Introduction
This article highlights a few side-by-side comparisons between Classic Sapling and New Sapling, along with a few frequently asked questions, following the Summer 2023 Product Update.
Side-by-side comparisons
| Classic Sapling | New Sapling |
|
Left-hand navigation and some top-level navigation (like People, Outbox, and Pending Hires)... |
...is folded into top-level navigation People Directory and Org Chart are under Company Outbox, Pending Hires, and all the former left-hand navigation are under Administration Tools |
|
Clicking on a table row to open, navigate to, or edit its contents... |
...now happens by clicking Edit, View, etc. under the Actions menu on the right side of the table row Click Actions to get a list of all available actions you can take on a table row in a single spot |
|
Smart Assignment during lifecycle events... |
...runs more consistently in lifecycle events Assigned activities will not be removed (or added) if the Smart Assignment parameters are changed on step 1 of Onboarding or Offboarding after Smart Assignment has already assigned workflows, documents, or emails |
|
The Groups page... |
...has a new layout for easier navigation and group management |
|
The Tasks page... |
...has a new layout for easier navigation and task management Side-by-side view for faster access to task details New search and filters to quickly find specific tasks |
|
Dashboard views... |
...are cleaner to read and take action |
|
Using View As mode which previously returned you to your own profile when ending a View As session... |
...now returns you exactly where you were last viewing when ending a View As session |
Frequently asked questions
- Q: I use multiple Kallidus products; will I be able to navigate from one to another without signing in again?
- A: Yes, we're rolling out updates to our top-level product navigation to include Sapling over the next few months. You'll need to be running on our latest Identity solution (IDS6) to leverage that global navigation.
- Q: Can I (or my new hires) use Sapling from a mobile to complete their preboarding or other tasks?
- A: Yes, the employee and manager experiences in particular are optimized for mobile, and the entire app is responsively designed for availability on tablet or mobile devices.
- Q: Are there any other new features included in the new Sapling?
- A: Yes, quite a few actually and most suggested by our customers. Read more about those features available now or soon here.
- Q: How long will Classic Sapling still be available?
- A: For now, you can "return to Classic Sapling" at any time from the upper-right menu; however, we're planning to deprecate Classic Sapling over the rest of the year so we can focus entirely on improving your experience in the new Sapling.
- Q: I need more help or am experiencing an issue; what should I do?
- A: Visit our Help Centre to check our knowledge base or connect with our Support team. You can also get in touch by clicking "Need help?" from the bottom-right corner of Sapling (or any Kallidus product).
- Q: I have feedback to share; where can I share it?
- A: We love feedback: you can share suggestions in our Feedback Portal (which is also available in our Help Centre) or by reaching out to your Customer Experience Manager or Customer Success Manager.