--- title: Initial workflow setup description: "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 G" --- [Skip to content](https://help.hackerearth.com/hc/en-us/articles/10006361393689-initial-workflow-setup#main-content) English Show submenu for translations ![HE logo.png\]](https://help.hackerearth.com/hs-fs/hubfs/HE%20logo.png?height=40&name=HE%20logo.png) Open main navigation Close main navigation - English Show submenu for translations Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.hackerearth.com/?hsLang=en) 2. [Assessments: ATS integrations](https://help.hackerearth.com/assessments-ats-integrations?hsLang=en) 3. [Jobvite](https://help.hackerearth.com/assessments-ats-integrations?hsLang=en#jobvite) # Initial workflow setup 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. ![3.png](https://help.hackerearth.com/hubfs/Knowledge%20Base%20Import/3-Jan-30-2023-11-39-03-2559-AM.png) 4\. Now add the following custom stages: - - - Send First HE Test - First HE Test Sent - First HE Test Completed - Shortlisted from First HE Test - Send Second HE Test - Second HE Test Sent - Second HE Test Completed - Shortlisted from Second HE Test - Send Third HE Test - Third HE Test Sent - Third HE Test Completed - Shortlisted from Third HE Test - Send Fourth HE Test - Fourth HE Test Sent - Fourth HE Test Completed - Shortlisted from Fourth HE Test - Send Fifth HE Test - Fifth HE Test Sent - Fifth HE Test Completed - Shortlisted from Fifth HE Test - HE Action Error 5\. If the user wants to Integrate Facecode too, then they will have to add a few more custom stages: - Send First HE Interview - First HE Interview Sent - First HE Interview Completed - Send Second HE Interview - Second HE Interview Sent - Second HE Interview Completed - Send Third HE Interview - Third HE Interview Sent - Third HE Interview Completed - Send Fourth HE Interview - Fourth HE Interview Sent - Fourth HE Interview Completed - Send Fifth HE Interview - Fifth HE Interview Sent - Fifth HE Interview Completed ![4.png](https://help.hackerearth.com/hubfs/Knowledge%20Base%20Import/4-Jan-30-2023-11-39-01-6852-AM.png) 6\. Now click on Configurations -\> View Custom Fields. ![5.png](https://help.hackerearth.com/hubfs/Knowledge%20Base%20Import/5-Jan-30-2023-11-39-04-8010-AM.png) 7\. Under Requisition add these 5 custom fields: - - - First HE Test ID - Second HE Test ID - Third HE Test ID - Fourth HE Test ID - Fifth HE Test ID **Note:** While creating these fields, select Type as Text ![6.png](https://help.hackerearth.com/hubfs/Knowledge%20Base%20Import/6-Jan-30-2023-11-39-06-0820-AM.png) 8\. Now under Candidates add these 5 custom fields: - - - First HE Test Result - Second HE Test Result - Third HE Test Result - Fourth HE Test Result - Fifth HE Test Result **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: - - - First HE Interview Link - First HE Interview Result - Second HE Interview Link - Second HE Interview Result - Third HE Interview Link - Third HE Interview Result - Fourth HE Interview Link - Fourth HE Interview Result - Fifth HE Interview Link - Fifth HE Interview Result **Note:** While creating these fields, select Type as Multi-line Text. ![7.png](https://help.hackerearth.com/hubfs/Knowledge%20Base%20Import/7-Jan-30-2023-11-39-08-0566-AM.png) - [Assessments: Recruiters](https://help.hackerearth.com/assessments-recruiters?hsLang=en#main-content) - [Getting started](https://help.hackerearth.com/assessments-recruiters?hsLang=en#getting-started) - [Account settings](https://help.hackerearth.com/assessments-recruiters?hsLang=en#account-settings) - [Admin management](https://help.hackerearth.com/assessments-recruiters?hsLang=en#admin-management) - [Creating tests automatically](https://help.hackerearth.com/assessments-recruiters?hsLang=en#creating-tests-automatically) - 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