Edit a Worker
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Objective
To edit a worker record in the project's Crews tool.
Background
After you add a worker to the project's Crews tool, you can edit the worker's record when you need to.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Directory tool.
OR
- 'Admin' level permissions on the project's Crews tool
AND
- 'Read Only or 'Standard' level permissions on the Project level Directory tool with the 'Update Contacts' granular permission enabled on your permission template.
- Additional Information:
Steps
- Navigate to the project's Crews tool.
- Click the Workers tab.
- Locate the worker you want to edit.
- Click Edit to the left of the worker's name.
This reveals the 'Edit Worker' window.
- In the 'Add Worker' window, do the following:
Note
An asterisk (*) denotes a required field. If you have two (2) or more workers with identical names, the Crews tool will NOT allow you to create duplicate worker entries. You have these options:
- Add a unique Employee ID for each worker (Recommended)
- Enter a middle initial or name after the first name.
- Enter a unique name for each worker, such as a nickname.
- *First Name: Edit the worker's first name. If you have previously added workers, a list of potentially matching names appears. You can select the correct match or type a full name.
- *Last Name: Edit the worker's last name. If you have previously added workers, a list of potentially matching names appears. You can select the correct match or type a full name.
- Optional: Employee ID. Edit the Employee ID for the worker in this list.
- Optional: Classification: Edit the classification by selecting an option from the drop-down list. To learn which Procore tools interact with classifications, see Which Procore tools support 'Classifications'?
- Click Save.