Once you have received your Vacancy Poster credentials, log into Kallidus Recruit backoffice, go to any vacancy, and select 'Share this vacancy'. Then click "Submit" on the LMS portion of the account. This article covers the following topics: Get alerts about important new hire information. Learn - Adding a calculation to a table. Steps are: Browse to an eLearning or video Lesson. 5. This may be ' passed' or 'Complete' for example. Learn - Update eLearning content. Wait list settings. We'll walk through the additional 'My team' tab, through which managers get a detailed oversight of their teams' performance. That status can be communicated between the. Navigate to Settings: Choose the option 'LMS roles' from the administration menu. Select ‘New’ to add a new rule: Enter a unique code and a Title for the rule. 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. Introduction. The recommended option for mail delivery is setting up SPF and DKIM records. Attendance is now marked for the individuals who did not attend. Select from the drop-down menu at the top of the screen, the category of learner who should. Learn new skills and develop your career with Grafton MyLearning, the online learning platform powered by Kallidus. 🚀. The separate Kallidus Zendesk helpdesk is good and you normally get a reply quickly. Housekeep Learn LMS, and keep everything neat and tidy. Welcome to the Kallidus App. Browse to the 'Group' area of Learn admin: Select the Group to which you would like to add the rule. 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. Add a description. pdf. Once this option is switched on you can configure each accreditation to show if required. 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'. These new email notifications can be switched on at the review template level. g. Tilly Martin. Bulk Assign Outbox templates; Pronouns as a default field; Offboarding using Manager form; Expanded SearchConsidering the new document is ready, follow the below-mentioned steps to update an existing Sapling document: Open "Documents" from Administration Tools , select & open the desired document. This is not visible to learners but is used by administrators to identify the Group and for reporting. With this feature, you can: Download a sample CSV template to insert your information into. Make changes and reload. 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. 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. 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. Catalogue. Booking management. Provide a Title and instructions for the learner. 121] Kallidus do not recommend adding server IP. Sapling provides a number of document solutions including: E-Signed documents (single signature OR Co-signed) Document Uploads. Learn - Send from email address. Kallidus provide customer support services for named contacts who have received Kallidus product training. Group Users are organised into Groups where they shar. The most common configuration option lets you choose on any vacancy if you want to use self-scheduling at (e. Please see our Monday. Nicola Jane James. With Sapling, you can make requesting and reporting on time off simple. The following options are available:Articles in this section. 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 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. 9 months ago. Learn - Reporting on course and lesson descriptions. Select ‘Attendance’ from the. For more details, refer to ‘ Set a deadline for a Course’. Step Two: Open the Event schedule and add a new date. To see how a manager connects Global. Follow. This functionality is only available if you have both the Learn and Perform systems. AICC, on the other hand, involves no direct content upload to the LMS. 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. Key Factors to be aware of Part 1: Purchase a Kallidus Sapling integration subscription from Paylocity Marketplace and complete the initial setup. 2 MB Download. Scheduled. The attached ‘Getting Started’ training guide will introduce you to all the features and functions you need to get up and running with Perform. 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. 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. When you select the checkbox to the left of one or more vacancies or check the Select all checkbox at the top to select all vacancies, a bulk action menu will appear at the bottom of the page. 9 months ago. Select Add. 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. Select ‘Submit’ to complete. Introduction. = If ((IsNull([Total Course Duration (seconds. Create and update group records for use in Learn. Custom permissions allow you to create tailored access for your coworkers based on their functions. Select 'Video Set-up' from the Lesson Administration menu. You are able to have different types of fields depending on the format of the information you want to collect. Learn - Business Objects reporting - using Cross Tables. Free text vs Item Selection. 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. Step #4 - Schedule emails. 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). Permissions in Sapling are built to help customize information access for every individual at your organization. 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. Learn - Optimising reports to help them run faster. Steps to import SCORM and other files into Learn. A User with a Competency Check to complete will be prompted to coordinate the check with their manager or Course Tutor. 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:. Sapling - Activities Reminder Email (for Existing Team Members) Description: Task reminder emails for outstanding tasks. 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. Raise a ticket with the support team, or speak to your account manager if you are looking to rebrand your Kallidus Recruit candidate portal. When a Global objective is no longer required, it can be archived using the archive button. Sapling - Kallidus Learn Integration Guide. The My objectives area shows Active, Archived and Global objectives. Custom fields are only visible in the Administration user interface. Kallidus Suite - How We Manage Support Tickets. Our Small Improvements integration allows you to sync new hire data with your Small. Part 1: Add the Sapling app and provide data access in G-Suite. Introduction. Active objectives may include objectives assigned by team managers. Recruit - Manually posting to a job board from Kallidus Recruit; Recruit - email template types; See more Recruit - Sending CVs to users/managers David Pryce December 28, 2022 16:42; Updated; Follow. Unselect all options, leaving only'Copy training records'. This file is extremely useful for diagnosing these sorts of issues, as it contains. Introduction. From the Paylocity Marketplace, purchase a subscription to the Kallidus Sapling integration. Select when the lesson will be available. The separate Kallidus Zendesk helpdesk is good and you normally get a reply quickly. Retrieve a list of user records. Get deeper learning in The Academy. 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. Enter a unique code and a Title for the rule. 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. Description. Kallidus products send emails from the following mail server addresses: mailrelay. You'll find the picklist underneath the 'Body' section of the email window. Select ‘Catalogue’ from the Group Administration menu. For full troubleshooting steps please take a look at the following step by step guides; Why isn't elearning launching or running as expected? Why aren't results displaying/tracking as expected?This is an optional paid add-on. If not ticked the time off will show as 'Unavailable'. 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). 2. Our Peakon integration allows you to sync new hire data with your Peakon account, saving your HR,. Click the "Edit personal details" button - if this button does not appear for you, please take a look at this article. Q: How are User profiles are added to Perform? A: All Users are added to Perform from Learn. Insert the image into the blank. Learn update - 23rd Feb 2023. Launching Kallidus - March 2023. Alternatively, select ‘All’ to view all Users in Learn, or filter the list by a number or letter. Remember to apply the coding convention your organisation has defined. These should now be showing in the correct format. The learner completes Lesson 2. New Look & Feel: Make your people ops space your own and manage tasks easily on the go. Learn - Create an evaluation form. 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'. Introduction The Platform Settings tab allows you to customize the Sapling experience to look and feel like your company brand. Assign Courses to the Catalogue. 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. The app is ‘off’ by default and can be switched on in the Settings. Included in this guide: The employee, manager, and admin view of Perform. Learn - Change a User’s Password in Identity Server 6. Steps to add an accreditation. A User is typically unenabled by the data feed when they. Steps to book multiple learners onto an Event. The following options are available: Articles in this section. Follow. A default cancellation email can be sent to learners. Check the box next to a Course to add to the Catalogue. You MUST add the moderator as having visibility to this catalogue. Add a blank cell in which to insert the image. 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. Course assigned directly to a Group becomes mandatory for all group members (the training will appear in ‘Courses I have to do’). This comes in handy for onboarding program stakeholders, such as IT and Hiring Managers, but can also help define access levels by. 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'. Select eLearning set up from the Lesson administration menu. This will start with customers with no scheduled exports for their reports. When the BETA is switched on, a User Generated Content catalogue is created. The Lesson is now created. Steps to create a Group rule. Step Four: Configure the Pre-requisite options. See the big picture around this subject in The Academy - our forever-free learning hub, for comprehensive resources, including tutorials and live events. Learn - How to add a past date to a Competency Check. Note 'Event defaults' appears in the top right of the page. To fix this, in Chrome settings, go. Learn - how to manually add a User if you have Identity Server 6. Steps. We have added course and lesson descriptions into the Learn. To turn it off, deselect the toggle. Select whether you would like the API key to expire after 90 days or automatically renew when used. 2 days. By default this will be set to False. 2. This article has been created to explain how our maintenance works, what we do, when, and how this may. . Introduction. The review process. Our Workday integration allows you to sync new hire data with your Workday account, saving your HR,. Remember to apply the coding convention your organisation has defined. What are the vacancy bulk actions? Rather than editing vacancies individually, it is possible to make some vacancy changes in bulk. 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. Click ‘Edit’ to change existing Course assignments, or to assign new Courses to the Catalogue. Learn - how to import SCORM and other files. Go to 'Administration Home' and select 'Lesson' to access the Lesson list. Select 'Save' to save the changes. com ), navigate to Security > Access and data control > API controls > Manage third-party app access. 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. After creating a workflow, you can add Tasks that belong to that particular. If you'd like the report now, then select now and it'll come through shortly. (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. Steps to Promote a Course. Kallidus Suite - Maintenance & Updates. Navigate to the CPD Period to which the Lesson (s) must be assigned. when/if the Event is available for users to book. 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. For more details, refer to ‘ Set a deadline for a Course’. Configure notifications to alert assigned users when the deadline approaches. The App enables your learners to download e-Learning and run this whilst offline. The learner is notified X days before the Accreditation is due to expire and based on how the accreditation has been set to repeat/notify. If you get a window at the top of browser as shown below click on 'Done'. Steps to create a Group. 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. Deadline. 2. Here's a round-up of everything you need to know. 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. For repeat training, select 'Continuous Accreditation' as the Accreditation type. 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. Select Submit to save. See ‘Build a template using sections’ for more information. Select the 'Enable review mode' checkbox. Go to the “Integrations” page of your Sapling account. Login to Sapling. The upgrade allows for more accurate data syncing saving you time and potential headaches by: Showcasing validation issues in real-time. JazzHR is a. 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 Page Welcome to the Kallidus Knowledgebase Need help with something? Scroll down to browse our Knowledgebase, or submit a request to our Support team. Introduction The Platform Settings tab allows you to customize the Sapling experience to look and feel like your company brand. This document describes how to import and manage training records in Learn. Sapling is directly connected into the Kallidus suite, creating seamless transfer of people data from hire to high flyer. 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. 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. You can get a full list of the API. From the drop-down menu, select the template that you wish to edit. The history of completed workflows is important for record keeping. A Course assigned to a Catalogue which is in. The new App will work on the latest version of iOS and Android (mobile only not tablet). Perform - the manager view. Delay in Kallidus Perform import processing » View Event Details | Created Mon, 02 Aug 2021 06:43:00 +0000. 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. The first username/password you use post the <date> upgrade will be the one you will need to adopt to log into all of the products from that point forward. 7 days 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. We are really proud to introduce improvements to the My development area of the product. G-Suite is a suite of intelligent apps by Google designed to help your team communicate and collaborate. Once completed, click "Done". Batch Edit (at the bottom of the page). The Lesson is now created. Step Two: Administrators notify Users. Introduction. 1 day. You can specify people are put into a group if if they got over or under a set score on a specific lesson. Sometimes, though, you may have a system you want to connect that's not currently listed in Sapling's native integrations. Navigate to the Event for which User attendance is to be updated. Navigate to the 'Course' area of Learn admin. This is not visible to learners but is used by administrators to identify the Group and for reporting. Note: If a manager also serves as the course tutor, they will access the competency check in either the My Team. These are candidates who failed the eligibility questions for the vacancy (if eligibility rules are configured within your. NB: This will be an iterative piece of work spread out over an elapsed period, not full and consecutive days. All custom fields can be included in reports. Steps to cancel an Event. 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. Custom fields are only visible in the Administration. View ‘Evaluate learning effectively’ to understand how evaluations work in Learn, and for ideas on the essential elements of a successful strategy. Learn User Guide. Follow. Create and update user records for use across the Kallidus Suite. In this article, we'll show how to. Select 'Submit' to Save. Matt Troy. With our OneLogin integration, you can: Launch Sapling from OneLogin's single sign-on (SSO). Go to Administration Home and choose 'Accreditation. Add a Title for the Course. Note: Doing this will send an email to the user currently booked onto the event, so you. 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. Users, tutors, and/or managers can receive notifications as the deadline approaches. A user may be a member of any other group – regardless of the category of that group. 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. Select whether you would like the API key to expire after 90 days or automatically renew when used. To report and analyse usage and application. 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. The Accreditation status is now ‘Complete’. Introduction. . Select the 'Enable review mode' checkbox. 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. Enter a name and description for the policy. Greenhouse makes smart hiring decisions effective and measurable every step of the way. As a result of this, you will only need to remember one set of usernames/passwords to get into the Kallidus products. You will now get a window appear that will tell you your SHA-1 fingerpint. Use the Search options, Course Category drop-down menu or the alphabet search to filter the list. For repeat training, select 'Continuous Accreditation' as the Accreditation type. During this time, administration options for the Course/Lesson will not be available. 800 KB Download. On the Group Categories page that is displayed, click the ‘New’ button. Choose your reoccurance and time settings. Click on the "Create New Key" button, or copy an existing key. Introduction. Click ‘Edit’ to create a new Course assignment, or to edit existing. Get deeper learning in The Academy. For example, you might have a core set of accreditations which you wish to make visible. Scroll to the end of the 'Details' page and select ‘Delete’. com board by following this link (Opens in a new tab). Select the app's client ID. . Learn - Create a Competency Check. Follow. Check it on SCORM CLOUD. Click on the 'Settings and more' button at the top right of the browser and select 'Reload in Internet Explorer mode'. Select when the lesson will be available. Follow. Search for and select the Course you'd like to promote. Archived templates are unavailable for assignment to employees. Navigate to the API Keys tab. Sapling - Connecting your ATS to Sapling with the Sapling Public API. If the rule is to be active immediately, select the checkbox ‘Rule is enabled’. Generate an API key for Sapling, navigate to Sapling’s secure integrations page and add the API key. The second most common reason for a user account being disabled relates to Leave Dates. Select ‘Choose file’ and browse your computer to find file to import. Introduction. 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. In this article, we'll show a typical onboarding process in Recruit. 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. Administrators can create, edit, and delete training records via bulk import process, or by manually amending individual records. All custom fields can be included in reports and are only visible to administrators. 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. How to add a Task to a Workflow. Steps to set default properties for new Events. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. 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. The next step is to add questions to the template. '. 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. Learn what the full life of a workflow looks like, and how to audit tasks once they're complete. Select 'Choose file' and browse to the video file. Building and sharing. The description should explain what the test involves. Via this route, all Events in Learn are listed – this may be a lot! Even so, it’s still easy to find the Event you’re looking for, because when accessed via this route, each Event will include in the properties the name of the Lesson to which it relates. Additionally, you can request the setup of whitelisting on your mail/filtering servers with your IT team. When they reconnect, their progress or result will be updated within Learn. Navigate to the Event which is to be cancelled. Take a tour of the manager view of Perform. Learn - Add an evaluation form to Courses and Events. Demonstrate proficiency with Competency Checks. Learn - Import SCORM2004 content. kallidus-suite. An Overdue tab will appear in after the due date has passed. 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. 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’. Must be unique and should not be reused. In order to close a vacancy, please follow these steps: Log in to the back office Go to Va. To download our guide on staying GDPR compliant with the Kallidus Suite, take a look at our article here. Steps to create a Group. 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. Sign in with your username and password, and access a. When/if the Event is available for users to cancel. One extra thing to note: if your hero banner contains text, or images of people, where scaling on different screen. This article is relevant to customers who have an account with Vacancy Poster, an integrated 'multiposting' service which. For deeper learning -. The 'All Users' tab. Select ‘New’. You can select to turn this on for all courses or all events and can decide which form to use as default. Search for and select "Sapling G-Suite App". Click on the "Create New Key" button, or copy an existing key. Choose your report and select the 'Schedule' button on the right hand side. An OR condition rule means that a User will become a Group member if they meet ANY of the Rules added to the Group. Use the Search options, Course Category drop-down menu or the alphabet search to filter the list.