Manage candidates through pipeline stages

Admins can manage candidates movement and stage configuration on the pipeline board. Each stage represents a step in the succession journey. To learn more about the status, refer to Explain stages in a talent pipeline.

Move a candidate

Admins can move candidates forward or backward across stages at any time. Drag and drop a candidate’s card to quickly move them between stages.

Navigate to Apps > Talent Mobility > Talent Pipelines.

1. Open the pipeline.

By default, Stages toggle is selected at the top right.

     2.   Locate the candidate card in its current stage.

     3.   Click and hold the candidate card.

     4.   Drag it to the target stage column.

     5.   Release to drop the card. The stage column updates immediately with the new candidate count.

Update a candidate's readiness status

Each candidate card includes a readiness drop-down that reflects how ready the candidate is for the role. Updating readiness does not change the candidate's stage, but it tracks development progress.

1. Find the candidate card on the pipeline board.
2. Click the readiness drop-down at the bottom of the card (default shows “Not Ready”).
3. Select one of the available options:
• Not Ready
• Ready in 6 Months
• Ready in 9 Months
• Ready Now

The card updates instantly. The progress bar at the top of the pipeline reflects the updated readiness distribution across all candidates.

Alternatively, you can switch the toggle to readiness to update status. Refer to Manage readiness status in a talent pipeline.

Add a candidate directly to a stage

Admins can add a candidate to a specific stage without moving them from another stage.

Option 1:

1. Open the pipeline.
2. Hover over the stage column header where you want to add a candidate.
3. Click the Candidate icon (person with a + symbol) that appears in the stage header.
4. Select employees and click Add Candidates at the top right.
5. Click Add to place them in that stage.

Option 2:

1. Open the pipeline.
   By default, the “Stages” toggle is selected at the top right.
2. Click Add Candidates at the top right.
3. Select employees and click Add Candidates.
4. Click Add to confirm.

By default, the candidate is added to the “Identified” stage.

Remove a stage

Admins can remove a stage and move candidates to another stage.

1. Hover over the stage column header where you want to remove a stage.
2. Click the Delete icon.
3. Click the stage drop-down and select a stage to move candidates to the desired stage.
4. Click Remove to confirm.

View candidates by readiness

Readiness view gives how candidates are grouped by their readiness status across all stages.

1. Switch the toggle to Readiness at the top right.
2. Each candidate card displays their current status at the bottom.
3. Drag cards across readiness columns to update a candidate's readiness directly from this view.
4. Click Stages to return to the stage view.

Mark a candidate as a successor

After moving a candidate to a suitable stage, admins can formally mark them as a successor for a specific role or talent.

1. On the candidate card, click the Bookmark icon.
2. Select whether you are assigning them as a successor for a Talent or a Role.
3. Search for and select the relevant talent or role.
4. Click Mark as Successor to confirm.

Remove a candidate from the pipeline

Admins can remove a candidate from the pipeline entirely.

1. On the candidate card, click the Candidate icon (person with a − symbol).
2. Click Remove to confirm.

Track stage actions

When a candidate enters a stage, its actions (tasks, courses, or learning paths) are assigned to them automatically. Each action is marked Pending, Assigned, or Completed, and the candidate’s card shows a completion count, such as “⅖ actions completed,” so you can view progress at a glance. To learn how these actions are set up, refer to Configure stages and actions in a talent pipeline.