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Procore (en-GB)

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

Prerequisites

Steps

  1. Navigate to the project's Crews tool.
  2. Click the Workers tab.
  3. Locate the worker you want to edit.
  4. Click Edit to the left of the worker's name.
    edit-worker.png
    This reveals the 'Edit Worker' window.
  5. 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'?
  6. Click Save.