How to Launch AI Phone Screening with Workday in 30 Minutes

In 2026, the landscape of talent acquisition is evolving rapidly, and AI phone screening has emerged as a critical tool for HR leaders and recruiting operations professionals. A recent study revealed that organizations utilizing AI-driven phone screening can reduce their average screening time from 45 minutes to just 12 minutes, significantly enhancing efficiency. In this guide, we will provide a concise, step-by-step process to launch AI phone screening with Workday in just 30 minutes, allowing you to improve candidate experiences and streamline your hiring workflow.

Prerequisites for Successful Implementation

Before diving into the setup process, ensure you have the following prerequisites in place:

1. Workday Account: Admin access to your Workday account is essential.
2. NTRVSTA Account: Sign up for NTRVSTA to access the AI phone screening capabilities.
3. Integration Permissions: Verify that you have the necessary permissions to integrate third-party applications with Workday.
4. Time Estimate: Allocate approximately 30 minutes for the setup process.

Step-by-Step Setup Process

Step 1: Log into Your Workday Account

Navigate to your Workday dashboard. Ensure you have the right permissions to install third-party applications.

What You Should See: Access to the main dashboard without error messages.

Step 2: Access the Workday Marketplace

In the search bar, type “Workday Marketplace” and select it from the dropdown.

What You Should See: A list of available applications and integrations.

Step 3: Search for NTRVSTA

In the Workday Marketplace, search for “NTRVSTA” and click on the integration option.

What You Should See: The NTRVSTA application page with installation options.

Step 4: Install the NTRVSTA Integration

Follow the prompts to install the NTRVSTA integration, ensuring you accept all required permissions.

What You Should See: A confirmation message indicating successful installation.

Step 5: Configure AI Phone Screening Settings

Access the NTRVSTA integration settings within Workday and configure your AI phone screening parameters, such as screening questions and scheduling options.

What You Should See: A settings page with options to customize your AI screening process.

Step 6: Test the Integration

Conduct a test run of the AI phone screening process to ensure everything is functioning smoothly.

What You Should See: A successful test call that meets your screening criteria.

Step 7: Launch Your First AI Phone Screening

Once testing is complete, you can begin scheduling candidates for AI phone screenings directly through Workday.

What You Should See: Candidates receiving notifications for their scheduled screenings.

Troubleshooting Common Issues

1. Integration Errors: Check permissions if you encounter access issues.
2. Configuration Problems: Ensure all parameters are correctly set in the NTRVSTA integration settings.
3. Test Call Failures: Verify your phone settings and ensure the device is operational.
4. Candidate Notifications Not Sending: Confirm that the notification settings are enabled in Workday.
5. Low Candidate Completion Rates: Analyze your screening questions for clarity and relevance.

Timeline for Implementation

Most teams complete the integration and setup process in approximately 30 minutes. However, allow for an additional 30 minutes for testing and troubleshooting if necessary.

Conclusion: Actionable Takeaways

1. Prepare Your Accounts: Ensure you have admin access to Workday and a valid NTRVSTA account.
2. Follow the Setup Steps: Stick to the outlined steps for a smooth integration process.
3. Test Thoroughly: Conduct test screenings to identify and resolve any issues before going live.
4. Monitor Candidate Experience: Keep an eye on completion rates to gauge the effectiveness of your AI phone screening.
5. Iterate Based on Feedback: Continuously refine your screening questions and processes based on candidate feedback and performance metrics.

By launching AI phone screening with Workday, you position your organization to enhance efficiency and improve the candidate experience.