--- title: Micro for Hiring | micro description: Track candidates from sourcing to offer with AI that captures interview notes, suggests next steps, and keeps your hiring pipeline organized. --- ## Quick Setup 1. **Create a Recruiting List** Press `Cmd+K`, type “new list”, and select the **Recruiting** template. It comes with a candidate pipeline, role tracking, and sourcing properties. 2. **Add Candidates** Add candidates manually, import from a CSV (LinkedIn exports, ATS exports), or let them flow in from email activity with Auto-Add. 3. **Customize for Your Roles** The template comes with common roles (Software Engineer, Designer, Marketing Manager, etc.). Edit the **Applying to** property options to match your open positions. --- ## Your Hiring Pipeline The Recruiting template comes with stages for a typical hiring process: | Stage | What it means | | --------------- | ----------------------------------------- | | **New** | Candidate just entered your pipeline | | **Screen** | Initial review of qualifications | | **Interview** | Active interviews with the hiring team | | **Final Round** | Final interviews with key decision makers | | **Offer** | Formal offer extended | | **Hired** | Offer accepted | | **Rejected** | You decided not to move forward | | **Dropped out** | Candidate withdrew | | **No Stage** | Not yet categorized | Switch between **Pipeline** (kanban), **Candidates** (grid), and **New** (filtered grid) views. --- ## Candidate Properties The Recruiting template comes with properties designed for hiring: | Property | What it tracks | | ---------------------- | --------------------------------------------------------------- | | **Applying to** | Which role (Software Engineer, Designer, etc.) | | **Role Seniority** | Entry, Junior, Mid, Senior, Staff, Executive | | **Team** | Engineering, Product, Design, Sales, etc. | | **Source** | Employee referral, External referral, Scouted, Applied Directly | | **Referred by** | Link to the person who referred them | | **Manager** | Hiring manager for this role | | **Next Steps** | AI-suggested next actions | | **Rejected reason** | Why you passed (AI-captured) | | **Dropped out reason** | Why the candidate withdrew (AI-captured) | Add custom properties for anything else — interview scores, comp expectations, start date, offer details. --- ## AI Autofill AI keeps your hiring pipeline current: - **Status** — Candidates move through stages based on your email and calendar activity. Schedule an interview and they move to “Interview.” Send a rejection and they move to “Rejected.” - **Next Steps** — AI suggests what to do next after each interaction - **Rejected reason** — Captured automatically when you communicate a pass - **Dropped out reason** — Captured when a candidate withdraws --- ## Research Candidates Before an interview, use the AI assistant or **Meeting Prep** to research candidates: - View their enriched profile — work history, education, social links, location - Review your email history with them - See who referred them and any shared connections - Get suggested interview questions based on the role Add a **Context Doc** to your Recruiting list with details about what you’re looking for — the AI uses this when evaluating candidates and suggesting next steps. --- ## Interview Notes Record interviews to get AI-generated summaries with key points and action items: 1. Enable recording in **Settings → Meeting Recording** 2. The bot joins your interview automatically 3. After the call, the event page shows a **Summary**, **Transcript**, and **Notes** tab 4. Action items from the interview can automatically create tasks You can also take notes during the interview directly on the event page. Learn more about [Meeting Recording](/using-micro/meeting-notetaker/index.md) --- ## Track by Role Use the **Applying to** property to filter your pipeline by role: - Create a custom view filtered to “Software Engineer” to see just engineering candidates - Use the grid view to compare candidates side by side - Sort by seniority, source, or any custom property you add --- ## Collaborate with Your Hiring Team - **Shared pipeline** — Your whole team sees the same candidates and stages - **Activity feed** — See when teammates had interviews or exchanged emails with candidates - **Linked tasks and docs** — Create interview scorecards, reference check notes, or offer letters as documents linked to each candidate - **Real-time collaboration** — See who’s viewing the same candidate profile --- ## Sourcing with Auto-Add Set up Auto-Add to automatically add candidates to your pipeline: - Anyone who emails you about a specific role - Anyone referred by a team member - Anyone you schedule an interview with --- Tip If you’re hiring for multiple roles, you can create separate Recruiting lists for each team (Engineering, Design, Sales) or use one list and filter by the “Applying to” and “Team” properties.