Ai Phone Screening

How to Successfully Integrate AI Phone Screening with Workday in Under 2 Hours

By NTRVSTA Team3 min read

How to Successfully Integrate AI Phone Screening with Workday in Under 2 Hours

In 2026, the rapid evolution of recruitment technology has made it imperative for HR leaders to adopt efficient systems. One surprising insight: companies that integrate AI phone screening into their hiring processes can reduce time-to-hire by 30%. This article will guide you through the seamless integration of NTRVSTA’s AI phone screening with Workday, allowing your team to streamline candidate evaluations and improve overall hiring efficiency.

Prerequisites for Integration

Before diving into the integration process, ensure that you have the following:

  1. Workday Account: Admin access is required to configure settings.
  2. NTRVSTA Account: Make sure you have an active subscription to NTRVSTA’s AI phone screening.
  3. API Access: Ensure API access is granted for both systems.
  4. Estimated Time: Budget approximately 2 hours for the entire integration process.

Step-by-Step Integration Process

Step 1: Log into Workday

Start by logging into your Workday account with admin credentials. Navigate to the "Integration" tab.

Expected Outcome: Access to the integration settings for configuring external applications.

Step 2: Access API Configuration

Locate the API configuration section within Workday. Here, you will generate an API key that will be used for the integration.

Expected Outcome: Successful generation of a unique API key for NTRVSTA.

Step 3: Log into NTRVSTA

Next, log into your NTRVSTA account. Go to the "Integrations" section and select "Workday" from the available options.

Expected Outcome: Access to the Workday integration setup page.

Step 4: Input API Key

Input the API key generated from Workday into the designated field in NTRVSTA. This step establishes a secure connection between the two platforms.

Expected Outcome: Confirmation message indicating successful API integration.

Step 5: Configure Screening Parameters

Set your screening parameters in NTRVSTA, including screening questions and candidate evaluation metrics. Tailor these settings to align with your specific hiring needs.

Expected Outcome: Customized screening parameters ready for deployment.

Step 6: Test the Integration

Conduct a test by initiating a mock screening through NTRVSTA. Ensure that candidate data flows correctly into Workday.

Expected Outcome: Successful data transfer from NTRVSTA to Workday with no errors.

Step 7: Go Live

Once testing is complete and you are satisfied with the functionality, go live with the integration. Inform your recruiting team about the new process.

Expected Outcome: AI phone screening is now fully operational within the Workday environment.

Troubleshooting Common Issues

  1. No Data Transfer: Ensure that the API key is correctly inputted and that both systems are online.
  2. Screening Parameters Not Saving: Check for any browser issues or permissions that may be hindering saving settings.
  3. Integration Error Messages: Review error logs in both NTRVSTA and Workday for specific error codes to troubleshoot.
  4. Candidate Not Receiving Calls: Verify that candidate contact information is correctly formatted and entered.
  5. Inconsistent Data: Double-check that fields in both systems align and match correctly.

Timeline for Completion

Most teams complete the integration process within 2 hours, provided that all prerequisites are met and there are no unforeseen technical issues.

Conclusion

Integrating AI phone screening with Workday can drastically enhance your recruitment process. Here are three actionable takeaways:

  1. Prepare Thoroughly: Ensure all prerequisites are in place before starting the integration to avoid delays.
  2. Customize Your Screening: Tailor the screening parameters to suit your organizational needs for optimal candidate evaluation.
  3. Test Before Going Live: Always conduct a thorough testing phase to ensure smooth functionality before rolling out to your team.

By following these steps, your organization can effectively streamline the hiring process and enhance candidate experience.

Streamline Your Hiring Today

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