Scorecard templates help hiring teams establish consistent evaluation criteria and streamline the interview process. This guide explains how to create and manage scorecard templates:
Create a Scorecard Template
Manually Add
Copy from Existing
Edit a Scorecard Template
Add Categories and Attributes
Edit Categories and Attributes
Create a Scorecard Template
To create a scorecard template, go to Cake for Employers > Jobs > Scorecard Template.
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Manually Add
Go to the job opening page and click "Scorecard Template".
Click "Manually Add".
Enter a category name.
Enter the first evaluation attribute.
Click "Save" to create the template.
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Note: A category must be created before additional categories or edits can be made.
Copy from Existing
If evaluation attributes have already been created for another job opening, they can be imported directly.
Click "Copy from Existing".
Select the content you would like to import:
Import All
if there are existing content, you can choose rather "Add to current" or "Overwrite existing".
Required Attributes
Optional Attributes
To view individual attributes within a category, click the arrow icon on the left side of the category.
Select the categories or attributes you would like to import.
Click "Import" to complete the process.
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Note: Click "Reset" to clear all current selections.
Edit a Scorecard Template
Scorecard templates consist of two sections: Required Attributes, Optional Attributes. Both sections can be customized as needed.
Add Categories and Attributes
Click "+ Add Category".
Enter a category name.
Enter the first attribute.
To add additional attributes, click "+ Add Attribute".
Click "Save" to apply your changes.
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Note: At least one category must exist before further editing is available.
Edit Categories and Attributes
When hovering over a category, the following options will appear:
Drag the six-dot icon in the upper-left corner to reorder categories. Drag categories between the Required Attributes and Optional Attributes sections.
Use the "Edit" or "Delete" options in the upper-right corner.
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Edit a Category
Hover over the category and click "Edit".
Update the category name or attributes.
Click "Save" to apply the changes. To discard changes, click "Cancel".
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Delete a Category
Hover over the category and click "Delete".
In the confirmation window:
Click "Confirm" to delete the category.
Click "Cancel" to keep the category.
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Edit Individual Attributes
Click the trash icon next to an attribute to delete it.
Drag the six-dot icon next to an attribute to reorder it.
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For information on using scorecards during the interview process, please refer to How to Edit and Manage Scorecards?
If you have any other questions, feel free to reach out to the Cake Customer Team.