Ai Phone Screening

How to Automate Phone Screening in 30 Minutes with NTRVSTA

By NTRVSTA Team4 min read

How to Automate Phone Screening in 30 Minutes with NTRVSTA

In 2026, the speed at which organizations can screen candidates has become a critical competitive advantage. Surprisingly, a recent study found that 70% of HR leaders still rely on traditional screening methods, which can prolong the hiring process by weeks. Automating phone screening can drastically reduce this time. With NTRVSTA, teams can set up a fully automated phone screening process in just 30 minutes, achieving a 95% candidate completion rate—far surpassing the 40-60% rates often seen with video interviews. This guide will walk you through the necessary steps to streamline your phone screening process using NTRVSTA.

Prerequisites for Automation Setup

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

  • NTRVSTA Account: Sign up for an account if you haven't already.
  • Admin Access: You'll need administrative privileges to configure settings and integrations.
  • ATS Integration: Ensure your ATS (Applicant Tracking System) is compatible with NTRVSTA. The platform integrates with over 50 systems including Greenhouse, Bullhorn, and Workday.
  • Estimated Time: Most teams can complete the setup in around 30 minutes.

Step-by-Step Setup Guide

Step 1: Log into NTRVSTA

Start by logging into your NTRVSTA account. You should see a dashboard with options for setting up phone screenings.

What You Should See: A clean interface with options to create new screening templates.

Step 2: Create a New Screening Template

Select "Create Screening" and choose from predefined templates or customize your own based on the job role.

Expected Outcome: A tailored screening template ready for candidate use.

Step 3: Configure Screening Questions

Add specific questions tailored to the role. Consider including a mix of technical and behavioral questions to gauge candidate suitability.

Expected Outcome: A comprehensive set of screening questions that align with your hiring criteria.

Step 4: Set Up Scheduling

Integrate your calendar to allow candidates to self-schedule their interviews. This feature significantly cuts down on back-and-forth communications.

Expected Outcome: A streamlined scheduling process that respects both candidates' and interviewers' time.

Step 5: Integrate with Your ATS

Connect NTRVSTA with your chosen ATS. This integration allows for automatic candidate updates and data flow.

Expected Outcome: Candidates' responses will automatically populate in your ATS for easy tracking.

Step 6: Test the Process

Run a test screening with a colleague to ensure everything works smoothly. Check for any glitches in scheduling or question delivery.

Expected Outcome: A fully functional screening process ready for real candidates.

Step 7: Launch and Monitor

Once testing is complete, launch your automated phone screening. Monitor candidate responses and completion rates via the NTRVSTA dashboard.

Expected Outcome: Live data on candidate engagement and screening effectiveness.

Troubleshooting Common Issues

  1. Integration Errors: If candidates are not appearing in your ATS, double-check the integration settings.
  2. Question Clarity: If candidates report confusion, revisit your questions for clarity.
  3. Scheduling Conflicts: Ensure your calendar integration is functioning correctly and that time slots are available.
  4. Low Completion Rates: If completion rates dip below 70%, consider re-evaluating your questions or scheduling process.
  5. Technical Glitches: Contact NTRVSTA support for any technical issues, as they can assist with quick fixes.

Timeline for Setup

Most teams complete the setup in 30 minutes, allowing for immediate implementation of automated phone screenings.

Conclusion: Actionable Takeaways

  1. Start with a Clear Template: Use predefined templates for common roles to save time.
  2. Integrate Seamlessly: Ensure your ATS integration is smooth to avoid data discrepancies.
  3. Monitor and Adjust: Regularly check candidate completion rates and feedback to optimize the process.
  4. Utilize Scheduling Features: Take advantage of self-scheduling to reduce administrative burden.
  5. Test Before Launch: Always run a test screening to identify any potential issues.

By following these steps, you can effectively automate your phone screening process with NTRVSTA in just 30 minutes, bringing efficiency and accuracy to your hiring practice.

Streamline Your Hiring Process Today

Ready to enhance your recruitment strategy? Automate your phone screening process with NTRVSTA for better candidate engagement and faster hiring.

Book a Demo

Need help automating this workflow?

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