e-Learning Training Courses

Our e-learning training courses are self-paced, interactive, and specific to your role within the module you are using. Each course will guide you through the basic functions of the module and how to complete specific tasks.

Please keep in mind that these e-learning courses are made to serve as generic training for the module, but may differ slightly from the configurations and practices set up at your institution.

  • Faculty Activity Reporting Unit Administrator Training

    This self-paced, interactive course covers many of the basic features and permissions for Unit Administrators such as creating a vita template, initiating and approving faculty input, running reports, emulating faculty accounts, and the faculty experience using Faculty Activity Reporting.

    Course Audience: Unit Administrators

    Estimated Time to Complete: 60 minutes

    Link to e-Learning course

  • Faculty Activity Reporting for Faculty Members


    This self-paced interactive course steps faculty members through the process of inputting profile and activity data, reviewing duplicates from an activity import, searching for colleagues, and granting account access to other users.

    Course Audience: Faculty Members

    Estimated Time to Complete: 45 minutes

    Link to e-Learning course

  • Faculty Activity Reporting for Support Accounts


    A self-paced, interactive course that steps support accounts through the process of emulating a faculty account, and inputting profile and activity data on behalf of a faculty member.

    Course Audience: Support Accounts

    Estimated Time to Complete: 45 minutes

    Link to e-Learning course

  • Interfolio Data Service Training


    A quick, interactive course that provides an overview of the Interfolio Data Service, a quick simulation to demonstrate how you can edit, approve, or delete matched records and FAQs and additional resources you can reference for support.

    Course Audience: Faculty Members

    Estimated Time to Complete: 15 minutes

    Link to e-Learning course

Office Hours:
Interfolio Office Hours are a dedicate time for our partner institutions to spend time with member of the Interfolio Client Services team to get help troubleshooting issues, ask questions, receive guidance, and meet with other Interfolio customers.


Webinars:
Join experts from our Customer Success team for Best Practice Webinars every month as we walk through new product features, common use cases, how to increase adoption, and way to bring more value to your institution using the Interfolio products. Check out the calendar to register for upcoming webinars or our recorded webinar page to view all past webinars.

Sign up for Free Training Webinars
Recorded Webinars
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  • Best Practice - Multi-Stage Searches & Forms w/in Faculty Search (July 2022)

    Faculty Search

    This is a new video. Description will be added soon.

    Duration 00:00

    Interested in learning more about Interfolio's Faculty Search and how to set up a multi-stage search? Then this webinar is for you! Members of our Client Services team discuss best practices for successful applicant management and form creation.

     
  • Webinar - Position Creation and Management

    Faculty Search

    This webinar covers the the steps and best practices around creating and managing positions using Faculty Search

    Duration 00:00

     

  • Faculty Search Demo (July 2020)

    Faculty Search

    This video provides a quick demonstration of the Interfolio Faculty Search platform

    Duration 00:00

    This video provides a quick demonstration of the Interfolio Faculty Search platform

     

     

  • Webinar - Organize Your Applicant Pool Using Statuses,Tags, and Disposition Codes

    Faculty Search

    This is a new video. Description will be added soon.

    Duration 00:00

     

  • Webinar: End a Search in Interfolio Faculty Search

    Faculty Search

    This is a new video. Description will be added soon.

    Duration 00:00

  • Webinar - Faculty Search - Reports

    Faculty Search

    This is a new video. Description will be added soon.

    Duration 00:00

     

  • Best Practice - Faculty Search HOT Topics to Address for a Successful Busy Season (Sept 2022)

    Faculty Search

    This is a new video. Description will be added soon.

    Duration 00:00

    It's that time of year - BUSY, BUSY, BUSY! Join in to hear our collection of Faculty Search most frequently asked questions during these very busy months, and learn from our experts how to proactively prepare to avoid these challenges and create a smoother and more efficient experience for all!

     
  • Best Practice - Faculty Search Reporting (January 2023)

    Faculty Search

    This is a new video. Description will be added soon.

    Duration 00:00

    With the Fall hiring season coming to a close, we want to highlight all the functionality available to you within our reporting tool.

     
  • Best Practice - Advanced Analytics: New Reporting for Faculty Search

    Faculty Search

    This is a new video. Description will be added soon.

    Duration 00:00

    Building a diverse faculty but not sure how it’s going? Knowing whether you’re on track to meet your institution’s EEO and diversity goals is easier than ever with Interfolio’s new diversity reporting options. Come join us and learn all about our new Advanced EEO/Diversity Reporting feature in Interfolio’s Faculty Search.

     
  • Best Practice - Faculty Search Spring Cleaning

    Faculty Search

    Come join members of the Interfolio team as they walk you through the steps to wipe off the dust on some of the those common areas in Faculty Search that could use a deep clean!

    Duration 00:00

    March has arrived and Spring is just around the corner!  Perfect opportunity to dive into your Faculty Search instance to do some Spring cleaning of your own! Come join members of the Interfolio team as they walk you through the steps to wipe off the dust on some of the those common areas in Faculty Search that could use a deep clean! We will take a look at position statuses, disposition codes, hire approval workflows, and more!

     
  • Webinar: Templates

    Review, Promotion & Tenure

    This webinar covers best practices when creating and managing templates in Review, Promotion, and Tenure.

    Duration 00:00

  • Webinar: Create and Manage a Case

    Review, Promotion & Tenure

    This is a new video. Description will be added soon.

    Duration 00:00

  • Webinar: Closing a Case

    Review, Promotion & Tenure

    This is a new video. Description will be added soon.

    Duration 00:00

     

  • Feature Demo: Committee Forms in Review, Promotion & Tenure (June 2020)

    Review, Promotion & Tenure

    This is a new video. Description will be added soon.

    Duration 00:00

  • Feature Demo: Levels and Roles in Review, Promotion & Tenure

    Review, Promotion & Tenure

    This is a new video. Description will be added soon.

    Duration 00:00


  • Webinar: Preparing Your Candidate Packet for Review, Promotion & Tenure

    Review, Promotion & Tenure

    This webinar covers best practices when preparing your candidate packet for Review, Promotion & Tenure

    Duration 00:00

  • Webinar: Review, Promotion & Tenure Case Management Pt.1

    Review, Promotion & Tenure

    This is a new video. Description will be added soon.

    Duration 00:00

  • Webinar: Review, Promotion & Tenure Case Management Pt. 2

    Review, Promotion & Tenure

    This is a new video. Description will be added soon.

    Duration 00:00

  • Webinar: Review, Promotion & Tenure Candidate Packet Training

    Review, Promotion & Tenure

    This is a new video. Description will be added soon.

    Duration 00:00

  • Interfolio Review, Promotion & Tenure Demonstration (June 2020)

    Review, Promotion & Tenure

    This video provides a quick demonstration of the Review, Promotion, and Tenure platform.

    Duration 00:00

    This video provides a quick demonstration of the Review, Promotion, and Tenure platform.

     

     

     

  • Best Practice - How RPT Can Help With Current Procedural Parameters (July 2022)

    Review, Promotion & Tenure

    This is a new video. Description will be added soon.

    Duration 00:00

    In this webinar Interfolio discusses an in-depth higher ed perspective on the faculty processes that run concurrently behind the scenes and how to position your impact with RPT.

     
  • Best Practice - RPT Enforced Deadlines (August 2022)

    Review, Promotion & Tenure

    This is a new video. Description will be added soon.

    Duration 00:00

    Come join members of our Product and CSM teams to learn about the new RPT Enforced Deadlines feature and how it will offer you the option to lock packet submission deadlines on a certain date.

     
  • Best Practice - RPT HOT Topics to Address for a Successful Busy Season (Sept 2022)

    Review, Promotion & Tenure

    This is a new video. Description will be added soon.

    Duration 00:00

    It's that time of year - BUSY, BUSY, BUSY! Join in to hear our collection of RPT most frequently asked questions during these very busy months, and learn from our experts how to proactively prepare to avoid these challenges and create a smoother and more efficient experience for all!

     
  • BP - Spring Cleaning Series: Tidy up your instance (RPT)

    Review, Promotion & Tenure

    This is a new video. Description will be added soon.

    Duration 00:00

    March has arrived and Spring is just around the corner!  Perfect opportunity to dive into your Review, Promotion & Tenure instance to do some Spring cleaning of your own! Come join members of the Interfolio team as they walk you through the steps to wipe off the dust on some of the those common areas in RPT that could use a deep clean!   We will take a look at: 

    • Making sure cases are closed out
    • Checking on old cases - closed and status applied
    • How to create reports to check workflow steps
    •  How to use the Activity Logs to make sure decisions were shared with candidates 
    • Committee Updates 
    • Cases and statuses
     
  • FAR to RPT Integration

    Faculty Activity Reporting

    This is a new video. Description will be added soon.

    Duration 00:00

    Come join our Customer Success Managers as they discuss the benefits of connecting your Faculty Activity Reporting to the Review Promotion and Tenure candidate packets through our FAR to RPT vita integration. They will cover basic setup and walkthrough, common and unique uses cases, best practices for auditing your current process, and share stories from clients currently using the tool.

     

     

  • Best Practice - Proactive Prep in RPT for a Successful New Cycle

    Review, Promotion & Tenure

    This is a new video. Description will be added soon.

    Duration 00:00

    It is that time of year when RPT cases are in full swing! Join us for this timely webinar, where we will discuss proactive steps an RPT admin can take to prep for a successful, new academic year. During this session, we will talk about committees, forms, templates, recusals, creating new cases for the year, and how best to send out candidate notifications. Whether you are a seasoned guru or someone new to using RPT, we hope you will join us for a great session that aligns with the start of busy season.

     

     

  • Demo: Use FAR Vitas and Attachments in RPT Cases

    Faculty Activity Reporting and Review, Promotion & Tenure

    Video walkthrough of the features connecting FAR to RPT.

    Duration 00:00

    This video walks through the feature connecting Interfolio Faculty Activity Reporting (FAR, Faculty180) for activity reporting to Interfolio Review, Promotion & Tenure (RPT). 

     
  • Best Practice - Creating Candidate Friendly Cases in RPT

    Review, Promotion & Tenure

    This is a new video. Description will be added soon.

    Duration 00:00

    One of the consistent challenges we hear from our clients is getting faculty engaged and excited about completing their portion of an RPT case. One of the best ways to get faculty buy in is creating a workflow that makes life easier for the candidate when completing and submitting their portion!  Come join members of the Interfolio team who will offer you great insight on best practices for improving the candidate experience in RPT.

     
  • Webinar - Faculty Activity Reporting: Reports

    Faculty Activity Reporting

    This is a new video. Description will be added soon.

    Duration 00:00

     

  • Demo - New Vita Builder in Faculty Activity Reporting (Faculty180)

    Faculty Activity Reporting

    This is a new video. Description will be added soon.

    Duration 00:00

     

  • Webinar - Initiating Activity Input Period in Faculty Activity Reporting

    Faculty Activity Reporting

    This is a new video. Description will be added soon.

    Duration 00:00

     

  • Webinar - Faculty Input Experience in Faculty Activity Reporting (October 2020)

    Faculty Activity Reporting

    This is a new video. Description will be added soon.

    Duration 00:00

     

  • Demo - Faculty Activity Reporting (2021)

    Faculty Activity Reporting

    This is a new video. Description will be added soon.

    Duration 00:00

     

  • Best Practice - FAR Optimization & Efficiency (Aug 2022)

    Faculty Activity Reporting

    This is a new video. Description will be added soon.

    Duration 00:00

    As the busy season approaches, come learn how you can be more efficient in Faculty Activity Reporting by optimizing your input process for a more streamlined experience. Less clicks? Yes, please!

     

     

  • Best Practice - Using The New Vita Builder in Faculty Activity Reporting (July 2022)

    Faculty Activity Reporting

    This is a new video. Description will be added soon.

    Duration 00:00

    Come join members of our Interfolio team as they highlight the features of our new and improved Vita Builder in Faculty Activity Reporting (F180).  This new user experience includes improvements and new features that allow both administrative and faculty users greater control and flexibility when setting up and generating vitas based upon data in the system.

     
  • IDS Demo (March 2021)

    Faculty Activity Reporting

    This is a new video. Description will be added soon.

    Duration 00:00

    This video reviews the Interfolio Data Service (IDS) in Faculty Activity Reporting (FAR, Faculty180).

     
  • Demo - FTE Activity Classification for Workload Planning and Review (July 2020)

    Faculty Activity Reporting

    This is a new video. Description will be added soon.

    Duration 00:00

     

     

  • Best Practice - Data Wrangling: A guide to getting your data into FAR (Feb 2023)

    Faculty Activity Reporting

    This is a new video. Description will be added soon.

    Duration 00:00

    We are so excited to have a special guest speaker for this Best Practice Webinar. Come join us as our Technical Services Manager presents an overview of all the data you are able to import into Faculty Activity Reporting. We will take a deep dive into the various data sets you can load and which of these can be loaded via the FAR user interface vs those you must send to our team for loading. We will also explain how you can review your current processes to see if there are any time-saving updates you can implement for a more seamless and consistent experience

     

    Check out the Data Wrangling: A guide to getting your data into FAR presentation to follow along with the slides in the video.

     

     

  • FAR to RPT Integration

    Faculty Activity Reporting

    This is a new video. Description will be added soon.

    Duration 00:00

    Come join our Customer Success Managers as they discuss the benefits of connecting your Faculty Activity Reporting to the Review Promotion and Tenure candidate packets through our FAR to RPT vita integration. They will cover basic setup and walkthrough, common and unique uses cases, best practices for auditing your current process, and share stories from clients currently using the tool.

     

     

  • Webinar: Ensuring Long-Term Value with Interfolio

    General

    This is a new video. Description will be added soon.

    Duration 00:00


  • Best Practice - That's a WRAP! (Dec 2022)

    General

    This is a new video. Description will be added soon.

    Duration 00:00

    Can you believe we are nearing the end of 2022 and getting ready to ring in the new year? The time sure flies by!  With 2023 right around the corner, we think it's a GREAT time to reflect on 2022 and celebrate all the great enhancements we have released. Don't miss out on this "Year in Review" opportunity to make sure you are making your list and checking it twice and most importantly, taking advantage of these enhancements!

     
  • Best Practice - Explore Interfolio's Support Tools

    General

    This is a new video. Description will be added soon.

    Duration 00:00

    Learn everything you wish you knew about Interfolio's support tools!

     

     

  • FIS Demo - Administrator

    General

    This is a new video. Description will be added soon.

    Duration 00:00

  • FIS Demo - Faculty

    General

    This is a new video. Description will be added soon.

    Duration 00:00

     

  • FIS Demo - Summary

    General

    This is a new video. Description will be added soon.

    Duration 00:00

     

  • Demo: Lifecycle Management

    Lifecycle Management

    This is a new video. Description will be added soon.

    Duration 00:00

    This video demonstrates best practices for Interfolio's Lifecycle Management platform.

     

Please contact your account manager if you are interested in any of the following options.

  • Virtual Training

    Virtual training sessions can be purchased individually or in packages. Training sessions are geared towards a specific user type and can be customized to meet your specific organizational need.

    Training packages include a pre-training meeting with an Interfolio Trainer, virtual session(s) scheduled at mutually agreed upon times and follow up materials including a training kit and a recording of the training.

    Please Contact your Account Manager for more information if you are interested in purchasing virtual training sessions for your institution.

  • Onsite Training

    (CURRENTLY UNAVAILABLE)

    One of our Interfolio trainers will travel to you to host onsite training on your campus.

    Onsite training sessions can be purchased individually or in packages (by day). Training sessions are geared towards a specific user type and can be customized to meet your specific organizational needs.

    If you are interested in purchasing an onsite training, please contact your Account Manager for more information.