How to Implement AI Phone Screening with Workday in 30 Minutes

In 2026, organizations are increasingly recognizing that speed and efficiency in hiring processes are paramount. A recent study revealed that companies leveraging AI phone screening reduce their time-to-hire by an astonishing 40%, allowing them to secure top talent before competitors can make an offer. Implementing AI phone screening with Workday can be achieved in just 30 minutes, streamlining your hiring process and improving candidate experiences. This guide outlines the prerequisites, step-by-step implementation, troubleshooting, and expected outcomes to ensure a smooth setup.

Prerequisites for Implementation

Before diving into the implementation, ensure you have the following in place:

1. Workday Account: Administrative access to your Workday account is essential.
2. NTRVSTA Account: Sign up for NTRVSTA, which provides the AI phone screening functionality.
3. Integration Permissions: Ensure you have permissions to integrate third-party applications within Workday.
4. Time Estimate: Allocate approximately 30 minutes for the setup process, plus additional time for testing and adjustments.

Step-by-Step Implementation of AI Phone Screening

Follow these steps to successfully integrate AI phone screening with Workday:

Step 1: Log into Workday

Access your Workday account. Navigate to the “Integrations” section in the administrative dashboard.

Step 2: Connect NTRVSTA to Workday

• Go to the “Manage Integrations” option.
• Select “Add Integration” and search for NTRVSTA in the marketplace.
• Click “Connect” and enter your NTRVSTA credentials.

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

Step 3: Configure AI Phone Screening Parameters

• In the NTRVSTA integration settings, set up your AI phone screening criteria, such as job roles, screening questions, and scoring metrics.
• Decide on the languages for phone screening; NTRVSTA supports 9+ languages.

Expected Outcome: Customized screening parameters tailored to your specific hiring needs.

Step 4: Set Up Automated Notifications

Configure automated notifications for candidates who pass or fail the phone screening. This can be done in the “Notification Settings” section of Workday.

What You Should See: Notifications are successfully set up, ensuring timely communication with candidates.

Step 5: Test the Integration

Conduct a test run of the AI phone screening process. Select a candidate profile and initiate a mock screening to ensure everything works as intended.

Expected Outcome: A smooth test run with feedback on the candidate’s performance based on your configured criteria.

Step 6: Go Live

Once testing is complete, you can officially launch the AI phone screening feature. Monitor initial screenings closely to ensure optimal performance.

What You Should See: The AI phone screening is now live, ready to streamline your recruitment process.

Common Troubleshooting Issues

Should you encounter any issues during setup, here are common problems and their solutions:

1. Integration Failure: Ensure that your Workday account has the necessary permissions to add integrations.
2. Screening Parameters Not Saving: Check for any character limitations in the input fields.
3. Notification Issues: Verify that email settings in Workday are correctly configured.
4. Test Run Errors: Review your candidate profiles to ensure they meet the screening criteria.
5. Language Support Problems: Confirm that the selected languages are available in your NTRVSTA account settings.

Timeline for Completion

Most teams complete the setup process in about 1 business day, including testing and adjustments. However, the actual integration can be finalized in just 30 minutes as outlined above.

Conclusion

Implementing AI phone screening with Workday can significantly enhance your recruitment efficiency. Here are three actionable takeaways:

1. Prepare Your Accounts: Ensure all necessary accounts and permissions are set up before starting the integration.
2. Customize Screening Parameters: Tailor your AI phone screening process to align with job-specific requirements for optimal results.
3. Monitor and Adjust: After going live, keep an eye on the performance and candidate feedback to make necessary adjustments.

By leveraging AI phone screening, organizations can expect improved candidate engagement and a faster hiring process, ultimately leading to better talent acquisition outcomes.