View a Worker

Objective

To view information about a worker added to the project's Crews tool.

Background

After creating a worker,  you can use the steps below to view information associated with that worker. 

Things to Consider

• Required User Permissions:
  • To see workers only added to that specific project:
    • 'Read Only' level permissions or higher on the project's Crews tool.
      OR
    • 'Standard' level permissions or higher on the project's Crews tool AND 'Read Only or 'Standard' level permissions on the Project level Directory tool with the 'Create Contacts' granular permission enabled on your permission template.
  • To see all workers across all projects:
    • 'Standard' level permissions or higher on the project's Crews tool.
      AND
      'Read Only' level permissions or higher on the Company Directory.
      AND
      the configure setting "Can company employees be tracked on all projects?" enabled.
• Additional Information:
  • Worker records are added to the Project and Company level Directory tools in the 'Contacts' tab. To view those records, see Switch Between Views in the Project Directory and Switch Between Views in the Company Directory.
  • Worker records can be edited in the Project level Crews tool and in the Project and Company level Directory tools. See Edit a Worker, Edit a Contact in the Project Directory, and Edit a Contact in the Company Directory. 

Prerequisites

• Add a Worker

Steps

1. Navigate to the project's Crews tool.
2. Click the Workers tab.
3. Locate the worker you want to view information for.
4. Click View to the left of the worker's name.
   
   
   This reveals the 'View Worker' window, displaying the worker's information.

See Also

• Edit a Worker
• Grant Granular Permissions in a Permission Template
• Configure Advanced Settings: Company Timesheets