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Procore

Add a Worker

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Objective

To add a 'worker' to the Field Productivity tools Employee list.

Background

This feature allows users to add 'workers' (e.g. craft workers, temp laborers, and seasonal employees) without an email address to the Field Productivity tools Employee list. These 'workers' do NOT need to be added to the Project or Company Directory. 

Things to Consider

  • Required User Permissions: Admin level permission on the project's Directory tool.
    OR
    Standard level permission on the project's Crews tool AND Read-only or above on the Directory tool WITH the Granular Permission "Create Reference Users (Only Applicable if Timesheets is enabled)" enabled. See Grant Granular Permissions in a Permission Template for more information.
  • The 'workers' added will be displayed in the Employee List on the Crews and Timesheets tools.
  • Once a 'worker' has been added to the Crews tool in one project, a user can begin to enter that 'worker' in another project and the First Name, Last Name, and ID of that 'worker' will auto-complete.

Video

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Steps

  1. Navigate to the project's Crews tool.
  2. Click Create in the top right corner.
  3. Click Add Worker.

    create-add worker.jpg
     
  4. In the "Add Worker" window, enter the following:

    add worker window.jpg

    Note: An asterisk (*) denotes a required field.
    • *First Name
    • *Last Name
    • Employee ID 
  5. Click Add.
    Note: The system prevents duplicate 'workers' from being created.

See Also

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