How to Set Up AI Phone Screening with Workday in Under an Hour

In 2026, organizations leveraging AI phone screening can reduce the average candidate screening time from 45 minutes to just 12 minutes. This efficiency is crucial as HR leaders face a talent acquisition landscape characterized by high demand and low supply. Setting up AI phone screening with Workday can streamline your hiring process while ensuring compliance and improving candidate experience. This guide will walk you through the setup process, which can be completed in under an hour.

Prerequisites for Integration

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

1. Workday Account: Administrative access to your Workday instance.
2. NTRVSTA Account: Create an account with NTRVSTA to access their AI phone screening capabilities.
3. Integration Permissions: Confirm you have permissions to integrate third-party applications.
4. Estimated Time: Most teams complete the setup in 30-60 minutes.

Step-by-Step Setup Instructions

Step 1: Access Workday Integration Settings

Log into your Workday account and navigate to the "System Configuration" section. Look for "Integrations" to begin the setup.

What You Should See: A list of existing integrations and an option to add new ones.

Step 2: Add NTRVSTA as a New Integration

Select "Create Integration" and choose "NTRVSTA AI Phone Screening" from the list of available integrations.

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

Step 3: Configure API Credentials

Enter your NTRVSTA API credentials, which you can find in your NTRVSTA account settings. This step allows Workday to communicate with NTRVSTA.

What You Should See: A confirmation message indicating successful API connection.

Step 4: Set Up Screening Parameters

Define the parameters for AI phone screening, including the types of roles to be screened and specific questions to be asked during the phone screening.

Expected Outcome: Clear guidelines on how the AI will conduct screenings tailored to your job descriptions.

Step 5: Test the Integration

Run a test screening with a sample candidate profile to ensure the integration works correctly. Monitor the results for accuracy and compliance.

What You Should See: A report detailing the screening results, including candidate scoring.

Step 6: Go Live

Once testing is complete and satisfactory, finalize the integration settings and enable the AI phone screening feature for your recruitment processes.

Expected Outcome: Real-time AI phone screening is now live, ready to enhance your candidate experience.

Troubleshooting Common Issues

1. Integration Not Connecting: Double-check API credentials and permissions within Workday.
2. Screening Results Inaccurate: Review screening parameters for specificity and relevance.
3. Candidate Not Receiving Call: Ensure candidate contact information is correctly entered and that they are available.
4. Delayed Responses: Check for any system outages or performance issues with either platform.
5. Compliance Issues: Verify that all screening questions align with local laws and regulations.

Timeline for Full Implementation

Most teams complete the integration setup in 30-60 minutes. However, for larger organizations, consider expanding this to 1-2 days to account for testing and adjustments.

Conclusion: Key Takeaways

1. Streamlined Setup: Integrating NTRVSTA with Workday can be accomplished in under an hour, significantly speeding up your hiring process.
2. Real-Time Screening: Leverage AI phone screening to reduce candidate screening time, improving overall efficiency.
3. Compliance Ready: Ensure that your screening processes adhere to industry regulations, enhancing your organization’s reputation.
4. Enhanced Candidate Experience: A smooth and efficient screening process leads to higher candidate satisfaction and completion rates.
5. Continuous Improvement: Regularly review and adjust your screening parameters based on feedback and performance metrics.