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

In 2026, the demand for efficiency in recruitment processes has never been higher. Surprisingly, over 70% of organizations still rely on outdated screening methods, leading to prolonged hiring timelines and candidate drop-off rates that can exceed 50%. However, with AI phone screening, particularly when integrated with Workday, recruiters can streamline their processes significantly. This guide will walk you through the setup in just 30 minutes, ensuring you can quickly enhance your recruitment strategy.

Prerequisites for Setting Up AI Phone Screening

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

1. Workday Account: Admin-level access is necessary to configure integrations.
2. NTRVSTA Account: Sign up for an account if you haven't already. This will allow you to access the AI phone screening features.
3. Estimated Time: Allocate approximately 30 minutes for the entire setup process.

Step-by-Step Setup Instructions

Step 1: Log into Workday

Begin by logging into your Workday account. Ensure you have admin access to make necessary changes.

Expected Outcome: Access to your Workday dashboard.

Step 2: Navigate to Integrations

Go to the "Integrations" section within Workday. Here, you will find options to manage third-party applications.

Expected Outcome: You should see a list of available integrations and the option to add new ones.

Step 3: Add NTRVSTA Integration

Click on the "Add Integration" button and search for "NTRVSTA". Select it to initiate the integration setup.

Expected Outcome: The NTRVSTA integration setup page will open.

Step 4: Configure API Credentials

You will need to input your NTRVSTA API credentials. These can be found in your NTRVSTA account settings.

Expected Outcome: Successful entry of API credentials, allowing Workday to communicate with NTRVSTA.

Step 5: Customize Screening Parameters

Define the screening parameters, such as the types of questions to be asked, screening duration, and candidate qualifications.

Expected Outcome: Customized screening settings tailored to your recruitment needs.

Step 6: Test the Integration

Run a test to ensure the integration works correctly. This involves sending a sample candidate through the screening process.

Expected Outcome: A confirmation that the test candidate has been screened successfully.

Step 7: Launch AI Phone Screening

Once testing is successful, you can launch the AI phone screening feature for active candidates.

Expected Outcome: Candidates will now receive AI phone screening invitations, enhancing your recruitment efficiency.

Troubleshooting Common Issues

1. Integration Fails to Connect: Double-check API credentials for accuracy.
2. Screening Questions Not Saving: Ensure you’re in edit mode before making changes.
3. Candidates Not Receiving Calls: Verify candidate contact information in Workday.
4. Screening Takes Too Long: Adjust the screening parameters for efficiency.
5. Technical Errors: Contact NTRVSTA support for resolution.

Timeline for Setup

Most teams complete the setup in 30 minutes, making it a quick win for enhancing your recruitment process.

Conclusion: Actionable Takeaways

1. Prepare Your Accounts: Ensure all necessary accounts and access levels are in place before starting the setup.
2. Follow the Steps: Adhere to the outlined steps for a smooth integration experience with Workday.
3. Test Thoroughly: Always run tests to confirm that the integration functions as expected before launching.
4. Adjust Parameters: Customize your screening process to align with the specific needs of your organization.
5. Monitor Performance: After implementation, track candidate engagement and screening efficiency to identify any areas for improvement.

By integrating AI phone screening with Workday, your recruitment team can cut screening times dramatically and improve candidate experience, leading to higher completion rates and quicker hires.