How to Integrate AI Phone Screening with Workday for Seamless Recruiting

In 2026, organizations that effectively integrate AI phone screening into their recruiting processes are seeing up to a 50% reduction in time-to-hire. This efficiency not only enhances candidate experience but also significantly improves the quality of hires. This tutorial will guide you through the integration of AI phone screening with Workday, ensuring your recruiting operations become more streamlined and effective.

Prerequisites for Integration

Before diving into the integration process, it's essential to have the following in place:

• Workday Account: Ensure you have administrative access to your Workday instance.
• AI Phone Screening Platform: Choose a platform that supports integration with Workday, such as NTRVSTA.
• Integration Credentials: Obtain API keys and any necessary documentation from your AI phone screening provider.
• Time Estimate: Most teams can complete this integration in 2-3 business days.

Step-by-Step Integration Instructions

Step 1: Access Workday Integration Settings

Log into your Workday account and navigate to the "Integration System" settings. Here, you will configure the necessary settings to allow external applications to connect.

Expected Outcome: You should see a list of existing integrations and an option to create a new one.

Step 2: Create a New Integration

Select “Create Integration” and choose the type of integration you are implementing. For AI phone screening, opt for a “Real-time API” integration.

Expected Outcome: Your new integration template should be visible, ready for configuration.

Step 3: Input API Credentials

Enter the API credentials provided by your AI phone screening platform. This step is crucial for establishing a secure connection between Workday and the screening tool.

Expected Outcome: A confirmation message indicating that the credentials have been accepted.

Step 4: Define Data Mapping

Map the relevant data fields from Workday to the AI phone screening tool. This typically includes candidate information such as name, email, job applied for, and screening status.

Expected Outcome: A successful mapping confirmation that ensures data flows correctly between platforms.

Step 5: Test the Integration

Run a test to ensure that candidate information flows seamlessly from Workday to your AI phone screening platform. Use a test candidate profile to ensure all data points are captured accurately.

Expected Outcome: A successful test result indicating that candidate data has been sent and received correctly.

Step 6: Go Live

Once testing is successful, activate the integration. Monitor the first few candidate screenings to ensure everything operates as expected.

Expected Outcome: Live candidates start being screened through the AI phone screening tool, with results flowing back into Workday.

Troubleshooting Common Issues

1. Integration Not Connecting: Double-check API credentials for accuracy.
2. Data Mapping Errors: Ensure all necessary fields are mapped correctly.
3. Candidate Data Not Transferring: Verify that the integration settings in Workday allow for real-time data exchange.
4. Inconsistent Screening Results: Review the AI tool's configuration for any discrepancies.
5. Error Messages During Testing: Refer to the integration logs in Workday for specific error codes.

Timeline for Completion

Most teams complete this integration in 2-3 business days, assuming all prerequisites are met and resources are available.

Conclusion: Key Takeaways for Successful Integration

1. Prepare Thoroughly: Ensure you have all necessary accounts, credentials, and access before beginning the integration process.
2. Follow Steps Methodically: Adhere to each step carefully to avoid common pitfalls that can disrupt the integration.
3. Test Extensively: Conduct thorough testing before going live to ensure a smooth transition and accurate data flow.
4. Monitor Performance: After activation, keep an eye on the integration's performance and candidate feedback to make necessary adjustments.
5. Stay Updated: Regularly check for updates from both Workday and your AI screening provider to keep the integration running smoothly.

Integrating AI phone screening with Workday not only accelerates your recruiting process but also enhances the candidate experience, positioning your organization as a leader in talent acquisition.