Find the line which shows as Option. Based on some of the questions we frequently get for 360, we have put together this article as a one stop shop to help you get the most out of your system. Learn - Setting up Reporting schedules. This page outlines a new piece of functionality which enables your managers to delete reviews from Perform. To set up refreshers for your Off the Shelf content, please contact your Account Manager. Select from the drop-down menu at the top of the screen, the category of learner who should. You'll find the picklist underneath the 'Body' section of the email window. 3 hours ago. This report displays: The overall evaluation completion status for all courses, lessons, or events. In this article, we'll show how to. Create your password. Introduction. 9 months ago. This is so we can standardise our approach across multiple products and provide the best experience for our learners. Learn - Editing email templates. Updated. 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. It’s the most restrictive role available, through which Users can see the mandatory learning they have been assigned. . The separate Kallidus Zendesk helpdesk is good and you normally get a reply quickly. 1 day. Follow. Choose your reoccurance and time settings. 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. 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. Most people who interact with Learn will be students. Custom fields are only visible in the administration User interface. 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. 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. To turn it off, deselect the toggle. Select ‘Rules’ from the Group administration menu, and then ‘New’ to add a new rule. Select the 'Follow-up' tab. Add a logo or other image to the report. The job title for an individual. Open the left column on any grid by clicking t. Scroll down and click "Generate New Key". Navigate to the ‘Lesson’ area of Learn admin, and select an Instructor-led Lesson: Select 'Defaults'. During your time with Kallidus, we capture a lot of useful information and data for you within our Help Centre - Zendesk. The Course description will be added automatically, (to a max of approx 113 characters) Select the 'Submit' button. Introduction. These can also be "Acknowledge or Read-Only" documents that a team member needs to read but does not need to sign. Primary Groups, and Primary Group managers are typically created and managed by the People Data Feed. Upload requests are the type of documents that require you to upload a specific document into Sapling (for ex: passport photos, copy of your driver’s license, etc). Get your early bird ticketKallidus Suite - How to find your SFTP SHA-1 fingerprint. Either MP4 or MOV file types are acceptable: Select 'Submit' to begin the import. During this time, administration options for the Course/Lesson will not be available. '. Our engineers are continuing to. . Navigate to ‘Administration Home’ and select ‘Course’ to view the Course list: Select ‘Import’. Chargeable work, non-standard change requests, and project work as well as product suggestions are excluded from this SLA. Select ‘Catalogue’ from the Group Administration menu. The new App will work on the latest version of iOS and Android (mobile only not tablet). CompetencyChecks. This document describes how to import and manage training records in Learn. Sapling - Activities Reminder Email (for Existing Team Members) Description: Task reminder emails for outstanding tasks. Requests can be customized based on your needs: A full day (example: taking a sick day)1. 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. kallidus-suite. Hire better people, faster with Kallidus Recruit. All custom fields can be included in reports. Any existing rules will be listed. 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. Select eLearning set up from the Lesson administration menu. This will allow them to resync and when you click on the "Edit Personal Details" button the "Change" button should now appear. We have added course and lesson descriptions into the 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. 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. We know tracking vacation or sick days can sometimes be tricky. To start adding content, you must enable Editor mode. Check the box next to a Course to add to the Catalogue. Add a logo or other image to the report. Speak with your Customer Experience Manager or the Support Team to sign up now. 1. Reach out to accounts@kallidus. The fields we typically suggest for existing employees are: First Name; Last Name; Title; Start Date; Employment Status (FT, PT, etc) Company Email; Department (or Business_unit)Introduction. This article covers the following topics: Get alerts about important new hire information. Catalogue. User Management. Introduction The Platform Settings tab allows you to customize the Sapling experience to look and feel like your company brand. A User with a Competency Check to complete will be prompted to coordinate the check with their manager or Course Tutor. Custom fields are only visible in the Administration user interface. 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. You will need to log a ticket with Kallidus Support to resolve this. Select 'Save' to save the changes. 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. NB: This will be an iterative piece of work spread out over an elapsed period, not full and consecutive days. The image below shows the options available for branding your candidate portal. 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. 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. Go to the “Integrations” page of your Sapling account. E-Learning set-up. The People Data Fee adds and updates user information in Perform. Catalogue details screen. The app is ‘off’ by default and can be switched on in the Settings. The recommended option for mail delivery is setting up SPF and DKIM records. 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. 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. Each report is designed to help you be more strategic with your team member information, allowing you to dig deep and get the important insights you need to be successful. 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. The most common configuration option lets you choose on any vacancy if you want to use self-scheduling at (e. Alternatively, select ‘All’ to view all Users in Learn, or filter the list by a number or letter. Search for and select the Course you'd like to promote. Key Factors to be aware of Part 1: Purchase a Kallidus Sapling integration subscription from Paylocity Marketplace and complete the initial setup. Keep track of attendees for Instructor-led training. Be sure to name your key descriptively, so you know how each application uses that key. What time was it received? The first thing we would suggest you check is what time of day the email was received. Option 1 - Simple and straightforward. If you would like to send an. kallidus-suite. The option to Archive templates is available for all published and draft templates. From the Paylocity Marketplace, purchase a subscription to the Kallidus Sapling integration. Authoring tools often permit many. 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. A user may be a member of any other group – regardless of the category of that group. Enabling managers to delete reviews, with some restrictions, should reduce the number of times managers have to contact Perform administrators to delete mis-assigned reviews. Steps to Promote a Course. Introduction. 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. This will start with customers with no scheduled exports for their reports. g. Wait list settings. com ), navigate to Security > Access and data control > API controls > Manage third-party app access. Catalogue. SCORM is an industry-standard format used by eLearning authoring tools and all LMS - including Learn. Select 'Copy the assignments to an existing Lesson'. Configure notifications to alert assigned users when the deadline approaches. This will take you to the ‘ Browse ’ menu. This file is extremely useful for diagnosing these sorts of issues, as it contains. New Look & Feel: Make your people ops space your own and manage tasks easily on the go. Steps to set default properties for new Events. During this time, administration options for the Course/Lesson will not be available. Check that the ImportKey doesn. This is an optional paid add-on. Drag & Drop a PDF document or Click to upload a new document. Steps to assign Lessons to a CPD Period. Navigate to the Event which is to be cancelled. Select ‘Submit’ to complete. Select the name of a CPD Programme to open the properties. Select the status 'Did not attend' from the drop down menu: Select the Users for whom this status should apply: Select 'Submit'. Kallidus Suite - End-of-Life Internet Explorer 11 and Legacy Microsoft Edge browser: How it may affect your use of Kallidus products; Kallidus Suite - Kallidus system requirements; Kallidus Suite - How to use the Kallidus Help Portal; Kallidus Suite - Zendesk data retention; Kallidus Suite - Maintenance & Updates; Kallidus Suite - Status Page Welcome to the Kallidus Knowledgebase Need help with something? Scroll down to browse our Knowledgebase, or submit a request to our Support team. Introduction. Step Three: Select the template. Kallidus Suite - How To Save A HAR File Mikala Mayes September 27, 2023 09:59; Updated; Follow. If not ticked the time off will show as 'Unavailable'. Flexibility: Manage your people data as you see fit and do more with these existing features. Select 'CPD period' from the administration menu. It goes on to show how this can be put right b. 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. Kallidus Suite - How We Manage Support Tickets. 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. For repeat training, select 'Continuous Accreditation' as the Accreditation type. Learn - Upgrade your universe! Learn - How to add to an object to a report. This article is relevant to customers who have an account with Vacancy Poster, an integrated 'multiposting' service which. Description. It could be: one Course with one Lesson. In this article, we'll explain the key areas of Learn LMS and how they link together. The My objectives area shows Active, Archived and Global objectives. Nicola Jane James. Remember to apply the coding convention your organisation has defined. Steps to book multiple learners onto an Event. Create your own Custom fields to record additional information about Groups in Kallidus Learn. Launching Kallidus - March 2023. No new connections can be made. Get there in one click from your Kallidus Recruit homepage by scrolling down to the reports panel and clicking 'Charts'. Introduction. Learn update - 23rd Feb 2023. - Fixed an issue where the comments on a fixed accreditation where being edited but could not be saved. On the left hand side, look for the Accreditation compliance option. You may see additional sections if participating in special alpha or beta early access. A Course assigned to a Catalogue which is in. Document Storage. . When a User’s training record is updated for a Lesson, the status of any Courses to which that Lesson is assigned will be updated. Learn - Replacing eLearning content. The Course will then be promoted on the Learn home page. Classic courses: 1. . 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. Be sure to name your key descriptively, so you know how each application uses that key. Select ‘Choose file’ and browse your computer to find file to import. Perform - the manager view. Enter the name of your desired workflow and click "Create". The position of Lessons within the set can be reordered using the arrow buttons on the right. Navigate to ‘Group’. Note that this report will always show issues or errors for the last time the. This article is taken from the Perform Admin Guide, click here to view the full guide. Users, tutors, and/or managers can receive notifications as the deadline approaches. Click ‘New’ to add a new date and complete the ‘Date’, ‘Start’ and ‘Finish’ fields. Update A subset of customers using SSO for sign-in to Kallidus are still experiencing issues accessing sites this morning. Select the app's client ID. Introduction. Once this option is switched on you can configure each accreditation to show if required. These new email notifications can be switched on at the review template level. 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. Select ‘Start Upload to proceed to the next stage of the Wizard. The average Star Rating for all or specific courses, lessons. Part 1: Add the Sapling app and provide data access in G-Suite. Our Jira integration allows tasks to be sent from Sapling to a specific Jira project. 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. 4. Use the Search options, Course Category drop-down menu or the alphabet search to filter the list. 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'. From your home page, navigate to Settings. Paylocity is the HR & Payroll platform that frees you from the tasks of today so you can spend more time. Sapling provides a number of document solutions including: E-Signed documents (single signature OR Co-signed) Document Uploads. The field is what is used to enable access to Learn. Kallidus Learn is a cloud-based learning management system (LMS) featuring certification and compliance management, a built-in course library and SCORM compliance. 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. 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. Please see the attached document which outlines the available objects in Business Objects reporting for Learn. To find out more about the cookies, see our knowledge base article on Cookie use in Kallidus products; Read our privacy policy; Cookie preferences Our use of cookies. In this article we’ll cover: Stay tuned into import. Learn what the full life of a workflow looks like, and how to audit tasks once they're complete. Navigate to the 'Course' area of Learn admin. On the 'New Lesson' details page, choose the Lesson Type ' Document Upload. Remember to apply the coding convention your organisation has defined. From the drop-down menu, select the template that you wish to edit. Create and update user records for use across the Kallidus Suite. 15Five is a lightweight performance management software helps managers check-in with. Resolved. Steps to add an accreditation. Click ‘Save’ to. These should now be showing in the correct format. 2. Search for your desired users/groups and click "Assign". This. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Click "Assign to People" to assign the app individually, or click "Assign to Groups" to assign the app in bulk. Kallidus provide customer support services for named contacts who have received Kallidus product training. Part of the Kallidus platform, Sapling helps capture important and helpful employee information, manage workflows and tasks, and more to make sure all teams are on the same page and know exactly what needs to be done during every step. Add a description. Select the Catalogue (s) to assign to the Group. 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 upgrade allows for more accurate data syncing saving you time and potential headaches by: Showcasing validation issues in real-time. Remember to apply the coding convention your organisation has defined. Based on some of the questions we frequently get for 360, we have put together this article as a one stop shop to help you get the most out of your system. 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. With this feature, you can: Download a sample CSV template to insert your information into. . Navigate to the Course or Event: Select 'Evaluation form' from the administration menu: Use the toggle switch to turn on evaluations forms. Go to the 'Administration' page and then the 'Reporting' page. 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. 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. Kallidus products send emails from the following mail server addresses: mailrelay. Add a blank cell in which to insert the image. AICC, on the other hand, involves no direct content upload to the LMS. 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. Each vacancy details page has its own unique link, which can be copied and pasted manually when advertising the role on a job board. Follow. We have released an update to all Kallidus Off the Shelf courses which has permanently turned off the ability to generate a PDF certificate directly from the course. How to say Kallidus in English? Pronunciation of Kallidus with 2 audio pronunciations, 1. 2 MB Download. Please see the attached document for details around editing global email and SMS templates in Kallidus Recruit. Learn - Configuring email notifications. 1 day. Name your report, then click Next. Existing connections will be retained, but employees with connected objectives will see restricted information about the Global objective. Matt Troy. Select a point in time in the past you'd like to view the data. Everything you track in Sapling can also be used as a token throughout the rest of the platform. 1. Our integration for Slack (US) integration offers three key benefits: View and complete Sapling tasks. This comes in handy for onboarding program stakeholders, such as IT and Hiring Managers, but can also help define access levels by. Demonstrate proficiency with Competency Checks. To enable the Sapling calendar, chat with your Customer Success Manager. Recruit - Manually posting to a job board from Kallidus Recruit; Recruit - email template types; See more Recruit - Sending CVs to users/managers David Pryce December 28, 2022 16:42; Updated; Follow. Matt Troy. 1. 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. 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. Learn - Changing colours in reports. Assign Individual Documents, Document Packets or Workflows Mass assign an individual Document, Document Packet, or Workflow to any selected employees. When/if the Event is available for users to cancel. CONS Its inflexibility at times - for example, we would have so many improvement ideas. To create a new profile field, navigate to one of the 4 sections and select “+ Add new field”. View 'Repeat training with Accreditations' for information on how to use Accreditations to set learning to repeat with whatever frequency you need. The Scheduled tab shows you all the templated emails that are scheduled to be sent at a future date. Booking management. The Kallidus Recruit Backoffice API is accessible by Super Users only from the settings menu in the Recruit backoffice. Simply click ‘API tokens’ at the foot of the left-hand menu in Settings. With our OneLogin integration, you can: Launch Sapling from OneLogin's single sign-on (SSO). By default, every user in Learn is a student. Automate. During this time, administration options for the Course/Lesson will not be available. Steps. Step Two: Open the Event schedule and add a new date. 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. Note: If a manager also serves as the course tutor, they will access the competency check in either the My Team. You can expect communication around when you will get access to the new reporting tools near the. All custom fields can be included in reports. Select 'CPD period' from the administration menu. Learn - how to set up AICC eLearning content. 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. Steps to cancel an Event. Learn - Assign a competency check to a course. Follow. Group Types, Group Filters, and Groups. Use a testing site like to stage your webhook subscription. Deadline. When eLearning content is published as SCORM packages, it's a familiar process – publish, upload, and share with your people. Right-click on any chart to output a PDF of the whole report with 'Print page'. View the Learn LMS: top standard reports and why, resource in The Academy. Select the tick box within the Google Analytics 4 settings and enter the code. Introduction. Navigate to the CPD Period to which the Lesson (s) must be assigned. Q: How are User profiles are added to Perform? A: All Users are added to Perform from Learn. If it is, you will need to refer this to your content provider/developer. This learning divides the standard reports into 4 key areas: Report and forecast Compliance. In the box that appears, enter the value: ‘ Manually Maintained Users ’ with this exact wording and format. com board by following this link (Opens in a new tab). 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’. Wednesday Knowledge Share. This is not visible to learners but is used by administrators to identify the Group and for reporting. Time Off Reports can format data by date ranges or payroll cycles such as weekly, bi-weekly, semi-monthly, or monthly so that payroll reporting is much easier. 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. Okta allows you to provide secure identity management and single sign-on to any application, whether in. Kallidus Perform is the future of continuous performance management in a simple, easy, and effective way. Learn - Change a User’s Password in Identity Server 6. Click ‘Edit’ to change existing Course assignments, or to assign new Courses to the Catalogue. 2 days. com with your own SFTP server details and username and password. In this article, we'll explain how to copy training records from one eLearning Lesson to another eLearning Lesson. Click the "Edit personal details" button - if this button does not appear for you, please take a look at this article. There is a short How to use Kallidus responsive eLearning video guide here. When the BETA is switched on, a User Generated Content catalogue is created. So if you add this to an LMS role, you will have to wait until after the next refresh to be able to use it. Select ‘Catalogue’ from the Group Administration menu. Vitalich [en] Macdougall, Charlene [en] Trasolini [en] Last updated November 16, 2023. NB: This will be an iterative piece of work spread out over an elapsed period, not full and consecutive days. Once it has successfully cleared your cache and. This article covers the following topics: How to access the Org Chart. Insert the image into the blank. Step 3: Choose who you want to see the 'User Generated content' catalogue. 121] Kallidus do not recommend adding server IP. Your charts dashboard provides an instant set of reports which you can print to PDF. Learn - How to sign off competency check. The review process. Groups are fundamental to the smooth operation of Learn. Step Two: 2. 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. You MUST add the moderator as having visibility to this catalogue. 5. General settings for the availability of an Event, including: The minimum and maximum number of attendees. What are the vacancy bulk actions? Rather than editing vacancies individually, it is possible to make some vacancy changes in bulk. Create and update group records for use in Learn. Tilly Martin. Recruit - time to hire, diversity etc - reports in one click. 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. The upgrade allows for more accurate data syncing saving you time and potential headaches by: Showcasing validation issues in real-time. when/if the Event is available for users to book. Seismic Learning (formerly Lessonly) is a seamless training and coaching platform that helps ramp your. Learn - Create a Competency Check. Chargeable work, non-standard change requests, and project work as well as product suggestions are excluded from this SLA. Select 'Save changes. The learner completes Lesson 2. Reach out to accounts@kallidus. Follow. Part 4: Assign the Sapling (US) or Kallidus HR (UK) app to users in Okta. Select 'Video Set-up' from the Lesson Administration menu. 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. _zlcmid (1 year) These cookies store information used by the Zendesk support widget Cookie Preferences . For deeper learning -. Step Four: Configure the Pre-requisite options. Click on the "Create New Key" button, or copy an existing key. In this article, we'll show how to add Course and Lesson card images to the default image library in 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. Learn - Update eLearning content.