# Micro for Hiring

Track candidates from sourcing to offer with AI that captures interview notes, suggests next steps, and keeps your hiring pipeline organized.

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## Quick Setup

### 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.

### Add Candidates

Add candidates manually, import from a CSV (LinkedIn exports, ATS exports), or let them flow in from email activity with Auto-Add.

### 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.

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## 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.

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## 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.

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## 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

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## 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.

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## 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](/docs/using-micro/meeting-notetaker)

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## 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

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## 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

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## 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

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> **Note:** 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.