Core, Learning, Connect & Mobile First Looks - Oct. 16
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The document summarizes new features across Cornerstone's Core, Learning, Connect, and Mobile modules, including: 1) Enabling group processing control at the individual group level in Core to freeze group processing. 2) Introducing a Learning Admin Console dashboard for administrators to manage training delivery and track completion. 3) A Course Console page for centralized course object management, insights, and administration. 4) New On the Job Training functionality for observers to record completion of on-the-job learning materials. 5) Configuration of learning-related email digests to consolidate assignment and deadline notifications.
Core, Learning, Connect & Mobile First Looks - Oct. 16
- 1. First Looks: Core, Learning, Connect & Mobile • Enable Group Processing (Core) • Learning Admin Console (Learning) • Course Console (Learning) • On the Job Training (Learning) • Learning Email Digests (Learning) • Sync Likes and Replies (Connect) • Dashboard Configuration and Custom Training Widget (Mobile) • Custom Disclaimer (Mobile) • E-Completion Signature (Mobile) 4
- 2. This presentation includes forward-looking statements. In this presentation, the words “believe,” “may,” “will,” “estimate,” “continue,” “anticipate,” “intend,” “expect,” “predict,” “potential” and similar expressions, as they relate to Cornerstone OnDemand, Inc. (“Cornerstone OnDemand” or the “Company”), business and management, are intended to identify forward-looking statements. In light of the risks and uncertainties outlined below, the future events, circumstances, and functionality discussed in this presentation may not occur, and actual results could differ materially from those anticipated or implied in the forward-looking statements. The Company has based these forward-looking statements largely on its current expectations and projections about future events and financial trends affecting its business. Forward-looking statements should not be read as guarantees of future performance or results, and will not necessarily be accurate indications of the times at, or by, which such performance or results will be achieved. Forward-looking statements are based on information available at the date of this presentation and management’s good faith belief as of such date with respect to future events, and are subject to risks and uncertainties that could cause actual performance or results to differ materially from those expressed in or suggested by the forward-looking statements. Important factors that could cause such differences include, but are not limited to: the Company’s ability to attract new clients to enter into subscriptions for its solution; the Company’s ability to service those clients effectively and induce them to renew and upgrade their deployments of the Company’s solution; the Company’s ability to expand its sales organization to address effectively the new industries, geographies and types of organizations the Company intends to target; the Company’s ability to accurately forecast revenue and appropriately plan its expenses; market acceptance of enhanced solutions, alternate ways of addressing learning and talent management needs or new technologies generally by the Company and its competitors; continued acceptance of SaaS as an effective method for delivering learning and talent management solutions and other business management applications; the attraction and retention of qualified employees and key personnel; the Company’s ability to protect and defend its intellectual property; costs associated with defending intellectual property infringement and other claims; events in the markets for the Company’s solution and alternatives to the Company’s solution, as well as in the United States and global markets generally; future regulatory, judicial and legislative changes affecting the Company’s industry; changes in the competitive environment in the Company’s industry and the markets in which the Company operates; and other factors discussed under “Risk Factors ” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” in the registration statement for the Company’s recently completed initial public offering and the Company’s periodic reports filed with the Securities and Exchange Commission (the “SEC”). Forward-looking statements speak only as of the date of this presentation. You should not put undue reliance on any forward-looking statement. The Company assumes no obligation to update any forward-looking statements to reflect actual results, changes in assumptions or changes in other factors affecting future performance or results, except to the extent required by applicable laws. If the Company updates one or more forward-looking statements, no inference should be drawn that it will make additional updates with respect to those or other forward-looking statements. Any unreleased services or features referenced in this or other documents or public statements are not currently GENERALLY available and may not be delivered on time or at all. Customers who purchase Cornerstone OnDemand applications should make their purchase decisions based upon features that are currently available. Safe Harbor 2
- 4. Groups – Enable Group Processing • Ability to turn on and off group processing at the individual group level. When checkbox is checked, group no longer processes daily. New Option to freeze group processing Admin path: Admin > Tools > Core Functions > Organizational Units > Manage Organizational Unit Hierarchy > Group > Create or Edit Group. Option found under Details section.
- 5. Enable Group Processing Enablement • Permissions: No new permissions. • Enablement Notes: Option to enable checkbox on the Edit Group page is automatically enabled. The checkbox is unchecked by default. • Use Case: Acme Corporation would like the ability to exclude a specific group from daily processing, to ensure their new hires don’t receive existing training being assigned through a dynamic proxy enrollment. Enabling the Freeze Group Processing lets them stop new employees from joining the group and thus not including them into the dynamic proxy enrollment. • Impacted Areas: • OU Groups
- 7. Learning Admin Console (Full Page View) • A consolidated view of Learning tasks for Administrators to manage, deliver and track training. This page includes quick links to create LOs and Proxy Enrollments, search for training, view recently viewed pages and much more. Admin path: Admin > Learning Admin Console Client-Driven
- 8. Learning Admin Console Create new LOs directly from the admin console View and access reports, manage LOs and create Proxy Enrollments using the available widgets View your most recently viewed pages and access pages quickly with Pinned Links Client-Driven
- 9. Learning Admin Console • Each admin can customize their own console by setting the visibility and order of widgets. Client-Driven
- 10. Learning Admin Console Enablement • Permissions: • Learning Admin Console - View: Allows users to view the Learning Admin Console. • Learning Admin Console – Assigned Training: Allows users to view the Assigned Training & Assigned Past Due widgets on the Learning Admin Console. • Learning Admin Console – View Training Graph: Allows users to view the Training Over Time & Training by Type graphs on the Learning Admin Console. • Enablement Notes: Automatically enabled for all users in the System Administrator Security Role. • Use Case: Hallie is a Learning Administrator for a large company. She frequently runs reports to track training completions, troubleshoot issues, and work with her team of administrators. From the Learning Admin Console, she gets a clear view of the training in her portal including assigned training by status, what assigned training is past due, un-submitted rosters for ILT training, most requested training, the status of proxy enrollments, and highest rated training. From the widgets, she’s able to easily take action via existing admin pages. • Impacted areas: • Course Catalog • LO Admin Pages: Certification, Curriculum, Event, Library, Material, Online Class, Program, Test, Video • Proxy Enrollment • Events & Sessions • Configuration Tools • Course Console • Transcript Client-Driven
- 12. Course Console (Full Page View) • A centralized location for administrators to manage and track all aspects of a learning object. Provides a snapshot view of the training, easily edit the training via Course Catalog, create Proxy Enrollments and more. Admin path: • Learning Admin Console > Click on title of LO • Admin > Tools > Learning > Course Catalog > Click on title of LO Client-Driven
- 13. Course Console View the course metadata and settings Easily Edit, Assign to Users, View LO Details or Preview Material and Video LOs Track training status and completion, Proxy Enroll users, and view Associated Training including pre-work, post-work and pre-requisites Client-Driven
- 14. Course Console Enablement • Permissions: There are no new permissions. • Enablement Notes: Automatically enabled for Users with the existing Course Catalog – Update or Course Catalog – View permissions to access the Course Console. *Must have the New Course Catalog UI to view* • Use Case: Joe is a Learning Administrator and is looking to assign a training to users but wants to confirm that evaluations are enabled for it. After locating the course in the Course Catalog Search Results page, he selects the training title and is navigated to the new Course Console. Here he’s provided with an admin view of the Learning Object. He’s able to see general metadata, insights, and what is enabled for the Training including Availability, Emails, Evaluations, etc. He also has easy access to edit, view LO details, preview, and create a proxy for the training. • Impacted Areas: • Course Catalog - Search Results & Course Catalog - Edit Training • LO Details • Proxy Enrollment • Learning Admin Console Client-Driven
- 15. On the Job Training (Learning)
- 16. On the Job Training (Admin View) • New On The Job Training (OJT) option in Material Learning Objects to enable observers to record OJT completion. New option to enable OJT within a Material New Learning Preferences page to determine Material Defaults Admin path: Admin > Tools > Learning > Catalog Management > Materials > Create a New Material or Edit under the Options section Client-Driven
- 17. On the Job Training (End User View) Observer can access new OJT page to view different OJTs they have to complete Observer records the observation User path: • Admin > On The Job Training – Observers Client-Driven
- 18. On the Job Training Enablement • Permissions: • On the Job Training – Edit: Grants ability to edit the OJT section in Material Administration. • On the Job Training – View: Grants ability to view the OJT section in Material Administration. • On the Job Training – Manage: Grants access for Observers to record OJT Completion on the OJT page. • On the Job Training – Notify Observers: Grants access for users to select OJT Observers from Transcript. • On the Job Training Preferences - Manage: Grants ability to view OJT preferences in Learning Preferences. • On the Job Training – Observation History From Transcript: Grants access for users to view On The Job Training Observation History from Transcript Details • Enablement Notes: The permissions are automatically distributed to the System Administrator role. Permissions can be assigned to other security roles as needed. • Use Case: Line Worker Joe is assigned the On the Job Training “Basic Aseptic Technique.” After Joe and his Manager Amy are notified of the assignment, he might spend time studying the technique or practicing it. When Joe is ready, he contacts Amy so that she can validate Joe’s qualification in the Aseptic Technique. Amy coordinates a time with Joe to observe Joe demonstrating the technique. If Joe performs the technique according to procedure, Amy will mark complete with a status of Pass or Fail in the LMS system. Then Joe will be prompted to enter his own acknowledgement of completion using the Completion Signature. Joe is now qualified to perform the Aseptic technique. • Impacted areas: • Material Administration • New On the Job Training Page for Observers • New On the Job Training Preferences Page Client-Driven
- 20. Learning Email Digests • Allow admins to configure "Training Assigned" and "Training Due" email digests. Helping to limit the amount of emails a user receives. Create Digests for managers and learners to receive a consolidated email instead of manyAdmin path: Admin > Tools > Core Functions > Email Digest Management Client-Driven
- 21. Learning Email Digests Enablement • Permissions: There are no new permissions. • Enablement Notes: Automatically enabled. Users with the existing Email Digest Administration – Manage and the Email Digest Administration – View permissions will have access. • Use Case: As an administrator, Helen wants to be able to create an Email Digest in order to consolidate email notifications to end users for their trainings assigned and trainings due. This will help reduce the amount of emails end users receive making it less likely they will miss an email. • Impacted Areas: • Email Digest Administration Client-Driven
- 22. Sync Likes and Replies (Connect)
- 23. Sync Likes and Replies • Sync likes/votes and replies between feed updates for community postings and the community posting itself. Like and Reply on the Community Feed Syncs into the posting itself and vice versa User path: • Connect > Any Posting Client-Driven
- 24. Sync Likes and Replies Enablement • Permissions: No new permissions. • Enablement Notes: Automatically enabled. • Use Case: Jim is a presentation coach that regularly creates new postings in his community. Jim wants the members of the community to be able to reply to the postings without having to go into the posting itself. After this enhancement, all activity around his community postings are synced across the Live Feed, Community Feed, and the posting itself. • Impacted Areas: • Posting Activity Updates in Live Feed • Posting Activity Updates in Community Feed • Posting Details pages in Communities Client-Driven
- 25. Dashboard Configuration and Custom Training Widget (Mobile)
- 26. Dashboard Configuration and Custom Training Widget (Admin View) • Determine what widgets to show and customize the titles and widget images on new Mobile Dashboard Widget page. New “Featured Training” widget lets you promote training to your users. Upload Custom Widget Icons Determine which widgets show on Dashboard Featured Training widget lets you add specific LOs to the DashboardAdmin path: • Admin > Tools > Core Functions > Core Preferences > Mobile Dashboard Widgets Client-Driven
- 27. Dashboard Configuration and Custom Training Widget (End User View) Users can access specific training from the Dashboard Customize the titles specific to the training Client-Driven
- 28. Dashboard Configuration and Custom Training Widget Enablement • Permissions: • Mobile Dashboard Administration: Allows administrators to access Mobile Dashboard Widgets preferences page. • Enablement Notes: The permission is automatically distributed to the System Administrator Security Role. The Mobile Dashboard must be configured for users to have access to widgets. *Access to Featured Training Widget only available to clients with Learning* • Use Case: John Smith is the manager of Learning Technology for Acme Corporation and wants to be able to make sure his employees are aware of a new training. With Custom Widgets, he can use the Featured Learning widget, customize it with icons, and direct his employees to the training from the Mobile Dashboard. • Impacted Areas: • New Global Preference page added “Mobile Dashboard Widgets” • Mobile Dashboard Client-Driven
- 30. Custom Disclaimer (Admin View) • Create a customized message that can be displayed to all the users within an OU as soon as they log into the app. Configured through Mobile Preferences Admin path: Admin > Tools > Core Functions > Core Preferences > Mobile
- 31. Custom Disclaimer (End User View) User is authenticated into the app and acknowledges before proceeding
- 32. Custom Disclaimer Enablement • Permissions: No new permissions • Enablement Notes: The new preference is automatically available to administrators with access to the Mobile Preferences page. • Use Case: John, the learning manager for Acme Corporation, must ensure employees across Acme’s 100 stores nationwide do not take training during off hours. He creates a mobile app custom disclaimer. When Stephanie logs into the mobile app to complete her compliance training, she first sees the disclaimer and must acknowledge she’s using the app during work hours before she’s taken to her mobile app home screen. • Impacted Areas: • Mobile Preferences
- 34. E-Completion Signature (Admin View) • Users will be able to complete a course and sign off following the exact same workflow and scenarios of the portal, but from the convenience of their mobile devices Admin path: Admin > Tools > Learning > Course Catalog > Edit Course • General tab > “Mobile” checkbox • General tab > “Required Electronic Signature” checkbox Configured per LO Client-Driven
- 35. E-Completion Signature (End User View) User is prompted to sign after marking complete User is prompted to re-authenticate when enabled Client-Driven
- 36. E-Completion Signature Enablement • Permissions: No new permissions. • Enablement Notes: Automatically enabled when the LO is mobile enabled and requires a signature. • Use Case: John Smith from Acme Corporation needs to make sure his technicians sign the completion of compliance training. They can’t perform repairs on equipment until they sign their completion. Because the technicians work in the field, they need to be able to sign the completion of the training using their mobile device. • Impacted Areas: • Completed LOs in Mobile App Client-Driven
- 37. Thank You!