How to Automate AI Phone Screening with Workday in Just 30 Minutes

In an era where the demand for efficiency in hiring processes is at an all-time high, companies are increasingly turning to automation. In fact, a recent study shows that organizations automating their screening process see a 40% reduction in time-to-hire compared to traditional methods. This guide will walk you through the steps to automate AI phone screening using Workday in just 30 minutes, enhancing your recruitment strategy while maintaining compliance and improving candidate experience.

Prerequisites for Automation

Before diving into the automation process, ensure you have the following:

1. Workday Account: An active and properly configured Workday account.
2. Admin Access: Ensure you have administrative privileges to make changes within Workday.
3. NTRVSTA Account: A subscription with NTRVSTA for AI phone screening capabilities.
4. Estimated Time: Set aside 30 minutes for the setup process.

Step-by-Step Guide to Setting Up AI Phone Screening

Step 1: Log into Workday

Access your Workday account and navigate to the “Integrations” section. This is where you will manage your ATS integrations.

Expected Outcome: You should see a list of current integrations and the option to add new ones.

Step 2: Add NTRVSTA Integration

Select the option to "Add Integration" and search for NTRVSTA in the integration catalog.

Expected Outcome: NTRVSTA should appear as an available integration option.

Step 3: Configure Integration Settings

Once selected, configure the integration settings. Input your NTRVSTA API key and set the parameters for phone screening, such as the types of roles you want to screen and screening questions.

Expected Outcome: Integration settings are saved, and you receive a confirmation message.

Step 4: Set Up Screening Workflows

Navigate to the "Recruiting" section in Workday and create a new workflow for phone screenings. Specify the criteria for candidates to be screened automatically.

Expected Outcome: A new workflow is created that triggers phone screenings for eligible candidates.

Step 5: Test the Integration

Conduct a test run by selecting a candidate from your current pool. Initiate the NTRVSTA phone screening through Workday.

Expected Outcome: The candidate receives a call from NTRVSTA’s AI system, and you can monitor the progress in real-time.

Step 6: Monitor and Adjust

After the test, review the results and adjust your screening questions or criteria as necessary. Use Workday’s analytics tools to assess the effectiveness of the AI screening.

Expected Outcome: You gain insights into the screening process, allowing for continuous improvement.

Common Troubleshooting Issues

1. Integration Fails to Connect: Ensure your API key is correctly entered and that you have necessary permissions.
2. No Calls Received by Candidates: Check your phone screening settings to confirm that candidates meet the criteria.
3. Inaccurate Screening Results: Review and refine your screening questions for clarity and relevance.
4. Delayed Notifications: Adjust notification settings within Workday to ensure timely updates.
5. Data Sync Issues: Ensure your Workday and NTRVSTA accounts are synced properly; re-authenticate if necessary.

Timeline for Implementation

Most teams can complete this setup in just 30 minutes. However, if you encounter issues, allow an additional 15-30 minutes for troubleshooting.

Conclusion: Key Takeaways for Successful Automation

1. Prepare Thoroughly: Ensure all prerequisites are in place before starting the integration process.
2. Monitor Performance: Regularly review the effectiveness of AI phone screenings to adapt to changing hiring needs.
3. Leverage Analytics: Use Workday’s analytical tools to gain insights from your screening data and improve candidate selection.
4. Stay Compliant: Keep up with relevant hiring regulations to ensure your processes remain compliant.
5. Iterate and Improve: Continuously refine your screening questions based on candidate feedback and screening outcomes.

Automating AI phone screening with Workday not only streamlines your hiring process but also enhances the candidate experience, making it a strategic move for any organization looking to improve its recruitment efforts in 2026.