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

In 2026, the demand for efficient and effective recruitment solutions is at an all-time high. A recent study revealed that organizations employing AI phone screening can reduce their time-to-hire by an astonishing 40%. By integrating AI phone screening with Workday, companies can streamline their hiring process, enhance candidate engagement, and significantly improve recruitment metrics. This tutorial will guide HR leaders and recruiting operations professionals through setting up AI phone screening with Workday in under 30 minutes.

Prerequisites for Setting Up AI Phone Screening

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

• Workday Account: An active Workday account with administrative access.
• NTRVSTA Account: A registered account with NTRVSTA for AI phone screening services.
• Integration Permissions: Necessary permissions to configure integrations within Workday.
• Estimated Time: Allocate approximately 30 minutes for the setup process.

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

Step 1: Log into Workday

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

Step 2: Navigate to the Integration Settings

In the Workday dashboard, go to the "Integrations" section. This is where you will set up the connection between Workday and NTRVSTA.

Expected Outcome: You should see the integration options available for your account.

Step 3: Add NTRVSTA as an Integration Partner

Select "Add Integration" and choose NTRVSTA from the list of available integration partners. If NTRVSTA is not listed, you may need to contact your Workday representative for assistance.

Expected Outcome: NTRVSTA should appear in your integration list, ready for configuration.

Step 4: Configure the Integration Settings

Follow the prompts to configure the integration settings. Here, you will input your NTRVSTA API key and any other required credentials.

Expected Outcome: A successful configuration message indicating that the integration is active.

Step 5: Set Up AI Phone Screening Parameters

In the NTRVSTA configuration section, define the parameters for your AI phone screening process. This includes setting up candidate eligibility criteria, screening questions, and scheduling options.

Expected Outcome: Your AI phone screening parameters should be saved and ready to use.

Step 6: Test the Integration

Conduct a test run by sending a test candidate profile from Workday to NTRVSTA for phone screening. Monitor the process to ensure the integration works as intended.

Expected Outcome: The test candidate receives a phone screening prompt, and results are returned to Workday.

Step 7: Go Live

Once testing is complete and successful, you can officially launch the AI phone screening feature. Inform your recruiting team about the new process and provide any necessary training.

Expected Outcome: Your team is equipped to use AI phone screening in their recruitment efforts.

Troubleshooting Common Issues

1. Integration Failure: Ensure API keys are correctly entered and that permissions are granted.
2. Candidate Not Receiving Call: Check candidate contact information and ensure they are eligible for screening.
3. Screening Results Not Appearing: Verify that the integration is active and that candidate profiles are properly synced.
4. Configuration Errors: Double-check all settings in both Workday and NTRVSTA for accuracy.
5. Time Zone Mismatches: Ensure that screening times align with the candidates’ time zones to avoid scheduling issues.

Timeline for Implementation

Most teams complete the setup process in 30 minutes, provided all prerequisites are met and there are no unforeseen issues. With NTRVSTA's real-time AI phone screening, you can expect your candidates to be screened within minutes, allowing for faster decision-making.

Conclusion: Key Takeaways

1. Ensure you have the necessary accounts and permissions before starting the setup.
2. Follow the step-by-step guide to integrate NTRVSTA with Workday effectively.
3. Conduct thorough testing to confirm the integration functions smoothly before going live.

Integrating AI phone screening with Workday not only enhances the recruitment process but also significantly reduces time-to-hire and improves candidate experience. By following this guide, you can set up this powerful tool in under 30 minutes.