添加工人

背景

对于使用 Procore 的资源跟踪工具的项目,你可以将工人添加到项目的工作小组工具中。你在此处添加的工人在工作小组和考勤表工具中使用。将工人添加到 Procore 时,该工人的记录也会作为联系人添加到 Project Direct 和公司目录的"联系人"标签页中。

需要考虑的事项

  • 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.

先决条件

步骤

  1. 导航到项目的工作小组工具。

  2. 点击创建并从下拉列表中选择添加工人
    Create Crew Worker

  3. 在"添加工人"窗口中,执行以下操作:

     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.

    • 名字:开始输入工人的名字。如果你之前添加过工人,则会显示可能匹配的名称列表。你可以选择正确的匹配项或键入全名。

    • 姓氏:开始输入工人的姓氏。如果你之前添加过工人,则会显示可能匹配的名称列表。你可以选择正确的匹配项或键入全名。

    • 可选:员工 ID 。在此列表中输入工人的员工 ID 。

    • 可选:工种:从下拉列表中选择工种。要了解哪些 Procore 工具与工种交互,请参阅哪些 Procore 工具支持"工种"?

  4. 点击添加

 Tip

Need to update a worker record? You can edit a worker later with these tools:

See Also

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