Ai Phone Screening

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

By NTRVSTA Team3 min read

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

In 2026, the landscape of talent acquisition is evolving rapidly, with AI phone screening becoming a critical tool in the hiring process. Surprisingly, 65% of talent acquisition leaders report that implementing AI solutions has decreased their time-to-hire by an average of 30%. This quick setup guide will walk you through getting AI phone screening integrated with Workday in under 30 minutes, allowing your team to focus on strategic initiatives instead of administrative tasks.

Prerequisites for Successful Integration

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

  1. Workday Account: Admin access is necessary to configure integrations.
  2. NTRVSTA Account: You will need an active account for the AI phone screening tool.
  3. Estimated Time: Allocate approximately 30 minutes for the setup process.

Step-by-Step Setup Instructions

Step 1: Access Workday Integration Settings

Log into your Workday account and navigate to the Integration section. Here, you will find options to manage third-party integrations.

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

Step 2: Choose NTRVSTA Integration

Select the option to add a new integration and search for NTRVSTA. Follow the prompts to initiate the integration setup.

Expected Outcome: A configuration screen specific to NTRVSTA will appear.

Step 3: Configure API Credentials

Enter your NTRVSTA API credentials, including the API key and any necessary authentication tokens. Ensure that you have these credentials readily available.

Expected Outcome: A confirmation that your API credentials are valid.

Step 4: Set Up Screening Parameters

Define your screening parameters, such as the types of questions to be asked and the scoring criteria for candidates. This is crucial for aligning the AI screening process with your hiring criteria.

Expected Outcome: A summary of your screening parameters should display, ready for review.

Step 5: Finalize Integration

Review all settings and click the Activate button. This will finalize the integration and enable AI phone screening within your Workday environment.

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

Troubleshooting Common Issues

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

  1. Invalid API Credentials: Double-check the API key and tokens.
  2. Integration Not Activating: Ensure that you have the correct permissions in Workday.
  3. Screening Parameters Not Saving: Try refreshing the page and re-entering details.
  4. Data Not Syncing: Verify your internet connection and check for system outages.
  5. Candidates Not Receiving Calls: Confirm that the phone screening schedule is set correctly.

Timeline for Completion

Most teams complete the setup in about 30 minutes. However, if you encounter issues, allow for an additional 15-20 minutes for troubleshooting.

Conclusion: Key Takeaways

  1. Integration Speed: You can have AI phone screening operational in less than 30 minutes.
  2. Enhanced Efficiency: With AI screening, expect to reduce screening time significantly, improving candidate throughput.
  3. Less Administrative Burden: Automating the initial screening process frees up your TA team to focus on higher-value tasks.
  4. Tailored Screening: Customize the AI screening parameters to align with your organization's unique hiring criteria.
  5. Support Available: Don't hesitate to reach out to NTRVSTA support for any integration questions or troubleshooting needs.

Streamline Your Hiring Process Today

Ready to enhance your talent acquisition process with AI phone screening? Contact us to see how we can help you integrate and optimize your hiring workflow.

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