All custom fields can be included in reports. This. For deeper learning -. Select the Lesson to copy the history to. 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. 1. Resolved The scheduled maintenance is complete. 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. Steps to add CPD learning records for a User. Once it has successfully cleared your cache and. Introduction. User Management. Color Code Filter; Org Chart CapabilitiesIntroduction. Our TeamSpirit integration allows you to compile new hire data for your TeamSpirit account, saving your HR, People. Next click edit to edit any of your filters for ease of assignment. Select ‘Start Upload to proceed to the next stage of the Wizard. 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. In this minor upgrade we have: - Improved the technical efficiency of adding users onto the waiting list for an event. 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. To download our guide on staying GDPR compliant with the Kallidus Suite, take a look at our article here. We have improved on a colour issue where the full screen options in the e-Learning player could not be seen when using a white background. Reach out to accounts@kallidus. 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. Option 1 - Simple and straightforward. If you'd like the report now, then select now and it'll come through shortly. To allow-list the Kallidus app, set the section “Third-party apps” to “Allow specific apps and block all others”. Updated. 1 MB Download. These new email notifications can be switched on at the review template level. First off - welcome to your new role 👋 we're so excited to help get you set up! In case you're wondering about who we are: Sapling is an employee experience tool from Kallidus designed to support great hires to become great team members. Here's a round-up of everything you need to know. 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. A user may be a member of any other group – regardless of the category of that group. If you would like to send an. Select 'Copy the assignments to an existing Lesson'. You can do this by visiting Google help. 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. Prepare to upgrade to the new Identity Provider. 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’. Hire better people, faster with Kallidus Recruit. Often an employee ID. CompetencyChecks. = If ((IsNull([Total Course Duration (seconds. Introduction The Platform Settings tab allows you to customize the Sapling experience to look and feel like your company brand. The upgrade allows for more accurate data syncing saving you time and potential headaches by: Showcasing validation issues in real-time. To enable the Sapling calendar, chat with your Customer Success Manager. kallidus-suite. Click ‘New’ to create a new CPD Period. Q - It looks as if each respondent has to be typed in – will there be a way they can be imported or will the subjects type them into the project directly? Navigate to the 'Course' area of Learn admin. Once completed, click "Done". Navigate to an existing Event in Learn. General settings for the availability of an Event, including: The minimum and maximum number of attendees. This is the simplest option. We will have also released brand new functionality which allows you to link both Learn and Perform together. The position of Lessons within the set can be reordered using the arrow buttons on the right. Click 'Connect'. Select ‘Schedule’ from the Event administration menu. 800 KB Download. Learn what the full life of a workflow looks like, and how to audit tasks once they're complete. Welcome to the Kallidus App. To turn it off, deselect the toggle. Step Three: Select the template. The history of completed workflows is important for record keeping. 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. Add a unique Code and Title for the Group. Our engineers are continuing to. 2 MB Download. 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. Navigate to Settings: Choose the option 'LMS roles' from the administration menu. 600 KB Download. During this time, administration options for the Course/Lesson will not be available. This includes your email addresses and phone numbers; so we can contact you and so you can access support. The Vacancy Poster account is configured to use the same vacancy poster credentials for all users, but Vacancy Poster is expecting individual credentials. Start Microsoft Edge and log into your Kallidus LMS. To create a new Workflow, click on "New Workflow" from the upper right-hand menu of any of the 5 tabs. Learn - Add an evaluation form to Courses and Events. Learn - Groups. What time was it received? The first thing we would suggest you check is what time of day the email was received. Follow. Introduction. 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. Custom permissions allow you to create tailored access for your coworkers based on their functions. 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. Steps to create content a URL Lesson. You can also further filter the data based on Location, Department, or any other group. . Sapling is the onboarding, offboarding, and for some customers, core HRIS, for your organization. Select whether you would like the API key to expire after 90 days or automatically renew when used. Select 'Edit' to open an Evaluation. 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. Offer information if recorded in Kallidus; Vacancy information such as role title, full-time/part-time, location, department; Please note, if you are adding a brand new Word merge document, there is an additional step which needs to be completed by the Kallidus Support team before the document is available (see the end of this article). Add a unique Code and Title for the Group. To add a new email, click on the "Add Email" button. General settings for the availability of an Event, including: The minimum and maximum number of attendees. Step Two: Choose the Course (s) to which the Competency Check will be assigned. In the box that appears, enter the value: ‘ Manually Maintained Users ’ with this exact wording and format. I have worked in many customer-facing roles with an IT focus such as Executive Support and Mobility Device Management for large corporations. Select 'New' to create a Course. Administrators: Assign Users as Administrators for this Group. Tilly Martin. 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. The SSH key you generate must follow these standards: OpenSSH2 key. Introduction. Historical results will remain ‘Complete’. 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. Some tasks need input from different people and benefit from more eyes and editors, such as additional instructions, reference information and any required. With Profile Templates (and even further with Track & Approve), you can create an unlimited number of fields for tracking team member information. Please see the attached document for details around editing global email and SMS templates in Kallidus Recruit. To do this, browse to ‘Administration home’ and select 'Users' and from the drop down menu select ‘CPD Programme’. The following options are available:Articles in this section. when/if the Event is available for users to book. This is not visible to learners but is used by administrators to identify the Group and for reporting. Use the Search options, Course Category drop-down menu or the alphabet search to filter the list. Step One: Select a Group. Archived templates are unavailable for assignment to employees. Here is a full list of Sapling and Kallidus Learn and Perform Integration Fields. Learn - Configuring email notifications. Custom fields. Navigate to ‘Group’. 2. Kallidus Suite Maintenance » Thu, 07 Dec 2023 06:00:00 +0000. The following options are available: Articles in this section. Okta allows you to provide secure identity management and single sign-on to any application, whether in. 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. Select from the drop-down menu at the top of the screen, the category of learner who should. Zendesk Cookies . Introduction. The calendar feature is available directly within the platform, and (when enabled) allows your team to see a "Calendar" tab in Sapling. It means that content produced anywhere can be shared in an LMS, regardless of who created it and in which authoring tool - as long as it is published as SCORM, it will be able to communicate with any LMS. 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. Book a demo. This. With the Jira. 1. Create your password. Check that the ImportKey doesn. Create your own Custom fields to record additional information about Groups in Kallidus Learn. The Course description will be added automatically, (to a max of approx 113 characters) Select the 'Submit' button. Please see our Monday. Learn - people data fields and how they're used; Learn - How to handle learning activity for new starters in Learn LMS; Learn - how to manually add and manage User Information fieldsYou can customise the data displayed on most of the datagrids in the backoffice by editing your 'views', or by creating new global or personal views. At Kallidus we’re always looking for ways to help our customers to get the most out of our systems. My content launched and tracked back a correct status to SCORM Cloud and the content did not track back anything to Kallidus LMS for. Here's some guidance that will help you with launching Kallidus in your organization! Learn Manager Guide. 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. All Users must have an import key and be members of this group. Step Four: Archive the Global objective. Learn - Upgrade your universe! Learn - How to add to an object to a report. Important - Once the Lesson is created the type cannot be changed, so take care to specify the. Sapling - Activities Reminder Email (for Existing Team Members) Description: Task reminder emails for outstanding tasks. This can help to build engagement with your audience, and create a clear brand for your Learn LMS. Perform - the manager view. The 'All Users' tab. Our Perform integration allows you to sync new hire data with your Perform account, saving your HR,. Select ‘Course’ from the Catalogue Administration menu. To archive a template, Navigate to Template builder. Kallidus provide customer support services for named contacts who have received Kallidus product training. Navigate to Administration Tools > Reports. I enjoy working with people, problem-solving, sharing knowledge, and being a reassuring ear, which is why I think Kallidus is the perfect fit for me. Our integration for Slack (US) integration offers three key benefits: View and complete Sapling tasks. Learn LMS will then upload and encode the video. You can get a full list of the API. On the 'New Lesson' details page, choose the Lesson Type ' Document Upload. Raise a ticket with the support team, or speak to your account manager if you are looking to rebrand your Kallidus Recruit candidate portal. ; Click the toggle next to Sapling’s logo to turn the integration on. How to add a Task to a Workflow. Right-click on any chart to output a PDF of the whole report with 'Print page'. This video shows you how you can batch edit a group. Kallidus Suite - How To Save A HAR File Mikala Mayes September 27, 2023 09:59; Updated; Follow. 7 days ago. The evaluation summary report is intended to help you assess the impact of your learning interventions. Use a testing site like to stage your webhook subscription. Speak with your Customer Experience Manager or the Support Team to sign up now. Create Custom fields to record additional information about the Catalogue. You MUST add the moderator as having visibility to this catalogue. Single hub for all Kallidus suite reporting; Cross-product reporting for the Kallidus suite, starting with Learn and Perform. With our OneLogin integration, you can: Launch Sapling from OneLogin's single sign-on (SSO). The default view shows ‘Current’ assigned members. View the Learn LMS: top standard reports and why, resource in The Academy. During your time with Kallidus, we capture a lot of useful information and data for you within our Help Centre - Zendesk. Step Two: Configure the deadline. Check the box next to a User to add the profile to the Group:Steps to create a document upload Lesson. Follow. Sapling provides a number of document solutions including: E-Signed documents (single signature OR Co-signed) Document Uploads. Note: If a manager also serves as the course tutor, they will access the competency check in either the My Team. ; Select 'Edit' to view the Event properties: Select ‘User’ from the Event Administration menu. Click on the "Create New Key" button, or copy an existing key. The average Star Rating for all or specific courses, lessons. In the left navigation of the Microsoft Teams admin centre, go to Teams apps > Setup policies. This video outlines how to switch on the ability for your senior managers to see down the hierarchy for their complete area of responsibility. Alternatively, select ‘All’ to view all Users in Learn, or filter the list by a number or letter. AICC, on the other hand, involves no direct content upload to the LMS. Steps to create a Group. Add a unique code for the Course. Kallidus products send emails from the following mail server addresses: mailrelay. Configure notifications to alert assigned users when the deadline approaches. Select “Request Time Off”. com board by following this link (Opens in a new tab). Available hours: table for all users that describes the total amount of available time off hours ( categorized by policy). To start adding content, you must enable Editor mode. Click on the "Create New Key" button, or copy an existing key. Steps to create a Group rule. Mass create profiles for existing team members. A default cancellation email can be sent to learners. Learn - Import SCORM2004 content. 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. Catalogue. The new App will work on the latest version of iOS and Android (mobile only not tablet). Administration > Group. 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'. 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. Steps to add an accreditation. We believe this means giving you the latest features and technology and keeping you in the loop with what’s happening. 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. google. Click "Next" and "Activate" to complete the integration. Note that the deadline can be retrospectively applied to all. Set the permissions in each section as desired. 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. For example, if someone completes their Fire Safety training, but scores 70% you. Users, tutors, and/or managers can receive notifications as the deadline approaches. Flexibility: Manage your people data as you see fit and do more with these existing features. The Learn LMS logos and colour palette can be adjusted to suit your organisations brand. The Course moves to ‘Courses I’ve done’. Introduction. Data disclaimer We strongly recommend reviewing the quality of your data before transferring into Learn. With this feature, you can: Download a sample CSV template to insert your information into. 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. Every Thursday 06:00 - 08:00 UK time we carry out essential maintenance including system. Recruit - Manually posting to a job board from Kallidus Recruit; Recruit - email template types; See more Recruit - How to edit Global email or SMS templates Gordon McQuoid December 28, 2022 17:03; Updated; Follow. Introduction. This is a searchable field, along. We. Follow. 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’. For repeat training, select 'Continuous Accreditation' as the Accreditation type. For example, you might have a core set of accreditations which you wish to make visible. Learn - Default notification schedule. SetIssueDate. Under Integrations and API, navigate to Partner Integrations. The separate Kallidus Zendesk helpdesk is good and you normally get a reply quickly. 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. These can also be "Acknowledge or Read-Only" documents that a team member needs to read but does not need to sign. This article covers the foll. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Select ‘Course’ from the Competency Check Administration menu. Select 'Rule' from The Group administration menu. Our Small Improvements integration allows you to sync new hire data with your Small. Optionally, narrow down the webhook by Location, Department, or Employment Status filters; then click "Test". Once redirected back to the Integrations page in Sapling, relaunch the Azure AD integration widget by clicking "Settings". A User with a Competency Check to complete will be prompted to coordinate the check with their manager or Course Tutor. Enter a unique code and a Title for the rule. 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. The Catalogue Code, Title, Description and Category can be specified here. 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. Steps to assign Lessons to a CPD Period. The average Star Rating for all or specific courses, lessons. Kallidus products send emails from the following mail server addresses: mailrelay. 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. You can now use the toggle to switch on evaluation forms. All training for new starters is linked to this Group. Retrieve a list of user records. 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. 121] Kallidus do not recommend adding server IP. There are 2. Select ‘Choose file’ and browse your computer to find file to import. Public key authentication uses two keys, a private key and a public key. This is an optional paid add-on. 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). Active objectives may include objectives assigned by team managers. You will now get a window appear that will tell you your SHA-1 fingerpint. Create and update group records for use in Learn. Select eLearning set up from the Lesson administration menu. Tickets (& phone recordings) and organisation details, so that you can refer back to any information shared and we. 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). This report displays: The overall evaluation completion status for all courses, lessons, or events. Document Storage. For example: the default Group Types within Sapling are Location and Department. Watch the below video to see how. Learn - what to do when eLearning content gets updated. Learn - Roles and Responsibilities. The People Data Fee adds and updates user information in Perform. Note that this report will always show issues or errors for the last time the. In this article, we'll show how to. 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. See the big picture around this subject in The Academy - our forever-free learning hub, for comprehensive resources, including tutorials and live events. This page outlines a new piece of functionality which enables your managers to delete reviews from Perform. Sapling - Greenhouse Integration Guide. Tilly Martin. Select 'Promote a Course'. 109. » View Event Details | Created Wednesday, 10th October 2018 23:00 PDT. Make changes and reload. Follow. Learn: import and share videos. Off the Shelf - UK Course List. You may see additional sections if participating in special alpha or beta early access. Learn new skills and develop your career with Grafton MyLearning, the online learning platform powered by Kallidus. Configure notifications to alert assigned users when the deadline approaches. Click ‘Save’ to. 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. Select ‘Submit’ to complete. Enter a name and description for the policy. The specific course, lesson, or event completion status when filters are applied. 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. One number. These options also allow you to report across calendar years. This is not visible to learners but is used by administrators to identify the Group and for reporting. Select ‘New’. Navigate to the Event which is to be cancelled. Approving them will put them into this catalogue. There is a short How to use Kallidus responsive eLearning video guide here. Learn - Troubleshooting eLearning content with Tilly Martin. Introduction. Simply click "Save" on the KIP window that has opened and close. Users with Super Admin permissions can generate and view their own API keys. 360 - General FAQs. This article has been created to explain how our maintenance works, what we do, when, and how this may. 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. In this article we’ll cover: Stay tuned into import. Matt Troy. 4. From the Event area, view all Events in the system. A group named ‘PerformUsers’ must exist in Learn. Navigate to ‘Administration Home’ and select ‘Course’ to view the Course list: Select ‘Import’. Every User must be assigned an LMS role which determines their level of access to the LMS. 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. Delivered: Based on your Sapling account. This document describes in detail what features and functions are available to holders of the standard roles. Go to the “Integrations” page of your Sapling account. After creating a workflow, you can add Tasks that belong to that particular. Sapling provides a number of document solutions including: E-Signed documents (single signature OR Co-signed) Document Uploads. Existing connections will be retained, but employees with connected objectives will see restricted information about the Global objective. Custom fields are only visible in the administration User interface. Add a description. An OR condition rule means that a User will become a Group member if they meet ANY of the Rules added to the Group. . Resolved. Then click the Save button. We are really proud to introduce improvements to the My development area of the product. Learn - how to manually add a User if you have Identity Server 6. Select Submit to save. Select the group you would like to edit. A user may be a member of any other group – regardless of the category of that group. 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. Next click edit to edit any of your filters for ease of assignment. Updated. These delayed processes have now successfully. Use the 'Form builder toolbox' add the follow-up questions. In the new KIP window that opens click the "Unlock" button and "Save". Wednesday Knowledge Share. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. There are 7 standard LMS roles which can be copied and modified, and new roles can be created from scratch. Once you have received your Vacancy Poster credentials, log into Kallidus Recruit backoffice, go to any vacancy, and select 'Share this vacancy'. Every User must be assigned an LMS role which determines their level of access to the LMS. Add a blank cell in which to insert the image. The Course import Wizard opens. BambooHR is an all-in-one HR platform that automates operational tasks and frees your People team to.