Cake provides the Customizable Pipeline feature, enabling companies to tailor hiring pipelines for each job and create a smoother recruitment experience.
This guide explains how to use the Customizable Pipeline feature:
How to customize a hiring pipeline
Customizing pipelines for existing Jobs or private Job Projects
Customizing pipelines when creating a new Job Post
Frequently Asked Questions
How do I set a pipeline as the default?
Why can’t I delete a Stage or import a pipeline from another job?
Special scenarios
Multiple users editing the pipeline at the same time
Candidates enter a stage while it is being edited
How to customize a hiring pipeline
Super Admins & Owners and Job Admins can use the Customizable Pipeline feature by following the steps below.
Customizing pipelines for existing Jobs or private Job Projects
Go to Cake for Employers > ATS > Jobs > Pipeline
Click Customize Pipeline on the right-hand side
In the Preview your hiring pipeline window, you can:
Add, edit, or delete pipeline stages
Import the pipeline and stages from another job using Import pipeline from another job
Close the preview window once adjustments are complete
Customizing pipelines when creating a new Job Post
Go to Cake for Employers > ATS > Jobs
Click Add Job in the top-right corner, enter the Job title, enable Post Job, and click Add Job Project
After completing the Job Details, click Next
In the Pipeline section, freely edit stages and adjust their order
Continue to set up the Hiring Team and Screening Questions
To enable the Customizable Pipeline feature, please contact your Cake Business Partner or the Cake Customer Team.
Frequently Asked Questions
How do I set a pipeline as the default?
Go to Cake for Employers > ATS > Jobs > Pipeline and click Set as Default Pipeline on the right-hand side. The current pipeline will be saved as the default template and automatically applied to future job postings.
Only one pipeline can be set as the default at a time. If another default pipeline already exists, the system will prompt you before updating it.
Why can’t I delete a Stage or import a pipeline from another job?
If there are candidates currently in a stage, that stage cannot be deleted, nor can you import a pipeline from another job. Please move candidates to other stages before making changes.
Special scenarios
Multiple users editing the pipeline at the same time
When multiple users edit or reorder stages simultaneously, the system will display a notification showing the latest version of the pipeline preview. Please review the most recent version before deciding whether to save your changes.
Candidates enter a stage while it is being edited
If candidates move into a stage while you are editing or reordering stages, the system will display a notification. Please review the message and confirm whether you still want to save your changes.
If you have any other questions, feel free to reach out to the Cake Customer Team.