option for mail delivery is setting up SPF and DKIM records. Enter the name of your desired workflow and click "Create". 4. 2 days ago. Select the status 'Did not attend' from the drop down menu: Select the Users for whom this status should apply: Select 'Submit'. Select when the lesson will be available. Learn - how to manually add a User if you have Identity Server 6. 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'. Scroll down to find the Kallidus integration and enable the integration slider. 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. 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. A default cancellation email can be sent to learners. This document describes how to import and manage training records in Learn. Check the box next to a Course to add to the Catalogue. The Feedback Portal is organized into 2 main sections: Feature Requests & Ideas - this includes any ideas relating to the Sapling app you sign into. Generate an API key for Sapling, navigate to Sapling’s secure integrations page and add the API key. Select 'New' to create a Course. Introduction. Select ‘Choose file’ and browse your computer to find file to import. Introduction. Recruit - time to hire, diversity etc - reports in one click. Select Edit to open the Event and view its properties. pdf. Introduction. Name the holiday, select what dates and who it applies to (by department, location, or employment status), and click 'Add holiday'. Create and update user records for use across the Kallidus Suite. Navigate to an existing Event in Learn. Seismic Learning (formerly Lessonly) is a seamless training and coaching platform that helps ramp your. In this article, we'll show how to. Reach out to accounts@kallidus. Configure notifications to alert assigned users when the deadline approaches. 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. We are really proud to introduce improvements to the My development area of the product. 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. Key Factors to be aware of Part 1: Purchase a Kallidus Sapling integration subscription from Paylocity Marketplace and complete the initial setup. Sometimes, though, you may have a system you want to connect that's not currently listed in Sapling's native integrations. One special character (for example, % @ # !Select ‘Course’ from the Catalogue Administration menu. Kallidus Suite - Kallidus Service Level Agreement (Standard SLA) Learn - Sending Large Files/Content to the Kallidus Support team. kallidus-suite. 5. Select eLearning set up from the Lesson administration menu. Simply click ‘API tokens’ at the foot of the left-hand menu in Settings. This video outlines how to switch on the ability for your senior managers to see down the hierarchy for their complete area of responsibility. The calendar feature is available directly within the platform, and (when enabled) allows your team to see a "Calendar" tab in Sapling. How to download or save a certificate. Once completed, click "Done". In the below example, the deadline specifies that the Course must be completed within 7 days of assignment. API & Integrations - this includes any ideas relating to your HR tech ecosystem surrounding Sapling. Event schedules may extend to multiple days. Steps to cancel an Event. 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'. Step Two: 2. The description should explain what the test involves. Public key authentication allows you to connect to the Kallidus SFTP service without transmitting a password. Select the default evaluation form or choose from the drop-down menu for an evaluation form where created/available. 121] Kallidus do not recommend adding server IP. Select “Request Time Off”. 2 days. 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. At Kallidus we’re always looking for ways to help our customers to get the most out of our systems. To fix this, in Chrome settings, go. You can specify people are put into a group if if they got over or under a set score on a specific lesson. Right-click on any chart to output a PDF of the whole report with 'Print page'. To turn it off, deselect the toggle. You can do this by visiting Google help. Nicola Jane James. Add a description. To transfer knowledge, learning and capability. 109. This is not visible to learners but is used by administrators to identify the Group and for reporting. Sapling's dashboard is a powerful way to get instant visibility over four key pieces of the employee lifecycle: Team members, Open tasks, Open documents and Pending approvals. Learn - Replacing eLearning content. Perform - the manager view. com to learn more. Sapling is directly connected into the Kallidus suite, creating seamless transfer of people data from hire to high flyer. Search for and select the Course you'd like to promote. The Course will then be promoted on the Learn home page. Next click edit to edit any of your filters for ease of assignment. . Kallidus Suite - Maintenance & Updates. These are candidates who failed the eligibility questions for the vacancy (if eligibility rules are configured within your. For repeat training, select 'Continuous Accreditation' as the Accreditation type. Add a Title for the Course. Login to Sapling. Reach out to accounts@kallidus. The following options are available:Articles in this section. Retrieve a list of user records. They are used to deploy training to Users in bulk and to specify line management hierarchy. Learn - How to sign off competency check. Note that this report will always show issues or errors for the last time the. 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. Introduction. Kallidus Suite Maintenance » Thu, 07 Dec 2023 06:00:00 +0000. Click ‘New’ to create a new CPD Period. Steps to create a Group rule. 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'. 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. 1 day. = If ((IsNull([Total Course Duration (seconds. Follow. Learn - Activate evaluation forms. Many customers have an automated People-data feed to transfer data from anHR data source, into Learn LMS. Select eLearning set up from the Lesson administration menu. 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. 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. Step One: Select a Group. This. Select the 'Enable review mode' checkbox. Additionally, you can request the setup of whitelisting on your mail/filtering servers with your IT team. Scroll to the end of the 'Details' page and select ‘Delete’. Learn - Troubleshooting eLearning content with Tilly Martin. Measure engagement. On the Group Categories page that is displayed, click the ‘New’ button. Follow. When/if the Event is available for users to cancel. The App enables your learners to download e-Learning and run this whilst offline. 6 years ago. Watch the video to see how to set it up: To configure authorisation for a Course, navigate to the Course details page and select an option from. Select 'Save' to save the changes. Go to the “Integrations” page of your Sapling account. The attached ‘Getting Started’ training guide will introduce you to all the features and functions you need to get up and running with Perform. Alice McAnaw. 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. Introduction. Staying GDPR compliant with Kallidus Suite. An OR condition rule means that a User will become a Group member if they meet ANY of the Rules added to the Group. Chargeable work, non-standard change requests, and project work as well as product suggestions are excluded from this SLA. From the global navigation bar, select ‘Evaluation Form’ from the feedback drown down menu. This applies to all ATS vendors with whom Sapling does not have a formal partnership and out-of-the-box integration in place. Learn - Optimising reports to. Updated. Often used by organisations with multiple ‘sub brands’ to show a relevant brand to each employee. Kallidus provide customer support services for named contacts who have received Kallidus product training. 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. Provide a Title and instructions for the learner. Here's a round-up of everything you need to know. Click "Next" and "Activate" to complete the integration. Set a specific or relative date by which this course must be completed. A deadline can be based either on a static date or the date of Course assignment. Specify the 'Target' for the CPD Period. Introduction The Platform Settings tab allows you to customize the Sapling experience to look and feel like your company brand. 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 average Star Rating for all or specific courses, lessons. Part 1: Add the Sapling app and provide data access in G-Suite. Primary Groups, and Primary Group managers are typically created and managed by the People Data Feed. Learn - Upgrade your universe! Learn - How to add to an object to a report. By default this will be set to False. Permissions in Sapling are built to help customize information access for every individual at your organization. Watch the video below to see an. 6 years ago. Sign in with your username and password, and access a. 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. Wait list settings. Every User must be assigned an LMS role which determines their level of access to the LMS. Update user records to set Learn specific attributes. The upgrade allows for more accurate data syncing saving you time and potential headaches by: Showcasing validation issues in real-time. Click the ‘Report Elements’ tab, and then the ‘Cell’ tab. 2 MB Download. It goes on to show how this can be put right b. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. This opens up huge flexibility with automating Group membership - just remember to document the rules added to a Group so you and your team will remember the purpose of the rules in future. 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 Breezy HR integration. Introduction. The course moves back to ‘Courses I have to do’. 1. 800 KB Download. Select when the lesson will be available. This includes your email addresses and phone numbers; so we can contact you and so you can access support. These options also allow you to report across calendar years. On the group page of administration, click the edit button adjacent to the category drop down menu. In the left navigation of the Microsoft Teams admin centre, go to Teams apps > Setup policies. Follow. Administrators: Assign Users as Administrators for this Group. If you are set as an Editor on your licence, this appears as a toggle at the top of the Browse menu. Follow. If it is, you will need to refer this to your content provider/developer. The integration must be enabled in Kallidus Recruit by your Customer Success Manager. Set the permissions in each section as desired. Kallidus Learn is an award-winning learning platform designed to make learning simple, fast, and effective. 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. Kallidus Perform is the future of continuous performance management in a simple, easy, and effective way. View 'Repeat training with Accreditations' for information on how to use Accreditations to set learning to repeat with whatever frequency you need. 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. Steps to assign Lessons to a CPD Period. 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. Either MP4 or MOV file types are acceptable: Select 'Submit' to begin the import. Step One: Select a Group. 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. View ‘Evaluate learning effectively’ to understand how evaluations work in Learn, and for ideas on the essential elements of a successful strategy. 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'. 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. The average Star Rating for all or specific courses, lessons. Booking management. General settings for the availability of an Event, including: The minimum and maximum number of attendees. Users, tutors, and/or managers can receive notifications as the deadline approaches. Set a specific or relative date by which this course must be completed. These delayed processes have now successfully. In the 'send after X days' field, enter the number of days (after the initial evaluation was completed) that the follow-up evaluation request should be sent. Available hours: table for all users that describes the total amount of available time off hours ( categorized by policy). The Kallidus Exchange Connector has been designed to enable bi-directional communication for Kallidus Learn/Classic LMS to a Microsoft Exchange server for the purpose of event management. g. 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. Azure AD is Microsoft’s enterprise identity service that provides provisioning, single sign-on, and. com board by following this link (Opens in a new tab). Check it on SCORM CLOUD. Learn - Troubleshooting eLearning content with Tilly Martin. 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. com with your own SFTP server details and username and password. Add a unique code for the Course. The job title for an individual. pdf. Note: Doing this will send an email to the user currently booked onto the event, so you. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. You can select to turn this on for all courses or all events and can decide which form to use as default. Select from the drop-down menu at the top of the screen, the category of learner who should. Data disclaimer We strongly recommend reviewing the quality of your data before transferring into Learn. Sign into your Zendesk account. This is so we can standardise our approach across multiple products and provide the best experience for our learners. Insert the image into the blank. Users, tutors, and/or managers can receive notifications as the deadline approaches. During your time with Kallidus, we capture a lot of useful information and data for you within our Help Centre - Zendesk. Step Two: Complete section one – what the learner sees. If you require further. 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’. The Lesson is now created. Add a new OAuth app. Our Perform integration allows you to sync new hire data with your Perform account, saving your HR,. 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. Get deeper learning in The Academy. 2 months ago. Tickets (& phone recordings) and organisation details, so that you can refer back to any information shared and we. Select the tick box within the Google Analytics 4 settings and enter the code. The learner completes Lesson 2. The code is not visible to learners but will be used to identify the Course for administrators. . We would like to show you a description here but the site won’t allow us. Select from the drop-down menu at the top of the screen, the category of learner who should. Introduction. Click on the "Create New Key" button, or copy an existing key. ADP Workforce Now is an all-in-one platform for payroll and HR software, providing expert support and. Learn - Update eLearning content. Tilly Martin. Steps to import SCORM and other files into Learn. Follow. Add the field name, who needs to input this information, a description, and the type of field it is. 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. An email will be sent to the added user with information about how to get into Learn. Permissions in Sapling are built to help customize information access for every individual at your organization. 3. Learn - Groups. Members. Send to Kallidus to load into LMS and test. In both cases, remember to apply the naming convention your organisation has defined. Integration Fields. These SLAs apply to all Kallidus Group products. Give your team the access to the learning they need to achieve goals,. If the rule is to be active immediately, select the checkbox ‘Rule is enabled’. Either MP4 or MOV file types are acceptable: Select 'Submit' to begin the import. The new App will work on the latest version of iOS and Android (mobile only not tablet). Copy the API key for Part 3 of the setup. Learn LMS will then upload and encode the video. This article covers the following topics: Reporting. In this article, we'll show how to add Course and Lesson card images to the default image library in Learn LMS. (this is the minimum level of access a User must have to be nominated as Administrator for an Event) Select 'User' from the role administration menu: Select the User who you would like to have the 'Tutor' role. Go to the 'Administration' page and then the 'Reporting' page. One extra thing to note: if your hero banner contains text, or images of people, where scaling on different screen. We will have also released brand new functionality which allows you to link both Learn and Perform together. To allow-list the Kallidus app, set the section “Third-party apps” to “Allow specific apps and block all others”. Alternatively, select ‘All’ to view all Users in Learn, or filter the list by a number or letter. If you choose ' Yes ', you will be taken to a short pre-course test which will check your. Your marketing team may have brand guidelines that determine the choices made here. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. The Vacancy Poster account is configured to use the same vacancy poster credentials for all users, but Vacancy Poster is expecting individual credentials. 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. Follow. Select the checkbox ‘Rule is enabled’, if. ; Select 'Edit' to view the Event properties: Select ‘User’ from the Event Administration menu. Select ‘Attendance’ from the Administration menu. 2 months ago. Leave dates. Our Small Improvements integration allows you to sync new hire data with your Small. Go to Administration Home and choose 'Accreditation. Select the fields you'd like to include, then click Next. Important - Once the Lesson is created the type cannot be changed, so take care to specify the. 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. Follow. Select 'Video Set-up' from the Lesson Administration menu. JazzHR is a. Must be unique and should not be reused. The upgrade will take place on the <date>. Emails & Notifications. Our TeamSpirit integration allows you to compile new hire data for your TeamSpirit account, saving your HR, People. Steps to create a Group. E-Learning set-up. Navigate to the API Keys tab. Then select the name of the required CPD Programme to open the properties. Once in Settings, scroll down to the Other settings area. The position of Lessons within the set can be reordered using the arrow buttons on the right. In this article, we'll explain the key areas of Learn LMS and how they link together. This will start with customers with no scheduled exports for their reports. While we were in there, we took the opportunity to rework the time off approval process as well. Under Administration Tools, navigate to Integrations. How to say Kallidus in English? Pronunciation of Kallidus with 2 audio pronunciations, 1. To download our guide on staying GDPR compliant with the Kallidus Suite, take a look at our article here. Once you have received your Vacancy Poster credentials, log into Kallidus Recruit backoffice, go to any vacancy, and select 'Share this vacancy'. Once it has successfully cleared your cache and. Note that the deadline can be retrospectively applied to all. Automate. Introduction The Platform Settings tab allows you to customize the Sapling experience to look and feel like your company brand. Learn - How to share, recommend, and mandate a Course.