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Procore

Add a Worker (Android)

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Also available on  ios-gray-icon.jpg  web-gray-icon.jpg

Objective

To add a worker to the Field Productivity tools Employee list using the Procore app on an Android mobile device.

Background

This feature allows users to add workers (e.g. craft workers, temp labourers 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 permissions on the Project level Directory tool.
      OR
    • 'Standard' level permissions or higher on the project's Site teams tool AND 'Read Only or 'Standard' level permissions on the Project level Directory tool with the 'Create Contacts' granular permission enabled on your permissions template.
  • Additional Information:
    • The workers added will be displayed in the Employee List on the Site Teams and Timesheets tools.
    • Once a worker has been added to the Site teams tool in one project, a user can begin to enter that worker in another project and the First Name, Last Name and Employee ID of that worker will auto-complete.
    • Workers can be viewed in the Project and Company level Directory tools in the 'Contacts' tabs. See What is a 'contact' in Procore and which project tools support the concept?

Prerequisites

Steps

  1. Navigate to the project's Site teams tool using the Procore app on an Android mobile device.
  2. Tap the Create icon-plus-quick-create-mobile2.png icon.
  3. Tap Create Worker.

    crews-android-add-a-worker.png
     
  4. Tap into the following fields to add the appropriate information:
    Note: An asterisk (*) denotes a required field.
    • *First Name
    • *Last Name
    • Employee ID 
  5. Tap Add.