You can do the initial workflow setup on Jobvite portal by the following steps:
1. Go to the Jobvite portal
2. Click the Profile icon and then click Admin.
3. Click on ATS -> View Workflows and edit General workflow.
4. Now add the following custom stages:
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Send First HE Test
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First HE Test Sent
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First HE Test Completed
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Shortlisted from First HE Test
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Send Second HE Test
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Second HE Test Sent
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Second HE Test Completed
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Shortlisted from Second HE Test
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Send Third HE Test
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Third HE Test Sent
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Third HE Test Completed
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Shortlisted from Third HE Test
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Send Fourth HE Test
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Fourth HE Test Sent
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Fourth HE Test Completed
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Shortlisted from Fourth HE Test
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Send Fifth HE Test
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Fifth HE Test Sent
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Fifth HE Test Completed
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Shortlisted from Fifth HE Test
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HE Action Error
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5. If the user wants to Integrate Facecode too, then they will have to add a few more custom stages:
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Send First HE Interview
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First HE Interview Sent
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First HE Interview Completed
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Send Second HE Interview
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Second HE Interview Sent
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Second HE Interview Completed
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Send Third HE Interview
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Third HE Interview Sent
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Third HE Interview Completed
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Send Fourth HE Interview
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Fourth HE Interview Sent
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Fourth HE Interview Completed
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Send Fifth HE Interview
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Fifth HE Interview Sent
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Fifth HE Interview Completed
6. Now click on Configurations -> View Custom Fields.
7. Under Requisition add these 5 custom fields:
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First HE Test ID
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Second HE Test ID
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Third HE Test ID
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Fourth HE Test ID
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Fifth HE Test ID
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Note: While creating these fields, select Type as Text
8. Now under Candidates add these 5 custom fields:
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First HE Test Result
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Second HE Test Result
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Third HE Test Result
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Fourth HE Test Result
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Fifth HE Test Result
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Note: While creating these fields, select Type as Multi-line Text.
9. If the user wants to Integrate Facecode too, then they will have to add a few more custom fields:
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First HE Interview Link
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First HE Interview Result
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Second HE Interview Link
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Second HE Interview Result
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Third HE Interview Link
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Third HE Interview Result
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Fourth HE Interview Link
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Fourth HE Interview Result
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Fifth HE Interview Link
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Fifth HE Interview Result
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Note: While creating these fields, select Type as Multi-line Text.
