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

In 2026, the pressure on talent acquisition teams to streamline hiring processes is greater than ever. According to a recent survey, 75% of HR leaders cite speed as the most critical factor in recruitment success. Implementing AI phone screening can reduce screening time from 45 minutes to just 12, allowing teams to focus on engaging with top candidates. This guide will walk you through setting up AI phone screening with Workday in just 30 minutes, providing you with a competitive edge in your hiring process.

Prerequisites for Setting Up AI Phone Screening with Workday

Before diving into the setup process, ensure you meet the following prerequisites:

• Workday Account: You must have an active Workday account with admin access.
• Integration Access: Confirm that you have permissions to integrate third-party applications.
• Estimated Time: Set aside approximately 30 minutes for the entire setup.

Step-by-Step Guide to Setting Up AI Phone Screening

Step 1: Log into Workday

Begin by logging into your Workday account. Ensure you have the necessary permissions to access integration settings.

Step 2: Navigate to the Integrations Section

• From the Workday dashboard, go to the "System Configuration" menu.
• Select "Integrations," then click on "Manage Integrations."

Expected Outcome: You should see a list of current integrations and the option to add new ones.

Step 3: Add NTRVSTA AI Phone Screening Integration

• Click on "Add Integration" and search for "NTRVSTA AI Phone Screening."
• Follow the prompts to initiate the integration process.

Expected Outcome: A configuration screen will appear for you to input specific settings.

Step 4: Configure Integration Settings

• Input your API key and other required credentials from your NTRVSTA account.
• Customize settings such as screening times and candidate notification preferences.

Expected Outcome: The integration settings should save without errors, confirming a successful connection.

Step 5: Test the Integration

• Run a test screening with a sample candidate.
• Monitor the results in Workday to ensure the AI phone screening is functioning as intended.

Expected Outcome: You should receive a report detailing the screening results, including candidate responses.

Step 6: Go Live

Once testing is successful, you can officially start using AI phone screening for live candidates. Inform your recruiting team about the new process and provide training if necessary.

Expected Outcome: Your team should be ready to implement AI phone screening, reducing candidate screening time significantly.

Troubleshooting Common Issues

1. Integration Not Found: Ensure you have the correct permissions and that NTRVSTA is compatible with your version of Workday.
2. Error Messages on Configuration: Double-check API keys and integration settings for accuracy.
3. Test Screening Fails: Review candidate information inputted during the test; incorrect details can cause failures.
4. Slow Response Times: Check your internet connection and the NTRVSTA service status for any outages.
5. Inaccurate Screening Results: Ensure that your settings reflect the criteria you wish to evaluate candidates on.

Timeline for Setup

Most teams complete this setup in 30 minutes if all prerequisites are met. If issues arise, allocate additional time for troubleshooting.

Conclusion: Actionable Takeaways

1. Prepare Your Account: Ensure you have admin access and all necessary credentials before beginning.
2. Follow the Steps Diligently: Each step is crucial for a successful integration; don’t skip any.
3. Test Thoroughly: Always run a test screening to confirm everything is functioning properly before going live.
4. Train Your Team: Make sure your recruiting team understands how to use the new AI phone screening process effectively.
5. Monitor Performance: After implementation, keep an eye on screening times and candidate feedback to optimize the process.