How to Configure AI Phone Screening in 30 Minutes with Workday

In 2026, HR leaders face an unprecedented challenge: the demand for talent has skyrocketed, yet the time to hire has only decreased marginally. Enter AI phone screening, a solution that can cut screening time from an average of 45 minutes to just 12 minutes. This article outlines how to configure AI phone screening with Workday in under 30 minutes, enabling you to streamline your hiring process and enhance candidate engagement.

Prerequisites for Setup

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

1. Workday Account: Admin access is required.
2. NTRVSTA Account: If you don’t have one, sign up for a demo.
3. Estimated Time: Allocate 30 minutes for the setup process.

Step-by-Step Configuration

Step 1: Log Into Workday

Begin by logging into your Workday account. Navigate to the Integrations section.

Expected Outcome: You should see the integration options available for your ATS.

Step 2: Access the NTRVSTA Integration

Search for the NTRVSTA integration within Workday. Click on Configure Integration.

Expected Outcome: The integration settings page will appear, allowing you to input necessary credentials.

Step 3: Input API Credentials

Enter your NTRVSTA API credentials, which you can find in your NTRVSTA account dashboard. Ensure they are entered correctly.

Expected Outcome: A confirmation message indicating successful API connection.

Step 4: Set Up Screening Parameters

Define the screening parameters based on your specific needs. Choose the types of questions and the scoring criteria.

Expected Outcome: The system should save and display your selected parameters.

Step 5: Test the Integration

Conduct a test by running a mock screening. Select a candidate profile to simulate the AI phone screening process.

Expected Outcome: The AI should conduct a mock interview, and you should receive a report outlining the candidate's performance.

Troubleshooting Common Issues

If you encounter problems, consider these common issues:

• API Connection Failure: Double-check your API credentials and network settings.
• Screening Parameters Not Saving: Ensure your session hasn’t timed out; refresh and try again.
• Mock Screening Errors: Verify that candidate profiles are correctly set up in Workday.
• Integration Not Visible: Confirm that you have the necessary permissions for integrations.
• Unexpected Results: Review the selected parameters for any inconsistencies.

Timeline for Completion

Most teams can complete this setup in just 30 minutes, provided you have the necessary accounts and access.

Conclusion: Actionable Takeaways

1. Prepare Necessary Accounts: Ensure you have both Workday and NTRVSTA accounts set up before starting.
2. Follow the Steps Precisely: Each step is crucial for a successful integration; don’t skip any.
3. Test Thoroughly: Running a mock screening will help identify any issues before going live.
4. Utilize AI Insights: Leverage the AI-generated reports to inform your hiring decisions effectively.
5. Stay Updated: Regularly check for updates in both Workday and NTRVSTA to ensure optimal performance.