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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 have user accounts created for them in the Project or Company Directory. 

Things to Consider

  • Required User Permissions:
    • Admin level permission on the Project level Directory tool.
      OR
    • Standard level permission or higher on the project's Crews tool AND 'Read Only or 'Standard' level permissions on the Project level Directory tool with the 'Create Contacts' granular permission enabled on your permission template.
  • Additional 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.
    • Workers can be viewed in the Project and Company level Directory tools in the 'Contacts' tabs. See Switch Between Views in the Project Directory and Switch Between Views in the Company Directory.

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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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-new.png
     
  4. In the "Add Worker" window, enter the following:
    Note: An asterisk (*) denotes a required field.
    • *First Name
    • *Last Name
    • Employee ID
    • Classification
      Note: To add Classification names for workers and employees, see Add a Classification.
  5. Click Add.
    Note: The system prevents duplicate workers from being created.

See Also

If you would like to learn more about Procore’s crew management software and how it can help your business, please visit our construction crew software product page here.

 

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