Add a Classification
Objective
To add or delete classification names from the Company level Admin tool.
Background
In Procore, a classification is a way for a company to categorize its employees on a project. To provide your company with flexibility, you can create a customized classification list that suits your business's specific needs in the Company level Admin tool. After creating a classification, you can then use the steps below to enable them to use with Procore's Resource Tracking tools.
ExamplesYou might want your classifications to reflect roles in the building trades, such as Bricklayer, Electrician, and so on.
You might want your classifications to reflect a rank in a trade, such as Apprentice, Journeyman, and so on.
You might want your classifications to reflect roles in the building trades, such as Bricklayer, Electrician, and so on.
You might want your classifications to reflect a rank in a trade, such as Apprentice, Journeyman, and so on.
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, the following Procore Resource Tracking tools under 'Resource Management' must be enabled:
Timesheets and Crews (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.