Interfolio for Administrative Staff
Interfolio guidance specifically for faculty search committee members is available at COE: Interfolio for Faculty Search Committees
Page menu:
Logging in to Interfolio
Use the SSO link to log in: https://account.interfolio.com/login
Select “Partner Institution”
Select your institution “The University of Texas at Austin”. [Tip: You can just type “Austin” and the full name will come up]
Enter your EID and password (same password associated with your UT EID)
Posting a position
See instructions for posting an Interfolio position in COE at Box: Posting Jobs in Interfolio pptx.
Additional guidance is available at the following:
COE workflow
1) Department submits posting in Interfolio.
2) Posting routes to COE Faculty Affairs, who receive an automated email from Interfolio alerting them of a pending posting.
3) COE Faculty Affairs reviews the posting and forwards a PDF of it to the Senior Associate Dean for review and approval.
4) If approved by the Senior Associate Dean, COE Faculty Affairs approves the posting in Interfolio and it routes to APS for review and final approval. (If not approved by the Senior Associate Dean, COE Faculty Affairs returns the posting in Interfolio to the department for revision.)
5) If approved by APS, the department receives an automated email that the position has been approved in Interfolio and publishes the posting. See Interfolio: Publishing a Position.
6) Department changes status of posting to "Accepting Applications." See Interfolio: Assign or Change a Position Status.
Where are UT Austin faculty positions posted?
Positions created in Interfolio are pushed automatically to the UT Faculty Careers web site, and then scraped out to the Chronicle of Higher Education, and HigherEdJobs when they meet all of the following parameters:
Position has been submitted for approval, reviewed, and approved by an Administrator in Interfolio
Must be "Open" - today's date is on or after the position's Open Date and before the Close date at 12:00 EST (unless set to "Until Filled"or "Set not to close")
Not Archived (a setting in position management)
Has a position status of "Accepting Applications"
Assigning Interfolio roles to search committee members
For information on user roles in Interfolio, see Interfolio — User Roles in Interfolio Faculty Search. Typically, the search committee chair(s) should be assigned as Committee Managers, and other committee members as Evaluators.
How to assign user roles in Interfolio:
Use this link to log in: https://account.interfolio.com/login
Select “Partner Institution”
Select your institution “The University of Texas at Austin”
Enter your EID and password (same password associated with your UT EID)
Navigate to the "Users & Groups" section of Faculty Search
Click the + Add User Button
Fill out the user's First Name and Last Name
For the Email field, the UT Austin institutional Identifier email address format should be used. For example — if the user has an EID of ab1234, their user account should be created with an Email value of ab1234@eid.utexas.edu.
Additional options:
Send new users a welcome message.
Send Me a Copy
Click Add (no message) or Send (welcome message)
See Interfolio: Setting Up Units and Users for additional information.
Managing applicants
The applicant experience
See Interfolio: Applicant Experience - Software Simulation tutorial.
Viewing and reviewing applicant materials
Click on each name to pull up the applicants’ materials. See Interfolio: View an Applicant's Profile
The “Materials Viewer” is a great way to read and annotate applications without having to download or open each individual application. See Interfolio: Read and evaluate applications using the Document Reader
If your search has established criteria in Interfolio, you can rate an applicant using the five-star scale on their profile. See Interfolio: Rate applicants
Comment on an application. See Interfolio: How to comment on an application
Use tags to mark and sort applications. See Interfolio: How to use tags to mark and sort applications
For additional help, see Managing the Applicant Pool - Software Simulation
Creating an application or adding materials on behalf of an applicant
See Interfolio: Create an Application, Add Materials, or Request a Letter on Behalf of an Applicant
Submit letter of reference in Interfolio (for referees)
See instructions at Interfolio: Submit a Letter of Recommendation (For Letter Writers). Note that UT Austin requires reference letters be signed and on the referee’s official letterhead.
Running reports
See instructions at Interfolio: Run an EEO or Custom Forms Report.
See an additional option at Data Visualization of Interfolio Reports.
Sharing an Interfolio posting
In Interfolio, click on "Positions" under "Faculty Search" on the navigation bar.
Find and click on the name of the desired hyperlinked position.
Click on "Position Actions" at the top of the screen, and select "View position details."
Click the Position URL link to view the Apply Now page from the applicant's view.
Note that the position must be open and published before the position details are displayed and applicants are able to apply.
See Interfolio: Open a Position to New Applicants > tab "Retrieve the Apply Now URL" for more.
After the conclusion of the search
1) Disposition the Interfolio position
Immediately after the conclusion of a faculty search, be sure to close the Interfolio position (archive) and indicate an outcome. For searches that did not result in selection of a candidate, add a note about why no selection was made (e.g., cancelled due to lack of funding, position no longer needed, lack of qualified applicants, etc.). See Interfolio: Close a Position and Select Applicant(s).
2) Communicate with applicants
After closing the position in Interfolio, the Search Committee Chair should communicate to all applicants that the position has closed.
This can be done in Interfolio - see instructions at Interfolio: Email Applicants. To email all applicants not selected for interview, check the "Applicants" box at the top of the table, and then deselect the names of those interviewed. The email message to applicants not interviewed might be something like:
“Thank you very much for submitting an application for the Assistant/Associate Professor position in Department Name at The University of Texas at Austin. We regret to notify you that your application has not advanced to the interview stage. We appreciate your time and interest, and wish you the best in your job search endeavors.”
For applicants interviewed but not selected for hire, the Search Committee Chair should send a more personalized email.
Interfolio training
Highly recommended training for AMs and Academic HR Partners: Interfolio Faculty Search Administrator Training; estimated completion time: 45 minutes
Additional training and resources:
Webinar recording: Best Practices of Faculty Search Position Management (June 2024; 65 minutes)
Retrieve the Interfolio "Apply Now" URL (see third tab)
Please send suggested additions to this page and notifications about broken links to COE-FacultyAffairs@austin.utexas.edu.