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Manage an Applicant Pool

Interfolio helps manage long applicant lists by offering customizable sorting and display options. Users can save and recall searches, customize views, and return to their work later. This article details how these tools assist in sorting, organizing, and managing job applications.

 

Manage Applications

  1. Click Positions under Faculty Search on the navigation bar.
    Positions selected under Faculty Search
  2. Click the position's hyperlinked Name to access the position's application list. Select an applicant's name to read their application.
  3. Use the checkboxes to select application(s) for Reading, annotating, and evaluating applications, and downloading selected applications. A red toolbar will appear at the top of the page once applications are selected.
    Read selected from the toolbar above the list of applicant names

Manage Applications

Navigate to the Positions page and click the hyperlinked Name of the desired position.

Action on the Position's Page Description
Save Search and Filter Results
  • Enter a keyword in the searchbox to search the list
  • Click the Filter button at the top to open filtering options. Filter applications by criteria like degree, status, labels, ratings, or completion.
    • Filter by Form Responses: Click this button in the bottom right corner of the filtering options to filter by Form, Question, and Response.
  • After applying desired filters, they will appear above the list. You can Save, Remove “X”, or Clear Filters.
View Saved Searches and Filtered Results

Click Saved Views to the right of the page to recall the saved view of the list using the set filters.

Tag Applications

Use the checkboxes to select the desired applications to tag. Then select a tag or create a tag from the Tag dropdown that appears on the red toolbar at the top.

Tags are bits of text to be used to help identify, sort, and mark applications. If an institution allows, users can add and create tags to attach to applications.

 

 

Download and Print Applications

Use the checkboxes to select the desired applications to download/print, then click Download from the the red toolbar that appears at the top to download the selected applicants' application packets. You can then print the downloaded file.

Each PDF contains all application forms and materials including transcripts, CV, teaching philosophy, etc.

 
Customize Columns

Default columns displayed are applicant name, date updated, tags, and overall average rating (if enabled). Additional columns include complete status, date submitted, highest degree earned and date, and overall ratings. Default columns can be restored anytime.

 

Click the Columns button to the right of the page.
Columns selected adjacent to Saved Views

Select the desired column information from the new window that displays and click Apply when finished.

FAQ

How can I find an applicant?

To locate a specific applicant, you can search for them within a position or on the reports page to search multiple positions. 

 

Search Within a Position

Navigate to the Positions page and click the  hyperlinked Name of the position. Enter the name of the applicant in the searchbar.

Search Within a Report

Navigate to the Reports page and select desired Filters on the Applications Report tab.

Scroll down to see the Applied Filters and display list.

Click Download CSV and search for the desired applicant within the downloaded CSV file (Ctrl/Command +F).

 
 
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