Ai Phone Screening

How to Integrate AI Phone Screening with Workday in Less Than 1 Hour

By NTRVSTA Team4 min read

How to Integrate AI Phone Screening with Workday in Less Than 1 Hour

In 2026, the average time to hire has stretched to 36 days, underscoring the need for efficient recruiting processes. Integrating AI phone screening with Workday can drastically reduce this timeframe, streamlining candidate evaluation and enhancing the hiring experience. In this guide, we will outline the steps to integrate AI phone screening into your Workday system in under an hour, providing specific insights and actionable takeaways for HR leaders.

Prerequisites for Integration

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

  • Workday Account: An active Workday account with administrative access.
  • NTRVSTA Account: A registered account with NTRVSTA for AI phone screening.
  • Time Estimate: Allocate approximately 45 minutes for the integration process.
  • Technical Documentation: Access to the integration API documentation from both Workday and NTRVSTA.

Step-by-Step Integration Process

Step 1: Access Workday Integration Settings

Log into your Workday account, navigate to the "Integrations" tab, and select "Create New Integration." This is where you will set up the connection to NTRVSTA.

What You Should See: A blank integration setup page with fields for API credentials and integration type.

Step 2: Input NTRVSTA API Credentials

In the integration setup, enter your NTRVSTA API credentials, which you can find in your NTRVSTA account settings. Ensure that the API key is copied correctly to avoid authentication issues.

Expected Outcome: A confirmation message indicating successful input of API credentials.

Step 3: Configure Data Mapping

Set up the data mapping between Workday and NTRVSTA. This includes defining how candidate information will be transferred, such as name, contact details, and job application status.

Expected Outcome: A visual representation of data fields that confirms the mapping is set correctly.

Step 4: Set Up Trigger Events

Define the trigger events in Workday that will initiate the AI phone screening. Common triggers include when a candidate reaches a certain stage in the hiring process or when a recruiter manually initiates a screening.

Expected Outcome: A list of trigger events that are now linked to the AI phone screening process.

Step 5: Test the Integration

Before going live, conduct a test run by selecting a candidate in Workday and initiating the phone screening via NTRVSTA. Monitor the process to ensure data flows correctly between the two systems.

Expected Outcome: Confirmation that the candidate has been screened successfully, with results logged back into Workday.

Step 6: Go Live

Once testing is successful, activate the integration for all candidates. Monitor the initial screenings to ensure everything functions as expected.

Expected Outcome: Candidates can now be screened in real-time, reducing the average screening time from 45 minutes to just 12 minutes.

Troubleshooting Common Issues

  1. Authentication Errors: Double-check API credentials for accuracy.
  2. Data Mapping Issues: Ensure fields are correctly aligned between systems.
  3. Trigger Events Not Initiating: Verify that the correct events are selected in Workday.
  4. Screening Results Not Logging: Check API response codes for errors.
  5. Integration Fails to Activate: Confirm all required fields in Workday are filled out.

Timeline for Completion

Most teams can complete this integration in under 1 hour, provided all prerequisites are met. For those with existing familiarity with Workday, the process can be expedited even further.

Conclusion: Actionable Takeaways

  1. Prepare in Advance: Ensure you have all accounts and access rights set up before starting the integration.
  2. Follow Each Step Diligently: Adhere to the outlined steps for a smooth integration experience.
  3. Test Before Going Live: Always conduct a test run to identify potential issues early.
  4. Monitor Initial Screenings: Keep an eye on the first few screenings to ensure all data flows correctly.
  5. Leverage Real-Time Screening: Once integrated, use the efficiency gained to reduce your time-to-hire metrics significantly.

Integrating AI phone screening with Workday not only streamlines your recruiting process but also enhances candidate engagement, leading to better hiring outcomes.

Transform Your Hiring Process Today

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