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

As of February 2026, companies are increasingly turning to AI solutions to streamline their hiring processes, with a staggering 70% of organizations reporting improved efficiency in candidate screening. With the right tools, you can implement AI phone screening in under 30 minutes, allowing your team to focus on strategic initiatives rather than administrative tasks. This guide will walk you through the essential steps to set up AI phone screening with Workday, ensuring you maximize your hiring potential.

Prerequisites for AI Phone Screening Setup

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

• Workday Account: Admin access is essential for configuration.
• NTRVSTA Account: Create an account with NTRVSTA to access the AI phone screening tool.
• Integrations: Confirm that your Workday instance is ready for integration with NTRVSTA.
• Time Estimate: Allocate approximately 30 minutes for the setup process.

Step-by-Step Guide to Setup AI Phone Screening

Step 1: Log Into Workday

Navigate to your Workday dashboard using your admin credentials. Ensure you have a stable internet connection for a smooth setup.

What You Should See: Your Workday homepage with access to various HR functions.

Step 2: Access the Integrations Menu

From the Workday dashboard, locate the "Integrations" menu. This is where you'll configure the connection to NTRVSTA.

Expected Outcome: The Integrations page displaying existing integrations and the option to add new ones.

Step 3: Add NTRVSTA Integration

Click on "Add Integration" and search for NTRVSTA in the integration catalog. Select it and follow the prompts to establish the connection.

Expected Outcome: A confirmation that NTRVSTA is now integrated with your Workday instance.

Step 4: Configure AI Phone Screening Settings

Once integrated, navigate to the NTRVSTA settings within Workday. Here, you can configure screening parameters, such as the types of questions to ask candidates and the scoring criteria.

Expected Outcome: A tailored screening configuration that fits your organization’s hiring needs.

Step 5: Test the Integration

Conduct a test run of the AI phone screening to ensure everything functions as intended. This includes checking the flow of candidate data between Workday and NTRVSTA.

Expected Outcome: Successful completion of a test screening with accurate data transfer.

Step 6: Launch the AI Phone Screening

With everything configured and tested, you can now officially implement AI phone screening for your upcoming hiring campaigns.

Expected Outcome: Your team can start screening candidates using AI technology.

Troubleshooting Common Issues

Even with a straightforward setup, you may encounter issues. Here are some common problems and their solutions:

1. Integration Failure: Ensure that your Workday instance is compatible with NTRVSTA. Double-check all credentials.
2. Data Mismatch: Verify that candidate data fields in Workday align with those required by NTRVSTA.
3. Screening Delays: Review the AI phone screening settings to ensure optimal question flow and timing.
4. Technical Glitches: Restart the integration process if you experience unexpected errors.
5. User Access Issues: Confirm that all necessary users have the required permissions to utilize the new tool.

Most teams complete the setup in about 30 minutes, but be prepared for an additional 10-15 minutes for testing and troubleshooting.

Conclusion: Actionable Takeaways

1. Prepare Your Accounts: Ensure both Workday and NTRVSTA accounts are set up with the necessary permissions.
2. Follow the Steps: Use the outlined steps to integrate and configure AI phone screening effectively.
3. Test Thoroughly: Conduct tests to catch any potential issues before launching the tool.
4. Monitor Performance: After implementation, regularly evaluate the screening effectiveness and candidate feedback.
5. Iterate as Needed: Be ready to adjust your screening parameters based on data insights and team feedback.