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Procore

Add a Worker (iOS)

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 Also available on  android-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 iOS 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
  • To configure what items are created with the quick create icon-plus-quick-create-mobile2.png icon, see Configure Quick Create Settings.
  • The workers added will be displayed in the Employee List on the Site Teams and Timesheets tools.
  • After 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 ID of that worker will auto-complete.
  • Workers can be viewed in the Project and Company level Directory tools in the 'Contacts' tabs.
  • The system prevents duplicate workers from being created.

Prerequisites

Video

Steps

  1. Open the Procore app on an iOS mobile device and select a project.
    Note: This loads the Tools screen for the project.
  2. Tap the quick create icon-plus-quick-create-mobile2.png icon and select Site team.
    OR
    Tap the Site teams tool and tap the create icon-plus-quick-create-mobile2.png icon. Then select Add Worker.
  3. Tap into the following fields to add the appropriate information:
    • First Name
    • Last Name
    • Employee ID 
  4. Tap Add.