Add a Worker

For projects using Procore's Resource Tracking tools, you can add workers to the project's Site teams tools. The workers you add here are used in both the Site teams and Timesheets tool. When you add a worker to Procore, the worker's record is also added as a contact in the 'Contacts' tab for both the Project Direct and Company Directory.

• Required User Permissions

• Worker records are added to the Project and Company level Directory tools in the 'Contacts' tab.

• Worker records can be edited in the project's Crews or Directory tools or in the Company Directory.

• Worker records must be unique. If you have two or more workers with identical names, you can make any of the following updates to create a unique record:

  • 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.

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

1. Navigate to the project's Site teams tool.

2. Click Create and select Add Worker from the drop-down list.
   

3. In the 'Add Worker' window, do the following:

    Notes

   • 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: Start typing 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: Start typing 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. Enter an Employee ID for the worker in this list.

   • Optional: Classification: Select a classification from the drop-down list. To learn which Procore tools interact with classifications, see Which Procore tools support 'Classifications'?

4. Click Add.