ADP Workforce Now is an all-in-one platform for payroll and HR software, providing expert support and. The code is not visible to learners but will be used to identify the Course for administrators. From the drop-down menu, select the template that you wish to edit. Wait list settings. Introduction. The Course description will be added automatically, (to a max of approx 113 characters) Select the 'Submit' button. com board by following this link (Opens in a new tab). 2 months ago. Select whether you would like the API key to expire after 90 days or automatically renew when used. This report displays: The overall evaluation completion status for all courses, lessons, or events. To enter this into Learn go to Settings and go to External Systems. Chargeable work, non-standard change requests, and project work as well as product suggestions are excluded from this SLA. As reports get larger, it can be helpful to split the data into sections. Locate the user who is locked out. Follow. 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). The learner sees that. 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'. Check that the Username doesn’t exist on any other records – if so, the records will be ignored by the Import process as a Username must be unique for each user. Steps to import SCORM and other files into Learn. Our Jira integration allows tasks to be sent from Sapling to a specific Jira project. 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. Either MP4 or MOV file types are acceptable: Select 'Submit' to begin the import. Select the 'Follow-up' tab. A Course assigned to a Catalogue which is in. Click ‘New’ to add a new date and complete the ‘Date’, ‘Start’ and ‘Finish’ fields. The 'pivot reports' option lets you count information related to candidates. 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. Available hours: table for all users that describes the total amount of available time off hours ( categorized by policy). 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. 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. One uppercase character. ; Click the toggle next to Sapling’s logo to turn the integration on. 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. google. Vitalich [en] Macdougall, Charlene [en] Trasolini [en] Last updated November 16, 2023. The below video will act as a refresher for using the 'Shared reports' folder, available in Classic LMS V10+ and Learn. 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 - how to import SCORM and other files. On the 'New Lesson' details page, choose the Lesson Type ' Document Upload. 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. Okta allows you to provide secure identity management and single sign-on to any application, whether in. Permissions in Sapling are built to help customize information access for every individual at your organization. . 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. Add a description. Scroll to the end of the 'Details' page and select ‘Delete’. Optionally, narrow down the webhook by Location, Department, or Employment Status filters; then click "Test". Learn - how to manually add a User if you have Identity Server 6. The ‘New Lesson’ details page will open. com ), navigate to Security > Access and data control > API controls > Manage third-party app access. Introduction. Sapling's Org Chart is designed to give your new hires and broader team a unique understanding of their team relationships. Select ‘Choose file’ and browse your computer to find file to import. The Kallidus Sapling platform helps HR and People Operations teams automate and streamline administrative tasks so they can focus on employee experience, retention, and creating an amazing culture for the most successful teams. Select 'New' to create a Course. Select Edit to open the Event and view its properties. Select the name of a CPD Programme to open the properties. During this time, administration options for the Course/Lesson will not be available. This functionality requires you to generate a key pair and provide Kallidus with the public key. 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. These can also be "Acknowledge or Read-Only" documents that a team member needs to read but does not need to sign. An OR condition rule means that a User will become a Group member if they meet ANY of the Rules added to the Group. The Kallidus Exchange connector connects to the mailbox via EWS and monitors responses to the invites, updating the attendee status in the LMS accordingly. Sapling - Greenhouse Integration Guide. Tickets (& phone recordings) and organisation details, so that you can refer back to any information shared and we. Kallidus Suite Maintenance. Introduction. General settings for the availability of an Event, including: The minimum and maximum number of attendees. Select 'Copy the assignments to an existing Lesson'. Select from the drop-down menu, the Lesson which should be a pre-requisite to selected Lesson. Group Users are organised into Groups where they shar. 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. Learn more in The Academy. Follow. The average Star Rating for all or specific courses, lessons. Description. If activated in your system, self-scheduling lets you invite candidates to pick their own interview time/date slots from slots the recruiter has added in Kallidus Recruit. Configure notifications to alert assigned users when the deadline approaches. Members: View and edit User assignments to this Group. Can't see an agent or agency you expect to see when inviting agents to your vacancy? There are a number of things you should check here:. The specific course, lesson, or event completion status when filters are applied. Deadline. Custom permissions allow you to create tailored access for your coworkers based on their functions. Follow. Whether or not agents are requested to provide candidate contact details (email and/or mobile number) is a configurable option on your system. Follow. Select ‘Submit’ to complete. Also ensure the port number is 22 and the connection is SSH/SFTP. Permissions in Sapling are built to help customize information access for every individual at your organization. Check the box next to a User to add the profile to the Group:Steps to create a document upload Lesson. Kallidus Suite - Kallidus Service Level Agreement (Standard SLA) Learn - Sending Large Files/Content to the Kallidus Support team. 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. 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. See ‘Build a template using sections’ for more information. This applies to all ATS vendors with whom Sapling does not have a formal partnership and out-of-the-box integration in place. '. Click ‘Edit’ to create a new Course assignment, or to edit existing. Sapling provides a number of document solutions including: E-Signed documents (single signature OR Co-signed) Document Uploads. Send to Kallidus to load into LMS and test. In this minor upgrade we have: - Improved the technical efficiency of adding users onto the waiting list for an event. Navigate to Settings: Choose the option 'LMS roles' from the administration menu. This is achieved by adding ‘Sections’. when/if the Event is available for users to book. Learn new skills and develop your career with Grafton MyLearning, the online learning platform powered by Kallidus. g. Our Perform integration allows you to sync new hire data with your Perform account, saving your HR,. Go to the “Integrations” page of your Sapling account. It goes on to show how this can be put right b. After creating a workflow, you can add Tasks that belong to that particular. Select “Request Time Off”. Select the default evaluation form or choose from the drop-down menu for an evaluation form where created/available. Select 'Choose file' and browse to the video file. 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. Introduction. Select from the drop-down menu at the top of the screen, the category of learner who should. The following options are available:Articles in this section. Custom permissions allow you to create tailored access for your coworkers based on their functions. We will have also released brand new functionality which allows you to link both Learn and Perform together. Data disclaimer We strongly recommend reviewing the quality of your data before transferring into Learn. Scheduled. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. 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 average Star Rating for all or specific courses, lessons. 7 days ago. Use the Search options, Course Category drop-down menu or the alphabet search to filter the list. At Kallidus we’re committed to providing you with the best experience possible. Reach out to accounts@kallidus. With our OneLogin integration, you can: Launch Sapling from OneLogin's single sign-on (SSO). Off the Shelf - UK Course List. Everything you track in Sapling can also be used as a token throughout the rest of the platform. 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. We now have a LIVE UK course list which details all new releases as and when they happen. Included in this guide: The employee, manager, and admin view of Perform. This article covers the following topics: Get alerts about important new hire information. Scheduled. Select the group you would like to edit. Insert the image into the blank. The fields we typically suggest for existing employees are: First Name; Last Name; Title; Start Date; Employment Status (FT, PT, etc) Company Email; Department (or Business_unit)Introduction. 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. Often an employee ID. To enable the Sapling calendar, chat with your Customer Success Manager. Check the box next to a Course to add to the Catalogue. Staying GDPR compliant with Kallidus Suite. Steps to set default properties for new Events. Wednesday Knowledge Share. Introduction. See how many 'Not enabled Users' there are. This is not visible to learners but is used by administrators to identify the Group and for reporting. After creating a workflow, you can add Tasks that belong to that particular. Create and update group records for use in Learn. Introduction Combine pre-built Surveys with our powerful reporting engine to keep your team engaged and informed at every step of their journey. Start Microsoft Edge and log into your Kallidus LMS. Introduction. Introduction The Platform Settings tab allows you to customize the Sapling experience to look and feel like your company brand. 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. 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’. Tilly Martin. Import users into Learn. com [51. This option provides lots of learning all at once and may include a specific new starter course. 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. Free text vs Item Selection. Select 'Save' to save the changes. Remember to apply the coding convention your organisation has defined. Our integration for Slack (US) integration offers three key benefits: View and complete Sapling tasks. Sapling allows your team to drive a streamlined and consistent team member's experience with Workflows - groups of Tasks that are required to be completed as part of an onboarding or offboarding event. Catalogue details screen. Reach out to accounts@kallidus. Add a description. NB: This will be an iterative piece of work spread out over an elapsed period, not full and consecutive days. These SLAs apply to all Kallidus Group. Steps to book multiple learners onto an Event. Authoring tools often permit many. In this instance, we recommend you try the below troubleshooting steps. Follow. 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. Managers can find the 'Competency Check Summary' in their Manager dashboard. Related to this, we also refer to your "Talent Pools" which is a more general term referring to anyone you might want to consider for a future role, such as candidates who. Introduction. 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. Wait list settings. Once you have received your Vacancy Poster credentials, log into Kallidus Recruit backoffice, go to any vacancy, and select 'Share this vacancy'. Administrators: Assign Users as Administrators for this Group. Learn - Create and schedule a follow up evaluation. Here a gain, Smart Assignment automatically recommends the most relevant emails for you. User Anyone with access to Learn LMS is known as a User. Select the Point in Time tab, then click Create Report. Follow. 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. The. Document Storage. 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). Part 1: Create an API key in Lever. Update user records to set Learn specific attributes. Enter a unique code and a Title for the rule. Introduction. Steps to create a Group rule. AICC, on the other hand, involves no direct content upload to the LMS. Zendesk Cookies . Resolved. Kallidus products send emails from the following mail server addresses: mailrelay. 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. Select the Lesson to copy the history to. 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. Typically, these documents are assigned during Onboarding, Role Transitions, or Offboarding - but you can also assign documents at any point using our. Follow. General settings for the availability of an Event, including: The minimum and maximum number of attendees. From your Google admin console ( admin. Document Packets. Player controls will be updated and easier to use, and we’re making accessibility even better! This article covers the following questions: Kallidus Recruit offers various ways to report on your recruitment activity. This will allow them to resync and when you click on the "Edit Personal Details" button the "Change" button should now appear. Keep track of attendees for Instructor-led training. 4. We are really proud to introduce improvements to the My development area of the product. Follow. You can now set Group rules dependent on lesson scores. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Right-click on any chart to output a PDF of the whole report with 'Print page'. Set a specific or relative date by which this course must be completed. Navigate to ‘Administration Home’ and select ‘Course’ to view the Course list: Select ‘Import’. Add a Title for the Course. The next step is to add questions to the template. 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. Batch Edit (at the bottom of the page). This includes your email addresses and phone numbers; so we can contact you and so you can access support. Delivered: Based on your Sapling account. The Kallidus team can run bulk imports into Perform on your behalf, click into the links below for more information. Select ‘Catalogue’ from the Group Administration menu. . Be cautious, as the Lesson Type cannot be changed once created. When they reconnect, their progress or result will be updated within Learn. Historical results will remain ‘Complete’. For repeat training, select 'Continuous Accreditation' as the Accreditation type. ) first or second interviews, or both. Recruit - Manually posting to a job board from Kallidus Recruit; Recruit - email template types; See more Recruit - How to edit Global email or SMS templates Gordon McQuoid December 28, 2022 17:03; Updated; Follow. My passion in life is learning and the growth of my team, I. Cons : Its inflexibility at times - for example, we would have so many improvement ideas. View the Learn LMS: top standard reports and why, resource in The Academy. Kallidus Suite - End-of-Life Internet Explorer 11 and Legacy Microsoft Edge browser: How it may affect your use of Kallidus products; Kallidus Suite - Kallidus system requirements; Kallidus Suite - How to use the Kallidus Help Portal; Kallidus Suite - Zendesk data retention; Kallidus Suite - Maintenance & Updates; Kallidus Suite - Status PageNavigate to the Evaluations area of Learn. Then select the name of the required CPD Programme to open the properties. Add a Title for the Course. 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. Create your own Custom fields to record additional information about Groups in Kallidus Learn. Take a tour of the manager view of Perform. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. You MUST add the moderator as having visibility to this catalogue. Step Two: 2. Sapling - Kallidus Learn Integration Guide. 121] Kallidus do not recommend adding server IP. Click ‘Edit’ to change existing Course assignments, or to assign new Courses to the Catalogue. Introduction. 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. Users with Super Admin permissions can generate and view their own API keys. When the BETA is switched on, a User Generated Content catalogue is created. Add a blank cell in which to insert the image. Scroll to the end of the 'Details' page and select ‘Delete’. Navigate to an existing Event in Learn. Booking management. Perform - the manager view. 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 ‘Course’ from the Catalogue Administration menu. In the box that appears, enter the value: ‘ Manually Maintained Users ’ with this exact wording and format. Steps are: Browse to an eLearning or video Lesson. Select ‘Attendance’ from the Administration menu. Speak with your Customer Experience Manager or the Support Team to sign up now. 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. 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). These new objects allow you to report on the course and lesson descriptions that you have entered into Learn. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. 1 MB Download. Add a blank cell in which to insert the image. Learn - Changing colours in reports. Select a point in time in the past you'd like to view the data. Recruit - time to hire, diversity etc - reports in one click. Color Code Filter; Org Chart CapabilitiesIntroduction. In the Outbox tab, there are five tab options: Scheduled, Sent, Templates, Notifications, and Settings. Updated. Assign Individual Documents, Document Packets or Workflows Mass assign an individual Document, Document Packet, or Workflow to any selected employees. 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. Copy an existing API key, or click on the “Create New Key” button. 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). Note, tasks reminders (sent at 8 AM company time) only alert users to outstanding tasks, and these tasks can only be completed in Sapling (or from the initial Task Assignment email). Sapling - Teamspirit Integration Guide. The upgrade allows for more accurate data syncing saving you time and potential headaches by: Showcasing validation issues in real-time. Next click edit to edit any of your filters for ease of assignment. Navigate to the ‘Lesson’ area of Learn admin, and select an Instructor-led Lesson: Select 'Defaults'. These new email notifications can be switched on at the review template level. 360 - General FAQs. Learn - Optimising reports to help them run faster. kallidus-suite. 🚀. The Kallidus APIs give you the ability to: Retrieve user record information. Requests can be customized based on your needs: A full day (example: taking a sick day)1. Introduction. What is this about? The advantages and risks in converting an existing text field into a menu selection . Kallidus Suite - Maintenance & Updates. These should now be showing in the correct format. Sapling - Integrating with Sapling without a Native Integration. Enter a name and description for the policy. . Introduction. 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. It’s the most restrictive role available, through which Users can see the mandatory learning they have been assigned. Vacancy Poster Posting Guide. Drag & Drop a PDF document or Click to upload a new document. The following options are available: Articles in this section. How to add a Task to a Workflow. . These options also allow you to report across calendar years. Learn - How to share, recommend, and mandate a Course. 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. The Leave Date section in the LMS can be used to automatically disable a user account when they have left an organisation. 3 hours ago. Send to Kallidus to load into LMS and test. With the Kallidus Learn Integration, we can will: Create Users: When a new hire completes their profile in. '. (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. Access the merge fields picklist by previewing an email to a candidate. 109. This article explains how an Applicant Tracking System (ATS) can integrate with Sapling through the Sapling Public API. 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. The Feedback Portal is organized into 2 main sections: Feature Requests & Ideas - this includes any ideas relating to the Sapling app you sign into. Check that the ImportKey doesn. 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. If it is, you will need to refer this to your content provider/developer. Key Factors to be aware of Part 1: Purchase a Kallidus Sapling integration subscription from Paylocity Marketplace and complete the initial setup. Select ‘Choose file’ and browse your computer to find file to import. 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. This article is taken from the Perform Admin Guide, click here to view the full guide. E-Learning set-up. Public key authentication allows you to connect to the Kallidus SFTP service without transmitting a password. 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. Steps to add CPD learning records for a User. Custom fields are only visible in the Administration user interface. I have worked in many customer-facing roles with an IT focus such as Executive Support and Mobility Device Management for large corporations. Select eLearning set up from the Lesson administration menu. Step 3: Choose who you want to see the 'User Generated content' catalogue. when/if the Event is available for users to book. Click 'Connect'. Select ‘Start Upload to proceed to the next stage of the Wizard. The App enables your learners to download e-Learning and run this whilst offline. To allow-list the Kallidus app, set the section “Third-party apps” to “Allow specific apps and block all others”. Follow. Sapling is directly connected into the Kallidus suite, creating seamless transfer of people data from hire to high flyer. 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. Get deeper learning in The Academy. That status can be communicated between the. 1. Steps to add an evaluation form. The separate Kallidus Zendesk helpdesk is good and you normally get a reply quickly. Classic courses: 1. 2 days ago. Add a logo or other image to the report. This is not visible to learners but is used by administrators to identify the Group and for reporting. Kallidus provide customer support services for named contacts who have received Kallidus product training. 6 years ago. During your time with Kallidus, we capture a lot of useful information and data for you within our Help Centre - Zendesk. Sometimes when a ticket is raised due to sign-in issues, content issues, or other network-related issues, the Support team will ask you to supply a HAR file. You may not want all accreditations to be visible. In this article, we'll explain how to copy training records from one eLearning Lesson to another eLearning Lesson. With Sapling, you can make requesting and reporting on time off simple. Staying GDPR compliant with Kallidus Suite. To transfer knowledge, learning and capability. To get the full picture of Instructor-led training, including suggestions for good practice and tips from the Kallidus team, take a look at the 'Instructor-led training 101' Course. The Course import Wizard opens. Specify the 'Target' for the CPD Period. Select ‘Rules’ from the Group administration menu, and then ‘New’ to add a new rule. 3. You're now able to specify defaults in each of the available areas, starting with options on the ‘Details’ page. Be sure to name your key descriptively, so you know how each application uses that key. 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. Alice McAnaw. Learn more in The AcademyWhat calendars are available? Setting up your Calendars; Filtering your Calendar feeds; 💡Pro Tips What calendars are available? The calendar integration is enabled on an individual basis and can show:This article describes how the My Objectives area can be used by a team member to document and track progress against objectives that have been set. Click "Next" and "Activate" to complete the integration. Mass create profiles for existing team members. Steps to import SCORM and other files into Learn. 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.