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

In a landscape where 75% of candidates prefer phone interviews over video, optimizing your hiring process is non-negotiable. Integrating NTRVSTA’s AI phone screening with Workday not only streamlines your recruitment but also enhances candidate experience. In just 30 minutes, you can set up a system that reduces screening time from 45 minutes to just 12, ensuring you engage top talent faster.

Prerequisites for Integration

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

• NTRVSTA Account: Admin access is required to configure the integration.
• Workday Account: Ensure you have the necessary permissions to create integrations.
• Time Estimate: Allocate approximately 30 minutes for setup.
• Technical Documentation: Familiarize yourself with both NTRVSTA and Workday API documentation for seamless integration.

Step-by-Step Setup Instructions

Step 1: Log into Your NTRVSTA Account

Access your NTRVSTA dashboard. If you don’t have an account, you will need to create one.

What You Should See: The main dashboard with various integration options.

Step 2: Navigate to Integrations

Select the “Integrations” tab from the sidebar menu.

What You Should See: A list of available integrations, including Workday.

Step 3: Initiate the Workday Integration

Click on the Workday icon and select “Connect.”

What You Should See: A prompt asking for your Workday credentials.

Step 4: Enter Workday Credentials

Input your Workday API credentials. Ensure that the permissions are set to allow data transfer between NTRVSTA and Workday.

What You Should See: A confirmation message indicating successful credential entry.

Step 5: Configure Screening Parameters

Set up your screening parameters, including the types of questions and scoring criteria.

What You Should See: A configuration screen with various options for customizing your phone screening.

Step 6: Test the Integration

Run a test screening to ensure that data flows correctly between NTRVSTA and Workday.

What You Should See: A successful test message, confirming that the integration is functional.

Step 7: Go Live

Finalize your settings and activate the integration. Your NTRVSTA AI phone screening is now live with Workday.

What You Should See: A dashboard indicating that the integration is active and ready for use.

Troubleshooting Common Issues

1. Integration Fails to Connect: Double-check API credentials and permissions.
2. Screening Questions Not Transferring: Ensure questions are saved in the NTRVSTA setup.
3. Data Mismatch: Verify that both platforms are updated to the latest versions.
4. Latency in Data Transfer: Check your internet connection and server status.
5. Candidate Experience Issues: Review the candidate flow settings in NTRVSTA.

Timeline

Most teams complete the setup in about 30 minutes, making it a quick and efficient process to enhance your recruitment capabilities.

Conclusion: Actionable Takeaways

1. Prioritize Integration Preparation: Ensure all accounts and permissions are ready to save time during setup.
2. Customize Screening Parameters: Tailor questions to align with your company’s specific needs and values.
3. Conduct Regular Tests: Schedule periodic tests of the integration to maintain performance and address any emerging issues.

Integrating NTRVSTA for AI phone screening with Workday is a strategic move that can significantly improve your hiring process. By following these steps, you can ensure a fast, effective setup that benefits both your team and your candidates.