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.
Learn More
For more information contact your School Faculty Affairs staff members or the Interfolio@Penn Team at: FA-Project-Help@pobox.upenn.edu
What is Interfolio?
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.
More Information about Interfolio Products:
- To learn more about Interfolio products being implemented at Penn, we encourage you to view the webinars at: interfolio.com/resources/webinars
Interfolio Lunch and Learn Sessions
To help administrative users in FS and RPT prepare for the upcoming school year, a series of Interfolio lunch and learn sessions were held in August and September of 2020. Each session was recorded and consisted of 15-20 minutes of demonstration followed by an open Q+A session.
Here are presentation and recording links for each session:
| Topic | Recording Link |
| FS and RPT Good Housekeeping for School Administrators | Session Recording (Password: #WcxF5eB) |
| Creating a New Position in FS | Session Recording (Password: cyF%L!0C) |
| How to Manage a Case in RPT | Session Recording (Password: dn3bW+G&) |
| Completing the Case Summary form | Session Recording (Password: X@m5o6+H) |
| Completing a Search in FS | Session Recording (Password: X3TJ9ne#) |
| Reporting Faculty Data in Interfolio, Workday, and Business Objects | Session Recording (Password: Z.UK2@3x) |
| FS and RPT Good Housekeeping for School Administrators Session Recording (Password: #WcxF5eB) |
| Creating a New Position in FS Session Recording (Password: cyF%L!0C) |
| How to Manage a Case in RPT Session Recording (Password: dn3bW+G&) |
| Completing the Case Summary form Session Recording (Password: X@m5o6+H) |
| Completing a Search in FS Session Recording (Password: X3TJ9ne#) |
| Reporting Faculty Data in Interfolio, Workday, and Business Objects Session Recording (Password: Z.UK2@3x) |
These presentation slides can be found in an Interfolio Lunch and Learn folder in Box.
Additional sessions are being planned for the upcoming year. If you’ve got ideas for sessions that should be repeated or new sessions that would be helpful, please let us know at fa-project-help@pobox.upenn.edu.
Help, Links and Resources for Interfolio
Dossier Resources
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,
Faculty Search (FS) Resources
Penn Specific:
- Faculty Recruiting Guide
- Interfolio@Penn login link (also in the Provost Administrative Resources section on the U@Penn Business tab)
- Using JobElephant to Advertise Open Positions
Getting Started Checklists:
- Faculty Search Getting Started for Administrators
- Faculty Search Getting Started for Faculty Search Chairs and Evaluators
Penn Training Presentation:
Interfolio Guides and Videos:
- 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)
- Video: Changing Application Status
- Video: Reporting – Viewing the Systems Log of Messages Sent
Interfolio Training Videos (By Role):
- Faculty Search for Administrators
- Faculty Search for Committee Managers
- Faculty Search for Evaluators
Please send email the Interfolio@Penn team for password details in order to access these videos.
Review, Promotion, and Tenure (RPT) Resources
Penn Specific:
- Faculty Actions Guide
- Faculty Review Workflows
- Faculty Actions Processing in Workday and Interfolio
- External Consultant Nomination Form
- External Consultant Nomination Form Mail Merge Template
- Case Summary Form 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
- RPT Guide for PSC Members
- Video: External Consultant Nomination List – Creating and Obtaining Approval for Department Coordinators
- 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
- Video: Updating a Committee Form Response
- Video: Omitting a Committee Form Requirement
Interfolio Guides:
- Candidate’s Guide to RPT
- 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 Administrator Training
- RPT Committee Manager Training
- RPT Committee Member Training
- RPT Candidate Training
Please send email the Interfolio@Penn team for password details in order to access these videos.