Manage readiness status in a talent pipeline

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 readiness status in a talent pipeline.

Move a candidate

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

Navigate to Apps > Talent Mobility > Talent Pipelines.

1. Open a pipeline.
2. Switch the toggle to Readiness at the top right.
3. Locate the candidate card in its current status.
4. Click and hold the candidate card.
5. Drag it to the target status column.
6. Release to drop the card. The status column updates immediately with the new candidate count.

Alternatively, on a candidate card, open the drop-down and select the new readiness status.

The candidate card moves into the matching column automatically.

Update a candidate's stages

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

1. Find the candidate card on the pipeline board.
2. Click the stages drop-down at the bottom of the card.
3. Select one of the available options:
• Identified
• Advanced Exposure

• • Grooming

• Assessed

• • Successor Bench

The card updates instantly. The progress bar at the top of the pipeline reflects the updated progression in the stages across all candidates.

Alternatively, you can switch the toggle to Stages to update stages. Refer to Manage candidates through pipeline stages.

Add a candidate directly to a status

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

1. Open a pipeline.
2. Switch the toggle to Readiness at the top right.
3. Click Add Candidates at the top right.
4. Select employees and click Add Candidates.
5. Click Add to confirm.

View candidates by readiness

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

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

Mark a candidate as a successor

After moving a candidate to a suitable status, 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.

Remove a readiness status

Admins can remove a readiness status and move candidates to another status.

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