Section 6 - Evaluating Applications
This section will inform users how to effectively evaluate applications for a position and how to reliably collect and relay feedback to the committee using Interfolio Faculty Search. Users will be given tips to use Application Statuses and Position Statuses to deliver reliable and consistent messaging to all applicants to your Interfolio-hosted position search. Tagging and archiving applicants will allow for a smooth and easy committee experience within Interfolio Faculty Search.
- Filtering and Saving Views of Applicants
- Using the Document Viewer
- Tagging Applications
- Rating Applicants
- Commenting on Applications
- Leaving Personal Annotations
- Tags - Tags enable committee members to easily mark applicant materials with words or phrases that act as classifications that can then be filtered. For example, committees can tag applicants: 'Group A', 'Group B', etc, to indicate which evaluators are assigned to specific applicants. This can then be filtered to show only the relevant applicants to evaluators.
- Rating - When evaluation criteria have been set up during the creation process or added later, evaluators will be able to rate users based on this. Later on, committee managers or administrators can produce reports on this information to help make data-driven decisions. This information is available to all evaluators unless blind review is turned on.
- Comments - Comments by evaluators are stored in each applicant page and will display the evaluator who wrote them. Comments by evaluators are available to all other committee members unless blind review is enabled by the institution.
- Annotations - Personal annotations are only available to the user who has written them. From the evaluator's perspective, these annotations are made directly on applicant documents. They can easily be exported in a PDF format for a personal record.
With the filtering tools that Interfolio provides you within Faculty Search, users can bring any column to the forefront and save that view for later use. For open rank searches, users can create views for tenured and non-tenured applicants. For cluster hires, users can create views for each subject area, and these views are private to the individual.
Comments and Feedback Section
With application and hiring notes, committees have an opportunity to store necessary information within Interfolio Faculty Search. These locations enable committees to store any information or notes that are relevant to their search or decision-making process. This is a perfect spot for information that is generated or captured outside of Interfolio.
Application statuses are the best way to have consistent data, a consistent communication process to applicants AND committee members, and accommodate a workflow that matches your committee process.
Interfolio Faculty Search's evaluator experience has been crafted to enable the user to be able to move efficiently through the applicant's materials. Using tags, filters, comments, and criteria/ratings, committees can track information and report on it later to make the best decision possible. We know that with an efficient and equitable experience, committees will be able to make the best hiring decisions possible.
- Navigating to a Position within Faculty Search - Learn how to navigate to a position, especially useful if a user has multiple roles that they serve within the system.
- Filtering and Saving Views of Applicants - If committee members have been assigned to specific bunches of applicants, the filtering and "save view" tools are very useful when dealing with an especially large applicant list. With the following instructions, you will be able to create filters and then save these filters as views for easy access later on in the evaluation process.
- Using the Document Viewer to Review Materials - The document viewer is a tool designed for evaluators to be able to quickly and easily evaluate the documents of every single applicant. Within it, users are able to comment, rate, and make personal annotations.
- Tagging Applications for Easy Filtering and Organization - A great organizational tool, tags allow various committee or evaluation details to be assigned to applicants, committee members can then filter their view of the applicants by these tags.
- How to Rate Applications - Ratings enable institutions to keep track of individual evaluation criteria. Evaluators can rate users from the document viewer or from the applicant page. In a blind review, evaluators cannot view one another's ratings and comments.
- How to Comment on Applications - Comments allow evaluators to call to light certain details on an application packet from the document viewer and the applicant page. These details are visible to other evaluators, ratings and comments are hidden.
- How to Leave Personal Annotations on Application Materials and Export Them - Evaluators can leave personal annotations on application documents that have been submitted by the applicant. These are only available to the user who writes them and can be exported.
- How to Archive or Unarchive an Application - When an applicant (and their materials) are archived, evaluators are no longer able to view their application, and applicants will no longer be notified of changes within the position.
- View an Applicant's Packet - Once an evaluator is added to a search, and the appropriate settings enabled, evaluators will be able to view submitted application materials and begin the evaluation process.
- Share Applications by Email - If enabled, users can send applicant documents by email to share with other users.
- Print Applications - Easily print applicant materials with a few clicks, if enabled by the institution.
- Download Application Materials - At any time, evaluators can download the application materials, if enabled by the institution.
- An External Evaluator's Guide to Provide External Evaluations - A guide that can be provided to external evaluators to help them provide evaluations within Interfolio.
- Why can't Evaluators see the applicants? - A common issue where evaluators cannot see the applicant list, this guide will assist in troubleshooting these issues.