Ai Phone Screening

How to Set Up NTRVSTA for Phone Screening in Just 30 Minutes

By NTRVSTA Team3 min read

How to Set Up NTRVSTA for Phone Screening in Just 30 Minutes

In 2026, the landscape of recruiting continues to evolve, but one constant remains: the need for efficient candidate screening. A staggering 70% of recruiters report that phone screening is their preferred method for initial candidate evaluations, yet many struggle with cumbersome processes. Setting up NTRVSTA for phone screening can significantly boost your recruiting efficiency, and the best part? You can do it in just 30 minutes.

This guide will walk you through the prerequisites, step-by-step setup, troubleshooting tips, and expected outcomes. By the end, you'll be ready to enhance your candidate experience and streamline your hiring process.

Prerequisites for Setting Up NTRVSTA

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

  • NTRVSTA Account: An active account is required. If you haven’t signed up yet, visit the NTRVSTA website to create one.
  • Admin Access: Ensure you have admin rights to configure settings and integrations.
  • ATS Integration: Familiarize yourself with your Applicant Tracking System (ATS) to ensure smooth connectivity. NTRVSTA integrates with over 50 ATS platforms, including Workday, Greenhouse, and Bullhorn.
  • Time Estimate: Allocate approximately 30 minutes for the setup process.

Step-by-Step Setup Instructions

Step 1: Log Into Your NTRVSTA Account

Begin by navigating to the NTRVSTA dashboard. You should see an intuitive interface designed for ease of use.

Step 2: Configure Your Phone Screening Settings

  • What You Should See: A screen prompting you to set up your screening preferences.
  • Input the desired parameters for your phone screenings, including interview scripts, questions, and scoring criteria.

Step 3: Integrate with Your ATS

  • Navigate to the "Integrations" section and select your ATS from the list.
  • Expected Outcome: A successful connection should yield a confirmation message, allowing NTRVSTA to pull candidate data directly from your ATS.

Step 4: Customize Candidate Experience

  • Set up automated notifications and reminders for candidates.
  • What You Should See: A preview of the candidate communication that will be sent out, ensuring clarity and professionalism.

Step 5: Test the Screening Process

  • Conduct a test screening with a colleague to ensure everything functions as intended.
  • Expected Outcome: You should receive real-time feedback on the screening process, including scoring and candidate responses.

Step 6: Go Live

  • Once testing is complete, you are ready to start screening candidates.
  • What You Should See: Your dashboard should now reflect the active phone screening feature, ready to engage candidates.

Troubleshooting Common Issues

Even with a straightforward setup, challenges may arise. Here are common issues and solutions:

  1. Integration Failed: Double-check your ATS credentials and permissions.
  2. No Notifications Sent: Verify notification settings are enabled in the dashboard.
  3. Scoring Not Displaying: Ensure that scoring parameters were correctly input during setup.
  4. Candidate Unable to Connect: Confirm that the candidate's contact information is accurate.
  5. No Feedback Received: Check your spam filter for misdirected emails.

Timeline for Completion

Most teams complete the setup in 30 minutes, provided all prerequisites are met. Some may take longer if additional configurations are needed or if they encounter troubleshooting scenarios.

Conclusion: Actionable Takeaways

  1. Prepare in Advance: Ensure all prerequisites are ready to facilitate a smooth setup process.
  2. Integrate Wisely: Take advantage of NTRVSTA’s ATS integrations to streamline candidate data management.
  3. Test Thoroughly: Always conduct a test screening to iron out any potential issues before going live.
  4. Monitor Performance: After setup, keep an eye on screening metrics to continuously improve the process.
  5. Engage Candidates: Use the customizable features to enhance the candidate experience, which can lead to higher completion rates and better candidate satisfaction.

By following these steps, you’ll transform your phone screening process, making it more efficient and candidate-friendly.

Ready to Enhance Your Screening Process?

Streamline your candidate evaluations and improve your hiring outcomes with NTRVSTA's AI-driven phone screening. Contact us today to get started!

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Need help automating this workflow?

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