How to Set Up AI Phone Screening with Workday in Under 2 Hours

In 2026, companies that adopt AI phone screening technology are experiencing a 50% reduction in time spent on candidate screening. The ability to streamline the hiring process while maintaining high engagement levels with candidates is no longer a luxury; it's a necessity. This article will guide you through setting up AI phone screening with Workday, ensuring that you can enhance your recruiting operations in less than two hours.

Prerequisites for a Successful Setup

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

• Workday Account: Admin-level access is required to integrate AI phone screening.
• NTRVSTA Account: Create an account with NTRVSTA if you haven't already.
• Integration Permissions: Confirm that you have the necessary permissions to connect third-party applications to Workday.
• Estimated Time: Most teams complete this setup in under 2 hours, making it a quick win for your recruiting operations.

Step-by-Step Setup Instructions

Step 1: Log into Workday

• Action: Access your Workday dashboard using your admin credentials.
• What You Should See: The main dashboard with various HR functionalities.

Step 2: Navigate to the Integrations Section

• Action: Go to the "Settings" panel, then select "Integrations."
• Expected Outcome: You will see options for adding or managing integrations.

Step 3: Add NTRVSTA Integration

• Action: Click on "Add Integration" and select NTRVSTA from the list of available integrations.
• What You Should See: A prompt asking for API credentials from NTRVSTA.

Step 4: Enter API Credentials

• Action: Retrieve your API credentials from your NTRVSTA account and enter them into Workday.
• Expected Outcome: The integration should verify the credentials successfully.

Step 5: Configure AI Phone Screening Settings

• Action: Customize your AI phone screening settings, including screening criteria and interview questions.
• What You Should See: A configuration page with options to tailor the screening process.

Step 6: Test the Integration

• Action: Run a test screening to ensure that everything is functioning as expected.
• Expected Outcome: You should receive a report summarizing the test results.

Step 7: Go Live

• Action: Activate the integration and inform your recruitment team.
• What You Should See: Confirmation that the AI phone screening is live and ready for use.

Troubleshooting Common Issues

1. Integration Not Verifying: Double-check API credentials; they may have typos.
2. Screening Questions Not Saving: Ensure all required fields are filled before saving.
3. Test Results Not Generating: Check network connectivity or integration settings.
4. Permissions Error: Confirm that you have the correct admin rights.
5. Inconsistent Candidate Experience: Review AI settings to ensure they align with your company’s communication style.

Timeline for Completion

Most teams complete the setup in 1-2 hours, allowing for an efficient onboarding experience. This swift implementation means you can start screening candidates in real-time, leveraging AI technology to enhance engagement and efficiency.

Conclusion: Key Takeaways

1. Prepare in Advance: Ensure you have all accounts and permissions ready to streamline the setup process.
2. Follow Each Step: Adhering to the outlined steps will help avoid common pitfalls and ensure a successful integration.
3. Test Thoroughly: Always conduct a test screening to confirm the integration is functioning correctly before going live.
4. Communicate with Your Team: Keep your recruitment team informed about the new integration to maximize its benefits.
5. Monitor Performance: After implementation, track the effectiveness of AI phone screening to identify areas for improvement.