How to Set Up AI Phone Screening with Greenhouse in Less Than 30 Minutes

As organizations increasingly embrace AI to streamline their hiring processes, the integration of AI phone screening can significantly enhance efficiency. In fact, companies using AI-driven screening report a 60% reduction in the time spent on initial candidate evaluations. Setting up AI phone screening with Greenhouse can be done in under 30 minutes, allowing you to leverage this technology quickly. This guide outlines the necessary steps and best practices to ensure a smooth implementation.

Prerequisites for Setup

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

1. Greenhouse Account: You need an active Greenhouse account with admin access.
2. NTRVSTA Account: Ensure you have an account with NTRVSTA for AI phone screening.
3. Integration Permissions: Confirm you have the necessary permissions to integrate third-party applications.
4. Estimated Time: Allocate about 30 minutes for the setup process.

Step-by-Step Setup Instructions

Step 1: Access Greenhouse Integration Settings

Log in to your Greenhouse account. Navigate to the "Integrations" section found in the settings menu.

What You Should See: A list of available integrations, including NTRVSTA.

Step 2: Select NTRVSTA from the Integrations List

Scroll through the integrations until you find NTRVSTA. Click on it to access the setup page.

Expected Outcome: You will be directed to the configuration page for NTRVSTA.

Step 3: Configure API Credentials

On the NTRVSTA integration page, you will need to input your API credentials. These are provided by NTRVSTA upon account creation.

What You Should See: A confirmation message indicating that your credentials are valid.

Step 4: Set Up Screening Parameters

Define the parameters for your AI phone screening process. This includes selecting the types of questions to be asked, the scoring criteria, and any specific compliance requirements.

Expected Outcome: A tailored screening process that aligns with your organization’s needs.

Step 5: Test the Integration

Conduct a test run by submitting a mock candidate profile to ensure the integration functions correctly.

What You Should See: A successful test result indicating that the AI phone screening is operational.

Step 6: Go Live

Once testing is complete, you can officially enable AI phone screening for all candidates.

Expected Outcome: The AI phone screening is live and candidates can begin engaging with the system.

Troubleshooting Common Issues

1. API Credentials Not Valid: Double-check your credentials and re-enter them.
2. Integration Not Showing in Greenhouse: Ensure you have admin access and refresh the page.
3. Screening Parameters Not Saving: Confirm that you’re following the format required for inputs.
4. Test Candidate Not Processing: Review the candidate profile for any missing information.
5. Integration Failure Message: Contact NTRVSTA support for assistance.

Timeline for Completion

Most teams complete the setup in under 30 minutes, provided all prerequisites are met and there are no unforeseen issues.

Conclusion: Key Takeaways

1. Quick Integration: Setting up AI phone screening with Greenhouse can be accomplished in less than 30 minutes.
2. Efficient Candidate Screening: AI phone screening reduces initial evaluation time significantly, enhancing candidate experience and operational efficiency.
3. Customization: Tailor your screening process to fit organizational needs, ensuring compliance and relevance.
4. Testing is Critical: Always conduct a test run to confirm that the integration works as intended before going live.
5. Support is Available: Don’t hesitate to reach out to NTRVSTA for any setup issues.