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

In 2026, organizations are facing an unprecedented demand for efficiency in their hiring processes. A staggering 70% of HR leaders report that integrating AI tools into their recruitment workflows has significantly reduced their time-to-hire. For those using Workday as their Human Capital Management (HCM) system, linking AI phone screening technology can streamline candidate assessment in under 30 minutes. This article will guide you through the straightforward steps needed to connect these two powerful tools, maximizing your recruiting efficiency.

Prerequisites for Integration

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

1. Admin Access: You must have administrative privileges in both Workday and your AI phone screening platform.
2. Workday Account: An active Workday account with the necessary modules enabled (Recruiting and Integration).
3. AI Phone Screening Account: A subscription to an AI phone screening service, such as NTRVSTA, which integrates seamlessly with Workday.
4. Time Estimate: Set aside approximately 30 minutes for the integration process.

Step-by-Step Integration Process

Step 1: Access Workday's Integration System

Log into your Workday account and navigate to the Integration section. This is where you'll manage external integrations.

What You Should See: A list of existing integrations, with options to create a new one.

Step 2: Create a New Integration System

Select Create Integration System and choose the appropriate integration type, which in this case is an API-based integration.

Expected Outcome: A new integration setup page opens, prompting you for details.

Step 3: Enter Integration Details

Fill in the required fields, including:

• Name: Enter a descriptive name for the integration (e.g., "AI Phone Screening Integration").
• Type: Choose "API Integration."
• Endpoint URL: Input the API endpoint provided by your AI phone screening service.

Expected Outcome: Integration details are saved, and the system is ready for configuration.

Step 4: Configure API Credentials

You will need to input the API credentials provided by your AI phone screening service. This typically includes an API key and secret.

Expected Outcome: Credentials are validated, ensuring secure communication between Workday and the AI phone screening tool.

Step 5: Map Candidate Data

Define how candidate data will flow between Workday and your AI phone screening system. This includes fields such as:

• Candidate Name
• Email Address
• Phone Number

Expected Outcome: Data mapping is completed, allowing for seamless information transfer.

Step 6: Test the Integration

Before going live, conduct a test to ensure that data is being transferred correctly. Use a test candidate profile to initiate an AI phone screening.

Expected Outcome: Confirmation of successful data transfer and screening initiation.

Step 7: Activate the Integration

Once testing is complete, activate the integration in Workday. Monitor the first few screenings to ensure everything operates smoothly.

Expected Outcome: The integration is live, and candidates can now be screened via AI phone technology.

Troubleshooting Common Issues

1. API Credentials Not Working: Double-check the API key and secret for any typos.
2. Integration Not Saving: Ensure all required fields are filled out correctly.
3. Data Mapping Errors: Verify that candidate fields match between the two systems.
4. Screening Not Initiating: Confirm that the API endpoint is correctly configured.
5. Feedback Delays: Check network connectivity and API response times.

Timeline

Most teams complete the setup in under 30 minutes, assuming all prerequisites are met. For those new to integration, allow about an hour to navigate through potential learning curves.

Conclusion

Integrating AI phone screening with Workday is not only feasible but can be accomplished in a short timeframe. Here are three actionable takeaways:

1. Preparation is Key: Ensure you have admin access and all necessary accounts set up before starting.
2. Follow the Steps: Adhere to the outlined steps meticulously to avoid common pitfalls.
3. Monitor and Adjust: After activation, keep an eye on the integration's performance and be ready to troubleshoot as needed.

By following these guidelines, your organization can enhance its recruitment process, leveraging advanced AI capabilities to improve candidate screening efficiency.