How to Set Up AI Phone Screening in 30 Minutes Using Workday

In 2026, organizations are grappling with the need for faster, more efficient hiring processes. A staggering 72% of HR leaders report that traditional screening methods are slowing down their recruitment efforts. AI phone screening can drastically reduce this time, allowing teams to focus on higher-value tasks. In this guide, we'll walk you through setting up AI phone screening with Workday in just 30 minutes, ensuring your hiring process is both efficient and effective.

Prerequisites for Setting Up AI Phone Screening

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

1. Workday Account: Administrative access is required.
2. NTRVSTA Account: Sign up for access to their AI phone screening platform.
3. Integration Permissions: Coordinate with your IT team to enable the necessary integrations.
4. Estimated Time: Expect to spend 30 minutes on the setup process.

Step-by-Step Guide to Setting Up AI Phone Screening

Step 1: Log into Workday

• What You Should See: Your Workday dashboard.
• Navigate to the "Integrations" section.

Step 2: Access the NTRVSTA Integration

• Search for “NTRVSTA AI Screening” under available integrations.
• Expected Outcome: Integration details will appear.

Step 3: Configure the Integration

• Click on “Configure” and enter your NTRVSTA API key.
• Expected Outcome: Successful configuration message.

Step 4: Set Up Screening Parameters

• Define screening parameters such as job roles, screening questions, and preferred languages.
• Expected Outcome: A clear overview of your screening criteria.

Step 5: Test the Integration

• Run a test candidate through the AI phone screening.
• Expected Outcome: You should receive a detailed report on the candidate's qualifications.

Step 6: Go Live

• Enable the integration for all relevant job postings.
• Expected Outcome: Candidates can now be screened via AI phone interviews.

Troubleshooting Common Issues

1. Integration Fails: Ensure API keys are correct and that permissions are granted.
2. No Candidate Data: Verify that candidates are properly entered in Workday.
3. Screening Reports Missing: Check the configuration settings for proper question setups.
4. Language Settings Not Working: Confirm that multilingual options are enabled.
5. Delayed Responses from AI: Monitor system performance and check for any backend issues.

Timeline for Completion

Most teams complete the setup in 30 minutes, provided all prerequisites are met and integrations are enabled.

Conclusion: Actionable Takeaways

1. Prioritize Integration: Ensure your IT team is on board to facilitate a smooth setup.
2. Define Clear Parameters: Tailor your screening criteria to match specific job requirements for better results.
3. Run a Test Before Going Live: Always test the integration with a sample candidate to ensure everything functions as expected.
4. Monitor Performance: Regularly check the efficiency of the AI phone screening process to identify any areas for improvement.
5. Leverage Multilingual Features: Utilize NTRVSTA's multilingual capabilities to enhance your candidate outreach.