How to Launch AI Phone Screening with Workday in Under 30 Minutes

As of February 2026, the demand for efficient hiring processes continues to escalate, with organizations losing an estimated $4,000 for every unfilled position per month. AI phone screening has emerged as a tactical solution to streamline candidate engagement and enhance the hiring experience. This guide will help HR leaders implement AI phone screening with Workday in under 30 minutes, ensuring a quick transition to a more efficient recruitment process.

Prerequisites for Implementation

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

1. Workday Account: An active Workday account with administrative access is essential to integrate AI phone screening.
2. NTRVSTA Account: Sign up for NTRVSTA to access AI phone screening features.
3. Integration Access: Confirm that your Workday instance is prepared for third-party integrations.
4. Estimated Time: The complete setup can be achieved in approximately 30 minutes.

Step-by-Step Setup Guide

Step 1: Log into Workday

Access your Workday account and navigate to the integrations section.

What You Should See: Your dashboard should display all current integrations.

Step 2: Access the Integration Marketplace

Search for NTRVSTA within the Workday Integration Marketplace.

Expected Outcome: You should find NTRVSTA listed among available integrations.

Step 3: Initiate the Integration

Click on the NTRVSTA integration and follow the prompts to begin the setup.

Expected Outcome: You’ll be directed to a configuration page where you can input necessary credentials.

Step 4: Configure AI Phone Screening Settings

Enter your NTRVSTA account details, including API keys and other required information.

Expected Outcome: Successful configuration will prompt a confirmation message.

Step 5: Customize Screening Parameters

Define the specific criteria for your phone screening, such as role-specific questions and scoring metrics.

Expected Outcome: Your settings should reflect the customized parameters you’ve set.

Step 6: Test the Integration

Run a test screening to ensure the system is functioning as intended.

Expected Outcome: You should receive a report on the test candidate's performance based on your criteria.

Step 7: Go Live

Once testing is complete, activate the AI phone screening feature for real-time candidate engagement.

Expected Outcome: Candidates can now begin the screening process through NTRVSTA, integrated with Workday.

Troubleshooting Common Issues

1. Integration Not Appearing: Ensure your Workday account has the necessary permissions.
2. API Key Errors: Double-check that the API keys entered match your NTRVSTA account.
3. Screening Questions Not Saving: Verify that you are following the correct format for question input.
4. Test Candidate Not Receiving Call: Check your phone number settings within NTRVSTA.
5. Slow Response Times: Ensure your internet connection is stable during the integration process.

Timeline for Completion

Most teams can complete the setup process in 30 minutes or less, making this a rapid solution for enhancing your recruitment strategy.

Conclusion

Implementing AI phone screening with Workday can significantly reduce time-to-hire and improve candidate engagement. Here are three actionable takeaways:

1. Prioritize Integration: Ensure you have administrative access and necessary accounts ready before beginning.
2. Follow the Setup Steps: Adhere closely to the outlined steps to streamline the integration process.
3. Test Thoroughly: Always run a test screening to validate the configuration before going live.

By adopting AI phone screening, you're not just optimizing your recruitment process; you're also positioning your organization to attract top talent efficiently.