Ai Phone Screening

How to Integrate AI Phone Screening with Workday in Less Than 2 Hours

By NTRVSTA Team3 min read

How to Integrate AI Phone Screening with Workday in Less Than 2 Hours

In 2026, the demand for efficient recruitment processes has never been higher, with organizations reporting an average time-to-fill of 42 days. Surprisingly, many businesses still rely on traditional methods that delay candidate engagement. Integrating AI phone screening with Workday can drastically reduce this timeframe, enabling organizations to screen candidates 24/7 and improve completion rates. This guide shows you how to set up the integration in under two hours, enhancing your recruiting efficiency.

Prerequisites: What You Need to Get Started

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

  • Workday Account: Admin access is necessary to configure integrations.
  • NTRVSTA Account: Sign up for a trial or have an existing account.
  • Integration Permissions: Ensure that your Workday settings allow third-party integrations.
  • Estimated Time: Most teams complete this setup in less than 2 hours.

Step-by-Step Integration Instructions

Step 1: Access Workday Integration Settings

Log in to your Workday account and navigate to the "Integration" section. Here, you will find the option to manage integrations.

What You Should See: A list of existing integrations and the option to create a new one.

Step 2: Create a New Integration

Select "Create Integration" and choose "API-based Integration" to set up NTRVSTA.

Expected Outcome: A new integration setup wizard will appear, prompting you to input details about the integration.

Step 3: Configure API Credentials

Obtain your API credentials from NTRVSTA’s platform. Input these credentials into the Workday integration setup.

What You Should See: Confirmation that the API credentials are valid and the system is connected.

Step 4: Set Up Data Mapping

Define what candidate data will be sent between Workday and NTRVSTA. Typical fields include name, contact information, and job position applied for.

Expected Outcome: A successful mapping of data fields, ensuring all necessary candidate information flows correctly.

Step 5: Test the Integration

Run a test by sending a sample candidate profile from Workday to NTRVSTA. Verify that the candidate receives a phone screening invitation.

What You Should See: A confirmation of the successful test, with the candidate receiving the screening call as expected.

Step 6: Go Live

Once testing is successful, activate the integration to go live. Monitor the first few candidates to ensure everything functions smoothly.

Expected Outcome: Candidates are now being screened through NTRVSTA’s AI phone screening in real time.

Troubleshooting Common Integration Issues

  1. API Credentials Not Accepted: Double-check for typos in the API key or secret.
  2. Data Mapping Errors: Ensure all required fields are correctly matched.
  3. Test Candidate Not Receiving Call: Verify that the candidate’s contact information is correctly entered.
  4. Integration Not Activating: Confirm that all permissions are granted in Workday settings.
  5. Delayed Candidate Responses: Check network connectivity and ensure NTRVSTA servers are operational.

Timeline: Quick Setup Overview

Most teams complete setup in 2 hours, with the following breakdown:

  • Preparation: 15 minutes
  • Configuration Steps: 1 hour
  • Testing: 30 minutes
  • Go Live: 15 minutes

Conclusion: Actionable Takeaways

  1. Prepare Your Accounts: Ensure you have admin access to both Workday and NTRVSTA.
  2. Follow the Steps: Stick to the outlined steps for a smooth integration process.
  3. Test Thoroughly: A successful test is crucial before going live to avoid candidate experience issues.
  4. Monitor Performance: After activation, keep an eye on candidate feedback and screening metrics.
  5. Iterate as Needed: Make adjustments based on initial performance to improve efficiency.

Integrating AI phone screening with Workday is a strategic move that can enhance your recruitment process significantly.

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