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 laborers, 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
- To configure what items are created with the quick create icon, see Configure Quick Create Settings.
- 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.
- The system prevents duplicate workers from bcbng created.
Prerequisites
- Add the Crews tool to the project. See Add and Remove Project Tools.
Video
Steps
- Open the Procore app on an iOS mobile device and select a project.
Note: This loads the Tools screen for the project. - Tap the quick create icon and select Crew.
OR
Tap the Crews tool and tap the create icon. Then select Add Worker. - Tap into the following fields to add the appropriate information:
- First Name
- Last Name
- Employee ID
- Tap Add.