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. 15Five is a lightweight performance management software helps managers check-in with. For example, if someone completes their Fire Safety training, but scores 70% you. 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 position of Lessons within the set can be reordered using the arrow buttons on the right. Off the Shelf - UK Course List. This can be left blank. Step Two: Administrators notify Users. Learn User Guide. JazzHR is a. Kallidus Suite - How To Save A HAR File Mikala Mayes September 27, 2023 09:59; Updated; Follow. Introduction. Navigate to ‘Administration Home’ and select ‘Course’ to view the Course list: Select ‘Import’. Kallidus Learn is a cloud-based learning management system (LMS) featuring certification and compliance management, a built-in course library and SCORM compliance. Every User must be assigned an LMS role which determines their level of access to the LMS. 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. Nicola Jane James. You may see additional sections if participating in special alpha or beta early access. Create a new field. Every User must be assigned an LMS role which determines their level of access to the LMS. Administration > User. Access for this area is controleed via LMS role level by adding the permi. These SLAs apply to all Kallidus Group. Be cautious, as the Lesson Type cannot be changed once created. Learn - Business Objects reporting - using Cross Tables. Follow. Free text vs Item Selection. This applies to all ATS vendors with whom Sapling does not have a formal partnership and out-of-the-box integration in place. Navigate to the ‘Lesson’ area of Learn admin, and select an Instructor-led Lesson: Select 'Defaults'. 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. 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'. Be sure to name your key descriptively, so you know how each application uses that key. The integration must be enabled in Kallidus Recruit by your Customer Success Manager. 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'. Learn - Adding a calculation to a table. Q: How are User profiles are added to Perform? A: All Users are added to Perform from Learn. To enable the Sapling calendar, chat with your Customer Success Manager. Data disclaimer We strongly recommend reviewing the quality of your data before transferring into Learn. Kallidus Suite - Requesting Access to the Help Centre for Others. NB: This will be an iterative piece of work spread out over an elapsed period, not full and consecutive days. 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 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. one/several users. Select the “Time Off” tab from the Home page. Update user records to set Learn specific attributes. Nicola Jane James. Cons : Its inflexibility at times - for example, we would have so many improvement ideas. Select 'Save' to save the changes. Note that this report will always show issues or errors for the last time the. Use the Search options, Course Category drop-down menu or the alphabet search to filter the list. Select 'New' to create a Course. Click ‘New’ to add a new pre-requisite (or to edit existing pre-requisite settings). 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. Follow. A User with a Competency Check to complete will be prompted to coordinate the check with their manager or Course Tutor. Navigate to the Assignments page and click "Assign". Authoring tools often permit many. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. CompetencyChecks. 1. Introduction. The Accreditation status is now ‘Complete’. The Academy is your forever free learning hub for Kallidus products including live events. Navigate to ‘Group’. Name the elective set. Steps to activate evaluation forms. This includes your email addresses and phone numbers; so we can contact you and so you can access support. There are 7 standard LMS roles which can be copied and modified, and new roles can be created from scratch. Booking management. That status can be communicated between the. Learn - Send from email address. Click ‘New’ to add a new date and complete the ‘Date’, ‘Start’ and ‘Finish’ fields. Hire better people, faster with Kallidus Recruit. Our Peakon integration allows you to sync new hire data with your Peakon account, saving your HR,. 121] Kallidus do not recommend adding server IP. 3. 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. The Lesson is now created. Deadline. Check if a record exists in the file for the User, if not, a User record will not be added to the LMS or the existing User record will be disabled. It could be: one Course with one Lesson. Step 3: Choose who you want to see the 'User Generated content' catalogue. Sapling - Teamspirit Integration Guide. unx universe. Wednesday Knowledge Share. Once completed, click "Done". 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. SetIssueDate. Follow. Select ‘Submit’ to complete. Set a specific or relative date by which this course must be completed. There is a FAQ section here to answer all your responsive player questions but if you need further help, please contact our Support team. Steps. Select the name of a CPD Programme to open the properties. With Self Service Uploads, you can accurately and efficiently upload your own data files to insert or update team member records. Tickets (& phone recordings) and organisation details, so that you can refer back to any information shared and we. A Course assigned to a Catalogue which is in. Chargeable work, non-standard change requests, and project work as well as product suggestions are excluded from this SLA. The Vacancy Poster account is configured to use the same vacancy poster credentials for all users, but Vacancy Poster is expecting individual credentials. 2. Learn more in The Academy. when/if the Event is available for users to book. The My objectives area shows Active, Archived and Global objectives. The Course description will be added automatically, (to a max of approx 113 characters) Select the 'Submit' button. One lowercase character. Step Four: Archive the Global objective. Integration Fields. The People Data Fee adds and updates user information in Perform. This page outlines a new piece of functionality which enables your managers to delete reviews from Perform. If you choose ' Yes ', you will be taken to a short pre-course test which will check your. The next step is to upload a video for the Lesson. 🚀. Check the box next to a Course to add to the Catalogue. A: No but the Kallidus Support team can. 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. 1 day. pdf. The. Learn - What is. 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'. 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 Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. At Kallidus we’re always looking for ways to help our customers to get the most out of our systems. 109. Select ‘Choose file’ and browse your computer to find file to import. '. Any user with the relevant access permissions in the Backoffice will have the ability to close vacancies. 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. Click on the "Create New Key" button, or copy an existing key. Select the 'Follow-up' tab. Matt Troy. Deadline. com ), navigate to Security > Access and data control > API controls > Manage third-party app access. Select ‘New’ to add a new rule: Enter a unique code and a Title for the rule. The 'Still processing' message appears when Learn LMS is processing larger files, typically SCORM eLearning. Steps to cancel an Event. 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. 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. Select 'Save changes. You can expect communication around when you will get access to the new reporting tools near the. A group named ‘PerformUsers’ must exist in Learn. Right-click on any chart to output a PDF of the whole report with 'Print page'. 140. Step Two: 2. Send to Kallidus to load into LMS and test. Kallidus provide customer support services for named contacts who have received Kallidus product training. Select the Lesson to copy the history to. Check it on SCORM CLOUD. Steps to cancel an Event. Add a unique code for the Course. To fix this, in Chrome settings, go. In the Outbox tab, there are five tab options: Scheduled, Sent, Templates, Notifications, and Settings. Note that the deadline can be retrospectively applied to all. 109. These delayed processes have now successfully. 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. Additionally, you can request the setup of whitelisting on your mail/filtering servers with your IT team. An OR condition rule means that a User will become a Group member if they meet ANY of the Rules added to the 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. As reports get larger, it can be helpful to split the data into sections. Navigate to ‘ Administration Home’ and select ‘Lesson’ to view the Lesson list. Select the status 'Did not attend' from the drop down menu: Select the Users for whom this status should. See how many 'Not enabled Users' there are. 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. If not ticked the time off will show as 'Unavailable'. Select the name of a CPD Programme to open the properties. Click ‘New’ to add a new pre-requisite (or to edit existing pre-requisite settings). In this instance, we recommend you try the below troubleshooting steps. For repeat training, select 'Continuous Accreditation' as the Accreditation type. Remember to apply the coding convention your organisation has defined. To capture completion and compliance for regulatory, health & safety and legal. Remember to apply the coding convention your organisation has defined. Deadline. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. View ‘Evaluate learning effectively’ to understand how evaluations work in Learn, and for ideas on the essential elements of a successful strategy. 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. 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. To create a new profile field, navigate to one of the 4 sections and select “+ Add new field”. Updated. . CONS Its inflexibility at times - for example, we would have so many improvement ideas. To create a new Workflow, click on "New Workflow" from the upper right-hand menu of any of the 5 tabs. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. The second most common reason for a user account being disabled relates to Leave Dates. Launching Kallidus - March 2023. Learn - Optimising reports to help them run faster. This functionality is only available if you have both the Learn and Perform systems. '. Okta allows you to provide secure identity management and single sign-on to any application, whether in. Staying GDPR compliant with Kallidus Suite. When/if the Event is available for users to cancel. View 'Share, report, and repeat mandatory learning' to learn more and understand how to use reports to forecast future compliance rates. Follow. Step 6: Time Off Reporting. From the Paylocity Marketplace, purchase a subscription to the Kallidus Sapling integration. 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;If you want to set up an integration with your Sapling account, you’ll likely need to generate an API Key. com [51. Optionally, narrow down the webhook by Location, Department, or Employment Status filters; then click "Test". In this article, we'll show a typical onboarding process in Recruit. Zendesk Cookies . Steps to import SCORM and other files into Learn. Add a Title for the Course. Mike Smithers. - Fixed an issue where the comments on a fixed accreditation where being edited but could not be saved. 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. Often an employee ID. The specific course, lesson, or event completion status when filters are applied. The description should explain what the test involves. Steps to assign Lesson (s) to a Course. Go to Administration Home and choose 'Accreditation. 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. Navigate to the 'Course' area of Learn admin. 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. Advice here is to DELETE the users previous history of training on. Learn - Troubleshooting eLearning content with Tilly Martin. Additionally, you can request the setup of whitelisting on your mail/filtering servers with your IT team. Select whether you would like the API key to expire after 90 days or automatically renew when used. To archive a template, Navigate to Template builder. Speak with your Customer Experience Manager or the Support Team to sign up now. Steps to create a Group rule. Learn - Configuring email notifications. Scroll down and click "Generate New Key". Kallidus Suite - Maintenance & Updates. The 'All Users' tab. Flexibility: Manage your people data as you see fit and do more with these existing features. New Look & Feel: Make your people ops space your own and manage tasks easily on the go. 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. A user may be a member of any other group – regardless of the category of that group. 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. One and two-step authorisation options are available. Choose your reoccurance and time settings. Navigate to the 'Course' area of Learn admin. Learn - Reporting on course and lesson descriptions. This article has been created to explain how our maintenance works, what we do, when, and how this may. With the Kallidus Learn Integration, we can will: Create Users: When a new hire completes their profile in. Click ‘Edit’ to create a new Course assignment, or to edit existing. 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’. Sapling is the onboarding, offboarding, and for some customers, core HRIS, for your organization. Unselect all options, leaving only'Copy training records'. Learn - Update eLearning content. When/if the Event is available for users to cancel. Important - Once the Lesson is created the type cannot be changed, so take care to specify the. To report and analyse usage and application. Introduction. Get deeper learning in The Academy. 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. Assign Individual Documents, Document Packets or Workflows Mass assign an individual Document, Document Packet, or Workflow to any selected employees. Create Custom fields to record additional information about the Catalogue. Select the checkbox ‘Rule is enabled’, if. Give your team the access to the learning they need to achieve goals,. To do this, browse to ‘Administration home’ and select 'Users' and from the drop down menu select ‘CPD Programme’. Click "Next" and "Activate" to complete the integration. Once in Settings, scroll down to the Other settings area. This is the simplest option. Reach out to accounts@kallidus. From your home page, navigate to Settings. User Management. Select from the drop-down menu at the top of the screen, the category of learner who should. While we were in there, we took the opportunity to rework the time off approval process as well. 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. Navigate to the Event for which User attendance is to be updated. Add a Title for the Course. Users, tutors, and/or managers can receive notifications as the deadline approaches. Create your password. Wednesday Knowledge Share. 1. 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. With Profile Templates (and even further with Track & Approve), you can create an unlimited number of fields for tracking team member information. Remember to apply the coding convention your organisation has defined. 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. 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. Permissions in Sapling are built to help customize information access for every individual at your organization. Learn - Import SCORM2004 content. The option to Archive templates is available for all published and draft templates. Select the Catalogue (s) to assign to the Group. Leave dates. Learn - how to set up AICC eLearning content. pdf. When a Global objective is no longer required, it can be archived using the archive button. Most people who interact with Learn will be students. The average Star Rating for all or specific courses, lessons. = If ((IsNull([Total Course Duration (seconds. Reach out to accounts@kallidus. pdf. Create and update user records for use across the Kallidus Suite. 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. In the admin section, go to 'Course,' and then click on 'Accreditation': The table below shows additional information about each element in the administration menu. Carryover Cap: The maximum amount of hours that someone can rollover from. View 'Repeat training with Accreditations' for information on how to use Accreditations to set learning to repeat with whatever frequency you need. A default cancellation email can be sent to learners. The code is not visible to learners but will be used to identify the Course for administrators. 360 - General FAQs. In the box that appears, enter the value: ‘ Manually Maintained Users ’ with this exact wording and format. 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. 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’. Once active you will see the ‘ Edit mode enabled ’ message across all screens. 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 next step is to upload a video for the Lesson. We now have a LIVE UK course list which details all new releases as and when they happen. There is a short How to use Kallidus responsive eLearning video guide here. 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. 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). Public key authentication allows you to connect to the Kallidus SFTP service without transmitting a password. Delay in Kallidus Perform import processing » View Event Details | Created Mon, 02 Aug 2021 06:43:00 +0000. . Learn update - 23rd Feb 2023. Update A subset of customers using SSO for sign-in to Kallidus are still experiencing issues accessing sites this morning. Group. In both cases, remember to apply the naming convention your organisation has defined. Catalogue. 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. 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. We will have also released brand new functionality which allows you to link both Learn and Perform together. 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. 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. Click 'Connect'. Building and sharing. Leave Dates are very closely linked to the overnight data processes as mentioned in the above section. kallidus_cookie_consent_analytics (6 months) This. Sapling - Kallidus Recruit Integration Guide. Introduction. Select from the drop-down menu at the top of the screen, the category of learner who should. Custom fields are only visible in the Administration. It will be visible to the learner. Learn - Add an evaluation form to Courses and Events. . Introduction. Select ‘Schedule’ from the Event administration menu. Either MP4 or MOV file types are acceptable: Select 'Submit' to begin the import. 2. Add a unique code for the Course. Navigate to ‘Course’ to view a list of all Courses in Learn: Select the title of the to open it (or create a new Course if the course doesn't yet exist) Select ‘Lesson’ from the Course Administration menu. Kallidus Perform is the future of continuous performance management in a simple, easy, and effective way. 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. We. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Requests can be customized based on your needs: A full day (example: taking a sick day)1. In order to close a vacancy, please follow these steps: Log in to the back office Go to Va. Kallidus Suite - Kallidus Service Level Agreement (Standard SLA) Learn - Sending Large Files/Content to the Kallidus Support team. Add a description. On the left hand side, look for the Accreditation compliance option. 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. 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. Follow. Perform - the manager view. 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. Then click "Submit" on the LMS portion of the account. 1. Break a report into sections. The separate Kallidus Zendesk helpdesk is good and you normally get a reply quickly. Learn - Evaluation notifications. Step Two: Choose the Course (s) to which the Competency Check will be assigned. This new option should allow you to create pathways of courses dependent on lesson scores. Add a unique Code and Title for the Group. Select 'Copy the assignments to an existing Lesson'. Steps to sign off a competency check. Users, tutors, and/or managers can receive notifications as the deadline approaches. Scroll to the end of the 'Details' page and select ‘Delete’. Step #4 - Schedule emails. Then select the name of the required CPD Programme to open the properties. You're now able to specify defaults in each of the available areas, starting with options on the ‘Details’ page. Overview. All custom fields can be included in reports. This article is relevant to customers who have an account with Vacancy Poster, an integrated 'multiposting' service which. These should now be showing in the correct format. Emails & Notifications. When eLearning content is published as SCORM packages, it's a familiar process – publish, upload, and share with your people. Keep track of attendees for Instructor-led training. I joined the Kallidus team in September 2021 after working for over 13 years in customer services across different industries, including international relocation. The Course will then be promoted on the Learn home page. 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. Members: View and edit User assignments to this Group. The recommended option for mail delivery is setting up SPF and DKIM records. Select ‘New’. Steps to create content a URL Lesson. No new connections can be made. Introduction. 2. We'll walk through the additional 'My team' tab, through which managers get a detailed oversight of their teams' performance. Option 1 - Simple and straightforward. These integrations can be enabled and maintained by. 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. 6 years ago. This article covers the following topics: Reporting. If the rule, and therefore membership of the Group, is to be refreshed every. Under Integrations and API, navigate to Partner Integrations. This is not visible to learners but is used by administrators to identify the Group and for reporting. 600 KB Download. Select “Request Time Off”. Learn - Assign a competency check to a course. The review process. Often used by organisations with multiple ‘sub brands’ to show a relevant brand to each employee. Step One: Select a Group. Learn - Exchange Connector Guide. Introduction.