Add a Worker (iOS)

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:
  • 'Admin' level permissions on the Project level Directory tool.
    OR
  • 'Standard' level permissions or higher on the project's Crews tool AND 'Read Only' or 'Standard' level permissions on the project's 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 Crews and Timesheets tools.
  • After 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.

Prerequisites

• Add the Crews tool to the project. See Add and Remove Project Tools.

Video

Steps

1. Navigate to the project's Crews tool using the Procore app on an iOS mobile device.
2. Tap the Create  icon.
   
   
    
3. Tap Add Worker.
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.
   Note: The system prevents duplicate workers from being created.

See Also

• Edit a Worker (iOS)