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

In 2026, organizations are facing a staggering 50% increase in time-to-hire due to candidate shortages and increased competition. In this landscape, effective AI phone screening can drastically reduce screening times to as low as 12 minutes, making it a critical component of your recruiting strategy. This guide will walk you through setting up AI phone screening with Workday in just 30 minutes, ensuring you can streamline your hiring process and improve candidate experience.

Prerequisites for Setting Up AI Phone Screening

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

• Workday Account: Admin access to your Workday environment.
• NTRVSTA Account: Create an account with NTRVSTA, which offers real-time AI phone screening capabilities.
• Estimated Time: Set aside approximately 30 minutes for the entire setup process.

Step-by-Step Setup Guide

Step 1: Log into Workday

Begin by logging into your Workday account. Ensure you have administrative privileges to access the necessary configuration settings.

What You Should See: The Workday dashboard with administrative options visible.

Step 2: Navigate to Integrations

From the dashboard, go to the "Integrations" section. Here, you will find options to manage your integrations with third-party applications.

Expected Outcome: Access to integration settings where you can add new integrations.

Step 3: Add NTRVSTA Integration

Select "Add Integration" and search for NTRVSTA in the integration catalog. Click on the NTRVSTA option to begin the integration process.

Expected Outcome: Initiation of the NTRVSTA integration setup.

Step 4: Configure API Credentials

You will need to input your NTRVSTA API credentials. These can be found in your NTRVSTA account settings. Copy and paste the API key and secret into the respective fields in Workday.

Expected Outcome: Successful connection between Workday and NTRVSTA.

Step 5: Set Up Screening Parameters

Define your screening parameters, including the types of questions you want the AI to ask candidates. You can customize these based on the specific roles you are hiring for.

Expected Outcome: Customized screening questions tailored to your hiring needs.

Step 6: Test the Integration

Conduct a test run to ensure the AI phone screening is functioning correctly with Workday. Make a test call to verify that the system captures responses accurately.

Expected Outcome: Confirmation that the AI phone screening is operational and integrated with Workday.

Step 7: Go Live

Once testing is complete, you can officially go live with your AI phone screening. Begin using it in your recruiting process immediately.

Expected Outcome: Real-time AI phone screening in action, ready to streamline candidate assessments.

Troubleshooting Common Issues

1. Integration Fails: Ensure API credentials are correct and that NTRVSTA is enabled in Workday.
2. Screening Questions Not Displaying: Check your settings to ensure questions are saved and published.
3. Audio Issues During Calls: Verify your system's audio settings and ensure permissions are granted for the application.
4. Candidate Not Receiving Call: Confirm that the candidate's phone number is entered correctly in the Workday system.
5. Data Not Syncing: Ensure that the integration settings are properly configured to sync candidate data.

Timeline for Completion

Most teams can complete this setup in 30 minutes, allowing you to integrate AI phone screening into your recruiting process without extensive downtime.

Conclusion: Actionable Takeaways

1. Prioritize Integration: Ensure you have admin access and API credentials ready before starting the setup.
2. Customize Screening Questions: Tailor the AI screening questions to specific roles to enhance candidate engagement and relevance.
3. Test Before Going Live: Always test the integration to prevent issues during actual candidate screenings.
4. Monitor Performance: After going live, track metrics like screening time and candidate feedback to measure effectiveness.
5. Iterate Based on Feedback: Use candidate responses and hiring outcomes to refine your screening questions and processes continuously.