Notify the Candidate

This functionality is important to know since it promotes the candidate to be active with their case.  Please be sure to notice and read thoroughly  the question  - ”Will the candidate be involved in this evaluation?” 

Notify the Candidate - when and why?

  • When? - when the candidate has been here at Yale and is going up for a promotion or reappointment.   It is encouraged to select, Yes, to the question - “Will the candidate be involved in this evaluation?” when creating a case.  

  • Why? - because this method allows the candidate to quickly and easily assemble the packet of materials in support of their candidacy. It is as simple to use this system and submit these materials online as it is to send email attachments.  

  • When not to notify? - an exception would be when the candidate is an external to Yale; found via a search and coming to Yale.  Typically, one would select No, to the question - “Will the candidate be involved in this evaluation?” when creating a case. 

  • Why? - because that individual would have been selected from a search and would have already provided some of the materials and those would be the documents that get added to their RPT Case to the Candidate Material section.     

Notify the candidate, when Yes is checked, to allow the candidate’s involvement 

After creating the case, you will be returned to a window summarizing the case details.  Review the case one more time especially the email address of the candidate, the proper letter is in the instructions to candidate and the correct document requirements. 

  • Click the Return to Case button, upper right. 

  • On this page the status for Reviewing As:  will list, Case is Being Created.  You need to have it stating, Case is With Candidate.

  • Click,  Send Case button, upper right.

  • Select Candidate, Notify Candidate. 

  • Select the checkbox to Include a personal message with this email. Include your message. 

  • Click Send lower right of the pop-up window.  The status,  Reviewing as: will state, Case is With Candidate (you may need to do a refresh of the page).

Next, monitor around the due date and remind the candidate to submit their packet.  This submission from the candidate is what moves the case into the first review step.  For most, this will be to the Department Chair and Chair’s Assistant or (Dean and Dean’s Assistant).  Now the case will be ready for you to move forward throuh all the steps in the case.

Provide this link to the - Candidate’s Guide to Interfolio Review, Promotion, and Tenure - found on the Interfolio support pages -

 https://product-help.interfolio.com/m/39937/l/606356-candidate-s-guide-to-interfolio-review-promotion-and-tenure