Manage an Applicant Pool
The list of applicants for a position is often quite long, but Interfolio provides the tools to help organize work by allowing customization of how the list of applicants is sorted and what information is displayed. Searches can be saved and recalled, and views of the list can be customized so work can be saved and returned to later. This article explains the tools provided can help sort, organize, and manage the applications for positions.
Access the List of Applications for a Position
- Click Positions under Faculty Search on the navigation bar.
- Click the hyperlinked Name of the desired position.
- To read individual applications, select the applicant's name. To review multiple applications, select the checkboxes adjacent to the names of the desired applicants or check the Applicant Name checkbox at the top of the table to select all applicants in the list.
- Read, annotate, and download the selected applications from this page.
Manage Applications
Save Search Results
- Click Positions under Faculty Search on the navigation bar.
- Click the hyperlinked Name of the desired position.
- Enter a keyword in the box to search the list. The results display and the search term appears above the list.
- Click Save below the search box to save the list filtered according to the search results.
- Enter a Name for the view.
- Click Save when finished.
Filter Lists
- Click Positions under Faculty Search on the navigation bar.
- Click the hyperlinked Name of the desired position.
- Click the Filter button at the top of the list to open a set of options for filtering the list.
The list of applications can be filtered by data points including highest degree earned, application status, labels, ratings, or completion status.
- Select desired Filters. The list will be filtered according to the settings and the filters will appear above the list.
Remove the filters added either one at a time or by hitting the button labeled Clear Filters."
- Click Save above the desired filters to save the filtered view of the applicants.
- Enter a Name for the view.
- Click the Check to save it.
Filter by Form Responses
- After clicking the Filters button, select Filter by Form Responses. This will open a window to select the form, question, and response to use to filter the list.
- Select the Form, Question, and Response from the dropdown list.
- Click Add to add the response to the filter.
- Click Done to activate the filter.
Note that multiple form responses can be added with which to filter the list.
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.
- Select the desired Saved View from the dropdown.
Tag Applications
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 an application.
- Click Positions under Faculty Search on the navigation bar.
- Click the hyperlinked Name of the desired position.
- Select the checkboxes adjacent to the desired applicants.
- Select a tag or create a tag from the Tag button that appears on the toolbar at the top.
Customize Columns
- Click Positions under Faculty Search on the navigation bar.
- Click the hyperlinked Name of the desired position.
- Click the Columns button that appears to the right of the page.
- Select the desired column information.
The default columns that will display are applicant name, date updated, tags, and overall average rating (if enabled). Columns can be added for complete status, date submitted, highest degree earned and highest degree date, and overall ratings.
Note that the default columns can be restored at any time.
- 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 |
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| Search within a report |
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