Enabling and using the Aspect integration

Follow
Available for Roles Super Admin, Admin, Team Member, Limited Team Member
Can only be enabled by Super Admins
Permissions • (To enable) Manage API credentials and manage integrations
• (To use) Manage profiles and view associated postings
Packages LeverTRM, LeverTRM for Enterprise

The Aspect integration allows users to automatically capture interview insights and review them directly in Lever. This includes automatic interview summaries and smart Q&A summaries, which provide a quick and easy way to review key takeaways from candidate interviews.


Setting up the Aspect integration

 

You must be a team or organization with admin rights in Aspect to install this integration.
  • Log in to your Aspect account and navigate to the Settings page

Aspect login page

Arrow pointing to Settings in Aspect homepage navigation menu

  • On the Settings page, navigate to the 'Integrations' tab
  • Navigate to the Lever integration card and click the toggle

Arrow pointing to toggle on Lever integration card; toggle is off

  • On the modal, log in to Lever
  • On the following screen, review the list of requested permissions; click Accept

App authorization modal with list of requested permissions

  • After successfully authorizing the integration, the toggle on the Lever card in Aspect will be enabled and labelled as 'Active'

Arrow pointing to toggle on Lever integration card; toggle is active

Configuring the Aspect Integration

  • In Lever, navigate to Settings > Integrations and API > Webhooks
  • Toggle the following webhooks to the on (blue) position if they are not already enabled:
    • Application Created
    • Candidate Stage Change
    • Candidate Archive State Change
    • Candidate Hired
    • Candidate Deleted
    • Interview Created
    • Interview Updated
    • Interview Deleted

Webhooks page in Lever wiht arrows pointing to Application Created and Candidates Stage Change toggles; toggles are active

Using the Aspect integration

Aspect seamlessly integrates into your Lever account - use your usual Aspect workflow to register a calendar event meeting whether it is via auto-processing terms or manual registering.

Arrow pointing to email address of Google calendar event for interview

If the registered meeting contains a participant with the same email as one of your Lever candidates, the integration will add a note to the candidate opportunity with the call summary once the call has been completed and successfully processed. 

Arrow pointing to candidate's email address on their profile in Lever

Arrow pointing to link to Aspect call summary on candidate profile in Lever

Disabling the Aspect integration

  • In Lever navigate to Settings > Integrations and API
  • Under the 'Authorized Apps' tab, locate the Aspect app 
  • Click Revoke Access to disable the integration
Was this article helpful?
0 out of 0 found this helpful