---
title: Create a talent pipeline
description: A talent pipeline helps admins identify, track, and develop employees for future roles, leadership opportunities, or specific goals.
---

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1. [Help Center](https://help.engagedly.com/?hsLang=en)
2. [Talent Mobility](https://help.engagedly.com/talent-mobility?hsLang=en)
3. [Plan Succession](https://help.engagedly.com/talent-mobility?hsLang=en#plan-succession)

# Create a talent pipeline

A talent pipeline helps admins identify, track, and develop employees for future roles, leadership opportunities, or specific goals. Pipelines move candidates through defined stages, from potential to ready, while tracking their readiness statuses at every step.

#### **Step 1: Enter pipeline details**

Navigate to **Apps \> Talent Mobility \> Talent Pipelines**.

1. Click **Create Pipeline** at the top right.  
   Creating a pipeline follows three steps: “Pipeline Details, Configure Stages, and Set Readiness”.
2. Enter the pipeline name (for example, Future Engineering Leaders).
3. (Optional) Enter a description to explain the pipeline’s purpose.
4. Under “What is this pipeline preparing people for?”, select one of the following pipeline types:

- - **Role:** Prepares candidates for a specific job role. When selected, a “Target Role” field appears. Search for and select the role.
    - **Talent:** Prepares candidates to succeed a specific person. When selected, a “Select Incumbent” field appears. Search for and select the incumbent employee.
    - **General:** Prepares candidates for broad development goals or future workforce planning. No additional field is required.

     5.   Select the admin responsible for managing the pipeline. The field defaults to the logged-in user.

     6.   Click **Continue**.

#### **Step 2: Configure stages**

Stages track how candidates progress within a pipeline, from early potential to fully ready. You can use a pre-built template or customize your own stages.

**Option A:**

1. Click **Use this** for one of the available templates.
2. Click **Continue**.

**Option B:**

1. Click **Use this** for a template.
2. Do one of the following as required:

- Hover between stages and click the **Plus ![Add them to pipeline](https://help.engagedly.com/hs-fs/hubfs/Add%20them%20to%20pipeline.png?width=20&height=20&name=Add%20them%20to%20pipeline.png)** icon to add another stage.
- Click the pipeline name or description to edit directly in the text field.
- To reorder stages, drag a stage using the **Six Dot** ![Six dot](https://help.engagedly.com/hs-fs/hubfs/Six%20dot.png?width=20&height=20&name=Six%20dot.png) icon on the left.
- To remove a stage, click the **Delete ![Delete Grey](https://help.engagedly.com/hs-fs/hubfs/Delete%20Grey.png?width=20&height=20&name=Delete%20Grey.png)** icon on the right.

     3.   Click **Continue**.

**📒Notes:**

- You can edit or delete both default and customized stages.
- You cannot delete or reorder the first and last stages.
- You can modify stages at any time after the pipeline is created.

To learn more about customizing stages, refer to [Configure stages in a talent pipeline](https://help.engagedly.com/configure-stages-in-a-pipeline?hsLang=en).

#### **Step 3: Set readiness**

Readiness statuses show how prepared a candidate is for the target role or goal. The system pre-fills default readiness statuses:

| **Readiness status** | **Meaning** |
| --- | --- |
| Not Ready | Requires significant development before being considered |
| Ready in 12 Months | Shows potential but needs broader experience or sustained performance |
| Ready in 9 Months | On the right path with a gaps to close |
| Ready in 6 Months | Demonstrates strong potential and needs targeted development |
| Ready in 3 Months | Close to ready with minor actions needed |
| Ready Now | Can step into the role immediately |

1. Do one of the following as required:

- Hover between statuses and click the **Plus ![Add them to pipeline](https://help.engagedly.com/hs-fs/hubfs/Add%20them%20to%20pipeline.png?width=20&height=20&name=Add%20them%20to%20pipeline.png)** icon to add another status.
- Click the status name or description to edit directly in the text field.
- To reorder stages, drag a stage using the **Six Dot** ![Six dot](https://help.engagedly.com/hs-fs/hubfs/Six%20dot.png?width=20&height=20&name=Six%20dot.png) icon on the left.
- To remove a stage, click the **Delete ![Delete Grey](https://help.engagedly.com/hs-fs/hubfs/Delete%20Grey.png?width=20&height=20&name=Delete%20Grey.png)** icon on the right.

**📒Notes:**

You can edit or delete statuses.

You cannot delete or reorder the first and last statuses.

You can modify readiness statuses at any time after the pipeline is created.

     2.   Click **Save & Review**.

#### **Step 4: Review and create**

The “Summary” shows a complete overview of your pipeline configuration:

- Pipeline name and total stage and readiness counts
- Pipeline owner
- All configured stages
- All configured readiness statuses

1. Review the details. If changes are required, click **Modify** next to “Stages” or “Readiness”, or click **Back** to go to the previous step.
2. Once everything looks correct, click **Create Pipeline**.

Your new pipeline appears in the “Talent Pipelines” list and is ready to use.

### **What is next?**

After creating the pipeline, you can:

- **Add candidates** to the pipeline and assign them a stage and readiness status.
- **Star a pipeline** to pin it to your sidebar for quick access.
- **Edit pipeline details** at any time from the pipeline's settings.
- Check the pipeline activity log to see a record of setup and configuration changes. For more information, refer to [View the pipeline activity log](https://help.engagedly.com/view-the-pipeline-activity-log?hsLang=en).

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