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 & Mobile Updates - Group Processing, Admin Console, Course Tools & More
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)
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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
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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
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
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
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