This article sets out the data that can or cannot be extracted from Kallidus products at time of contract termination.
Where possible, customers are able to obtain data themselves through the reporting functions of each product.
Where extra data is required or where customers request that Kallidus complete the data extraction on their behalf, there will be a charge. The cost will be dependent on the data required, from which product and the effort involved.
All files will be delivered to Kallidus sftp for the customer to collect.
Files will be delivered in a fixed format and Kallidus will not manipulate the data into different formats. Neither will Kallidus meet with any new providers regarding their format requirements.
Examples of these formats can be provided on request.
Learn
Customer should run all the business objects or Power BI reports (dependant on which they have) they require as Kallidus may not have visibility of all reports they may have created
Also recommend the below reports can be run by the customer as below. These are fixed standard reports. There may be occasions where these reports are too large to run, Kallidus can then run an SQL query for the data.
Business Objects reports in Learn:
- All users
- All groups
- Training Status:All training
- CPD Activity (if using CPD)
- Accreditation detail report
- All lesson/course contents
- Course and/or Lesson Evaluation summary (if using evaluations)
- Reflection Course summary (if using reflections)
- All event dates (if using events)
- Event attendees (if using events)
Power BI reports in Learn:
- Accreditation analysis report
- Added learning report (if using)
- Catalogues, courses and lessons administration report
- CPD report (if using CPD)
- Evaluations report (if using evaluations)
- Event management and analysis report (if using events)
- Learning progress report
- Playlists report (if using playlists)
Relevant database tables can be exported but there is no supporting documentation (.csv) Only tables containing data will be exported. The format is fixed and cannot be changed.
| Can be exported | Cannot be exported |
| AICC, SCORM files, single file content (PDF lessons etc) | Video lessons |
| Document upload and Other learning (add my learning) attachments | Skills functionality |
| Course card images | Kallidus off the shelf learning certificates |
| Profile pictures |
Competency checks raw data cannot be exported but will be in reporting (won’t be in a database extract)
|
| Lesson certificates may be possible, this would be assessed on a case by case basis |
Evaluations and reflections raw data cannot be exported but will be in reporting (won’t be in database extract)
|
| Kallidus Off the Shelf certificates |
Perform
No database extracts can be obtained from Perform. Any data would need to be extracted from reporting using either business objects or Power BI reports (dependant on which they have). The customer can run the below themselves.
Business objects reports in Perform:
- Development activities
- Feedback
- Global objectives
- Objectives
- Reviews
- Users
Power BI reports in Perform:
- Development activities report
- Feedback report
- Global objectives report
- Objectives summary report
- Reviews summary report
Any documents uploaded as evidence can be exported by Kallidus
Profile pictures can be extracted by Kallidus
Reviews cannot be bulk extracted in PDF format
Recruit
Customers can export candidate and vacancy data using the reporting function.
Reporting will allow them the customer to get everything they need except candidate attachments. Those can be obtained via the API by way of a Powershell script Kallidus can provide the script for the customer to run.
Sapling
Customers can extract profile and other information themselves via reporting in Sapling. It is recommended that the filters are set to All so both active and inactive users are captured.
For profile reports, it is recommended that a report is created for one table at a time and ‘Full History’ toggle is enabled
The below can be extracted from Sapling by Kallidus if required:
- Profile photos
- Documents
- Workflows
- Email templates
Talent
Customers can run the standard fixed reports themselves.
- People (Basic Profiles)
- Current Talent Reviews
- All Talent Reviews (this is historical talent data)
- Development Activities
- Journal entries
- Objectives (This would need a basic report to be built by a consultant)
Attachments and notes are not available to be exported in bulk. These can be extracted on a person by person basis.
Succession planning is not available to be exported in bulk. These can be extracted on a person by person or plan by plan basis. Exports will be PDF documents.
360
The customer can Self serve offboarding for 360 by extracting every round data one at a time
The results of each round of feedback in the 360 can be exported (answers, results and comments for every question that is on a round)
There is no database extract available for 360