Interfolio@Penn
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Interfolio@Penn was implemented as part of Penn’s Human Capital Management project, the University-wide initiative to improve how we manage the broad range of human resources, payroll, and related processes.
The first phase of the project, adopted by all twelve schools in 2019, included the implementation of academic faculty management software developed and supported by Interfolio and focused on faculty recruiting and the review and approval of faculty appointment, reappointment, and promotion actions.
Interfolio is a faculty information system that provides a full suite of faculty-focused technology to support every stage of the faculty lifecycle, from hiring through tenure.
Modules implemented in Phase 1 of the Interfolio@Penn Project include:
- Dossier - provides an online platform for faculty to collect and curate scholarly materials, as well as for requesting and receiving confidential letters of recommendation.
- Faculty Search (FS) - supports posting creation, job application submission, committee review, and applicant selection
- Review, Promotion, and Tenure (RPT) - supports the collection of review materials and approval workflows for appointment, reappointment, and promotion cases.
Future Implementation:
- Faculty180 is an online platform for faculty activity reporting which enables faculty to collect materials and actively curate scholarship, research, teaching, service, and professional activity over the lifetime of their scholarly career. Implementation planning for this module will begin in late 2019.
More Information about Interfolio Products:
- To learn more about Interfolio products being implemented at Penn, we encourage you to view the webinars at: https://www.interfolio.com/resources/webinars
Dossier is Interfolio’s online platform for academics to collect and curate scholarly materials, request and receive confidential letters of recommendation, and prepare for upcoming evaluations. All faculty members can use Dossier to share their CV, publications, and other important career related materials for easy reference and choose to share and review selected materials with mentors and colleagues. These documents can also be included as part of reappointment and promotion review cases within RPT.
Dossier is now available for all faculty members across campus to access using their PennKey. To access your account, select sign-in on the Interfolio@Penn login page (also available on the U@Penn portal's business tab).
If you have used Dossier previously with a personal e-mail address, this article shows how you can merge your two accounts.
For more information about how to use your Dossier account, Interfolio has a great online help center and their Scholar Services can help answer your technical questions by email, phone, Facebook, or Twitter.
Penn Specific:
Interfolio@Penn login link (also in the Provost Administrative Resources section on the U@Penn Business tab)
Getting Started Checklists:
Faculty Search Getting Started for Administrators
Faculty Search Getting Started for Faculty Search Chairs and Evaluators
Penn Training Presentation:
Faculty Search Training Kickoff Presentation
Interfolio Guides:
Administrators Guide to Faculty Search
Committee Managers Guide to Faculty Search
Evaluators Guide to Faculty Search
How to Run an EEO Report (Penn's EEO-1 form is named Request for Voluntary Self-Identification)
Interfolio Training Videos (By Role):
Faculty Search for Administrators
Faculty Search for Committee Managers
Please send email the Interfolio@Penn team for password details in order to access these videos.
Penn Specific:
Faculty Actions Processing in Workday and Interfolio
External Consultant Nomination Form
External Consultant Nomination Form Mail Merge Template
Interfolio@Penn login link (also in the Provost Administrative Resources section on the U@Penn Business tab)
Getting Started Checklists:
RPT Getting Started Checklist for School Administrators
RPT Getting Started Checklist for Committee Managers
RPT Getting Started Checklist for Committee Members
Quick Reference Guides / Videos:
RPT Guide to New Case Creation
RPT Guide to External Evaluations
Video: External Consultant Nomination List - Use Mail Merge to Create a Directory Style Document
Video: External Consultant Nomination List - Review and Approval for School Deans
Interfolio Guides:
Committee Manager's Guide to RPT
Committee Member's Guide to RPT
External Evaluators: Guide to Providing Requested Evaluations in RPT
How to Download Case Materials in RPT
Interfolio Training Videos (By Role):
RPT Committee Manager Training
Please send email the Interfolio@Penn team for password details in order to access these videos.
Discovery Service Kickoff Presentation (1/22/20):
Interfolio Resources:
If you have questions or comments - or would like to be added to the listserv to receive email updates - contact the Interfolio@Penn Team at: FA-Project-Help@pobox.upenn.edu
