How to Configure AI Phone Screening within Workday for Faster Candidate Assessments

In 2026, organizations are facing unprecedented challenges in talent acquisition, with a staggering 45% of recruiters citing time-to-hire as their top concern. As the demand for talent grows, so does the need for efficient screening processes. AI phone screening is emerging as a vital tool, enabling recruiters to assess candidates swiftly while maintaining a high level of engagement. This guide will walk you through the configuration of AI phone screening within Workday, ensuring your team can conduct faster and more effective candidate assessments.

Prerequisites for Configuration

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

• Workday Account: Admin access is essential to modify settings.
• NTRVSTA Account: This integration requires an active account with NTRVSTA for AI phone screening capabilities.
• Time Estimate: Most teams complete this setup in 2-3 business days, depending on existing workflows.

Step-by-Step Configuration Process

Step 1: Access Workday Admin Settings

Navigate to the Workday Admin Dashboard. From here, you’ll need to access the "Integrations" section.

What You Should See: The Integrations menu with options for managing third-party tools.

Step 2: Connect NTRVSTA to Workday

Locate the option to add a new integration. Select NTRVSTA from the list of available integrations.

Expected Outcome: A successful connection prompt that confirms the integration is active.

Step 3: Configure Screening Parameters

Set up your screening parameters within Workday. This includes defining the types of questions to be asked and the scoring criteria.

What You Should See: A checklist of customizable screening parameters, including question types and preferred candidate attributes.

Step 4: Test the Integration

Conduct a test run of the AI phone screening feature. This will allow you to identify any potential issues before going live.

Expected Outcome: A report detailing the test results, including candidate feedback and scoring.

Step 5: Launch AI Phone Screening

Once testing is complete and satisfactory, launch the AI phone screening feature for your active job requisitions.

What You Should See: Candidates receiving calls for screening with the configured parameters in place.

Troubleshooting Common Issues

1. Integration Failure: Ensure both NTRVSTA and Workday accounts are active and properly linked.
2. Screening Questions Not Appearing: Double-check the configuration settings for question parameters.
3. Candidate Feedback Not Recorded: Verify that the feedback mechanism is enabled in the integration settings.
4. Scoring Discrepancies: Review scoring criteria to ensure alignment with organizational expectations.
5. Connection Timeout: Ensure your internet connection is stable during setup.

Timeline for Implementation

Most teams complete the setup in 2-3 business days, allowing for testing and adjustments based on feedback.

Conclusion: Actionable Takeaways

1. Prioritize Integration: Ensure that your NTRVSTA account is linked to Workday to harness the full potential of AI phone screening.
2. Customize Screening Parameters: Tailor your screening questions to align with specific job requirements for more relevant assessments.
3. Conduct Thorough Testing: Use test runs to iron out any issues before launching the feature for candidates.
4. Monitor Performance Metrics: Track key metrics such as candidate completion rates and time-to-hire to evaluate the effectiveness of the integration.
5. Solicit Feedback: Regularly gather insights from candidates and recruiters to continuously improve the screening process.

By configuring AI phone screening within Workday, organizations can significantly streamline their candidate assessment processes, achieving faster and more effective hiring outcomes.