. API & Integrations - this includes any ideas relating to your HR tech ecosystem surrounding Sapling. 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 ‘Catalogue’ from the Group Administration menu. This is a searchable field, along. 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. In this minor upgrade we have: - Improved the technical efficiency of adding users onto the waiting list for an event. Off the Shelf - UK Course List. Members. 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. Click the ‘Report Elements’ tab, and then the ‘Cell’ tab. Learn - Upgrade your universe! Learn - How to add to an object to a report. Course assigned directly to a Group becomes mandatory for all group members (the training will appear in ‘Courses I have to do’). Learn - Groups. Select the 'Enable review mode' checkbox. You MUST add the moderator as having visibility to this catalogue. 600 KB Download. Select the name of a CPD Programme to open the properties. 800 KB Download. Administrators: Assign Users as Administrators for this Group. Learn - Evaluation Forms. Nicola Jane James. Introduction. We now have a LIVE UK course list which details all new releases as and when they happen. For repeat training, select 'Continuous Accreditation' as the Accreditation type. Sapling - New Hire FAQs. 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. Kallidus Learn is a cloud-based learning management system (LMS) featuring certification and compliance management, a built-in course library and SCORM compliance. All custom fields can be included in reports. . 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). Select the Point in Time tab, then click Create Report. The code is not visible to learners but will be used to identify the Course for administrators. 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. Add a logo or other image to the report. Select the required CPD Period that the learning record needs to be recorded. Select the group you would like to edit. 5. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. User Management. When they reconnect, their progress or result will be updated within Learn. Take a tour of the manager view of Perform. Kallidus Suite - Requesting Access to the Help Centre for Others. one/several users. 2 days. Select 'New' to create a Course. Click Delete. Steps are: Browse to an eLearning or video Lesson. 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. 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. 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. Learn - Troubleshooting eLearning content with Tilly Martin. The next step is to upload a video for the Lesson. Check that the ImportKey doesn. Introduction. This three-minute video screencast shows you how a user can generate additional attempts at a test/quiz within a course if they have reached the maximum. Simply click ‘API tokens’ at the foot of the left-hand menu in Settings. Follow. Browse to the Group area of Learn admin: Select 'New'. The specific course, lesson, or event completion status when filters are applied. Click ‘New’ to add a new pre-requisite (or to edit existing pre-requisite settings). To add a section, right-click a table column and select ‘Set as Section’. The 'pivot reports' option lets you count information related to candidates. 2. Learn - Import SCORM2004 content. Add a new OAuth app. During your time with Kallidus, we capture a lot of useful information and data for you within our Help Centre - Zendesk. The recommended option for mail delivery is setting up SPF and DKIM records. Below are the Sapling password requirements: At least 8 characters. 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. If the rule, and therefore membership of the Group, is to be refreshed every. Part 1: Add the Sapling app and provide data access in G-Suite. Your charts dashboard provides an instant set of reports which you can print to PDF. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. AICC, on the other hand, involves no direct content upload to the LMS. You can set up a a schedule for any report, if it's in our favourites folder, shared folder or a standard report supplied with the system. Active objectives may include objectives assigned by team managers. kallidus-suite. Note that the maximum number of attempts by default is three (but this may have been altered by our system administrators for your organisation). On the Group Categories page that is displayed, click the ‘New’ button. With this feature, you can: Download a sample CSV template to insert your information into. Retrieve a list of user records. 1 MB Download. 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. Steps to set default properties for new Events. Users, tutors, and/or managers can receive notifications as the deadline approaches. This may be ' passed' or 'Complete' for example. Select ‘Course’ from the Catalogue Administration menu. Select the name of a CPD Programme to open the properties. This is the simplest option. Automate. Enter a name and description for the policy. Azure AD is Microsoft’s enterprise identity service that provides provisioning, single sign-on, and. We believe this means giving you the latest features and technology and keeping you in the loop with what’s happening. Kallidus Learn is an award-winning learning platform designed to make learning simple, fast, and effective. As a result of this, you will only need to remember one set of usernames/passwords to get into the Kallidus products. Managers can find the 'Competency Check Summary' in their Manager dashboard. During your time with Kallidus, we capture a lot of useful information and data for you within our Help Centre - Zendesk. One and two-step authorisation options are available. When/if the Event is available for users to cancel. Navigate to the Course or Event: Select 'Evaluation form' from the administration menu: Use the toggle switch to turn on evaluations forms. 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. Delivered: Based on your Sapling account. Introduction. Open the left column on any grid by clicking t. The course moves back to ‘Courses I have to do’. Users with Super Admin permissions can generate and view their own API keys. These options also allow you to report across calendar years. Add a unique code for the Course. Administrators have two choices for notifying Users. Select the checkbox ‘Rule is enabled’, if. Select the Lesson to copy the history to. Check the box next to a Course to add to the Catalogue. 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. Sapling - Teamspirit Integration Guide. To transfer knowledge, learning and capability. General settings for the availability of an Event, including: The minimum and maximum number of attendees. In the new KIP window that opens click the "Unlock" button and "Save". 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. Then click "Submit" on the LMS portion of the account. SetIssueDate. 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. From the global navigation bar, select ‘Evaluation Form’ from the feedback drown down menu. You can also further filter the data based on Location, Department, or any other group. Get your early bird ticketKallidus Suite - How to find your SFTP SHA-1 fingerprint. Select ‘Rules’ from the Group administration menu, and then ‘New’ to add a new rule. 2. See how many 'Not enabled Users' there are. Add a logo or other image to the report. Create and update user records for use across the Kallidus Suite. What are the vacancy bulk actions? Rather than editing vacancies individually, it is possible to make some vacancy changes in bulk. Vacancy Poster Posting Guide. ; Select 'Edit' to view the Event properties: Select ‘User’ from the Event Administration menu. This option provides lots of learning all at once and may include a specific new starter 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. Steps to cancel an Event. Limitation: Rehires cannot be managed via the endpoint; The integration will only allow for profile creation and. The description should explain what the test involves. 9 months ago. Select a point in time in the past you'd like to view the data. Click on the "Create New Key" button, or copy an existing key. Select ‘New’. You can specify people are put into a group if if they got over or under a set score on a specific lesson. The recommended option for mail delivery is setting up SPF and DKIM records. Select the Catalogue (s) to assign to the Group. Our Workday integration allows you to sync new hire data with your Workday account, saving your HR,. Any existing rules will be listed. Step Three: Select the template. com [51. Add a unique Code and Title for the Group. All Users must have an import key and be members of this group. 15Five is a lightweight performance management software helps managers check-in with. Learn - Roles and Responsibilities. This functionality allows you to manage when candidate data is automatically deleted from your system in order to comply with your company's data retention policy. 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. Catalogue details screen. Navigate to Settings: Choose the option 'LMS roles' from the administration menu. . 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. Every User must be assigned an LMS role which determines their level of access to the LMS. During this time, administration options for the Course/Lesson will not be available. This name will be visible to learners prior to choosing the Lesson they prefer. 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. This comes in handy for onboarding program stakeholders, such as IT and Hiring Managers, but can also help define access levels by. Navigate to an existing Event in Learn. G-Suite is a suite of intelligent apps by Google designed to help your team communicate and collaborate. Set a specific or relative date by which this course must be completed. 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’. 2 months ago. 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. 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. Select the default evaluation form or choose from the drop-down menu for an evaluation form where created/available. Add a description. Wednesday Knowledge Share. Groups are fundamental to the smooth operation of Learn. Learn - how to set up AICC eLearning content. 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. Step One: Select a Group. To fix this, in Chrome settings, go. This is not visible to learners but is used by administrators to identify the Group and for reporting. 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). Access the merge fields picklist by previewing an email to a candidate. To create a new Workflow, click on "New Workflow" from the upper right-hand menu of any of the 5 tabs. ) first or second interviews, or both. Workflows can be assigned to your team members in three different ways: Onboarding New Hires. From the Event area, view all Events in the system. Step Two: Choose the Course (s) to which the Competency Check will be assigned. Follow. Follow. These new email notifications can be switched on at the review template level. The My objectives area shows Active, Archived and Global objectives. Here you can edit using either the basic or HTML editor. To see how a manager connects Global. With Profile Templates (and even further with Track & Approve), you can create an unlimited number of fields for tracking team member information. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Select 'Video Set-up' from the Lesson Administration menu. Check it on SCORM CLOUD. All custom fields can be included in reports and are only visible to administrators. Mass create new pending hires. 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. The default view shows ‘Current’ assigned members. Search for and select "Sapling G-Suite App". 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. Most people who interact with Learn will be students. The Scheduled tab shows you all the templated emails that are scheduled to be sent at a future date. 3 hours ago. The 'pivot reports' option lets you count information related to candidates. This is achieved by adding ‘Sections’. Step Four: Archive the Global objective. Updated. Learn - Activate evaluation forms. 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. Sapling's Org Chart is designed to give your new hires and broader team a unique understanding of their team relationships. Use the 'Form builder toolbox' add the follow-up questions. Choose your reoccurance and time settings. Learn - How to add a past date to a Competency Check. View ‘Evaluate learning effectively’ to understand how evaluations work in Learn, and for ideas on the essential elements of a successful strategy. In this article, we'll explain the key areas of Learn LMS and how they link 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 specific course, lesson, or event completion status when filters are applied. 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. We are really proud to introduce improvements to the My development area of the product. Configure notifications to alert assigned users when the deadline approaches. Every Thursday 06:00 - 08:00 UK time we carry out essential maintenance including system. _zlcmid (1 year) These cookies store information used by the Zendesk support widget Cookie Preferences . Unselect all options, leaving only'Copy training records'. Select the 'Follow-up' tab. '. Steps to add CPD learning records for a User. Select 'Save changes. 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). To create a new holiday, select "Add New Holiday" from the upper right-hand corner. Assign Individual Documents, Document Packets or Workflows Mass assign an individual Document, Document Packet, or Workflow to any selected employees. Simply click "Save" on the KIP window that has opened and close. This will launch a new window where you can finish adding additional details. 1. 1. The evaluation summary report is intended to help you assess the impact of your learning interventions. Browse to the 'Group' area of Learn admin: Select the Group to which you would like to add the rule. Please see our Monday. Learn update - 23rd Feb 2023. Select 'Edit' to open an Evaluation. All training for new starters is linked to this Group. Seismic Learning (formerly Lessonly) is a seamless training and coaching platform that helps ramp your. Requests can be customized based on your needs: A full day (example: taking a sick day)1. This video shows you how you can batch edit a group. Select Submit to save. 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. 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. The SSH key you generate must follow these standards: OpenSSH2 key. The separate Kallidus Zendesk helpdesk is good and you normally get a reply quickly. 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. Learn - Optimising reports to. This is not visible to learners but is used by administrators to identify the Group and for reporting. Create your password. 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. The calendar feature is available directly within the platform, and (when enabled) allows your team to see a "Calendar" tab in Sapling. NB: This will be an iterative piece of work spread out over an elapsed period, not full and consecutive days. With the Kallidus Learn Integration, we can will: Create Users: When a new hire completes their profile in. A default cancellation email can be sent to learners. 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). This learning divides the standard reports into 4 key areas: Report and forecast Compliance. This article covers the foll. Browse to the Group area of Learn admin: Select 'New'. 4. General settings for the availability of an Event, including: The minimum and maximum number of attendees. Learn - Global settings for evaluation forms. 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. You'll find the picklist underneath the 'Body' section of the email window. com ), navigate to Security > Access and data control > API controls > Manage third-party app access. You are now in 'Internet. - Fixed an issue where the comments on a fixed accreditation where being edited but could not be saved. Navigate to the API Keys tab. 11 days ago. The next step is to upload a video for the Lesson. Introduction. In both cases, remember to apply the naming convention your organisation has defined. The User import report identifies any problems or issues with the previous night's data feed, including users not created and invalid/duplicate user information. Use the Search options, Course Category drop-down menu or the alphabet search to filter the list. Navigate to the 'Course' area of Learn admin. com to learn more. Whatever the limit, the video shows how the. The Vacancy Poster account is configured to use the same vacancy poster credentials for all users, but Vacancy Poster is expecting individual credentials. 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. Configure notifications to alert assigned users when the deadline approaches. First off - welcome to your new role 👋 we're so excited to help get you set up! In case you're wondering about who we are: Sapling is an employee experience tool from Kallidus designed to support great hires to become great team members. These delayed processes have now successfully. This is not visible to learners but is used by administrators to identify the Group and for reporting. pdf. Document Packets. It’s likely that the connectivity between the user and LMS was interrupted. Steps to add an accreditation. . Add a description. Navigate to Administration Tools > Reports. The code is not visible to learners but will be used to identify the Course for administrators. 6 years ago. 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. Sapling - Integrating with Sapling without a Native Integration. Hire better people, faster with Kallidus Recruit. Learn - Roles and Responsibilities. Drag & Drop a PDF document or Click to upload a new document. Select 'New' to create a Course. 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. Use a testing site like to stage your webhook subscription. These are candidates who failed the eligibility questions for the vacancy (if eligibility rules are configured within your. Perform - the manager view. This functionality is only available if you have both the Learn and Perform systems. Next click edit to edit any of your filters for ease of assignment. pdf. Booking management. Steps to assign Lesson (s) to a Course. Steps to switch the feature on. Alice McAnaw. 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’. Delay in Kallidus Perform import processing » View Event Details | Created Mon, 02 Aug 2021 06:43:00 +0000. 1 day. The learner sees that. Introduction. Staying GDPR compliant with Kallidus Suite. With our OneLogin integration, you can: Launch Sapling from OneLogin's single sign-on (SSO). In order to close a vacancy, please follow these steps: Log in to the back office Go to Va. Select the fields you'd like to include, then click Next. Learn - how to import SCORM and other files. 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. In this article, we'll explain how a course can be configured in order that a User must request authorisation before they are able to enrol. Group. Emails & Notifications. Carryover Cap: The maximum amount of hours that someone can rollover from. Enter the name of your desired workflow and click "Create". 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. Steps to add an evaluation form. The Feedback Portal is organized into 2 main sections: Feature Requests & Ideas - this includes any ideas relating to the Sapling app you sign into. A deadline can be based either on a static date or the date of Course assignment. Included in this guide: The employee, manager, and admin view of Perform. With Sapling, you can make requesting and reporting on time off simple. Overview. Once purchased, you'll be contacted by the Paylocity team to help complete the setup on their end. Follow. Follow. The new App will work on the latest version of iOS and Android (mobile only not tablet). Select 'Choose file' and browse to the video file. 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. Select the LMS role 'Tutor' from the list of LMS Roles. 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. Follow. 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. You can also configure additional events to display from Administration Tools > Platform Settings > Calendar > switch on Anniversaries. com with your own SFTP server details and username and password. CompetencyChecks. You will need to log a ticket with Kallidus Support to resolve this. Click 'Connect'. Right-click on any chart to output a PDF of the whole report with 'Print page'. Custom permissions allow you to create tailored access for your coworkers based on their functions. Click ‘Edit’ to create a new Course assignment, or to edit existing. Add a unique Code and Title for the Group. Step Four: Configure the Pre-requisite options. 1. 🚀. Reach out to accounts@kallidus. The 'Still processing' message appears when Learn LMS is processing larger files, typically SCORM eLearning. '. Booking management. 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. Navigate to ‘Group’. Select ‘Choose file’ and browse your computer to find file to import. What is this about? The advantages and risks in converting an existing text field into a menu selection . Name your report, then click Next. Select ‘CPD Period’ from the CPD Programme. Follow. 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. Matt Troy. Learn - Replacing eLearning content. The attached ‘Getting Started’ training guide will introduce you to all the features and functions you need to get up and running with Perform. Here's some guidance that will help you with launching Kallidus in your organization!Aa an admin, go into the Settings area of Learn. Vitalich [en] Macdougall, Charlene [en] Trasolini [en] Last updated November 16, 2023. 4. These new objects allow you to report on the course and lesson descriptions that you have entered into Learn. Kallidus Suite - How To Save A HAR File Mikala Mayes September 27, 2023 09:59; Updated; Follow. Search for your desired users/groups and click "Assign". In this article we’ll cover: Stay tuned into import. 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'. View 'Share, report, and repeat mandatory learning' to learn more and understand how to use reports to forecast future compliance rates. Select from the drop-down menu at the top of the screen, the category of learner who should. Learn - The evaluation recommended form. Generate an API key for Sapling, navigate to Sapling’s secure integrations page and add the API key. Learn - Business Objects reporting - using Cross Tables. 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. Our Peakon integration allows you to sync new hire data with your Peakon account, saving your HR,. 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. Follow. Measure engagement. The evaluation summary report is intended to help you assess the impact of your learning interventions. My passion in life is learning and the growth of my team, I. 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. Under Administration Tools, navigate to Integrations.