The ‘Basic Information’ page contains the core applicant-facing information for the position. Complete all the fields required by the institution before clicking Save & Continue.

• Position Title: Enter a clear title that identifies the rank or appointment, discipline, and hiring cycle when appropriate.
• Location: Enter the location where the work will primarily occur. Use a campus, city, or other location name that external applicants will understand.
• Salary Range or Pay Grade: Enter the institutionally approved minimum and maximum salary for the position.
  

  Administrators can configure salary information as required or optional and determine whether it is applicant-facing or internal only. If applicant visibility is enabled, entered salary details are visible to applicants from the ‘Apply Now’ page. If visibility is disabled, salary information is available only to authorized internal users.

   
• Open Date: Determines when applicants can begin an application. If the position is published before a future open date, applicants will be unable to apply until that date.
• Deadline: Select a specific or rolling deadline according to how the institution intends to accept and review applications.
  • Specific: Establishes a fixed close date for the position. The deadline is 11:59 p.m. EST on the selected date. After the deadline, applicants who have not submitted will be unable to edit or submit their applications. You can always modify the close date if necessary.
    

    It is recommended to set a specific close date when the search has a defined application period. A specific close date triggers automated reminder emails seven days and one day before the position closes for applicants who have started but not submitted their application.

     
  • Rolling: Allows the position to continue accepting applications without a fixed close date. Choose this option when applications will be reviewed continuously or the position will remain open until filled.
• Position Description: It is recommended to include a concise summary of the opportunity with a description of the primary responsibilities associated with the position.
• Qualification: Enter the education, experience, credentials, and capabilities applicants should possess.
• Application Instructions: Explain what applicants must do to complete and submit their application.
  

  It is recommended to separate out qualification and application instructions to make your description more readable.

   

  To add advanced formatting, click the three dots on the toolbar. Click the Tx icon to remove formatting from the selected text.

   
  
• Advertising Settings: Select how the position should be advertised. This setting determines the position’s discoverability, not whether it has been published.
• EEO Statement: The institutionally approved Equal Employment Opportunity (EEO) statement for the position’s unit is displayed here for review.
  

  The statement cannot be edited during position creation. If the appropriate statement is not available, an administrator can update it under Administration Settings.

   

The ‘Requirements’ page defines the materials applicants must provide to complete their applications, along with any optional materials they may submit. Configure each requirement according to the institution’s review needs before clicking Save & Continue.

1. Click +Add Requirement to open the ‘Add Document Requirement’ window. Select the document type and specify the exact number of attachments applicants must provide. You may also add a requirement note with additional instructions, such as expected content, formatting guidelines, or a submission deadline. Click Save to add the requirement to the position.
   
   

   To make a requirement optional, set the ‘Number Required’ to 0.

    
2. Continue adding requirements until all required and optional application materials have been configured.
   
   

   When a 'Confidential Letter of Recommendation or Evaluation' requirement type is selected, applicants provide information for their letter writers, and Interfolio sends each writer a request to submit the letter directly. The applicant does not upload the confidential letter themselves. If you don’t want to require confidential letters from all applicants initially, conduct a multi-stage search.

    
3. Use Additional Application Options to determine whether applicants may upload unlimited supplemental documents and whether they receive a custom message after submitting their application.

The ‘Evaluation Settings’ page defines the criteria evaluators use to rate applicants on a 5-star scale and identify whether ratings are completed using blind review. Configure these settings according to the institution’s evaluation process before clicking Save & Continue.

1. Click the +Add Criterion button to open the ‘Add Evaluation Criterion’ window. Enter the criterion name to creating rating categories for evaluators. You can add as many evaluation criteria as needed to support the position’s review process.
   
   

   A criterion can only be deleted if all associated ratings have been cleared by evaluators. If it’s still in use, an error message will appear. To delete the criterion, first remove any existing ratings, then proceed with deletion.

    
2. Once all criteria have been added, determine whether to enable Blind Review. When blind review is enabled, evaluators can enter their own comments and ratings but cannot view those submitted by other evaluators. Leave this option unselected if evaluators should be able to see one another’s feedback.
   

The ‘Application Forms’ page defines any additional forms applicants must complete and determines whether an Equal Employment Opportunity (EEO) form is included. Add the forms needed for the position’s application process, review any institutionally required forms already applied, and then click Save & Continue.

To collect applicant Equal Employment Opportunity (EEO) information, check the ‘Applicants must complete an Equal Employment Opportunity form’ box and choose the appropriate form, if one is not already applied. 

EEO forms can be configured for the institution or a specific college or department to support authorized institutional oversight and reporting. Applicant responses are visible only to users with EEO access and are not available to committee members.

The ‘Search Committee’ page identifies the users who will participate in applicant review for the position. Add the appropriate committee members and designate any Committee Managers according to their responsibilities in the search. Review the committee assignments before clicking Save & Continue.

Click the +Add Member or +Add Manager button to start assembling the search committee for this position. Search committee members cannot access the position until it is assigned a Position Status configured to allow committee members to view it.

Edits can be made to search committees at any time.

The ‘Position Notes’ page captures internal information used to manage the position, including appointment details, funding information, hiring plans, general notes, and committee resources. Information entered on this page is visible only to institutional users and is never shown to applicants. Add any details or file attachments needed for internal tracking and committee collaboration before clicking Save & Continue.

The ‘Position Summary’ page provides a final review of the position’s configuration and current state. Confirm that the applicant-facing information, requirements, evaluation settings, application forms, search committee, and internal notes are accurate.

Click Edit next to the desired section to make further changes. When the position is ready, submit it for approval if required. The responsible administrator will be notified by email and upon logging into the program. Edits can still be made while awaiting approval. A notification will be sent once the position is approved or if changes need to be made to the position.

Once approved, assign the appropriate Position Status and publish the Apply Now page.

FS can support a multi-stage search, but the stages are managed within the position rather than generated as separate evaluation rounds. Check out this article on how to Run Multi-Stage and Open Rank Searches for more detailed instructions.

This error typically occurs when creating a position using a template that includes an approver whose access or role has changed. If any step in the position or selection approval process contains an outdated approver, the system will block the creation of the position and display this error. To resolve the issue, the Institutional Administrator must update the template to ensure that all approvers have the correct access and roles. The system does not indicate which specific step is causing the error, so it's recommended to review each approval step individually until the problematic one is identified.