How to Complete Your AI Phone Screening Setup with Workday in Just 30 Minutes

In today’s competitive hiring landscape, organizations are increasingly turning to AI-driven solutions to streamline their recruitment processes. In fact, companies that implement AI phone screening report a 40% reduction in time-to-hire. If you’re using Workday and want to enhance your candidate screening process, setting up AI phone screening can be accomplished in as little as 30 minutes. This guide will walk you through the essential steps to ensure a smooth integration, maximizing your hiring efficiency.

Prerequisites for Your AI Phone Screening Setup

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

• Workday Administrator Access: You’ll need the appropriate permissions to integrate third-party applications.
• NTRVSTA Account: Sign up for an account with NTRVSTA to access their AI phone screening capabilities.
• Estimated Time: Set aside approximately 30 minutes for the entire setup process.

Step-by-Step Setup Instructions

Step 1: Log into Workday

Begin by logging into your Workday account. Ensure you have administrative rights, as this will be necessary for the integration.

Step 2: Navigate to Integrations

In the Workday dashboard, locate the “Integrations” section. This is where you will manage and configure third-party applications.

What You Should See: A list of existing integrations with options to add new ones.

Step 3: Add NTRVSTA Integration

Select “Add Integration” and choose NTRVSTA from the list of available integrations. Follow the prompts to initiate the integration process.

Step 4: Configure API Credentials

You will need to enter your NTRVSTA API credentials. These can be found in your NTRVSTA account dashboard.

Expected Outcome: Successful authentication between Workday and NTRVSTA.

Step 5: Set Screening Parameters

Define your screening parameters within the NTRVSTA integration settings. This includes specifying the types of roles that will utilize AI phone screening and any specific questions you want to include in the screening process.

Step 6: Test the Integration

Before going live, conduct a test run to ensure everything is functioning correctly. You can do this by initiating a mock screening.

What You Should See: A successful test report confirming the integration is operational.

Step 7: Go Live

Once testing is complete, activate the integration. Your AI phone screening setup is now live and ready to use.

Troubleshooting Common Issues

1. Integration Fails to Authenticate: Double-check your API credentials for accuracy.
2. Screening Questions Not Appearing: Ensure that parameters were saved correctly after configuration.
3. Test Screening Fails: Review any error messages for clues and check network connectivity.
4. Lack of Candidate Data: Verify that candidates are being properly routed from Workday to NTRVSTA.
5. Incorrect Time Zones: Adjust settings if screening times are not aligning with your operational hours.

Timeline for Completion

Most teams can complete the setup in under 30 minutes, provided they have the necessary access and information at hand.

Conclusion: Key Takeaways for Your Setup

1. Prepare Your Accounts: Ensure you have the right access and credentials before starting the setup.
2. Follow the Steps Methodically: Each step builds on the last; skipping can lead to integration failures.
3. Test Thoroughly: Always run a test screening to confirm functionality before going live.
4. Utilize NTRVSTA’s Support: Don’t hesitate to reach out for help if you encounter issues during setup.
5. Monitor Performance Post-Integration: After going live, keep an eye on metrics such as time-to-hire and candidate satisfaction to assess the effectiveness of your new system.

Integrating AI phone screening with Workday not only streamlines your hiring process but also enhances candidate experience with a completion rate exceeding 95%.