109. What is Power BI? Power BI is a business intelligence tool powered by Microsoft. Introduction. These new email notifications can be switched on at the review template level. Active objectives may include objectives assigned by team managers. On the group page of administration, click the edit button adjacent to the category drop down menu. Select when the lesson will be available. Get deeper learning in The Academy. 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. Prepare to upgrade to the new Identity Provider. 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. Step One: Select a Group. For repeat training, select 'Continuous Accreditation' as the Accreditation type. 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'. 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. Where the user's details are required, such as for an email or SMS template. The Catalogue Code, Title, Description and Category can be specified here. Wednesday Knowledge Share. Insert the image into the blank. E-Learning set-up. Also ensure the port number is 22 and the connection is SSH/SFTP. Batch Edit (at the bottom of the page). Select 'Submit' to Save. g. The upgrade allows for more accurate data syncing saving you time and potential headaches by: Showcasing validation issues in real-time. Navigate to the Assignments page and click "Assign". Once in Settings, scroll down to the Other settings area. Q: How are User profiles are added to Perform? A: All Users are added to Perform from Learn. Select Submit to save. Add a unique Code and Title for the Group. This applies to all ATS vendors with whom Sapling does not have a formal partnership and out-of-the-box integration in place. All Users must have an import key and be members of this group. Select “Request Time Off”. Limitation: Rehires cannot be managed via the endpoint; The integration will only allow for profile creation and. 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. Once active you will see the ‘ Edit mode enabled ’ message across all screens. Then select the name of the required CPD Programme to open the properties. 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'. Key Factors to be aware of Part 1: Purchase a Kallidus Sapling integration subscription from Paylocity Marketplace and complete the initial setup. We have added course and lesson descriptions into the Learn. 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. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. With Profile Templates (and even further with Track & Approve), you can create an unlimited number of fields for tracking team member information. 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. In the box that appears, enter the value: ‘ Manually Maintained Users ’ with this exact wording and format. Introduction. General settings for the availability of an Event, including: The minimum and maximum number of attendees. Custom permissions allow you to create tailored access for your coworkers based on their functions. Step One: Create a blank form Click on your profile picture in the top right to open the admin menu. When they reconnect, their progress or result will be updated within Learn. During your time with Kallidus, we capture a lot of useful information and data for you within our Help Centre - Zendesk. You can select to turn this on for all courses or all events and can decide which form to use as default. 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. This is so we can standardise our approach across multiple products and provide the best experience for our learners. To create a new profile field, navigate to one of the 4 sections and select “+ Add new field”. Note 'Event defaults' appears in the top right of the page. Available hours: table for all users that describes the total amount of available time off hours ( categorized by policy). Follow. 15Five is a lightweight performance management software helps managers check-in with. No new connections can be made. . 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. Step Two: Add properties for the new rule. 6 years ago. We now have a LIVE UK course list which details all new releases as and when they happen. It could be: one Course with one Lesson. Steps to cancel an Event. Use the Search options, Course Category drop-down menu or the alphabet search to filter the list. Group. You can also create as many group types as needed, such as Team, Job Family, or Division. google. 2. This functionality is only available if you have both the Learn and Perform systems. Use a testing site like to stage your webhook subscription. Create a new field. To create a new holiday, select "Add New Holiday" from the upper right-hand corner. 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. Facebook; Twitter; LinkedIn; Was this article helpful? 0 out of 0 found this helpful. We'll walk through the additional 'My team' tab, through which managers get a detailed oversight of their teams' performance. 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. Learn more in The Academy. Authoring tools often permit many. The below video will act as a refresher for using the 'Shared reports' folder, available in Classic LMS V10+ and Learn. If the rule is to be active immediately, select the checkbox ‘Rule is enabled’. kallidus-suite. Steps to create a Group. 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. When eLearning content is published as SCORM packages, it's a familiar process – publish, upload, and share with your people. Introduction. Add a description. This article shows how to manage your data retention policy (super Users only). Use the 'Form builder toolbox' add the follow-up questions. Once purchased, you'll be contacted by the Paylocity team to help complete the setup on their end. Select the status 'Did not attend' from the drop down menu: Select the Users for whom this status should apply: Select 'Submit'. This functionality requires you to generate a key pair and provide Kallidus with the public key. To ensure that your delivery URL only receives traffic from authorized Sapling calls, copy the webhook secret token for authentication. Follow. To allow-list the Kallidus app, set the section “Third-party apps” to “Allow specific apps and block all others”. To download our guide on staying GDPR compliant with the Kallidus Suite, take a look at our article here. Here's some guidance that will help you with launching Kallidus in your organization! Learn Manager Guide. Learn - Evaluation Forms. Learn - Troubleshooting eLearning content with Tilly Martin. 🚀. 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. Configure notifications to alert assigned users when the deadline approaches. Scroll to the end of the 'Details' page and select ‘Delete’. 2. Navigate to ‘Group’. Get there in one click from your Kallidus Recruit homepage by scrolling down to the reports panel and clicking 'Charts'. 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. Step Two: Choose the Course (s) to which the Competency Check will be assigned. Navigate to the Event for which User attendance is to be updated. For full troubleshooting steps please take a look at the following step by step guides; Why isn't elearning launching or running as expected? Why aren't results displaying/tracking as expected?This is an optional paid add-on. Be cautious, as the Lesson Type cannot be changed once created. 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. Based in Alberta, I joined Kallidus in June 2022, with my previous role being leading multiple Service Desks at a Managed Service Provider. All custom fields can be included in reports. Delivered: Based on your Sapling account. To add a section, right-click a table column and select ‘Set as Section’. In this article we’ll cover: Stay tuned into import. Any existing Lesson assignments will be listed. Once redirected back to the Integrations page in Sapling, relaunch the Azure AD integration widget by clicking "Settings". The evaluation summary report is intended to help you assess the impact of your learning interventions. Create Custom fields to record additional information about the Catalogue. Watch the video below to see an. For repeat training, select 'Continuous Accreditation' as the Accreditation type. Introduction. Navigate to the Course or Event: Select 'Evaluation form' from the administration menu: Use the toggle switch to turn on evaluations forms. Select 'Video Set-up' from the Lesson Administration menu. Introduction. To do this, browse to ‘Administration home’ and select 'Users' and from the drop down menu select ‘CPD Programme’. . What is this about? The advantages and risks in converting an existing text field into a menu selection . Select 'New' to create a Course. Kallidus Suite Maintenance. Select 'Video Set-up' from the Lesson Administration menu. At Kallidus we’re committed to providing you with the best experience possible. Follow. Introduction The Platform Settings tab allows you to customize the Sapling experience to look and feel like your company brand. com ), navigate to Security > Access and data control > API controls > Manage third-party app access. Event schedules may extend to multiple days. Scroll down to find the Workable integration and enable the integration sliderGet deeper learning in The Academy. Check the box next to a Course to add to the Catalogue. 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. Users, tutors, and/or managers can receive notifications as the deadline approaches. Copy the API key for Part 3 of the setup. Learn - Update eLearning content. Sapling is the onboarding, offboarding, and for some customers, core HRIS, for your organization. 121] Kallidus do not recommend adding server IP. To archive a template, Navigate to Template builder. This file is extremely useful for diagnosing these sorts of issues, as it contains. Set a specific or relative date by which this course must be completed. Administration > User. Included in this guide: The employee, manager, and admin view of Perform. 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. Tickets (& phone recordings) and organisation details, so that you can refer back to any information shared and we. 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. User Anyone with access to Learn LMS is known as a User. The Vacancy Poster account is configured to use the same vacancy poster credentials for all users, but Vacancy Poster is expecting individual credentials. Additionally, you can request the setup of whitelisting on your mail/filtering servers with your IT team. The next step is to add questions to the template. Sapling - Teamspirit Integration Guide. 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. Any existing rules will be listed. In the new KIP window that opens click the "Unlock" button and "Save". Sapling provides a number of document solutions including: E-Signed documents (single signature OR Co-signed) Document Uploads. . Select ‘Catalogue’ from the Group Administration menu. Select 'Rule' from The Group administration menu. 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. - Fixed an issue where the comments on a fixed accreditation where being edited but could not be saved. Everything you track in Sapling can also be used as a token throughout the rest of the platform. Right-click on any chart to output a PDF of the whole report with 'Print page'. Steps to add an accreditation. Public key authentication allows you to connect to the Kallidus SFTP service without transmitting a password. The My objectives area shows Active, Archived and Global objectives. The job title for an individual. Steps to add an evaluation form. The Kallidus Recruit Backoffice API is accessible by Super Users only from the settings menu in the Recruit backoffice. Learn - Default notification schedule. 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. Scroll down to the Kallidus integration and click on "Settings" Click on "Generate token" Copy the token for Part 2 of the setup; Part 2: Enable the Workable integration in Sapling. Set the permissions in each section as desired. Learn - Disabling email templates. The Course will then be promoted on the Learn home page. 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. Go to 'Administration Home' and select 'Lesson' to access the Lesson list. Learn - Optimising reports to. The People Data Fee adds and updates user information in Perform. Azure AD is Microsoft’s enterprise identity service that provides provisioning, single sign-on, and. 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. This article covers the foll. You will need to log a ticket with Kallidus Support to resolve this. In this article, we'll explain the key areas of Learn LMS and how they link together. Import users into Learn. Custom fields are only visible in the Administration. An OR condition rule means that a User will become a Group member if they meet ANY of the Rules added to the Group. . - Click on 'Upload' to upload documents as required by your company. A User with a Competency Check to complete will be prompted to coordinate the check with their manager or Course Tutor. Select ‘Start Upload to proceed to the next stage of the Wizard. Group. 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’. This new option should allow you to create pathways of courses dependent on lesson scores. Vitalich [en] Macdougall, Charlene [en] Trasolini [en] Last updated November 16, 2023. Follow. We'll walk through the additional 'My team' tab, through which managers get a detailed oversight of their teams' performance. Data disclaimer We strongly recommend reviewing the quality of your data before transferring into Learn. 1. Select the name of a CPD Programme to open the properties. (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. Staying GDPR compliant with Kallidus Suite. Overview. A User is typically unenabled by the data feed when they. Select the “Time Off” tab from the Home page. Add a blank cell in which to insert the image. Each dashboard offers information about all team members in each phase, giving you instant insight into their progress in completing all necessary tasks/documents. There is a FAQ section here to answer all your responsive player questions but if you need further help, please contact our Support team. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Deadline. 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). Steps to import SCORM and other files into Learn. Group Types, Group Filters, and Groups. 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 are: Browse to an eLearning or video Lesson. It integrates with other Microsoft ecosystem products and prioritises ease of use and modern data visualisation techniques. Sapling - New Hire FAQs. Matt Troy. The 'pivot reports' option lets you count information related to candidates. Don't have your account. How to say Kallidus in English? Pronunciation of Kallidus with 2 audio pronunciations, 1. 🚀. Introduction. This document describes in detail what features and functions are available to holders of the standard roles. Navigate to the Event which is to be cancelled. Primary Groups are used to define line-management responsibility (and therefore the team members who appear in a manager’s dashboard panel). Step Two: Complete section one – what the learner sees. Select the group you would like to edit. Recruit - time to hire, diversity etc - reports in one click. Kallidus Suite - How To Save A HAR File Mikala Mayes September 27, 2023 09:59; Updated; Follow. Our Small Improvements integration allows you to sync new hire data with your Small. For more details, refer to ‘ Set a deadline for a Course’. Kallidus Suite Maintenance » Thu, 07 Dec 2023 06:00:00 +0000. 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. Select the default evaluation form or choose from the drop-down menu for an evaluation form where created/available. Learn - Business Objects reporting - using Cross Tables. Introduction. 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. The Kallidus Sapling platform helps HR and People Operations teams automate and streamline administrative tasks so they can focus on employee experience, retention, and creating an amazing culture for the most successful teams. Bulk Assign Outbox templates; Pronouns as a default field; Offboarding using Manager form; Expanded SearchConsidering the new document is ready, follow the below-mentioned steps to update an existing Sapling document: Open "Documents" from Administration Tools , select & open the desired document. 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). Select ‘New’. Historical results will remain ‘Complete’. 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'. Click 'Connect'. One extra thing to note: if your hero banner contains text, or images of people, where scaling on different screen. Here's the code for a variable to convert the total course duration (seconds) object into hours, minutes and seconds. 11 days ago. In this article, we'll explain how a course can be configured in order that a User must request authorisation before they are able to enrol. Go to Administration Home and choose 'Accreditation. Specify the 'Target' for the CPD Period. Find the line which shows as Option. Select ‘Attendance’ from the Administration menu. Additionally, you can request the setup of whitelisting on your mail/filtering servers with your IT team. Click on the "Create New Key" button, or copy an existing key. 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). The separate Kallidus Zendesk helpdesk is good and you normally get a reply quickly. This is an optional paid add-on. Below are the Sapling password requirements: At least 8 characters. AICC, on the other hand, involves no direct content upload to the LMS. 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. Configure notifications to alert assigned users when the deadline approaches. Go to the “Integrations” page of your Sapling account. Steps to import SCORM and other files into Learn. Click the ‘Report Elements’ tab, and then the ‘Cell’ tab. Note that the deadline can be retrospectively applied to all. Add a unique code for the Course. Sapling - Activities Reminder Email (for Existing Team Members) Description: Task reminder emails for outstanding tasks. Steps to cancel an Event. This is achieved by adding ‘Sections’. Learn - Create an evaluation form. In the Outbox tab, there are five tab options: Scheduled, Sent, Templates, Notifications, and Settings. 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. Learn - The evaluation recommended form. 1. User Management. 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'. Members. The Course import Wizard opens. unx universe. 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’. 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. Assign Courses to the Catalogue. An Overdue tab will appear in after the due date has passed. The history of completed workflows is important for record keeping. Select eLearning set up from the Lesson administration menu. How to download or save a certificate. Sapling's Org Chart is designed to give your new hires and broader team a unique understanding of their team relationships. pdf. Click ‘New’ to add a new pre-requisite (or to edit existing pre-requisite settings). If you would like to send an. If you want to switch this on then you can do so by: Go into the Settings area of the admin side of Learn. Learn - how to import SCORM and other files. What are the vacancy bulk actions? Rather than editing vacancies individually, it is possible to make some vacancy changes in bulk. 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. There are 7 standard LMS roles which can be copied and modified, and new roles can be created from scratch. The Kallidus suite offers growing companies award-winning recruiting, learning, and performance management tools, all deeply connected to the Sapling People Operations Platform. This page outlines a piece of functionality which reminds your people to complete their reviews. Description. Add a logo or other image to the report. Sapling provides a number of document solutions including: E-Signed documents (single signature OR Co-signed) Document Uploads. Select the 'Enable review mode' checkbox. 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'. Introduction. Our engineers are continuing to. Wait list settings. Learn - Setting up Reporting schedules. Updated. 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. Drag & Drop a PDF document or Click to upload a new document. Permissions in Sapling are built to help customize information access for every individual at your organization. API & Integrations - this includes any ideas relating to your HR tech ecosystem surrounding Sapling. Next click edit to edit any of your filters for ease of assignment. An email will be sent to the added user with information about how to get into Learn. 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. Name your report, then click Next. 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. There is a short How to use Kallidus responsive eLearning video guide here. The Kallidus Sapling platform helps HR and People Operations teams automate and streamline administrative tasks so they can focus on employee experience, retention, and creating an amazing culture for the most successful teams. The Lesson is now created. Launching Kallidus - March 2023. It goes on to show how this can be put right b. The ‘New Lesson’ details page will open. This document describes how to import and manage training records in Learn. Learn update - 23rd Feb 2023. Select the Catalogue (s) to assign to the Group. Remember to apply the coding convention your organisation has defined. Learn LMS will then upload and encode the video. Update A subset of customers using SSO for sign-in to Kallidus are still experiencing issues accessing sites this morning. Kallidus provide customer support services for named contacts who have received Kallidus product training. Here a gain, Smart Assignment automatically recommends the most relevant emails for you. Resolved The scheduled maintenance is complete. Learn - Create a Competency Check. The 'pivot reports' option lets you count information related to candidates. 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. Select whether you would like the API key to expire after 90 days or automatically renew when used. Our TeamSpirit integration allows you to compile new hire data for your TeamSpirit account, saving your HR, People. For example, you might have a core set of accreditations which you wish to make visible. Follow. 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 code is not visible to learners but will be used to identify the Course for administrators. The Kallidus Exchange connector connects to the mailbox via EWS and monitors responses to the invites, updating the attendee status in the LMS accordingly. 1. Steps to assign Lessons to a CPD Period. Start Microsoft Edge and log into your Kallidus LMS. 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. The position of Lessons within the set can be reordered using the arrow buttons on the right. Sapling is directly connected into the Kallidus suite, creating seamless transfer of people data from hire to high flyer. Steps to sign off a competency check. 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 Learn LMS logos and colour palette can be adjusted to suit your organisations brand. The specific course, lesson, or event completion status when filters are applied. Enter your SFTP server details into the 'Site Manager' window as shown below replacing sftp. 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 new App will work on the latest version of iOS and Android (mobile only not tablet). Introduction. The Academy is your.