Click ‘Edit’ to change existing Course assignments, or to assign new Courses to the Catalogue. After creating a workflow, you can add Tasks that belong to that particular. Learn - Import SCORM2004 content. Click on the "Create New Key" button, or copy an existing key. View 'Repeat training with Accreditations' for information on how to use Accreditations to set learning to repeat with whatever frequency you need. Custom permissions allow you to create tailored access for your coworkers based on their functions. 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. Create Custom fields to record additional information about the Catalogue. Okta allows you to provide secure identity management and single sign-on to any application, whether in. Click ‘Save’ to. Scroll to the bottom & Click on 'X' to remove the existing document. At Kallidus we’re always looking for ways to help our customers to get the most out of our systems. Click ‘New’ to create a new CPD Period. Scroll down and select 'New'. Additionally, you can request the setup of whitelisting on your mail/filtering servers with your IT team. Make changes and reload. Learn - Roles and Responsibilities. The following options are available:Articles in this section. 4. During your time with Kallidus, we capture a lot of useful information and data for you within our Help Centre - Zendesk. Sapling provides a number of document solutions including: E-Signed documents (single signature OR Co-signed) Document Uploads. Updated. 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. The SSH key you generate must follow these standards: OpenSSH2 key. Description. 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. Make changes and reload. 1. In this article, we'll demonstrate how to share and recommend courses. Kallidus provide customer support services for named contacts who have received Kallidus product training. Introduction. Click "Next" and "Activate" to complete the integration. ; Select 'Edit' to view the Event properties: Select ‘User’ from the Event Administration menu. Introduction. 1. The duration is the estimated duration for the Check, and the amount of learning time with which learners will be credited when the. 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 JazzHR integration. Many customers have an automated People-data feed to transfer data from anHR data source, into Learn LMS. Learn - the 'All users' report. At Kallidus we’re committed to providing you with the best experience possible. Once it has successfully cleared your cache and. Select Add. 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. 2. 2 days. If you get a window at the top of browser as shown below click on 'Done'. Click 'Connect'. 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. Follow. Navigate to Administration Tools > Reports. 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. Enter a unique code and a Title for the rule. Scroll to the end of the 'Details' page and select ‘Delete’. Reach out to accounts@kallidus. Sapling - Kallidus Recruit Integration Guide. In this article, we'll show how to. Step Two: Add properties for the new rule. 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. 360 - General FAQs. These options also allow you to report across calendar years. SetIssueDate. Document Storage. Users, tutors, and/or managers can receive notifications as the deadline approaches. 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 the name of a CPD Programme to open the properties. This includes your email addresses and phone numbers; so we can contact you and so you can access support. To enable the Sapling calendar, chat with your Customer Success Manager. This enables the status of a learner to be updated automatically on an event in the LMS or Learn based on the learner's response to the. Select 'Rule' from The Group administration menu. These folders/statuses will typically include some or all of the following stages (dependant on individual configuration): - GND failed – GND = gross negative disqualifiers, otherwise known as killer questions. 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. Enter a name and description for the policy. Learn - Default notification schedule. Then select the changes you'd like. Select 'New' to create a Course. Our Peakon integration allows you to sync new hire data with your Peakon account, saving your HR,. Go to Administration Home and choose 'Accreditation. The code is not visible to learners but will be used to identify the Course for administrators. Scroll down to find the Kallidus integration and enable the integration slider. Your charts dashboard provides an instant set of reports which you can print to PDF. This comes in handy for onboarding program stakeholders, such as IT and Hiring Managers, but can also help define access levels by. Authoring tools often permit many. Learn - Editing email templates. Deadline. Navigate to ‘ Administration Home’ and select ‘Lesson’ to view the Lesson list. The 'All Users' tab. Click ‘Edit’ to create a new Course assignment, or to edit existing. 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. 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. Color Code Filter; Org Chart CapabilitiesIntroduction. Group. Add a Title for the Course. 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. You can get a full list of the API. Name the holiday, select what dates and who it applies to (by department, location, or employment status), and click 'Add holiday'. For repeat training, select 'Continuous Accreditation' as the Accreditation type. To download our guide on staying GDPR compliant with the Kallidus Suite, take a look at our article here. Speak with your Customer Experience Manager or the Support Team to sign up now. All Users must have an import key and be members of this group. User Anyone with access to Learn LMS is known as a User. While we were in there, we took the opportunity to rework the time off approval process as well. Optionally, narrow down the webhook by Location, Department, or Employment Status filters; then click "Test". Locate the user who is locked out. Learn - How to add a past date to a Competency Check. In both cases, remember to apply the naming convention your organisation has defined. The next step is to upload a video for the Lesson. Use the Search options, Course Category drop-down menu or the alphabet search to filter the list. 1. Select when the lesson will be available. Learn - Exchange Connector Guide. Step Two: Configure the deadline. Every vacancy added to Kallidus Recruit has its own unique candidate-facing vacancy detail pages (one for external applicants and one for internal applicants), with a button for candidates to apply. The second most common reason for a user account being disabled relates to Leave Dates. If you choose ' Yes ', you will be taken to a short pre-course test which will check your. The Lesson is now created. Public key authentication allows you to connect to the Kallidus SFTP service without transmitting a password. See ‘Build a template using sections’ for more information. Steps to switch the feature on. During this time, administration options for the Course/Lesson will not be available. 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. Select the 'Follow-up' tab. Select ‘Submit’ to complete. Steps to create a Group rule. You can do this by visiting Google help. The Vacancy Poster account is configured to use the same vacancy poster credentials for all users, but Vacancy Poster is expecting individual credentials. 3. Option 1 - Simple and straightforward. During your time with Kallidus, we capture a lot of useful information and data for you within our Help Centre - Zendesk. Paylocity is the HR & Payroll platform that frees you from the tasks of today so you can spend more time. Once redirected back to the Integrations page in Sapling, relaunch the Azure AD integration widget by clicking "Settings". The recommended option for mail delivery is setting up SPF and DKIM records. Steps to import SCORM and other files into Learn. Click ‘New’ to create a new CPD Period. Leave Dates are very closely linked to the overnight data processes as mentioned in the above section. Steps to set default properties for new Events. 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 People Directory offers key information about your peers (like Job Title, Email, Location, etc) and allows you to quickly navigate to their Sapling profile. 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. 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. 4. Sapling - Teamspirit Integration Guide. NB: This will be an iterative piece of work spread out over an elapsed period, not full and consecutive days. Check the box next to a Course to add to the Catalogue. Please see our Monday. 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. There are 7 standard LMS roles which can be copied and modified, and new roles can be created from scratch. In the "Schedule emails" section, you can schedule an infinite number of emails to be sent to your new hire at any point during their onboarding process (or beyond). Learn: import and share videos. Staying GDPR compliant with Kallidus Suite. Step Two: Select the individual users to add to the Group. The Scheduled tab shows you all the templated emails that are scheduled to be sent at a future date. Kallidus products send emails from the following mail server addresses: mailrelay. Matt Troy. Configure notifications to alert assigned users when the deadline approaches. Included in this guide: The employee, manager, and admin view of Perform. Select ‘Start Upload to proceed to the next stage of the Wizard. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Select 'Save' to save the changes. Learn LMS will then upload and encode the video. If not ticked the time off will show as 'Unavailable'. The Kallidus Exchange connector connects to the mailbox via EWS and monitors responses to the invites, updating the attendee status in the LMS accordingly. Course assigned directly to a Group becomes mandatory for all group members (the training will appear in ‘Courses I have to do’). Steps to import SCORM and other files into Learn. Users, tutors, and/or managers can receive notifications as the deadline approaches. Updated. Whatever the limit, the video shows how the. Learn - Send from email address. 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 Course moves to ‘Courses I’ve done’. kallidus_cookie_consent_analytics (6 months) This. 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 #4 - Schedule emails. 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. Select a point in time in the past you'd like to view the data. JazzHR is a. Remember to apply the coding convention your organisation has defined. Launching Kallidus - March 2023. Use the top filters to search for specific team member by name or email address, adjust the date to view all emails scheduled. This functionality is only available if you have both the Learn and Perform systems. Set a specific or relative date by which this course must be completed. Administrators can create, edit, and delete training records via bulk import process, or by manually amending individual records. 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. Single hub for all Kallidus suite reporting; Cross-product reporting for the Kallidus suite, starting with Learn and Perform. 1 day. When launching a refresher course, you'll be greeted by the following message: If you choose ' No ', you will view all the course material with no initial test. Your marketing team may have brand guidelines that determine the choices made here. 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. 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'. Navigate to ‘Group’. com [51. 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. 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. Follow. One special character (for example, % @ # !Select ‘Course’ from the Catalogue Administration menu. 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. 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. Learn more in The AcademyWhat calendars are available? Setting up your Calendars; Filtering your Calendar feeds; 💡Pro Tips What calendars are available? The calendar integration is enabled on an individual basis and can show:This article describes how the My Objectives area can be used by a team member to document and track progress against objectives that have been set. 2. To add a new email, click on the "Add Email" button. Learn - Business Objects reporting - using Cross Tables. pdf. Select the status 'Did not attend' from the drop down menu: Select the Users for whom this status should apply: Select 'Submit'. 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. 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). A deadline can be based either on a static date or the date of Course assignment. Emails & Notifications. Steps to activate evaluation forms. It’s the most restrictive role available, through which Users can see the mandatory learning they have been assigned. 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. Provide a Title and instructions for the learner. Learn - Reporting on course and lesson descriptions. To create a new Workflow, click on "New Workflow" from the upper right-hand menu of any of the 5 tabs. Select the LMS role 'Tutor' from the list of LMS Roles. Create and update group records for use in Learn. I joined the Kallidus team in September 2021 after working for over 13 years in customer services across different industries, including international relocation. Chargeable work, non-standard change requests, and project work as well as product suggestions are excluded from this SLA. Introduction. If you would like to send an. Primary Groups, and Primary Group managers are typically created and managed by the People Data Feed. Step 3: Choose who you want to see the 'User Generated content' catalogue. You will now get a window appear that will tell you your SHA-1 fingerpint. From the Paylocity Marketplace, purchase a subscription to the Kallidus Sapling integration. This is an optional paid add-on. An email will be sent to the added user with information about how to get into Learn. Introduction. This new option should allow you to create pathways of courses dependent on lesson scores. 140. If you require further. 3. Get there in one click from your Kallidus Recruit homepage by scrolling down to the reports panel and clicking 'Charts'. Sapling - Greenhouse Integration Guide. Select 'Save changes. Based in Alberta, I joined Kallidus in June 2022, with my previous role being leading multiple Service Desks at a Managed Service Provider. Step One: Select a Group. One extra thing to note: if your hero banner contains text, or images of people, where scaling on different screen. 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 a Group. 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. Start Microsoft Edge and log into your Kallidus LMS. Steps to sign off a competency check. Check it on SCORM CLOUD. 2 MB Download. Click on the 'Settings and more' button at the top right of the browser and select 'Reload in Internet Explorer mode'. Your charts dashboard provides an instant set of reports which you can print to PDF. You can also create as many group types as needed, such as Team, Job Family, or Division. ADP Workforce Now is an all-in-one platform for payroll and HR software, providing expert support and. Members. When/if the Event is available for users to cancel. 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. Vitalich [en] Macdougall, Charlene [en] Trasolini [en] Last updated November 16, 2023. Select whether you would like the API key to expire after 90 days or automatically renew when used. 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. Internet Explorer (versions 9, 10, 11) Open up the browser and go to Tools (Cog icon in the top right-hand corner) Click Safety > Delete browsing history. Custom fields. In the box that appears, enter the value: ‘ Manually Maintained Users ’ with this exact wording and format. Browse to the Group area of Learn admin: Select 'New'. SCORM is an industry-standard format used by eLearning authoring tools and all LMS - including 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. Step Two: 2. Classic courses: 1. . Off the Shelf - Video guide: How to play Kallidus eLearning; Off the Shelf - FAQ on Responsive eLearning ; Off the Shelf - Offline mode for mobile-ready Kallidus OTS courses; Off the Shelf - Refresher guide; Off the Shelf - How to download certificates; Off the Shelf - Product Update, March 2023; Off the Shelf - Product Update, February 2023This article contains an attachment of the latest Perform universe objects and descriptions. Learn - Setting up Reporting schedules. The evaluation summary report is intended to help you assess the impact of your learning interventions. 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. Steps to cancel an Event. This can help to build engagement with your audience, and create a clear brand for your Learn LMS. Select ‘Submit’ to complete. Unselect all options, leaving only'Copy training records'. Group Users are organised into Groups where they shar. Approving them will put them into this catalogue. Use the 'Form builder toolbox' add the follow-up questions. How to add a Task to a Workflow. Sapling - Activities Reminder Email (for Existing Team Members) Description: Task reminder emails for outstanding tasks. The following options are available: Articles in this section. pdf. 4. To see how a manager connects Global. Mass create profiles for existing team members. Step Two: Choose the Course (s) to which the Competency Check will be assigned. Give your team the access to the learning they need to achieve goals,. 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. 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. This document describes how to import and manage training records in Learn. Scheduled. In the Outbox tab, there are five tab options: Scheduled, Sent, Templates, Notifications, and Settings. These should now be showing in the correct format. Create a new field. These can also be "Acknowledge or Read-Only" documents that a team member needs to read but does not need to sign. Navigate to the CPD Period to which the User is assigned as follows: From ‘Administration home’ select 'Users' and then ‘CPD Programme’. Integration Fields. Sapling is directly connected into the Kallidus suite, creating seamless transfer of people data from hire to high flyer. Introduction. It’s likely that the connectivity between the user and LMS was interrupted. Specify the 'Target' for the CPD Period. Sign into your Zendesk account. This is not visible to learners but is used by administrators to identify the Group and for reporting. This will start with customers with no scheduled exports for their reports. 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. A default cancellation email can be sent to learners. This is so we can standardise our approach across multiple products and provide the best experience for our learners. 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. 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. Mary Lewis. 109. Next click edit to edit any of your filters for ease of assignment. Choose the properties to copy. 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. In the left navigation of the Microsoft Teams admin centre, go to Teams apps > Setup policies. Navigate to ‘Administration Home’ and select ‘Course’ to view the Course list: Select ‘Import’. What are the vacancy bulk actions? Rather than editing vacancies individually, it is possible to make some vacancy changes in bulk. 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. This is a searchable field, along. Steps are: Browse to an eLearning or video Lesson. API & Integrations - this includes any ideas relating to your HR tech ecosystem surrounding Sapling. Once you have received your Vacancy Poster credentials, log into Kallidus Recruit backoffice, go to any vacancy, and select 'Share this vacancy'. Learn - What is. Send to Kallidus to load into LMS and test. This includes your email addresses and phone numbers; so we can contact you and so you can access support. Learn - Evaluation Forms. Select ‘Members’ from the Group Administration menu. 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. All custom fields can be included in reports. Browse to the Group area of Learn admin: Select 'New'. 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. Select ‘Course’ from the Catalogue Administration menu. Sapling's Org Chart is designed to give your new hires and broader team a unique understanding of their team relationships. 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). The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Most people who interact with Learn will be students. Where the user's details are required, such as for an email or SMS template. Navigate to the Event which is to be cancelled. The separate Kallidus Zendesk helpdesk is good and you normally get a reply quickly. Kallidus Learn is an award-winning learning platform designed to make learning simple, fast, and effective. 1 day. Step Two: 2. The field is what is used to enable access to Learn. 800 KB Download. The Academy is your forever free learning hub for Kallidus products including live events. Users, tutors, and/or managers can receive notifications as the deadline approaches. Steps to Promote a Course. Follow. kallidus-suite. Once this option is switched on you can configure each accreditation to show if required. Batch Edit (at the bottom of the page). Public key authentication uses two keys, a private key and a public key. Learn - Update eLearning content. Select ‘Choose file’ and browse your computer to find file to import. This article is taken from the Perform Admin Guide, click here to view the full guide. com board by following this link (Opens in a new tab). Introduction. Sapling is the onboarding, offboarding, and for some customers, core HRIS, for your organization. Then select the name of the required CPD Programme to open the properties. Navigate to ‘Group’. 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 the name of a CPD Programme to open the properties. This article covers the following topics: Get alerts about important new hire information. Steps to assign Lesson (s) to a Course.