Ai Phone Screening

How to Configure AI Phone Screening in Workday in Under 30 Minutes

By NTRVSTA Team3 min read

How to Configure AI Phone Screening in Workday in Under 30 Minutes

In 2026, businesses are under increasing pressure to streamline their hiring processes. A recent survey revealed that organizations using AI phone screening have reduced their time-to-hire by an impressive 35%. This efficiency not only accelerates recruitment but also enhances candidate experience, with many preferring real-time phone interactions over asynchronous video interviews. In this guide, we will walk you through the steps to set up AI phone screening in Workday, ensuring that you can do so in under 30 minutes.

Prerequisites for Configuration

Before diving into the configuration process, ensure you have:

  • Workday Admin Access: You’ll need administrative privileges to modify configurations.
  • NTRVSTA Account: Create an account with NTRVSTA if you haven’t already; it integrates seamlessly with Workday.
  • Estimated Time: Set aside approximately 30 minutes for the complete setup.

Step-by-Step Configuration Instructions

Step 1: Log into Workday

  • What to Do: Access your Workday instance using your admin credentials.
  • Expected Outcome: You should be on the Workday dashboard, ready to navigate to the configuration settings.

Step 2: Navigate to Integrations

  • What to Do: Go to the "Integrations" section from the Workday dashboard.
  • Expected Outcome: You’ll see a list of existing integrations. This is where you’ll add NTRVSTA.

Step 3: Add NTRVSTA Integration

  • What to Do: Click on “Create Integration” and select NTRVSTA from the options.
  • Expected Outcome: The integration setup window for NTRVSTA will appear.

Step 4: Configure AI Phone Screening Settings

  • What to Do: Input your API key provided by NTRVSTA and select your preferred languages for screening. Ensure you enable features like real-time scoring and fraud detection.
  • Expected Outcome: Settings should reflect your choices, with options for multilingual screening visible.

Step 5: Establish Screening Workflows

  • What to Do: Define your screening questions and set up the workflow for how candidates will be contacted.
  • Expected Outcome: A clear workflow diagram should display how candidates progress through the screening process.

Step 6: Test the Integration

  • What to Do: Run a test with a sample candidate profile to ensure the integration works correctly.
  • Expected Outcome: You should receive a confirmation of successful screening, along with AI-generated insights.

Step 7: Go Live

  • What to Do: Once testing is successful, activate the integration for all candidates.
  • Expected Outcome: The AI phone screening will now be operational for your recruitment process.

Troubleshooting Common Issues

  1. Integration Not Found: Ensure you’ve selected the correct integration from the list.
  2. API Key Errors: Double-check the API key for typos.
  3. Screening Questions Not Saving: Ensure you have the necessary permissions to modify these settings.
  4. Candidates Not Receiving Calls: Verify that the phone numbers are correctly formatted within Workday.
  5. Scoring Issues: If scores aren’t generated, recheck the settings in NTRVSTA.

Timeline for Setup

Most teams complete the setup in 30 minutes, provided all prerequisites are in place and there are no significant hurdles during the configuration process.

Conclusion: Actionable Takeaways

  1. Prepare in Advance: Ensure you have all necessary accounts and permissions ready.
  2. Test Thoroughly: Always run a test before going live to catch any potential issues.
  3. Monitor Performance: After activation, keep an eye on metrics to assess the effectiveness of the AI phone screening.
  4. Solicit Feedback: Gather insights from candidates about their screening experience to refine the process.
  5. Regular Updates: Stay informed about updates from both Workday and NTRVSTA to leverage new features.

Implementing AI phone screening in Workday can revolutionize your hiring process. By following these steps, you can enhance efficiency and improve candidate satisfaction in less than half an hour.

Streamline Your Hiring Process Today

Discover how NTRVSTA can enhance your recruitment strategy with real-time AI phone screening. Contact us to learn more.

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