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

In 2026, organizations are increasingly turning to AI-driven solutions to enhance their recruitment processes. A staggering 75% of HR leaders report that AI phone screening has significantly reduced their time-to-hire, averaging a drop from 45 days to just 20 days. This guide will walk you through the setup of AI phone screening with Workday, ensuring you can implement this transformative technology in less than 30 minutes.

Prerequisites for Setup

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

• Workday Account: Admin access is required to configure integrations.
• NTRVSTA Account: Sign up for a trial or subscription if you don’t have an account.
• Integration Permissions: Confirm that you have the necessary permissions to enable API integrations within Workday.
• Estimated Time: Most teams can complete the setup in just 30 minutes when prepared.

Step-by-Step Setup Instructions

Step 1: Access Workday Integration Settings

Log into your Workday account and navigate to the "Integrations" section from the main dashboard.

What You Should See: A list of existing integrations with options to add new ones.

Step 2: Add NTRVSTA as an Integration Partner

Select the option to add a new integration and search for NTRVSTA in the integration marketplace.

Expected Outcome: NTRVSTA should appear as a selectable option.

Step 3: Configure API Access

Follow the on-screen prompts to configure API access, including API keys provided by NTRVSTA.

Expected Outcome: Successful API connection confirmation.

Step 4: Set Up AI Phone Screening Parameters

Define the parameters for your AI phone screening, such as screening questions and candidate eligibility criteria.

Expected Outcome: A clear overview of the screening parameters set.

Step 5: Test the Integration

Run a test with a sample candidate to ensure the AI phone screening functions as expected.

Expected Outcome: Confirmation of successful integration and functioning AI phone screening.

Step 6: Finalize and Go Live

Finalize the setup and make the AI phone screening live for all candidates.

Expected Outcome: Candidates can now access the AI phone screening tool through Workday.

Troubleshooting Common Issues

1. Integration Not Found: Ensure NTRVSTA is listed in the Workday integration marketplace.
2. API Key Errors: Double-check the API keys entered for typos or mismatches.
3. Screening Parameters Not Saving: Refresh the page and attempt to save again; if issues persist, contact NTRVSTA support.
4. Test Candidate Not Receiving Call: Verify candidate contact details and ensure they are valid.
5. Integration Fails to Activate: Check your permissions; ensure you have the necessary administrative rights.

Timeline for Completion

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

Conclusion: Key Takeaways for Effective Setup

1. Preparation is Key: Ensure all accounts and permissions are in place before starting the setup.
2. Follow the Steps: Adhering to the outlined steps will streamline your integration process.
3. Test Thoroughly: Always run a test to confirm the AI phone screening is functioning correctly before going live.
4. Utilize Support: Don’t hesitate to reach out to NTRVSTA’s support for any integration challenges.
5. Monitor Performance: After implementation, track metrics such as time-to-hire and candidate feedback to assess effectiveness.