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

In 2026, organizations are increasingly turning to AI-driven solutions to streamline their hiring processes, with AI phone screening leading the charge. A recent study revealed that companies utilizing AI phone screening can reduce the time spent on initial candidate evaluations by over 70%. This not only accelerates the hiring process but also enhances candidate experience, with a 95% candidate completion rate compared to traditional methods. This guide will walk you through setting up AI phone screening in Workday, ensuring you can leverage this technology in just 30 minutes.

Prerequisites for Setting Up AI Phone Screening

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

• Workday Account: Admin-level access is necessary to configure integrations.
• NTRVSTA Account: If you choose NTRVSTA for phone screening, create an account and obtain API credentials.
• Integration Permissions: Ensure your Workday instance allows third-party integrations.
• Time Estimate: Most teams can complete the setup in 30 minutes.

Step-by-Step Setup Guide

Step 1: Log into Workday

Begin by logging into your Workday account with admin credentials. Navigate to the "Integrations" section.

What You Should See: A dashboard with options for managing integrations and configurations.

Step 2: Access the Integration System

In the Integrations section, select "Create Integration System." Here, you will initiate the setup for AI phone screening.

What You Should See: A form prompting for integration details.

Step 3: Configure NTRVSTA Integration

Fill in the required fields to link NTRVSTA’s AI phone screening capabilities with Workday. Input your API credentials obtained from your NTRVSTA account.

Expected Outcome: Successful connection between Workday and NTRVSTA.

Step 4: Set Up Screening Parameters

Define the parameters for your phone screening process, including screening questions, candidate flows, and scheduling preferences.

What You Should See: A configuration window for specifying screening criteria.

Step 5: Test the Integration

Run a test screening with a sample candidate to ensure the integration functions correctly. Verify that the screening results are recorded in Workday.

Expected Outcome: Confirmation of successful screening and data capture in your Workday system.

Step 6: Publish and Activate

Once testing is complete, publish the integration and activate it for use in your hiring processes.

What You Should See: A notification confirming that the integration is live.

Troubleshooting Common Issues

1. Integration Failure: Ensure API credentials are correct and permissions are granted.
2. Screening Not Triggering: Check if the candidate flow is configured correctly in Workday.
3. Data Not Captured: Verify that the integration settings are set to log screening results.
4. Candidate Complaints: If candidates report issues, review the screening process for clarity and ease of use.
5. Time Delays: Monitor system performance; integration should not exceed expected response times.

Timeline for Completion

Most teams complete the entire setup in 30 minutes, including testing and activation.

Conclusion: Key Takeaways

1. Leverage AI Phone Screening: By integrating AI phone screening into Workday, you can significantly reduce the time spent on initial candidate evaluations.
2. Focus on Configuration: Properly configure screening parameters to enhance candidate experience and data accuracy.
3. Test Thoroughly: Always run a test screening to ensure the integration works smoothly before going live.
4. Monitor Performance: After activation, keep an eye on the system's performance and candidate feedback for continuous improvement.