Set up New Pipeline Requirements (Table Editor)

Need to make sure certain fields are filled out on the applicant/talent profile before being pipelined? Simply update which fields, tags, or activities must be logged on the profile prior to the candidate being pipelined or placed under consideration. 

Specify which fields, tags or activities need to be populated prior to pipelining an applicant to a job.


Add or remove New Pipeline Requirements

  1. Click on Account & Settings
  2. Click on Table Editor

    Account Settings - Table Editor.gif

  3. Click on New Pipeline Requirements tile
  4. Click a checkbox to require a field
    1. Unclick a checkbox to make the field not required
  5. Click on the Save button
  6. Click on the Close button

New Pipeline Requirements - Update - Save.gif


Example of New Pipeline Requirements

When pipelining a Talent, the new requirement(s) will need to be completed before proceeding.

  1. Go to a Job's record
  2. Click on the View Talent Screen button
  3. Click on the Pipeline icon
    1. If the required information is missing then a warning will display preventing the Talent from being nominated.
  4. Fill out the required information
  5. Click on the Pipeline Talent button

Job - Talent - Pipeline - Required fields.gif



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