My passion in life is learning and the growth of my team, I. Steps to create a Group. To archive a template, Navigate to Template builder. 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. In this article, we'll show a typical onboarding process in Recruit. Steps to add an accreditation. To download our guide on staying GDPR compliant with the Kallidus Suite, take a look at our article here. With Sapling, you can make requesting and reporting on time off simple. Create Custom fields to record additional information about the Accreditation. Insert the image into the blank. Note: If a manager also serves as the course tutor, they will access the competency check in either the My Team. Select ‘Attendance’ from the. Delay in Kallidus Perform import processing » View Event Details | Created Mon, 02 Aug 2021 06:43:00 +0000. Select ‘Blank’, then click the location in the report at which the blank cell should be inserted (the cell can be moved at a later point if required): 2. The 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. What time was it received? The first thing we would suggest you check is what time of day the email was received. Navigate to the Event for which User attendance is to be updated. Navigate to ‘Group’. Seismic Learning (formerly Lessonly) is a seamless training and coaching platform that helps ramp your. Vacancy Poster Posting Guide. Sapling - Kallidus Recruit Integration Guide. 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. Mass create new pending hires. If it is, you will need to refer this to your content provider/developer. Kallidus Suite Maintenance » Thu, 07 Dec 2023 06:00:00 +0000. Administrators have two choices for notifying Users. 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. Go to the “Integrations” page of your Sapling account. Users, tutors, and/or managers can receive notifications as the deadline approaches. These SLAs apply to all Kallidus Group products. Add a description. Navigate to the Course or Event: Select 'Evaluation form' from the administration menu: Use the toggle switch to turn on evaluations forms. Zendesk Cookies . Learn - Conditional formatting in reports. Follow. As reports get larger, it can be helpful to split the data into sections. 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). Get there in one click from your Kallidus Recruit homepage by scrolling down to the reports panel and clicking 'Charts'. To create a new profile field, navigate to one of the 4 sections and select “+ Add new field”. Once it has successfully cleared your cache and. How to download or save a certificate. For repeat training, select 'Continuous Accreditation' as the Accreditation type. kallidus_cookie_consent_analytics (6 months) This. . Create Custom fields to record additional information about the Catalogue. Search for and select the Course you'd like to promote. When launching a refresher course, you'll be greeted by the following message: If you choose ' No ', you will view all the course material with no initial test. The Accreditation status is now ‘Complete’. Get there in one click from your Kallidus Recruit homepage by scrolling down to the reports panel and clicking 'Charts'. 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. Note 'Event defaults' appears in the top right of the page. Create your password. 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’. com board by following this link (Opens in a new tab). The Kallidus Recruit Backoffice API is accessible by Super Users only from the settings menu in the Recruit backoffice. Simply click ‘API tokens’ at the foot of the left-hand menu in Settings. 5. Be cautious, as the Lesson Type cannot be changed once created. Wait list settings. Be sure to name your key descriptively, so you know how each application uses that key. The upgrade will take place on the <date>. Kallidus products send emails from the following mail server addresses: mailrelay. Alternatively, select ‘All’ to view all Users in Learn, or filter the list by a number or letter. 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. While we were in there, we took the opportunity to rework the time off approval process as well. Learn what the full life of a workflow looks like, and how to audit tasks once they're complete. What is Power BI? Power BI is a business intelligence tool powered by Microsoft. Recruit - time to hire, diversity etc - reports in one click. These new email notifications can be switched on at the review template level. Go to the “Integrations” page of your Sapling account. In Kallidus Recruit, adding candidates to your "Talent Bank" means actively flagging an individual, so you can find them again easily when searching across your whole system. Use a testing site like to stage your webhook subscription. When eLearning content is published as SCORM packages, it's a familiar process – publish, upload, and share with your people. Kallidus Suite Maintenance. Administrators can create, edit, and delete training records via bulk import process, or by manually amending individual records. Attendance is now marked for the individuals who did not attend. Go to Administration Home and choose 'Accreditation. The Vacancy Poster account is configured to use the same vacancy poster credentials for all users, but Vacancy Poster is expecting individual credentials. 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. This will take you to the ‘ Browse ’ menu. Overview. 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). '. 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'. 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. In this article, we'll show how to. Learn - Business Objects reporting - using Cross Tables. This learning divides the standard reports into 4 key areas: Report and forecast Compliance. The calendar feature is available directly within the platform, and (when enabled) allows your team to see a "Calendar" tab in Sapling. Kallidus provide customer support services for named contacts who have received Kallidus product training. 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. For example, if someone completes their Fire Safety training, but scores 70% you. kallidus-suite. 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. 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'. Step One: Create a blank form Click on your profile picture in the top right to open the admin menu. 🚀. Every Thursday 06:00 - 08:00 UK time we carry out essential maintenance including system. Here is a full list of Sapling and Kallidus Learn and Perform Integration Fields. ; Click the toggle next to Sapling’s logo to turn the integration on. The merge fields required are the same as the ones used in Kallidus Recruit email templates, with one difference: remove the curly brackets and the exclamation marks. com to learn more. The Scheduled tab shows you all the templated emails that are scheduled to be sent at a future date. Whether or not agents are requested to provide candidate contact details (email and/or mobile number) is a configurable option on your system. General settings for the availability of an Event, including: The minimum and maximum number of attendees. Introduction. 1. This option provides lots of learning all at once and may include a specific new starter course. Get deeper learning in The Academy. 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. Next click edit to edit any of your filters for ease of assignment. 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. NB: This will be an iterative piece of work spread out over an elapsed period, not full and consecutive days. This will allow them to resync and when you click on the "Edit Personal Details" button the "Change" button should now appear. All Users must have an import key and be members of this group. Steps to switch the feature on. Welcome to the Kallidus App. These options also allow you to report across calendar years. Custom permissions allow you to create tailored access for your coworkers based on their functions. Choose the properties to copy. The most common configuration option lets you choose on any vacancy if you want to use self-scheduling at (e. This. See ‘Build a template using sections’ for more information. After creating a workflow, you can add Tasks that belong to that particular. In this article, we'll show how to add Course and Lesson card images to the default image library in Learn LMS. Administrators: Assign Users as Administrators for this Group. Scroll to the end of the 'Details' page and select ‘Delete’. Set a specific or relative date by which this course must be completed. Whatever the limit, the video shows how the. To set up refreshers for your Off the Shelf content, please contact your Account Manager. These integrations can be enabled and maintained by. Public key authentication uses two keys, a private key and a public key. Sapling - Teamspirit Integration Guide. 109. ADP Workforce Now is an all-in-one platform for payroll and HR software, providing expert support and. Select ‘Course’ from the Competency Check Administration menu. 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;This update contains: We have improved the date formats for our US translation. Custom fields are only visible in the administration User interface. Steps to cancel an Event. 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. 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. This functionality requires you to generate a key pair and provide Kallidus with the public key. com board by following this link (Opens in a new tab). One uppercase character. The Lesson is now created. Learn - Troubleshooting eLearning content with Tilly Martin. Select 'CPD period' from the administration menu. 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 ‘Deadline’ from the Course Administration menu. 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. View 'Share, report, and repeat mandatory learning' to learn more and understand how to use reports to forecast future compliance rates. Select 'Submit' to Save. 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. These should now be showing in the correct format. You can get a full list of the API. Steps to sign off a competency check. The field is what is used to enable access to Learn. Select ‘Choose file’ and browse your computer to find file to import. Select whether you would like the API key to expire after 90 days or automatically renew when used. . All training for new starters is linked to this Group. Select 'Rule' from The Group administration menu. Give your team the access to the learning they need to achieve goals,. Note that this report will always show issues or errors for the last time the. Often an employee ID. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Wait list settings. 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. An Overdue tab will appear in after the due date has passed. 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. 1. Steps are: Browse to an eLearning or video Lesson. In this article, we'll demonstrate how to share and recommend courses. We have improved on a colour issue where the full screen options in the e-Learning player could not be seen when using a white background. Click ‘Edit’ to change existing Course assignments, or to assign new Courses to the Catalogue. If it is, you will need to refer this to your content provider/developer. Leave Dates are very closely linked to the overnight data processes as mentioned in the above section. Browse to the Group area of Learn admin: Select 'New'. Available hours: table for all users that describes the total amount of available time off hours ( categorized by policy). Updated. Use the top filters to search for specific team member by name or email address, adjust the date to view all emails scheduled. 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). 1 MB Download. 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. Go to 'Administration Home' and select 'Lesson' to access the Lesson list. If the rule, and therefore membership of the Group, is to be refreshed every. To create a new Workflow, click on "New Workflow" from the upper right-hand menu of any of the 5 tabs. 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. Archived templates are unavailable for assignment to employees. 2 months ago. Introduction. Make changes and reload. 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 Greenhouse integration. kallidus-suite. 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. The App enables your learners to download e-Learning and run this whilst offline. Here a gain, Smart Assignment automatically recommends the most relevant emails for you. To take your knowledge to the next level and find out how to work efficiently at scale with Events - including how to create an entire schedule. Learn - What is. Some tasks need input from different people and benefit from more eyes and editors, such as additional instructions, reference information and any required. This. Use the Search options, Course Category drop-down menu or the alphabet search to filter the list. Introduction Combine pre-built Surveys with our powerful reporting engine to keep your team engaged and informed at every step of their journey. Sapling - Kallidus Learn Integration Guide. In the left navigation of the Microsoft Teams admin centre, go to Teams apps > Setup policies. Navigate to the ‘Lesson’ area of Learn admin, and select an Instructor-led Lesson: Select 'Defaults'. 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. With this feature, you can: Download a sample CSV template to insert your information into. Select the tick box within the Google Analytics 4 settings and enter the code. 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. Your marketing team may have brand guidelines that determine the choices made here. API & Integrations - this includes any ideas relating to your HR tech ecosystem surrounding Sapling. Click "Connect" to sign into your Azure AD admin account and grant the necessary consent - you'll need at least a User Administrator role for the consent to be valid. The following options are available:Articles in this section. Measure engagement. We now have a LIVE UK course list which details all new releases as and when they happen. Step Two: 2. 4. Emails & Notifications. In the Outbox tab, there are five tab options: Scheduled, Sent, Templates, Notifications, and Settings. Step Two: Add properties for the new rule. We. Tickets (& phone recordings) and organisation details, so that you can refer back to any information shared and we. Custom fields are only visible in the Administration. Delivered: Based on your Sapling account. This article is relevant to customers who have an account with Vacancy Poster, an integrated 'multiposting' service which. Sapling taps into your existing HR technology stack with numerous integrations across your ATS, payroll, HRIS, LMS, performance management, identity provider, and many more solutions. Learn - what to do when eLearning content gets updated. The below video will act as a refresher for using the 'Shared reports' folder, available in Classic LMS V10+ and Learn. Introduction. Select the LMS role 'Tutor' from the list of LMS Roles. 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. Chargeable work, non-standard change requests, and project work as well as product suggestions are excluded from this SLA. You can also further filter the data based on Location, Department, or any other group. 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. Click ‘New’ to create a new CPD Period. Check the box next to a Course to add to the Catalogue. Steps are: Browse to an eLearning or video Lesson. All custom fields can be included in reports. The separate Kallidus Zendesk helpdesk is good and you normally get a reply quickly. Set the permissions in each section as desired. Q: How are User profiles are added to Perform? A: All Users are added to Perform from Learn. The Course import Wizard opens. Users are typically created, updated and unenabled by the People Data Feed, however, Users can also be manually added to Learn using the Kallidus User Import function (KUI). If you choose ' Yes ', you will be taken to a short pre-course test which will check your. Booking management. Please see the attached document which outlines the available objects in Business Objects reporting for Learn. 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. Click ‘Save’ to. Sapling provides a number of document solutions including: E-Signed documents (single signature OR Co-signed) Document Uploads. Typically, these documents are assigned during Onboarding, Role Transitions, or Offboarding - but you can also assign documents at any point using our Bulk Request tool. Where a userfield is defined as free text there is the risk of different users using different spellings or describing something in a slightly different way and this can cause issues with Reporting. Here's some guidance that will help you with launching Kallidus in your organization!Aa an admin, go into the Settings area of Learn. Click ‘New’ to add a new pre-requisite (or to edit existing pre-requisite settings). Browse to the Group area of Learn admin: Select 'New'. 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. Steps to activate evaluation forms. This article covers the following topics: Reporting. Additionally, you can request the setup of whitelisting on your mail/filtering servers with your IT team. The next step is to add questions to the template. Using bulk actionsAn issue was identified where the user who performed an action on a candidate in the new user portal, such as clicking a button to progress a candidate through the workflow, was not being passed to the admin portal and logged in the candidate timeline. All custom fields can be included in reports and are only visible to administrators. There are 2. Kallidus Learn is a cloud-based learning management system (LMS) featuring certification and compliance management, a built-in course library and SCORM compliance. 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. Custom fields are only visible in the Administration user interface. Learn - Adding a calculation to a table. Learn - how to import SCORM and other files. At Kallidus we’re always looking for ways to help our customers to get the most out of our systems. Add a description. An OR condition rule means that a User will become a Group member if they meet ANY of the Rules added to the Group. New Look & Feel: Make your people ops space your own and manage tasks easily on the go. The Catalogue Code, Title, Description and Category can be specified here. Select Edit to open the Event and view its properties. Our TeamSpirit integration allows you to compile new hire data for your TeamSpirit account, saving your HR, People. Updated. Update user records to set Learn specific attributes. Document Packets. This applies to all ATS vendors with whom Sapling does not have a formal partnership and out-of-the-box integration in place. Once redirected back to the Integrations page in Sapling, relaunch the Azure AD integration widget by clicking "Settings". 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. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Batch Edit (at the bottom of the page). The average Star Rating for all or specific courses, lessons. During this time, administration options for the Course/Lesson will not be available. It goes on to show how this can be put right b. Limitation: Rehires cannot be managed via the endpoint; The integration will only allow for profile creation and. 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. Introduction. Choose your reoccurance and time settings. Learn - Optimising reports to help them run faster. google. On the left hand side, look for the Accreditation compliance option. The duration is the estimated duration for the Check, and the amount of learning time with which learners will be credited when the. Select 'Choose file' and browse to the video file. 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. 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 ‘ Administration Home’ and select ‘Lesson’ to view the Lesson list. If you would like to send an. Tilly Martin. Cons : Its inflexibility at times - for example, we would have so many improvement ideas. one/several users. Select ‘Attendance’ from the Administration menu. Configure notifications to alert assigned users when the deadline approaches. Select ‘Course’ from the Catalogue Administration menu. One lowercase character. You can expect communication around when you will get access to the new reporting tools near the. Sapling - Greenhouse Integration Guide. Add a description. Additionally, you can request the setup of whitelisting on your mail/filtering servers with your IT team. Follow. Free text vs Item Selection. Follow. From your home page, navigate to Settings. Next click edit to edit any of your filters for ease of assignment. Part 4: Assign the Sapling (US) or Kallidus HR (UK) app to users in Okta. 1. Select ‘Submit’ to complete. This document describes in detail what features and functions are available to holders of the standard roles. . Our engineers are continuing to. 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. Select Add. Select the 'Enable review mode' checkbox. Introduction Sapling allows you to add a new card on the right side of the Profile page for all team members with all of their related IDs and links to connected apps. In order to close a vacancy, please follow these steps: Log in to the back office Go to Va. Enter the name of your desired workflow and click "Create". In the new KIP window that opens click the "Unlock" button and "Save". What is this about? The advantages and risks in converting an existing text field into a menu selection . Simply click "Save" on the KIP window that has opened and close. This article has been created to explain how our maintenance works, what we do, when, and how this may. Select Edit to open the Event and view its properties. Kallidus Suite - How We Manage Support Tickets. This document describes how to import and manage training records in Learn. 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. Managers can find the 'Competency Check Summary' in their Manager dashboard. Please see our Monday. Add a unique Code and Title for the Group. We'll walk through the additional 'My team' tab, through which managers get a detailed oversight of their teams' performance. To enter this into Learn go to Settings and go to External Systems. Our Perform integration allows you to sync new hire data with your Perform account, saving your HR,. You can select to turn this on for all courses or all events and can decide which form to use as default. Click ‘Edit’ to create a new Course assignment, or to edit existing. Sapling - Connecting your ATS to Sapling with the Sapling Public API. Sapling's Org Chart is designed to give your new hires and broader team a unique understanding of their team relationships. The code is not visible to learners but will be used to identify the Course for administrators. Nicola Jane James. pdf. If you'd like the report now, then select now and it'll come through shortly. 1. Copy an existing API key, or click on the “Create New Key” button. The job title for an individual. 2. Think of SCORM as the language that eLearning uses to communicate with an LMS. Select the checkbox ‘Rule is enabled’, if. With Self Service Uploads, you can accurately and efficiently upload your own data files to insert or update team member records. Create and update group records for use in Learn. Check that the ImportKey doesn. 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. 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. Introduction. A default cancellation email can be sent to learners. 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. To see how a manager connects Global. 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. Approving them will put them into this catalogue. Select when the lesson will be available. The Academy is your. 600 KB Download. You MUST add the moderator as having visibility to this catalogue. Browse to the 'Group' area of Learn admin: Select the Group to which you would like to add the rule. Perform - the manager view. Important note: All data retention settings changes are audited and all system super users are. 1 day. Add a unique code for the Course. Don't have your account. Select the app's client ID. One extra thing to note: if your hero banner contains text, or images of people, where scaling on different screen. Navigate to the Event which is to be cancelled. Learn - Evaluation notifications. Click on the "Create New Key" button, or copy an existing key. ; Select 'Edit' to view the Event properties: Select ‘User’ from the Event Administration menu. Primary Groups, and Primary Group managers are typically created and managed by the People Data Feed. Create a new field. Add a new OAuth app. The specific course, lesson, or event completion status when filters are applied. 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. Click 'Connect'. 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! Navigate to the Event for which User attendance is to be updated. Scroll to the bottom & Click on 'X' to remove the existing document. Navigate to the Assignments page and click "Assign". Under Integrations and API, navigate to Partner Integrations. Facebook; Twitter; LinkedIn; Was this article helpful? 0 out of 0 found this helpful. Catalogue. Steps to add an evaluation form. 15Five is a lightweight performance management software helps managers check-in with. This can help to build engagement with your audience, and create a clear brand for your Learn LMS. Search for your desired users/groups and click "Assign".