How to Integrate AI Phone Screening with Workday for Seamless Hiring

As of February 2026, organizations are increasingly prioritizing efficiency in their hiring processes, with 66% of HR leaders recognizing the need for advanced technologies to streamline operations. Integrating AI phone screening with Workday can significantly reduce candidate screening time and enhance the overall hiring experience. This guide will walk you through the integration process in under 30 minutes, ensuring you maximize your recruitment effectiveness.

Prerequisites for Integration

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

• Workday Account: Admin access is required to modify integration settings.
• NTRVSTA Account: Set up your AI phone screening system with NTRVSTA.
• Time Estimate: Allocate approximately 30 minutes for the setup.

Step-by-Step Integration Instructions

Step 1: Access Workday Integration Settings

1. Log into your Workday account.
2. Navigate to the "Integrations" section on the dashboard.
3. Select "Create Integration" to initiate the setup.

Expected Outcome: You should see a prompt to configure a new integration.

Step 2: Configure NTRVSTA API Credentials

1. In the integration setup, input your NTRVSTA API key and secret.
2. Set the permissions to allow data exchange between Workday and NTRVSTA.

Expected Outcome: Successful connection to NTRVSTA, indicated by a confirmation message.

Step 3: Define Candidate Screening Workflow

1. Specify the candidate data fields to be sent to NTRVSTA (e.g., name, email, job position).
2. Set up triggers for when candidates should be screened (e.g., upon application submission).

Expected Outcome: The integration should now be tailored to your specific hiring workflow.

Step 4: Test the Integration

1. Run a test with a sample candidate profile to ensure data flows correctly.
2. Verify that the AI phone screening process initiates and captures results.

Expected Outcome: The test candidate should receive a screening call, and results should reflect in both NTRVSTA and Workday.

Step 5: Go Live

1. Once testing is complete, activate the integration for all candidates.
2. Monitor the first few screenings to ensure everything operates smoothly.

Expected Outcome: The integration is live, and you can start screening candidates with AI efficiently.

Troubleshooting Common Issues

1. Integration Fails: Ensure API credentials are correct and permissions are set.
2. Candidate Not Receiving Call: Check if the candidate's phone number is correctly formatted in Workday.
3. Delayed Results: Monitor network connectivity and ensure both systems are operational.
4. Data Mismatch: Confirm that the field mappings between Workday and NTRVSTA are accurate.
5. Screening Call Quality Issues: Verify the audio settings and connection quality on both ends.

Timeline for Completion

Most teams complete the integration setup in 30 minutes. This rapid deployment allows for immediate enhancements to your hiring process.

Conclusion: Key Takeaways

1. Prepare Your Accounts: Ensure you have admin access to both Workday and NTRVSTA before starting the integration.
2. Follow the Steps: Adhere to the outlined steps for a smooth integration process.
3. Test Thoroughly: Conduct tests before going live to avoid disruptions in your hiring workflow.
4. Monitor and Troubleshoot: Keep an eye on the integration’s performance and address any issues promptly.
5. Leverage AI Benefits: Use the AI phone screening to significantly reduce screening times and improve candidate experiences.

Integrating AI phone screening with Workday is a strategic move that can transform your hiring process. By following this guide, you can streamline your operations and achieve better recruitment outcomes.