How to Efficiently Set Up AI Phone Screening with Workday in Under 30 Minutes

As of February 2026, organizations leveraging AI phone screening are witnessing a staggering 40% reduction in time-to-hire. This rapid recruitment process not only enhances efficiency but also improves candidate experience, with completion rates soaring to over 95% compared to traditional methods. If your organization is using Workday as your ATS, integrating AI phone screening can be achieved in less than half an hour. This guide will walk you through the essential steps to streamline your recruitment process effectively.

Prerequisites for Setting Up AI Phone Screening

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

• Workday Account: Administrative access is necessary to configure integrations and settings.
• NTRVSTA Account: Create an account with NTRVSTA to access the AI phone screening feature.
• Estimated Time: Reserve approximately 30 minutes for the setup process.

Step-by-Step Guide to Setting Up AI Phone Screening

Step 1: Accessing Workday Integration Settings

1. Log into your Workday account.
2. Navigate to the “Integrations” section in the administrative dashboard.
3. Click on “Manage Integrations” to begin the configuration process.

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

Step 2: Adding NTRVSTA as an Integration Partner

1. Click on “Add Integration System” and select “NTRVSTA AI Phone Screening.”
2. Input the required API credentials provided by NTRVSTA during account creation.

Expected Outcome: NTRVSTA will now be listed among your integration partners.

Step 3: Configuring Screening Parameters

1. Access the “Screening Settings” within the NTRVSTA integration.
2. Define your screening criteria, such as job roles, skills, and preferred qualifications.
3. Set the time slots for AI phone screenings according to your team's availability.

What You Should See: A confirmation of your screening parameters saved successfully.

Step 4: Testing the Integration

1. Run a test screening to evaluate the integration.
2. Ensure that candidate data flows seamlessly from Workday to NTRVSTA and that the AI screening process initiates correctly.

Expected Outcome: A successful test should indicate that candidate information is accurately processed.

Step 5: Go Live

1. Once testing is complete, enable the integration for live candidates.
2. Monitor the initial screenings to ensure everything runs smoothly.

What You Should See: Candidates receiving calls for screenings as per the defined parameters.

Troubleshooting Common Issues

1. Integration Failure: Ensure API credentials are entered correctly.
2. Screening Not Initiating: Check if the job postings are linked to the correct screening parameters.
3. Data Not Transferring: Verify that candidate applications are being sent to NTRVSTA.
4. AI Misinterpretation: Adjust screening criteria if candidates are not being evaluated as expected.
5. Scheduling Conflicts: Ensure that the time slots set for screenings do not overlap with team schedules.

Timeline for Completion

Most teams can complete the integration setup in just 30 minutes. This rapid implementation allows organizations to quickly capitalize on the benefits of AI phone screening.

Conclusion: Actionable Takeaways

1. Prepare Your Accounts: Ensure both Workday and NTRVSTA accounts are ready before starting.
2. Follow the Steps: Stick closely to the outlined steps for a smooth setup.
3. Test Thoroughly: Always test the integration before going live to avoid candidate experience issues.
4. Monitor and Adjust: After launching, monitor the AI screenings and adjust settings as needed for optimal results.
5. Leverage Data: Use the insights gained from AI screenings to refine your recruitment strategy continuously.

Integrating AI phone screening with Workday not only enhances efficiency but also significantly improves candidate engagement. Start the process today and transform your hiring strategy.