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User Roles in Interfolio Faculty Search

A user's role determines their capabilities in Interfolio Faculty Search (FS). There are a few different types of users in the program: Institutional Administrators, Administrators, Committee Managers, Evaluators, and EEO Officers. Administrators can also be given EEO access.

Evaluators are any user assigned to a search committee for a position. Evaluators can view applications, add labels to applications, and if permissions allow, can add ratings and comments on applications.


Committee Managers supervise searches at the department level. Committee Managers can edit settings and statuses (if permissions allow), view reports, communicate with applicants, and evaluate applications.

Administrators can create, manage, and monitor searches at their assigned institutional level, or at units in the hierarchy below the unit they administer. They can also control settings and permissions for the units.

Institutional Administrators can control settings and view positions, applications, and reports across an entire institution. They can also set up workflows in the program for approving new positions, and approving new hires. Institutional Administrators are users who are assigned the Administrator role at the top unit of the hierarchy. 

Equal Employment Opportunity Officers are usually staff from Human Resources, Institutional Diversity, or another campus office who are responsible for EEO standards and practices at an institution. EEO officers monitor and run EEO reports on positions to which they have access. They can also flag positions that may not meet an institution's diversity requirements.

See below for an overview of the functions of each role.

 

User Roles

Interfolio Faculty Search User Role Capabilities

  Institutional Administrator (w/EEO access) Administrator Committee Manager Evaluator EEO Officer

User Management and Administrative Settings

Add/edit and manage organizational units

* Cannot make changes to the hierarchy if the setting has been toggled on that prevents Administrators from doing so.

X

X

X

Add/edit and manage users

X

X

Set user roles and permissions including granting user titles

X

X

X

Add custom logo to the landing page of a position

X

X

X

Customize Interfolio branding

X

X

X

X

Assign titles to administrators in particular units

X

X

X

Positions

View list of positions


All positions at the institution

All positions at assigned unit

Positions that the user is assigned to the search committee for

Positions that the user is assigned to the search committee for

Positions at the institution

Create new positions from scratch

X

X

Create new positions based on a previously created position

X

X

Create an open rank serach

X

X

Set position to an active and open status

X

X

Close a position

X

X

Access a position after it is closed

Must be listed on the search committee in order to view. Otherwise, they will not have access.

Record the outcome of a search

X

X

Indicate if positions need to be approved before posting

X

X

X

X

Approve position for posting (IF assigned as the approver)

X

X

X

Submit position for approval

X

X

Publish the landing page for a position

X

X

Create and manage EEO statements

X

X

X

Create evaluation criteria for a position

X

X

Set up a search as a blind review

X

X

Create/edit document requirements for a position

X

X

Create form requirements for a position

X

X

Assign/Unassign committee members to search committee

X

X

Set default, institution-wide position statuses

X

X

Edit and assign position statuses

X

X

Create/edit and manage custom application forms

X

X

Create and manage EEO forms

X

X

X

Set position change notifications

X

X

Create and manage automated notifications (messaging templates)

X

X

View notifications

View referral sources for a position

X

X

Create position and selection approval templates

X

X

X

X

Approve assigned positions

X

X

X

Submit a selection for approval

X

X

Approve or send back a selection (new hire)

X

X

X

Applications

View list of applicants for a position

Customize the list view by adding custom columns to the list

Create new columns using the answers to custom form questions (excluding EEO)

Filter the list of applicants by degree, rating, tags, and completion

Save and restore customized views of the list including applied filters, keyword searches, columns, sort order, and pagination

View applications

Download applicant materials

Set default, institution-wide application statuses

X

X

X

Enable/disable comments and tagging on applications

X

X

X

Send email messages to applicants

X

X

Share applications by email

X

X

Assign/change application statuses

X

X

Archive/unarchive application records

X

X

Add new applicant records to the system (create an application on behalf of an applicant)

X

X

Add materials to an application on behalf of an applicant

X

X

Create and apply tags to applications

X

Rate and comment on applications

X

Annotate (add notes) to application materials and export your annotations

X

Create and manage applicant disposition codes

X

X

X

X

Add disposition codes to applications

X

X

Reports & Logs

Run standard reports

X

Run EEO reports that include detailed and individual responses

X

X

X

Run EEO reports including only response summaries, no individual responses

X

Download reports

X

View/download summary of EEO responses

X

Flag positions for potential EEO Issues

X

X

X

View/download detailed EEO responses

X

X

X

Report on the outcome of a search

X

X

View System Logs

X

X

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