Add a Classification
Objective
To add or delete classification names from the Company level Admin tool.
Background
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the Company level Admin tool.
- Additional Information:
- To learn which Procore tools interact with classifications, see Which Procore tools support 'Classifications'?
Prerequisites
- To create and manage classifications, Procore's
Field Productivity tools under 'Workforce Management' must be enabled. See Add and Remove Project Tools.
Steps
- Navigate to the Company level Admin tool.
- Under 'Company Settings', click Classifications.
- Complete the following:
- Classifications: Enter a name for the new classification.
- Class Code: Enter a wage code, class code, or craft code that matches the wage rates in your payroll system.
- Click the Add
icon to add the new classification to the list.
Notes
- To learn which Procore tools interact with classifications, see Which Procore tools support 'Classifications'?
- If you want to use your new classifications in the Timesheets, T&M Tickets, the Timecards section of the Daily Log, and the My Time mobile app, you can turn these classifications ON/OFF for your projects in the Project level Admin tool. See Enable Classifications on a Project.
- You will also need to enter classifications in your employee's Procore user accounts and your crew's worker records. See Add a User Account to the Company Directory, Add a User Account to the Project Directory, and Add a Worker.