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. Introduction. 1. Select Add. Make changes and reload. In this instance, we recommend you try the below troubleshooting steps. kallidus-suite. Once in Settings, scroll down to the Other settings area. Go to the “Integrations” page of your Sapling account. This functionality requires you to generate a key pair and provide Kallidus with the public key. Steps to create a Group. Approving them will put them into this catalogue. Add a description. 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. Check that the ImportKey doesn. Step Four: Configure the Pre-requisite options. The Kallidus suite offers growing companies award-winning recruiting, learning, and performance management tools, all deeply connected to the Sapling People Operations Platform. Kallidus Suite - Common terms used by Customer Support. Catalogue details screen. 121] Kallidus do not recommend adding server IP. 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. Our Peakon integration allows you to sync new hire data with your Peakon account, saving your HR,. Cons : Its inflexibility at times - for example, we would have so many improvement ideas. These are candidates who failed the eligibility questions for the vacancy (if eligibility rules are configured within your. The upgrade allows for more accurate data syncing saving you time and potential headaches by: Showcasing validation issues in real-time. The 'pivot reports' option lets you count information related to candidates. Our ADP Workforce Now integration upgrade is built on the latest and greatest API for ADP Workforce Now and has improved validations for the fields you sync with Sapling. At Kallidus we’re always looking for ways to help our customers to get the most out of our systems. This. Our Workday integration allows you to sync new hire data with your Workday account, saving your HR,. Public key authentication allows you to connect to the Kallidus SFTP service without transmitting a password. 9 months ago. Sometimes, though, you may have a system you want to connect that's not currently listed in Sapling's native integrations. Select from the drop-down menu, the Lesson which should be a pre-requisite to selected Lesson. Please see our Monday. The separate Kallidus Zendesk helpdesk is good and you normally get a reply quickly. Introduction. 2. Option 1 - Simple and straightforward. Emails & Notifications. The 'All Users' tab. Mary Lewis. Paylocity is the HR & Payroll platform that frees you from the tasks of today so you can spend more time. You may see additional sections if participating in special alpha or beta early access. Custom fields are only visible in the administration User interface. Follow. To add a new email, click on the "Add Email" button. Use the Search options, Course Category drop-down menu or the alphabet search to filter the 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. Internal Transitions (for Existing Team Members)Updated. Introduction. Select the Point in Time tab, then click Create Report. This will allow them to resync and when you click on the "Edit Personal Details" button the "Change" button should now appear. Book a demo. kallidus-suite. Add a blank cell in which to insert the image. Okta allows you to provide secure identity management and single sign-on to any application, whether in. The app is ‘off’ by default and can be switched on in the Settings. . Navigate to the API Keys tab. Add a blank cell in which to insert the image. Follow. Perform - the manager view. Important note: All data retention settings changes are audited and all system super users are. 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. Introduction. Navigate to ‘Group’. (this is the minimum level of access a User must have to be nominated as Administrator for an Event) Select 'User' from the role administration menu: Select the User who you would like to have the 'Tutor' role. 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 left navigation of the Microsoft Teams admin centre, go to Teams apps > Setup policies. Here's a round-up of everything you need to know. Description. 2 days. Select the “Time Off” tab from the Home page. ; Select 'Edit' to view the Event properties: Select ‘User’ from the Event Administration menu. Members: View and edit User assignments to this Group. A default cancellation email can be sent to learners. The following options are available:Articles in this section. You may not want all accreditations to be visible. During this time, administration options for the Course/Lesson will not be available. From your home page, navigate to Settings. The learner sees that. To create a new holiday, select "Add New Holiday" from the upper right-hand corner. For more details, refer to ‘ Set a deadline for a Course’. This article covers the following topics: Set up the right level of approval for each policyAs an administrator, you can easily unlock the account by; 1. Here's some guidance that will help you with launching Kallidus in your organization!Aa an admin, go into the Settings area of Learn. 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. Learn - The evaluation recommended form. Learn - the 'All users' report. NB: This will be an iterative piece of work spread out over an elapsed period, not full and consecutive days. Introduction. Add a title, description and duration for the Competency Check. One number. 4. Follow. The code is not visible to learners but will be used to identify the Course for administrators. All Users must have an import key and be members of this group. Facebook; Twitter; LinkedIn; Was this article helpful? 0 out of 0 found this helpful. The Course moves to ‘Courses I’ve done’. The history of completed workflows is important for record keeping. Assign Individual Documents, Document Packets or Workflows Mass assign an individual Document, Document Packet, or Workflow to any selected employees. Scroll to the end of the 'Details' page and select ‘Delete’. 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. Any existing Lesson assignments will be listed. Greenhouse makes smart hiring decisions effective and measurable every step of the way. Learn new skills and develop your career with Grafton MyLearning, the online learning platform powered by Kallidus. By default this will be set to False. Custom permissions allow you to create tailored access for your coworkers based on their functions. As a result of this, you will only need to remember one set of usernames/passwords to get into the Kallidus products. Access the merge fields picklist by previewing an email to a candidate. Click ‘Edit’ to change existing Course assignments, or to assign new Courses to the Catalogue. 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. 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. Search for and select the Course you'd like to promote. SetIssueDate. The Academy is your. Vitalich [en] Macdougall, Charlene [en] Trasolini [en] Last updated November 16, 2023. 2 MB Download. You can also further filter the data based on Location, Department, or any other group. Staying GDPR compliant with Kallidus Suite. These SLAs apply to all Kallidus Group. Our Small Improvements integration allows you to sync new hire data with your Small. 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. Custom fields are only visible in the Administration user interface. An OR condition rule means that a User will become a Group member if they meet ANY of the Rules added to the Group. Provide a Title and instructions for the learner. 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. pdf. Kallidus Suite PortalKallidus has been an industry leader in the L&D market for 20+ years. Note that the deadline can be retrospectively applied to all. From the global navigation bar, select ‘Evaluation Form’ from the feedback drown down menu. Kallidus Suite - How To Save A HAR File Mikala Mayes September 27, 2023 09:59; Updated; Follow. Click ‘New’ to add a new pre-requisite (or to edit existing pre-requisite settings). Wait list settings. Select “Request Time Off”. Go to the “Integrations” page of your Sapling account. Make sure 'Temporary Internet Files' and 'Cookies' have been ticked and 'Preserve Favourites website data' has been un-ticked. Vacancy Poster Posting Guide. The position of Lessons within the set can be reordered using the arrow buttons on the right. If not ticked the time off will show as 'Unavailable'. This name will be visible to learners prior to choosing the Lesson they prefer. Click 'Connect'. Select 'CPD period' from the administration menu. Integration Fields. Click ‘New’ to add a new date and complete the ‘Date’, ‘Start’ and ‘Finish’ fields. Update A subset of customers using SSO for sign-in to Kallidus are still experiencing issues accessing sites this morning. Important - Once the Lesson is created the type cannot be changed, so take care to specify the. Administration > Group. Document Storage. Event schedules may extend to multiple days. We have added course and lesson descriptions into the Learn. Kallidus Learn is an award-winning learning platform designed to make learning simple, fast, and effective. This includes your email addresses and phone numbers; so we can contact you and so you can access support. Display icon: what icon you'd like to display with the policy to easily distinguish (for ex: a ️ for Vacation) Display this policy on the calendar and in any calendar feeds - tick if you want the policy to show in the calendar feed. ) first or second interviews, or both. com [51. Learn more in The Academy. 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. Add a Title for the Course. Tickets (& phone recordings) and organisation details, so that you can refer back to any information shared and we. G-Suite is a suite of intelligent apps by Google designed to help your team communicate and collaborate. Navigate to the ‘Lesson’ area of Learn admin, and select an Instructor-led Lesson: Select 'Defaults'. 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. I joined the Kallidus team in September 2021 after working for over 13 years in customer services across different industries, including international relocation. Click "Assign to People" to assign the app individually, or click "Assign to Groups" to assign the app in bulk. Group Users are organised into Groups where they shar. 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. 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. The learner completes Lesson 2. Introduction. Select ‘Submit’ to complete. Unselect all options, leaving only'Copy training records'. Click ‘Edit’ to change existing Course assignments, or to assign new Courses to the Catalogue. To archive a template, Navigate to Template builder. Steps to cancel an Event. Most people who interact with Learn will be students. 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 ‘New’. 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. Learn - How to add a past date to a Competency Check. One uppercase character. By default, every user in Learn is a student. Learn - How to share, recommend, and mandate a Course. Select Edit to open the Event and view its properties. This video outlines how to switch on the ability for your senior managers to see down the hierarchy for their complete area of responsibility. Learn - Configuring email notifications. 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. 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. Limitation: Rehires cannot be managed via the endpoint; The integration will only allow for profile creation and. Leave Dates are very closely linked to the overnight data processes as mentioned in the above section. Q: How are User profiles are added to Perform? A: All Users are added to Perform from Learn. Create a new field. As standard Learn and Classic LMS are supplied with a set of standard reports that have been configured by our Reporting experts to help you get the information you need from the system. Steps to create a Group rule. Primary Groups, and Primary Group managers are typically created and managed by the People Data Feed. What is this about? The advantages and risks in converting an existing text field into a menu selection . Step Two: 2. The People Data Fee adds and updates user information in Perform. Go to the “Integrations” page of your Sapling account. Managers can find the 'Competency Check Summary' in their Manager dashboard. If it is, you will need to refer this to your content provider/developer. Catalogue. . pdf. If you want to switch this on then you can do so by: Go into the Settings area of the admin side of Learn. 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. How to add a Task to a Workflow. 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 both cases, remember to apply the naming convention your organisation has defined. 9 months ago. Tilly Martin. Go to the 'Administration' page and then the 'Reporting' page. Note that this report will always show issues or errors for the last time the. It could be: one Course with one Lesson. You MUST add the moderator as having visibility to this catalogue. Watch the video below to see an. . Follow. Navigate to the Course or Event: Select 'Evaluation form' from the administration menu: Use the toggle switch to turn on evaluations forms. This is not visible to learners but is used by administrators to identify the Group and for reporting. one/several users. All custom fields can be included in reports and are only visible to administrators. This report displays: The overall evaluation completion status for all courses, lessons, or events. All custom fields can be included in reports. Select eLearning set up from the Lesson administration menu. To create a new Workflow, click on "New Workflow" from the upper right-hand menu of any of the 5 tabs. Color Code Filter; Org Chart CapabilitiesIntroduction. Sapling provides a number of document solutions including: E-Signed documents (single signature OR Co-signed) Document Uploads. Seismic Learning (formerly Lessonly) is a seamless training and coaching platform that helps ramp your. Once this option is switched on you can configure each accreditation to show if required. Assign Courses to the Catalogue. Add a new OAuth app. This is an optional paid add-on. The Lesson is now created. Often used by organisations with multiple ‘sub brands’ to show a relevant brand to each employee. Follow. Navigate to ‘ Administration Home’ and select ‘Lesson’ to view the Lesson list. 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. Set a specific or relative date by which this course must be completed. The upgrade allows for more accurate data syncing saving you time and potential headaches by: Showcasing validation issues in real-time. Search for your desired users/groups and click "Assign". 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. 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. 3. Navigate to the Event which is to be cancelled. When/if the Event is available for users to cancel. These can also be "Acknowledge or Read-Only" documents that a team member needs to read but does not need to sign. We are really proud to introduce improvements to the My development area of the product. Retrieve a list of user records. com board by following this link (Opens in a new tab). The image below shows the options available for branding your candidate portal. Where the user's details are required, such as for an email or SMS template. Navigate to the Assignments page and click "Assign". Navigate to the 'Course' area of Learn admin. Introduction Combine pre-built Surveys with our powerful reporting engine to keep your team engaged and informed at every step of their journey. Use the 'Form builder toolbox' add the follow-up questions. Follow. Learn - Roles and Responsibilities. Steps to set default properties for new Events. This is a searchable field, along. Groups are fundamental to the smooth operation of Learn. 2 months ago. Navigate to the 'Course' area of Learn admin. Follow. Learn - Optimising reports to help them run faster. 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. Select ‘Choose file’ and browse your computer to find file to import. Select ‘Course’ from the Catalogue 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. On the left hand side, look for the Accreditation compliance option. Introduction. You can also create as many group types as needed, such as Team, Job Family, or Division. Select the name of a CPD Programme to open the properties. Scroll down to find the Workable integration and enable the integration sliderGet deeper learning in The Academy. Create Custom fields to record additional information about the Catalogue. Select the LMS role 'Tutor' from the list of LMS Roles. Prepare to upgrade to the new Identity Provider. This can help to build engagement with your audience, and create a clear brand for your Learn LMS. Must be unique and should not be reused. During your time with Kallidus, we capture a lot of useful information and data for you within our Help Centre - Zendesk. Sapling - Connecting your ATS to Sapling with the Sapling Public API. 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. This option provides lots of learning all at once and may include a specific new starter course. Kallidus Suite - Maintenance & Updates. Using this catalogue will enable you to control who can see the approved videos. Speak with your Customer Experience Manager or the Support Team to sign up now. 3. Users, tutors, and/or managers can receive notifications as the deadline approaches. 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 Vacancy Poster reference number is also displayed here and for the currently selected posting (VP#######) – use this number when contacting Vacancy Poster for support. Kallidus products send emails from the following mail server addresses: mailrelay. Off the Shelf - UK Course List. 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. 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'. These delayed processes have now successfully. Here you can edit using either the basic or HTML editor. Use a testing site like to stage your webhook subscription. This. Select ‘Catalogue’ from the Group Administration menu. Step One: Create a blank form Click on your profile picture in the top right to open the admin menu. 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. Add a Title for the Course. Choose the properties to copy. If you are set as an Editor on your licence, this appears as a toggle at the top of the Browse menu. Steps. The Feedback Portal is organized into 2 main sections: Feature Requests & Ideas - this includes any ideas relating to the Sapling app you sign into. Specify the 'Target' for the CPD Period. Updated. 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. Select the fields you'd like to include, then click Next. The 'pivot reports' option lets you count information related to candidates. Learn - What is. You are able to have different types of fields depending on the format of the information you want to collect. 2. AICC, on the other hand, involves no direct content upload to the LMS. Select the Catalogue (s) to assign to the Group. Kallidus Suite Maintenance. Get there in one click from your Kallidus Recruit homepage by scrolling down to the reports panel and clicking 'Charts'. We now have a LIVE UK course list which details all new releases as and when they happen. Use the Search options, Course Category drop-down menu or the alphabet search to filter the list. Step One: Select a Group. The recommended option for mail delivery is setting up SPF and DKIM records. What time was it received? The first thing we would suggest you check is what time of day the email was received. Either MP4 or MOV file types are acceptable: Select 'Submit' to begin the import. Select when the lesson will be available. Any user with the relevant access permissions in the Backoffice will have the ability to close vacancies. The Vacancy Poster account is configured to use the same vacancy poster credentials for all users, but Vacancy Poster is expecting individual credentials. Free text vs Item Selection. 1. 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. We now have a LIVE UK course list which details all new releases as and when they happen. After you click "Start Onboarding", you'll be taken to a dedicated landing page where you can create your password. - Fixed an issue where the comments on a fixed accreditation where being edited but could not be saved. Updated. Get there in one click from your Kallidus Recruit homepage by scrolling down to the reports panel and clicking 'Charts'. The Course will then be promoted on the Learn home page. 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'. Users, tutors, and/or managers can receive notifications as the deadline approaches. What are the vacancy bulk actions? Rather than editing vacancies individually, it is possible to make some vacancy changes in bulk. Select the tick box within the Google Analytics 4 settings and enter the code. Browse to the 'Group' area of Learn admin: Select the Group to which you would like to add the rule. Wednesday Knowledge Share. Often an employee ID. Select 'Save' to save the changes. These options also allow you to report across calendar years. One extra thing to note: if your hero banner contains text, or images of people, where scaling on different screen. If it is, you will need to refer this to your content provider/developer. Select the checkbox ‘Rule is enabled’, if. This document describes how to import and manage training records in Learn. To do this, browse to ‘Administration home’ and select 'Users' and from the drop down menu select ‘CPD Programme’. In order to close a vacancy, please follow these steps: Log in to the back office Go to Va. Sapling's Org Chart is designed to give your new hires and broader team a unique understanding of their team relationships. Group. This is not visible to learners but is used by administrators to identify the Group and for reporting. The Kallidus Exchange connector connects to the mailbox via EWS and monitors responses to the invites, updating the attendee status in the LMS accordingly. Kallidus Learn is a cloud-based learning management system (LMS) featuring certification and compliance management, a built-in course library and SCORM compliance. Learn about the faces and roles of the Kallidus Customer Support Team, who help customers with various aspects of the Kallidus Suite, a cloud-based learning and. The Accreditation status is now ‘Complete’. Scroll to the end of the 'Details' page and select ‘Delete’. 2 days. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. g. During this time, administration options for the Course/Lesson will not be available. Select the status 'Did not attend' from the drop down menu: Select the Users for whom this status should apply: Select 'Submit'. Be cautious, as the Lesson Type cannot be changed once created. Steps to create a Group. 121] Kallidus do not recommend adding server IP. The Course description will be added automatically, (to a max of approx 113 characters) Select the 'Submit' button. On the 'New Lesson' details page, choose the Lesson Type ' Document Upload. In this article, we'll show a typical onboarding process in Recruit. Our engineers are continuing to. This will start with customers with no scheduled exports for their reports. For example, when a learner completes an eLearning resource, the eLearning will send to the LMS the status of the learning to update on the learners training record. Matt Troy. Check the box next to a User to add the profile to the Group:Steps to create a document upload Lesson. This report displays: The overall evaluation completion status for all courses, lessons, or events. Browse to the Group area of Learn admin: Select 'New'. Overview. All training for new starters is linked to this Group. If you would like to send an. 1. 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. Learn - Disabling email templates. See how many 'Not enabled Users' there are. Users with Super Admin permissions can generate and view their own API keys.