How to Set Up a 30-Minute AI Phone Screening Process with Workday

In 2026, organizations are facing unprecedented recruitment challenges, with a staggering 70% of talent acquisition leaders reporting difficulty filling open positions. Implementing an AI phone screening process can drastically reduce time-to-hire and improve candidate experience. This guide will walk you through setting up a 30-minute AI phone screening process using Workday, ensuring you streamline your recruitment efforts effectively.

Prerequisites for a Successful Setup

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

• Workday Account: Admin access to your Workday environment.
• NTRVSTA Account: A subscription to NTRVSTA for AI phone screening capabilities.
• Time Estimate: Expect to allocate approximately 1-2 hours for the complete setup.

Step-by-Step Setup Instructions

Step 1: Integrate NTRVSTA with Workday

1. Navigate to the Workday Integration Settings: Log in to your Workday account, go to the integrations section, and select 'Manage Integrations'.

2. Add NTRVSTA Integration: Click on 'Create Integration', search for NTRVSTA, and follow the prompts to authenticate and enable the integration.

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

Step 2: Configure AI Phone Screening Parameters

1. Access NTRVSTA Settings: Log into your NTRVSTA account and navigate to the settings page.

2. Set Screening Criteria: Define the parameters for your phone screening, such as job roles, required skills, and questions relevant to the position.

   What You Should See: A summary of the configured screening criteria.

Step 3: Schedule Screening Sessions

1. Create Screening Schedule: Within Workday, go to the candidate experience section, select 'Schedule Screening', and choose the NTRVSTA AI phone screening option.

2. Input Candidate Details: Enter candidate information, select desired time slots, and send invitations.

   What You Should See: Confirmation emails sent to candidates with scheduled times.

Step 4: Monitor Screening Progress

1. Track Candidates: Use the Workday dashboard to monitor scheduled screenings and view candidate progress in real-time.

2. Evaluate Results: After screenings are completed, review the AI-generated reports in NTRVSTA.

   What You Should See: Comprehensive reports with candidate scores and insights.

Step 5: Continuous Improvement

1. Solicit Feedback: Gather input from candidates and hiring managers regarding the phone screening process.

2. Adjust Parameters: Based on feedback, refine screening questions and criteria to optimize future screenings.

   What You Should See: Updated screening parameters reflecting candidate and manager feedback.

Troubleshooting Common Issues

• Integration Errors: If the NTRVSTA integration fails, check API keys and authentication settings.
• Candidate Not Receiving Invites: Ensure correct email addresses are used and check spam filters.
• Low Candidate Scores: Review and adjust screening questions for clarity and relevance.
• Scheduling Conflicts: Double-check time zone settings for candidates.
• Data Sync Issues: Ensure both platforms are updated and synced regularly.

Expected Timeline for Setup

Most teams complete the setup within 1-2 business days. This includes integration, configuration, and scheduling the first round of screenings.

Conclusion: Actionable Takeaways

1. Leverage Integration: Ensure smooth integration between NTRVSTA and Workday to fully utilize AI phone screenings.
2. Refine Screening Parameters: Continuously adjust your screening criteria based on candidate feedback and performance metrics.
3. Monitor Performance: Regularly review screening results and adjust strategies to improve candidate engagement and hire quality.
4. Maximize Candidate Experience: Use the insights gained from AI screenings to enhance the overall candidate experience during recruitment.
5. Stay Compliant: Ensure that your screening process adheres to all relevant compliance regulations, including GDPR and EEOC standards.