Run your exact process on Scholarly

Run your exact process on Scholarly

Scholarly's workflows collect information, route it to the right people, and keep things moving for promotion and tenure, annual review, sabbatical, reappointment and midterm review, post-tenure review, conflict of interest, and whatever else your school needs.

Scholarly's workflows collect information, route it to the right people, and keep things moving for promotion and tenure, annual review, sabbatical, reappointment and midterm review, post-tenure review, conflict of interest, and whatever else your school needs.

The old way

Running the process without a modern workflow system

Running the process without a modern workflow system

From promotion and tenure to conflict of interest reporting, sabbatical, and course releases.

From promotion and tenure to conflict of interest reporting, sabbatical, and course releases.

Manually written reminder emails

A customized manual nudge for every step, every cohort, every deadline, and a document that gets longer every year.

No live view of where things stand

Who’s at which step, who’s overdue, who’s up for review next year. The answer lives in a spreadsheet and someone’s memory.

Faculty re-enter what you already have

Publications, grants, courses, and service get typed in again every cycle, even though the data already exists in your systems.

Your process has to fit the software

Every new form, step, or cycle goes back to the vendor and comes back weeks later, and anything your handbook requires that the system didn’t anticipate becomes a workaround.

With Scholarly

Run your exact process on Scholarly

Your handbook is the result of decades of shared governance decision making, and it shouldn’t be up for revision because of a software purchase.


Scholarly starts from your policies. We map your steps, your committees, your deadlines, your forms, and your routing rules into a live workflow, and keep the process recognizable to the faculty who have to use it. And if it needs to evolve later? A shift to Scholarly makes it easier to manage any changes later on.

01

Start from your faculty handbook

Send us the policy documentation. With Scholary’s AI, we turn it into a working draft of your workflow with your unique steps, roles, forms, and routing already in place. Templates aren’t built from scratch, so there’s no need to spend weeks mapping your process by hand.

02

Refine with your team

Adjust the parts only your office knows, and reconsider the steps that only exist to work around your old system.

03

Launch, then evolve

When your policy changes, the workflow changes with it. Next year's revisions are an edit, not a rebuild.

Faculty workflows Scholarly supports

From promotion and tenure to conflict of interest reporting, sabbatical, and course releases.

From promotion and tenure to conflict of interest reporting, sabbatical, and course releases.

Promotion & tenure

Reappointment, RTP, non-tenure track, and appeals

Annual review

Faculty activity reporting and chair evaluations

Merit review

Scoring, ratings, and results that feed compensation

Sabbatical

Application, review, approval, and next eligibility

Leave requests

Parental, medical, partial, and flexible work arrangements

Conflict of interest

Disclosures and outside activity reporting

Interim reviews

Third-year, fourth-year, triennial, and developmental review

Onboarding & appointments

New faculty, adjunct reappointment, and appointment letters

Course releases & workload

Buyouts, credit bank, and committee service assignment

If it’s in your faculty handbook, it can run on Scholarly.

Workflow Automation

The process can move forward without you in the middle of it

Steps advance when everyone assigned marks them complete or when the deadline passes. Conditional logic sends a case down the right path based on track, rank, department, or any field on the faculty profile. Time-released steps open when they're supposed to. Send a case back a step, with a note, even after the workflow has closed.


No one has to sit at a screen advancing cases by hand.

Collaborative Review

Committees, voting, and who sees what

Assign a step to one reviewer or a whole committee. Collaborative steps let members work a case together; voting steps capture anonymous votes with comments, and tallies flow straight into the next  phase without anyone retyping them.


Permissions are set per step, per role. Hide internal deliberation from the candidate. Limit exactly which materials an external reviewer can see. Everything is tracked and logged.

External Letters

The external review letter process, in one place

Nominate reviewers, send branded invitations with the materials attached, and let reviewers submit through a login-free link. Declines are captured with a reason. AI can optionally flag potential conflicts of interest. Submitted letters become reviewable material for the appropriate step automatically.


One office was tracking twenty-five prospective reviewers per candidate in a spreadsheet. That's the workflow this replaces.

Live Case Tracking

Every case on one screen

A live grid of every case and every step: who's in progress, who's overdue, where the bottleneck is. Save the views you check weekly. Drill into a single case, adjust a specific deadline, or send reminders across everyone who's behind. Export to CSV or Excel or download a full case as a single ZIP.

Reviewers change. Deadlines move. Cases keep going.

A reviewer recuses two weeks before the deadline. A chair goes on leave. A dean reorganizes the committee three weeks into the cycle. In most systems, changing who reviews a case in flight means a support ticket, a workaround, or starting the case over.


In Scholarly, you swap the reviewer or extend the deadline and the case keeps moving, with its history and its materials intact.

A reviewer recuses two weeks before the deadline. A chair goes on leave. A dean reorganizes the committee three weeks into the cycle. In most systems, changing who reviews a case in flight means a support ticket, a workaround, or starting the case over.


In Scholarly, you swap the reviewer or extend the deadline and the case keeps moving, with its history and its materials intact.

A finished workflow updates your records

When a sabbatical is approved, Scholarly can automatically create the leave record and recalculate the faculty member's next eligibility based on custom institutional logic. When an appointment is finalized, the appointment record updates. Generated letters use your letterhead and attach to the notification automatically.


Every answer submitted in a workflow lands in the report builder with the rest of your faculty data. How many faculty requested a course release this year, and from which departments? That's a report now, not a manual count.

Coming from Interfolio or Watermark?

Coming from Interfolio or Watermark?

Scholarly has experience migrating institutions off of other vendor solutions. All historical data and documents can be fully migrated with minimal effort from the institution. Our goal is to minimize the work required for institutions to make the switch to Scholarly.

Scholarly has experience migrating institutions off of other vendor solutions. All historical data and documents can be fully migrated with minimal effort from the institution. Our goal is to minimize the work required for institutions to make the switch to Scholarly.

Trusted by Scholarly

Frequently Asked Questions

Can Scholarly run our process exactly as written in our faculty handbook?

Who builds and configures the workflows?

How are permissions handled? Can we keep deliberations confidential?

Can we migrate from our current system?

How long does implementation take?

Drive more impact with Scholarly

Drive more impact with Scholarly

Drive more impact with Scholarly

Unlock the power of your data, automate your workflows, and improve the lives of your faculty.

© 2026 Scholarly Software, Inc. All rights reserved.

Colorado Office

2150 W. 29th Avenue

Suite 520

Denver, CO 80211

Washington Office

506 2nd Ave

Suite 920

Seattle, WA 98104

© 2026 Scholarly Software, Inc. All rights reserved.

Colorado Office

2150 W. 29th Avenue

Suite 520

Denver, CO 80211

Washington Office

506 2nd Ave

Suite 920

Seattle, WA 98104

© 2026 Scholarly Software, Inc. All rights reserved.

Colorado Office

2150 W. 29th Avenue

Suite 520

Denver, CO 80211

Washington Office

506 2nd Ave

Suite 920

Seattle, WA 98104

© 2026 Scholarly Software, Inc. All rights reserved.

Colorado Office

2150 W. 29th Avenue

Suite 520

Denver, CO 80211

Washington Office

506 2nd Ave

Suite 920

Seattle, WA 98104