---
title: "Employee Management"
slug: "employee-management"
updated: 2023-11-02T13:23:02Z
published: 2022-07-20T15:21:24Z
canonical: "wiki.cobblestonesoftware.com/employee-management"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Employee Management

### CobbleStone® University Certification Program - Unit 2

### 

### **Employee Groups & Roles**

**Employee/User Management: Employee Roles & Groups**

Contract Insight supports the ability to create, manage, and assign employees/users to Application Administrator-defined roles/groups. This allows Application Administrators to **assign tasks and notifications** to not only an individual employee/user, but also custom groups. Employee Roles & Groups can be used for **bulk assigning Reports/Dashboards**, **sending workflow notifications**, and as **Review Groups on Request Records**. **Create a New Employee Group**

1. Log into the system as an Application Administrator, and navigate to **Employees** > **Employee List**.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1672947119938.png)

2. Click **Roles/Groups** on the side menu.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1672947140594.png)

3. The **Employee Role/Group List** screen displays. Click **Add Role/Group** on the side menu.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1672947170399.png)

5. Enter the **Name** for the Role/Group to create.

6. Select whether the new Role/Group should be the group notified for Contract Requests submitted on the **Vendor/Client Gateway** by selecting Yes or No for the **Default for Gateway** field.

7. Click **Save**.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/6(10).png )

**Note:** The Default for Gateway field must be set to Yes for at least one Employee Group if you would like to allow Vendors/Clients to submit Contract Requests through the Gateway (see the [Managing Access to the Gateway](http://insightwiki.CobbleStone®systems.com/default.aspx?pg=EiAf8yYJIp%2fI80w4kAc4sg%3d%3d ) Wiki page for information about setting Configuration Settings to allow Vendors/Customers to submit Contract Requests through the Vendor/Client Gateway).

**Assign Employees to an Employee Group**

Navigate to the **Employee Group/Role List** screen. Click **View** for the group line item.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/7(6).png )

The **Employee Role/Group Management Screen** displays. To add an employee, click **Add Employee**. To remove somebody from this group, click **Remove.**

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/8(4).png )

If adding an employee, click the box next to the desired employee. Once complete, click **OK**.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/9(1).png )

To return to the prior screen, click **Back to Roles/Groups** on the side menu.

**Delete an Employee Group**

1. Navigate to the **Employee Role/Group Management Screen**.

2. Click **Delete Record** on the side menu.

To learn more about Employee Roles/Groups, watch the following video.

[YouTube video player](https://www.youtube.com/embed/oxZ6kcWN-H4)

###