This video shows you how you can batch edit a group. '. This document describes in detail what features and functions are available to holders of the standard roles. Simply click ‘API tokens’ at the foot of the left-hand menu in Settings. But it’s not all nagging - learners can also browse the optional Courses assigned to them and demonstrate their engagement through ‘Add my Learning’ and. Go to the “Integrations” page of your Sapling account. Steps to add an accreditation. Add a Title for the Course. Learn - Upgrade your universe! Learn - How to add to an object to a report. Users with Super Admin permissions can generate and view their own API keys. Sapling is the onboarding, offboarding, and for some customers, core HRIS, for your organization. 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. You may see additional sections if participating in special alpha or beta early access. kallidus-suite. The code is not visible to learners but will be used to identify the Course for administrators. Kallidus products send emails from the following mail server addresses: mailrelay. 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 Submit to save. Scheduled. . Step Two: Administrators notify Users. 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 the 'Follow-up' tab. Select the Catalogue (s) to assign to the Group. Add a new OAuth app. 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. This new option should allow you to create pathways of courses dependent on lesson scores. Seismic Learning (formerly Lessonly) is a seamless training and coaching platform that helps ramp your. There is a short How to use Kallidus responsive eLearning video guide here. All custom fields can be included in reports. Automate. 1 day. Chargeable work, non-standard change requests, and project work as well as product suggestions are excluded from this SLA. New Look & Feel: Make your people ops space your own and manage tasks easily on the go. To download our guide on staying GDPR compliant with the Kallidus Suite, take a look at our article here. Typically, these documents are assigned during Onboarding, Role Transitions, or Offboarding - but you can also assign documents at any point using our. Step Two: Choose the Course (s) to which the Competency Check will be assigned. Booking management. Introduction. Select eLearning set up from the Lesson administration menu. 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. Kallidus Suite - Kallidus Service Level Agreement (Standard SLA) Learn - Sending Large Files/Content to the Kallidus Support team. With Sapling, you can make requesting and reporting on time off simple. 1 day. Watch the video to see how to set it up: To configure authorisation for a Course, navigate to the Course details page and select an option from. Remember to apply the coding convention your organisation has defined. 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. Add a unique code for the Course. We'll walk through the additional 'My team' tab, through which managers get a detailed oversight of their teams' performance. The learner is notified X days before the Accreditation is due to expire and based on how the accreditation has been set to repeat/notify. 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. Steps to create a Group. With the Jira. 15Five is a lightweight performance management software helps managers check-in with. 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. Once completed, click "Done". Set a specific or relative date by which this course must be completed. 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. Scroll down to find the Workable integration and enable the integration sliderGet deeper learning in The Academy. Here's some guidance that will help you with launching Kallidus in your organization! Learn Manager Guide. Select 'Promote a Course'. Carryover Cap: The maximum amount of hours that someone can rollover from. 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. Scroll down to find the Kallidus integration and enable the integration slider. If you get a window at the top of browser as shown below click on 'Done'. 4. . Copy an existing API key, or click on the “Create New Key” button. Where the user's details are required, such as for an email or SMS template. Deadline. 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. Learn - Configuring email notifications. Tickets (& phone recordings) and organisation details, so that you can refer back to any information shared and we. The specific course, lesson, or event completion status when filters are applied. Select 'Save' to save the changes. ; Select 'Edit' to view the Event properties: Select ‘User’ from the Event Administration menu. 4. For repeat training, select 'Continuous Accreditation' as the Accreditation type. It will be visible to the learner. 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. Create your own Custom fields to record additional information about Groups in Kallidus Learn. The 'All Users' tab. The 'pivot reports' option lets you count information related to candidates. In this minor upgrade we have: - Improved the technical efficiency of adding users onto the waiting list for an event. These integrations can be enabled and maintained by. Provide a Title and instructions for the learner. Important note: All data retention settings changes are audited and all system super users are. 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. Add the field name, who needs to input this information, a description, and the type of field it is. _zlcmid (1 year) These cookies store information used by the Zendesk support widget Cookie Preferences . Administration > Group. pdf. Select the name of a CPD Programme to open the properties. Administration > User. For more details, refer to ‘ Set a deadline for a Course’. This article covers the following topics: Reporting. Document Storage. Learn: import and share videos. Steps to switch the feature on. '. Digital content often changes over time – perhaps to update branding, correct a typo, or more significant changes, for example, to account for new/updated regulatory requirements. The user entered their Vacancy Poster credentials incorrectly the first time they tried to post a vacancy via Vacancy Poster. = If ((IsNull([Total Course Duration (seconds. 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). Steps. 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. The Lesson is now created. Note: If a manager also serves as the course tutor, they will access the competency check in either the My Team. Follow. From your Google admin console ( admin. 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. Navigate to the CPD Period to which the Lesson (s) must be assigned. 360 - General FAQs. This article has been created to explain how our maintenance works, what we do, when, and how this may. SCORM is an industry-standard format used by eLearning authoring tools and all LMS - including Learn. A group named ‘PerformUsers’ must exist in Learn. This document describes in detail what features and functions are available to holders of the standard roles. 9 months ago. Zendesk Cookies . Document Packets. Next click edit to edit any of your filters for ease of assignment. After creating a workflow, you can add Tasks that belong to that particular. The specific course, lesson, or event completion status when filters are applied. kallidus_cookie_consent_analytics (6 months) This. Sapling - Greenhouse Integration Guide. View 'Repeat training with Accreditations' for information on how to use Accreditations to set learning to repeat with whatever frequency you need. com board by following this link (Opens in a new tab). View 'Share, report, and repeat mandatory learning' to learn more and understand how to use reports to forecast future compliance rates. View the Learn LMS: top standard reports and why, resource in The Academy. 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. It goes on to show how this can be put right b. Introduction. Learn - Business Objects reporting - using Cross Tables. Deadline. This can be left blank. BambooHR is an all-in-one HR platform that automates operational tasks and frees your People team to. 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. 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. Introduction. Select ‘Attendance’ from the. Take a tour of the manager view of Perform. Users, tutors, and/or managers can receive notifications as the deadline approaches. Administrators have two choices for notifying Users. Any existing rules will be listed. Once active you will see the ‘ Edit mode enabled ’ message across all screens. Navigate to the CPD Period to which the User is assigned as follows: From ‘Administration home’ select 'Users' and then ‘CPD Programme’. Our Paychex Flex integration allows you to sync new hire data with your Paychex Flex account, saving. 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. This includes your email addresses and phone numbers; so we can contact you and so you can access support. To start adding content, you must enable Editor mode. Kallidus Suite - Common terms used by Customer Support. You're now able to specify defaults in each of the available areas, starting with options on the ‘Details’ page. 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. You MUST add the moderator as having visibility to this catalogue. Learn - Business Objects reporting - using Cross Tables. Learn - how to import SCORM and other files. Steps to assign Lessons to a CPD Period. Kallidus products send emails from the following mail server addresses: mailrelay. 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. Select ‘Submit’ to complete. Your charts dashboard provides an instant set of reports which you can print to PDF. 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. Off the Shelf - UK Course List. If not ticked the time off will show as 'Unavailable'. Public key authentication allows you to connect to the Kallidus SFTP service without transmitting a password. Our engineers are continuing to. Select 'New' to create a Course. Tilly Martin. The average Star Rating for all or specific courses, lessons. Learn - Import SCORM2004 content. The People Data Fee adds and updates user information in Perform. Introduction. Steps to create a Group rule. User Management. The default view shows ‘Current’ assigned members. The SSH key you generate must follow these standards: OpenSSH2 key. Perform - the manager view. com to learn more. If it was overnight, it is most likely to have been triggered by the batch processor, however, if it was during the day it is most likely to be an instant email. 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. Name the holiday, select what dates and who it applies to (by department, location, or employment status), and click 'Add holiday'. Greenhouse makes smart hiring decisions effective and measurable every step of the way. Updated. Browse to the Group area of Learn admin: Select 'New'. The Course will then be promoted on the Learn home page. On the Group Categories page that is displayed, click the ‘New’ button. ; Click the toggle next to Sapling’s logo to turn the integration on. Think of SCORM as the language that eLearning uses to communicate with an LMS. Delay in Kallidus Perform import processing » View Event Details | Created Mon, 02 Aug 2021 06:43:00 +0000. 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. Our integration for Slack (US) integration offers three key benefits: View and complete Sapling tasks. A default cancellation email can be sent to learners. No new connections can be made. Remember to apply the coding convention your organisation has defined. Here is a full list of Sapling and Kallidus Learn and Perform Integration Fields. Alice McAnaw. when/if the Event is available for users to book. com board by following this link (Opens in a new tab). If you want to switch this on then you can do so by: Go into the Settings area of the admin side of Learn. 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. Catalogue. Search for and select the Course you'd like to promote. Note 'Event defaults' appears in the top right of the page. This file is extremely useful for diagnosing these sorts of issues, as it contains. If you are set as an Editor on your licence, this appears as a toggle at the top of the Browse menu. You are able to have different types of fields depending on the format of the information you want to collect. Each vacancy details page has its own unique link, which can be copied and pasted manually when advertising the role on a job board. Most people who interact with Learn will be students. It’s the most restrictive role available, through which Users can see the mandatory learning they have been assigned. The Vacancy Poster account is configured to use the same vacancy poster credentials for all users, but Vacancy Poster is expecting individual credentials. Classic courses: 1. The history of completed workflows is important for record keeping. All custom fields can be included in reports. Select ‘Members’ from the Group Administration menu. 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. 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. Introduction. These new email notifications can be switched on at the review template level. Click ‘New’ to create a new CPD Period. Browse to the 'Group' area of Learn admin: Select the Group to which you would like to add the rule. You can get a full list of the API. Steps to create a Group. Configure notifications to alert assigned users when the deadline approaches. Staying GDPR compliant with Kallidus Suite. Booking management. This gives the ability for a user in the LMS role with this ACL to report on all LMS users in the system. Step 3: Choose who you want to see the 'User Generated content' catalogue. 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. 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. Select 'Save' to save the changes. 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. Learn - The evaluation recommended form. Introduction. Key Factors to be aware of Part 1: Purchase a Kallidus Sapling integration subscription from Paylocity Marketplace and complete the initial setup. Introduction. Kallidus provide customer support services for named contacts who have received Kallidus product training. Learn - Create a Competency Check. 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. pdf. To capture completion and compliance for regulatory, health & safety and legal. Navigate to ‘ Administration Home’ and select ‘Lesson’ to view the Lesson list. The separate Kallidus Zendesk helpdesk is good and you normally get a reply quickly. AICC, on the other hand, involves no direct content upload to the LMS. Our LMS & HR software solves issues, saves time and money. If you'd like the report now, then select now and it'll come through shortly. Your marketing team may have brand guidelines that determine the choices made here. Learn - Evaluation Forms. This is a searchable field, along. Go to 'Administration Home' and select 'Lesson' to access the Lesson list. 2 days. Included in this guide: The employee, manager, and admin view of Perform. To enter this into Learn go to Settings and go to External Systems. Select from the drop-down menu, the Lesson which should be a pre-requisite to selected Lesson. Click "Next" and "Activate" to complete the integration. View ‘Evaluate learning effectively’ to understand how evaluations work in Learn, and for ideas on the essential elements of a successful strategy. Often an employee ID. For example, if someone completes their Fire Safety training, but scores 70% you. Select the default evaluation form or choose from the drop-down menu for an evaluation form where created/available. Sapling - Connecting your ATS to Sapling with the Sapling Public API. Kallidus Perform is the future of continuous performance management in a simple, easy, and effective way. What is this about? The advantages and risks in converting an existing text field into a menu selection . Select Edit to open the Event and view its properties. We have added course and lesson descriptions into the Learn. Don't have your account. In this article, we'll explain how to copy training records from one eLearning Lesson to another eLearning Lesson. Your charts dashboard provides an instant set of reports which you can print to PDF. 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. This opens up huge flexibility with automating Group membership - just remember to document the rules added to a Group so you and your team will remember the purpose of the rules in future. Step One: Select a Group. When a User’s training record is updated for a Lesson, the status of any Courses to which that Lesson is assigned will be updated. 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. Learn - Change a User’s Password in Identity Server 6. Introduction. This. To allow-list the Kallidus app, set the section “Third-party apps” to “Allow specific apps and block all others”. Once purchased, you'll be contacted by the Paylocity team to help complete the setup on their end. 1. The Exchange connector uses Exchange Web Services (EWS) to connect to your Exchange server, Exchange EWS must be configured to use basic authentication or OAuth2 and be accessible from the. Kallidus Suite - Kallidus Service Level Agreement (Standard SLA) Kallidus work to the following standard SLA for Target Response and Resolution Times on all support tickets. SetIssueDate. Select “Request Time Off”. Sapling - New Hire FAQs. Steps to set default properties for new Events. 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 Kallidus Exchange connector connects to the mailbox via EWS and monitors responses to the invites, updating the attendee status in the LMS accordingly. Leave dates. Optionally, narrow down the webhook by Location, Department, or Employment Status filters; then click "Test". Go to the “Integrations” page of your Sapling account. One special character (for example, % @ # !Select ‘Course’ from the Catalogue Administration menu. Step Four: Configure the Pre-requisite options. The Lesson is now created. Either MP4 or MOV file types are acceptable: Select 'Submit' to begin the import. To transfer knowledge, learning and capability. You can now use the toggle to switch on evaluation forms. Group. The App enables your learners to download e-Learning and run this whilst offline. Check that the ImportKey doesn. 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. Hire better people, faster with Kallidus Recruit. The upgrade allows for more accurate data syncing saving you time and potential headaches by: Showcasing validation issues in real-time. Next click edit to edit any of your filters for ease of assignment. 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. Be sure to name your key descriptively, so you know how each application uses that key. Use the Search options, Course Category drop-down menu or the alphabet search to filter the list. Our Perform integration allows you to sync new hire data with your Perform account, saving your HR,. There are 2. Then select the name of the required CPD Programme to open the properties. When a Global objective is no longer required, it can be archived using the archive button. 3. Choose ‘eLearning' from the ‘type’ drop down menu. For repeat training, select 'Continuous Accreditation' as the Accreditation type. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Users, tutors, and/or managers can receive notifications as the deadline approaches. Create Custom fields to record additional information about the Accreditation. Select 'Rule' from The Group administration menu. Learn - Optimising reports to. Updated. 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. Create your password. Select 'Choose file' and browse to the video file. The App enables your learners to download e-Learning and run this whilst offline. Steps to add CPD learning records for a User. Mike Smithers. 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. 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. 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. Building and sharing. 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'. Once this option is switched on you can configure each accreditation to show if required. With this feature, you can: Download a sample CSV template to insert your information into. ) first or second interviews, or both. There is a FAQ section here to answer all your responsive player questions but if you need further help, please contact our Support team. A user may be a member of any other group – regardless of the category of that group. Use a testing site like to stage your webhook subscription. Add a description. Add a logo or other image to the report. Add a Title for the Course. These can also be "Acknowledge or Read-Only" documents that a team member needs to read but does not need to sign. Updated. Check it on SCORM CLOUD. Flexibility: Manage your people data as you see fit and do more with these existing features. The Accreditation status is now ‘Complete’. Click Delete. To set up refreshers for your Off the Shelf content, please contact your Account Manager. Details: Summary details of the Users role and permissions in Learn: Information: Information about the User, including the 20 User information fields populated by the People Data Feed. In the Outbox tab, there are five tab options: Scheduled, Sent, Templates, Notifications, and Settings. The Feedback Portal is organized into 2 main sections: Feature Requests & Ideas - this includes any ideas relating to the Sapling app you sign into. Introduction. We believe this means giving you the latest features and technology and keeping you in the loop with what’s happening. 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. Steps to add an evaluation form. Either MP4 or MOV file types are acceptable: Select 'Submit' to begin the import. 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. Configure notifications to alert assigned users when the deadline approaches. 2 days. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. This article is taken from the Perform Admin Guide, click here to view the full guide. These should now be showing in the correct format. Here's the code for a variable to convert the total course duration (seconds) object into hours, minutes and seconds.