Add Worker and Employee Entries on a T&M Ticket

Objective

To add a worker to a T&M Ticket.

Background

When creating or editing a T&M ticket, you can record the name of the employee, their classification, the time type and the number of hours to complete the task as a line item in the 'Labour' section. If the employee you are looking for doesn't exist as a selection in the 'Employee' drop-down list, you can use Add Worker button to create a new employee or add an existing worker from a previous project. 

Things to Consider

• Required User Permissions:
  • 'Standard' level permissions or higher on the T&M Tickets tool.
    AND
  • 'Read Only' or 'Standard' level permissions on the project's Directory tool with the 'Create Contacts' granular permission enabled.
    OR
    'Admin' level permissions on the project's Directory tool. 
• Additional Information:
  • The T&M Tickets tool does NOT allow you to create duplicate workers.
  • The workers added will be displayed in the Employee List on the Crews, Timesheets and T&M Tickets tools.
  • Once a worker (contact) has been added to the Crews tool in one project, that person's First Name, Last Name, Employee ID and Classification will auto-complete when a user begins to enter that name using a Field Productivity tool in another project.
  • Contact 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.
  • Contact 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

• Configure Advanced Settings: T&M Tickets

Steps

1. Navigate to the project's T&M Tickets tool. 
2. Locate the ticket that you want to work with. 
3. Click the Edit button. 
4. In the 'Labour' section, click the Employee drop-down list. 
5. Scroll to the bottom of the drop-down list and click Add Worker. 
   
6. Enter the following information:
   • 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: Edit 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: Edit 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. Edit the Employee ID for the worker in this list. 
   • Optional: Classification: Edit the classification by selecting an option from the drop-down list. To learn which Procore tools interact with classifications, see Which Procore tools support 'Classifications'?

      Note

     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

7. Click Add. 
   This adds a new crew member to the project's Crews tool and also created a contact record in the Project Directory tool. 

Next Step

• Request a Signature on a T&M Ticket

See Also

• Edit a T&M Ticket
• Manage T&M Tickets
• Delete or Restore a T&M Ticket