The image below shows the options available for branding your candidate portal. 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. Kallidus Suite - Common terms used by Customer Support. This functionality requires you to generate a key pair and provide Kallidus with the public key. After you click "Start Onboarding", you'll be taken to a dedicated landing page where you can create your password. G-Suite is a suite of intelligent apps by Google designed to help your team communicate and collaborate. This. Steps to activate evaluation forms. In both cases, remember to apply the naming convention your organisation has defined. Send to Kallidus to load into LMS and test. 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. The review process. Be sure to name your key descriptively, so you know how each application uses that key. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Add a Title for the Course. Assign Individual Documents, Document Packets or Workflows Mass assign an individual Document, Document Packet, or Workflow to any selected employees. This article is relevant to customers who have an account with Vacancy Poster, an integrated 'multiposting' service which. 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. com to learn more. This gives the ability for a user in the LMS role with this ACL to report on all LMS users in the system. 2 MB Download. API & Integrations - this includes any ideas relating to your HR tech ecosystem surrounding Sapling. Learn - Upgrade your universe! Learn - How to add to an object to a report. In this minor upgrade we have: - Improved the technical efficiency of adding users onto the waiting list for an event. Choose your report and select the 'Schedule' button on the right hand side. Scroll down to find the Workable integration and enable the integration sliderGet deeper learning in The Academy. 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. Using this catalogue will enable you to control who can see the approved videos. 1. Okta allows you to provide secure identity management and single sign-on to any application, whether in. Select ‘Start Upload to proceed to the next stage of the Wizard. Catalogue. Automate. Each vacancy details page has its own unique link, which can be copied and pasted manually when advertising the role on a job board. 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). Sapling - Activities Reminder Email (for Existing Team Members) Description: Task reminder emails for outstanding tasks. The Kallidus suite offers growing companies award-winning recruiting, learning, and performance management tools, all deeply connected to the Sapling People Operations Platform. Introduction The Platform Settings tab allows you to customize the Sapling experience to look and feel like your company brand. The calendar feature is available directly within the platform, and (when enabled) allows your team to see a "Calendar" tab in Sapling. 🚀. Simply click ‘API tokens’ at the foot of the left-hand menu in Settings. In this article, we'll show how to. Select from the drop-down menu, the Lesson which should be a pre-requisite to selected Lesson. 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). The Leave Date section in the LMS can be used to automatically disable a user account when they have left an organisation. Select 'CPD period' from the administration menu. The default view shows ‘Current’ assigned members. Select ‘Submit’ to complete. Updated. Steps to create a Group. On the group page of administration, click the edit button adjacent to the category drop down menu. Wednesday Knowledge Share. Follow. Historical results will remain ‘Complete’. Group. com ), navigate to Security > Access and data control > API controls > Manage third-party app access. 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. Go to the “Integrations” page of your Sapling account. A user may be a member of any other group – regardless of the category of that group. Sign in with your username and password, and access a. Select 'Video Set-up' from the Lesson Administration menu. The average Star Rating for all or specific courses, lessons. Select the checkbox ‘Rule is enabled’, if. Often an employee ID. Learn - the 'All users' report. Q: How are User profiles are added to Perform? A: All Users are added to Perform from Learn. 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. Wait list settings. Navigate to the CPD Period to which the User is assigned as follows: From ‘Administration home’ select 'Users' and then ‘CPD Programme’. Learn - Evaluation notifications. Follow. Existing connections will be retained, but employees with connected objectives will see restricted information about the Global objective. 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. 1. 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. . Scroll down and select 'New'. Step Three: Select the template. After creating a workflow, you can add Tasks that belong to that particular. Select the Point in Time tab, then click Create Report. Book a demo. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Make changes and reload. Navigate to an existing Event in Learn. Follow. This report displays: The overall evaluation completion status for all courses, lessons, or 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’. Below are the Sapling password requirements: At least 8 characters. You can select to turn this on for all courses or all events and can decide which form to use as default. Step One: Select a Group. The code is not visible to learners but will be used to identify the Course for administrators. Once completed, click "Done". Alice McAnaw. If you get a window at the top of browser as shown below click on 'Done'. 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. Then click "Submit" on the LMS portion of the account. Select the app's client ID. You will need to log a ticket with Kallidus Support to resolve this. With our newly refined logic, any managers that might get doubled up in approval chains now only need to approve it one time, saving you. Under Integrations and API, navigate to Partner Integrations. Search for and select "Sapling G-Suite App". To create a new Workflow, click on "New Workflow" from the upper right-hand menu of any of the 5 tabs. See the big picture around this subject in The Academy - our forever-free learning hub, for comprehensive resources, including tutorials and live events. Steps to add an accreditation. Then select the name of the required CPD Programme to open the properties. What is Power BI? Power BI is a business intelligence tool powered by Microsoft. Check the box next to a Course to add to the Catalogue. Navigate to Settings: Choose the option 'LMS roles' from the administration menu. Deadline. Remember to apply the coding convention your organisation has defined. 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. In this article, we'll demonstrate how to share and recommend courses. Part 1: Create an API key in Lever. Access the merge fields picklist by previewing an email to a candidate. Chargeable work, non-standard change requests, and project work as well as product suggestions are excluded from this SLA. The Kallidus team can run bulk imports into Perform on your behalf, click into the links below for more information. Building and sharing. Follow. Next click edit to edit any of your filters for ease of assignment. Included in this guide: The employee, manager, and admin view of Perform. Sapling - Teamspirit Integration Guide. The evaluation summary report is intended to help you assess the impact of your learning interventions. How to add a Task to a Workflow. There are 2. Here's the code for a variable to convert the total course duration (seconds) object into hours, minutes and seconds. An OR condition rule means that a User will become a Group member if they meet ANY of the Rules added to the Group. Right-click on any chart to output a PDF of the whole report with 'Print page'. During your time with Kallidus, we capture a lot of useful information and data for you within our Help Centre - Zendesk. Navigate to the Course or Event: Select 'Evaluation form' from the administration menu: Use the toggle switch to turn on evaluations forms. Select the “Time Off” tab from the Home page. Scroll down to find the Kallidus integration and enable the integration slider. Custom fields are used to record a specific can be created to record additional information about Lessons, for example; Subject matter experts, Vendor names, additional codes, addresses, references, and admin notes about Events. Select the name of a CPD Programme to open the properties. Click ‘Save’ to. A Course assigned to a Catalogue which is in. Sapling provides a number of document solutions including: E-Signed documents (single signature OR Co-signed) Document Uploads. View the Learn LMS: top standard reports and why, resource in The Academy. Name the holiday, select what dates and who it applies to (by department, location, or employment status), and click 'Add holiday'. Select 'Save' to save the changes. Your charts dashboard provides an instant set of reports which you can print to PDF. Steps are: Browse to an eLearning or video Lesson. Make changes and reload. 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. 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 PageStep Four: Name the elective Lesson set, save. Next click edit to edit any of your filters for ease of assignment. 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. When the BETA is switched on, a User Generated Content catalogue is created. The SSH key you generate must follow these standards: OpenSSH2 key. You'll find this video in the 'Learn walkthrough' eLearning - part of our 'Get started: Learn' Course, the essential starting point for all Learn administrators. Learn - Configuring email notifications. Follow. General settings for the availability of an Event, including: The minimum and maximum number of attendees. This comes in handy for onboarding program stakeholders, such as IT and Hiring Managers, but can also help define access levels by. From the global navigation bar, select ‘Evaluation Form’ from the feedback drown down menu. Trinet is a powerful HR solution that provides benefits, compliance, payroll and risk management. At Kallidus we’re always looking for ways to help our customers to get the most out of our systems. Often used by organisations with multiple ‘sub brands’ to show a relevant brand to each employee. The Catalogue Code, Title, Description and Category can be specified here. Deadline. As reports get larger, it can be helpful to split the data into sections. To ensure that your delivery URL only receives traffic from authorized Sapling calls, copy the webhook secret token for authentication. Learn what the full life of a workflow looks like, and how to audit tasks once they're complete. 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. Housekeep Learn LMS, and keep everything neat and tidy. Resolved. 121] Kallidus do not recommend adding server IP. This will launch a new window where you can finish adding additional details. Managers can find the 'Competency Check Summary' in their Manager dashboard. Select the group you would like to edit. Access for this area is controleed via LMS role level by adding the permi. _zlcmid (1 year) These cookies store information used by the Zendesk support widget Cookie Preferences . Our LMS & HR software solves issues, saves time and money. Introduction. Configure notifications to alert assigned users when the deadline approaches. Authoring tools often permit many. The learner sees that. The People Data Fee adds and updates user information in Perform. The average Star Rating for all or specific courses, lessons. The Kallidus APIs give you the ability to: Retrieve user record information. If your system is displaying the candidate CV as a link, and not simply showing the CV, this may be a browser setting which you need to update on your machine. Kallidus provide customer support services for named contacts who have received Kallidus product training. 1. Create your password. 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. 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. Navigate to your account’s integration settings page on Lever. Follow. Hire better people, faster with Kallidus Recruit. In this article, we'll show how to. 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. Your charts dashboard provides an instant set of reports which you can print to PDF. - Click on 'Upload' to upload documents as required by your company. Keep track of attendees for Instructor-led training. Select ‘New’ to add a new rule: Enter a unique code and a Title for the rule. Note, tasks reminders (sent at 8 AM company time) only alert users to outstanding tasks, and these tasks can only be completed in Sapling (or from the initial Task Assignment email). Note that this report will always show issues or errors for the last time the. 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. We are planning a phased roll out and will commence by adding Power BI to clients who do not use or maintain any custom reports, at the beginning of 2024. 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. kallidus-suite. 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'. 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. An API token gives you super user access to the system via the API, so protect your tokens and don't share them with anyone or send to anyone else by. Chargeable work, non-standard change requests, and project work as well as product suggestions are excluded from this SLA. 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. There are 7 standard LMS roles which can be copied and modified, and new roles can be created from scratch. Update user records to set Learn specific attributes. When they reconnect, their progress or result will be updated within Learn. Add a Title for the Course. Available hours: table for all users that describes the total amount of available time off hours ( categorized by policy). Steps to assign Lessons to a CPD Period. 1. Navigate to the CPD Period to which the Lesson (s) must be assigned. 109. kallidus_cookie_consent_analytics (6 months) This. Import users into Learn. You can now use the toggle to switch on evaluation forms. unx universe. 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. The below video will act as a refresher for using the 'Shared reports' folder, available in Classic LMS V10+ and Learn. We believe this means giving you the latest features and technology and keeping you in the loop with what’s happening. These can also be "Acknowledge or Read-Only" documents that a team member needs to read but does not need to sign. In this instance, we recommend you try the below troubleshooting steps. 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. Go to Administration Home and choose 'Accreditation. During this time, administration options for the Course/Lesson will not be available. Our integration for Slack (US) integration offers three key benefits: View and complete Sapling tasks. 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. Learn - Editing email templates. Drag & Drop a PDF document or Click to upload a new document. In this instance, we recommend you try the below troubleshooting steps. Based in Alberta, I joined Kallidus in June 2022, with my previous role being leading multiple Service Desks at a Managed Service Provider. Click the ‘Report Elements’ tab, and then the ‘Cell’ tab. Vacancy Poster Posting Guide. Mass create new pending hires. 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. Click ‘Edit’ to change existing Course assignments, or to assign new Courses to the Catalogue. Mass create profiles for existing team members. The Vacancy Poster account is configured to use the same vacancy poster credentials for all users, but Vacancy Poster is expecting individual credentials. kallidus-suite. Learn - Replacing eLearning content. 1. Create a new field. After creating a workflow, you can add Tasks that belong to that particular. 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. Name your report, then click Next. Select whether you would like the API key to expire after 90 days or automatically renew when used. The 'pivot reports' option lets you count information related to candidates. 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. Introduction. 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. Classic courses: 1. Select 'Submit' to Save. The Feedback Portal is organized into 2 main sections: Feature Requests & Ideas - this includes any ideas relating to the Sapling app you sign into. 2. If you want to switch this on then you can do so by: Go into the Settings area of the admin side of Learn. Select 'New' to create a Course. If you are set as an Editor on your licence, this appears as a toggle at the top of the Browse menu. Workflows can be assigned to your team members in three different ways: Onboarding New Hires. 2. Please see our Monday. Updated. Introduction. Speak with your Customer Experience Manager or the Support Team to sign up now. They are used to deploy training to Users in bulk and to specify line management hierarchy. Off the Shelf - UK Course List. Group Type are used to describe an overarching type of structure within an organization. View ‘Evaluate learning effectively’ to understand how evaluations work in Learn, and for ideas on the essential elements of a successful strategy. Think of Sapling as your hands-on, interactive HR task management system - keeping your team members engaged and informed during all transition periods (everything from preboarding --> onboarding--> ramping up --> role transitions --> offboarding). Learn - how to set up AICC eLearning content. Note: Doing this will send an email to the user currently booked onto the event, so you. 9 months ago. 6 years ago. The upgrade allows for more accurate data syncing saving you time and potential headaches by: Showcasing validation issues in real-time. Generate an API key for Sapling, navigate to Sapling’s secure integrations page and add the API key. Steps to add an evaluation form. Carryover Cap: The maximum amount of hours that someone can rollover from. Step Four: Configure the Pre-requisite options. Please see our Monday. This document describes how to import and manage training records in Learn. Launching Kallidus - March 2023. Login to Sapling. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Any existing rules will be listed. When/if the Event is available for users to cancel. Step Two: Select the individual users to add to the Group. Scroll to the end of the 'Details' page and select ‘Delete’. Add a unique Code and Title for the Group. To download our guide on staying GDPR compliant with the Kallidus Suite, take a look at our article here. We will have also released brand new functionality which allows you to link both Learn and Perform together. 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 Kallidus Recruit Backoffice API is accessible by Super Users only from the settings menu in the Recruit backoffice. During your time with Kallidus, we capture a lot of useful information and data for you within our Help Centre - Zendesk. You'll find the picklist underneath the 'Body' section of the email window. One extra thing to note: if your hero banner contains text, or images of people, where scaling on different screen. This functionality is only available if you have both the Learn and Perform systems. The app is ‘off’ by default and can be switched on in the Settings area of admin. Introduction. Administration > Group. One uppercase character. Open the left column on any grid by clicking t. Recruit - time to hire, diversity etc - reports in one click. It goes on to show how this can be put right b. All custom fields can be included in reports. 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. g. ADP Workforce Now is an all-in-one platform for payroll and HR software, providing expert support and. Then select the changes you'd like. Add a unique Code and Title for the Group. pdf. Learn - Assign a competency check to a course. This. 2. I have worked in many customer-facing roles with an IT focus such as Executive Support and Mobility Device Management for large corporations. In the box that appears, enter the value: ‘ Manually Maintained Users ’ with this exact wording and format. Learn update - 23rd Feb 2023. Navigate to the Event for which User attendance is to be updated. Scheduled. Learn - How to share, recommend, and mandate a Course. 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 ‘Choose file’ and browse your computer to find file to import. In this article, we'll show a typical onboarding process in Recruit. 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. Check that the Username doesn’t exist on any other records – if so, the records will be ignored by the Import process as a Username must be unique for each user. The field is what is used to enable access to Learn. Sapling - Connecting your ATS to Sapling with the Sapling Public API. Deadline. 1. 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. Kallidus Learn is an award-winning learning platform designed to make learning simple, fast, and effective. Navigate to the 'Course' area of Learn admin. 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'. Add a blank cell in which to insert the image. 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. 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. Once active you will see the ‘ Edit mode enabled ’ message across all screens. Learn - Update eLearning content. One number. Our engineers are continuing to. 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. The learner completes Lesson 2. The Course import Wizard opens. Select 'New' to create a Course. See how many 'Not enabled Users' there are. Steps to create a Group. Select Edit to open the Event and view its properties. Select ‘Catalogue’ from the Group Administration menu. Sapling is the onboarding, offboarding, and for some customers, core HRIS, for your organization. The following options are available:Articles in this section. Once this option is switched on you can configure each accreditation to show if required. Steps to cancel an Event. Groups are fundamental to the smooth operation of Learn. 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. Select the status 'Did not attend' from the drop down menu: Select the Users for whom this status should apply: Select 'Submit'. For example, you might have a core set of accreditations which you wish to make visible. Navigate to ‘ Administration Home’ and select ‘Lesson’ to view the Lesson list. Kallidus eLearning is evolving, gaining a more contemporary look and feel and additional functionality, to help you use our courses more easily on smartphone, tablet and desktop. Please see the attached document for details around editing global email and SMS templates in Kallidus Recruit. 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. Users with Super Admin permissions can generate and view their own API keys. Get deeper learning in The Academy. Click ‘Edit’ to change existing Course assignments, or to assign new Courses to the Catalogue. This is a searchable field, along. 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’. View 'Share, report, and repeat mandatory learning' to learn more and understand how to use reports to forecast future compliance rates. 3. The Course will then be promoted on the Learn home page. The Course import Wizard opens. From your home page, navigate to Settings. The Scheduled tab shows you all the templated emails that are scheduled to be sent at a future date. NB: This will be an iterative piece of work spread out over an elapsed period, not full and consecutive days. A default cancellation email can be sent to learners. Members. For deeper learning -.