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

In 2026, organizations are facing a critical need to streamline their hiring processes amidst a competitive talent landscape. An astonishing 78% of candidates report that they prefer phone interviews over traditional video formats, making AI phone screening a strategic imperative. This guide will walk you through configuring AI phone screening with Workday in just 30 minutes, positioning your organization to enhance candidate experience and optimize recruitment efficiency.

Prerequisites for Configuration

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

1. Workday Account: Admin access to your Workday instance is required.
2. NTRVSTA Account: Ensure your NTRVSTA account is active and properly set up.
3. Integration Access: Confirm that you have the necessary permissions to integrate third-party applications with Workday.
4. Estimated Time: The entire configuration process should take around 30 minutes.

Step-by-Step Configuration Process

Step 1: Access the Workday Integration Dashboard

Log into your Workday account and navigate to the Integration Dashboard. This is where you’ll manage all integrations, including your AI phone screening setup.

What You Should See: A list of current integrations and their statuses.

Step 2: Add NTRVSTA Integration

Select “Add Integration” and choose NTRVSTA from the available options. Follow the prompts to initiate the integration.

Expected Outcome: A new integration entry for NTRVSTA appears in your dashboard.

Step 3: Configure API Credentials

Enter your NTRVSTA API credentials. This step is crucial as it establishes a secure connection between Workday and NTRVSTA.

What You Should See: A confirmation message indicating successful API connection.

Step 4: Set Up AI Screening Parameters

Define the AI screening parameters in Workday. This includes selecting the job roles for which AI phone screening will be applied, setting screening questions, and defining scoring criteria.

Expected Outcome: A customized screening profile tailored to your organization's needs.

Step 5: Test the Integration

Conduct a test run of the AI phone screening to ensure everything is functioning correctly. This involves simulating a candidate interaction.

What You Should See: Successful completion of a test interview, with results logged in Workday.

Step 6: Go Live

Once testing is complete, activate the integration. Monitor the initial rounds of AI phone screenings to ensure the process runs smoothly.

Expected Outcome: Candidates can now schedule AI phone screenings via your Workday system.

Troubleshooting Common Issues

1. Integration Not Appearing: Ensure you have the correct permissions and that NTRVSTA is enabled in your Workday settings.
2. API Connection Failure: Double-check your API credentials and ensure no typos are present.
3. Screening Questions Not Saving: Confirm that you have completed all required fields before saving the parameters.
4. Test Run Results Missing: Review your connection settings; ensure the integration is active.
5. Candidates Unable to Schedule: Verify that the integration is live and check for any system updates that may affect scheduling.

Timeline to Completion

Most teams can complete this configuration in 30 minutes, provided all prerequisites are met. If any issues arise, troubleshooting may extend the timeline by an additional 15-30 minutes.

Conclusion: Actionable Takeaways

1. Prioritize Prerequisites: Ensure all accounts and permissions are set up ahead of time to streamline the configuration process.
2. Customize Screening Parameters: Tailor the AI phone screening to fit specific job roles within your organization.
3. Conduct Thorough Testing: Always run a test before going live to catch any potential issues early.
4. Monitor Initial Results: After activation, keep a close eye on the first few screenings to ensure a smooth experience for candidates.
5. Gather Feedback: Use candidate feedback to refine your screening process continuously.