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

As of February 2026, organizations that harness AI for phone screening are experiencing a 60% reduction in time-to-hire. This shift is not just about efficiency; it’s about elevating the candidate experience while streamlining recruitment processes. In this guide, we’ll explore how to set up an AI phone screening workflow with Workday in just 30 minutes, maximizing your recruitment efforts without compromising quality.

Prerequisites for Setup

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

1. Workday Account: Admin access is essential for configuration.
2. NTRVSTA Account: Sign up for NTRVSTA, which offers real-time AI phone screening capabilities.
3. Integration Permissions: Confirm that your Workday instance can accommodate third-party integrations.
4. Time Estimate: 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 “System Settings” area. Here, you’ll find the option to manage integrations.

What You Should See: A list of current integrations, where you can add new ones.

Step 2: Add NTRVSTA Integration

Select "Add Integration" and choose NTRVSTA from the list of available integrations.

Expected Outcome: The NTRVSTA integration should appear in your active integrations list.

Step 3: Configure API Credentials

Input your NTRVSTA API credentials, which can be obtained from your NTRVSTA account dashboard.

What You Should See: Confirmation of successful API integration.

Step 4: Set Up AI Phone Screening Parameters

Define the parameters for AI phone screenings, including the types of questions, screening criteria, and candidate notifications.

Expected Outcome: A tailored screening process aligned with your hiring needs.

Step 5: Test the Integration

Run a test screening with a sample candidate to ensure everything is functioning correctly.

What You Should See: A report detailing the candidate's responses and scores.

Step 6: Launch Your AI Phone Screening

Once testing is complete, you’re ready to go live. Notify your hiring team about the new process.

Expected Outcome: Candidates can start the phone screening process, and you’ll begin receiving AI-generated insights.

Troubleshooting Common Issues

1. Integration Not Appearing: Ensure that you have the correct permissions set in Workday.
2. API Credentials Incorrect: Double-check credentials in your NTRVSTA account.
3. Screening Parameters Not Saving: Refresh the page or try logging out and back in.
4. Test Candidate Not Receiving Call: Verify the candidate's contact information and ensure it's formatted correctly.
5. Inaccurate Scores: Review the screening parameters for any misconfigurations.

Timeline for Completion

Most teams complete this setup in just 30 minutes, allowing for immediate implementation of AI phone screenings.

Conclusion: Key Takeaways

1. Prepare Your Accounts: Ensure you have admin access to both Workday and NTRVSTA for a smooth integration.
2. Follow the Steps: Adhere to the outlined steps for a quick and efficient setup.
3. Test Thoroughly: Always run a test screening to validate the integration before going live.
4. Train Your Team: Ensure your hiring team is familiar with the new process to maximize its effectiveness.
5. Monitor Performance: After implementation, track metrics such as time-to-hire and candidate satisfaction to assess impact.

By implementing these steps, your organization can significantly enhance its recruitment process through streamlined AI phone screenings, ultimately leading to more informed hiring decisions.