COBBLESTONE SOFTWARE

Contract Insight — User Guide

04. Employee List

03. Admin User Manual › Employee/User Management › 04. Employee List

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

Directory > Employees is the full employee list — 71,998 records in this QA environment, ten to a configurable page size (up to 50 shown per page here), spanning 1,440 pages. Each row offers Manage, quick-view, attachments, and favorite-star actions, and the grid's columns (First Name, Last Name, Department, State/Province, Regional Setting, Active User, and more) can each be filtered independently via the funnel icon in their header. The list supports a saved-view selector ("All Employees" by default), a Fields chooser to control which columns display, and both search-box and column-level filtering to locate a specific person.

2. Key Elements

• Directory > Employees lists every employee/user account in the system with row-level actions to Manage (edit), quick-view, view attachments, or mark as a favorite.
• The grid header shows a live total record count and lets you filter per column (First Name, Last Name, Department/Business Unit, State/Province, Regional Setting, Active User status, and others) independently.
• A view selector ("All Employees" by default) and a "Fields" control for choosing visible columns sit above the grid, alongside a free-text Search box scoped to the current view.
• Pagination controls at the bottom show total pages and record count and let you jump between pages or change how many rows display per page (10/25/50/etc.).
• The "+ Add" button in the top right of this screen is the starting point for the Add Employee flow described in "Adding an Employee/User."

3. Quick Reference Summary

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