Remove a Worker
Objective
To remove a worker from the Employees list in the project's Site teams tool.
Background
For projects using Procore's Field Productivity tools, you can remove workers from the project's Site teams tools. After you remove a worker from Procore, the worker's name is no longer available for future use in the Timesheets, Timecard, Site Diary or Site teams tools. However, historical information is retained.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the Project level Directory tool.
- Additional Information:
- The worker will still be listed on any timesheets that they were previously entered on.
- If the 'Can company employees be tracked on all projects?' setting is enabled, the worker WILL remain on the Field Productivity tools Employee list. See Configure Advanced Settings: Company Level Timesheets.
- Workers can also be viewed in the Project and Company level Directory tools under the 'Contacts' tabs. See What is a 'contact' in Procore and which project tools support the concept?
Prerequisites
Steps
- Navigate to the project's Site Teams tool.
- Click the Workers tab.
- Locate and hover over the worker you want to remove.
- Choose one of these options:
- Click the rubbish bin icon to the right of the worker's information.
OR - Click Edit next to the worker you want to remove.
- Click the rubbish bin icon to the right of the worker's information.
- In the 'Edit Worker' window, click Remove.
Notes
- This removes the worker from the project and the worker is no longer available for selection in the Timesheets, Timecard, Site Diary or Site teams tools.
- The worker is NOT removed from any historical timesheets.