How to View, Create and Manage Laborers in Resource Management (Desktop)
💥Labor Management is part of a premium product, Resource Management, and requires a separate license. Please contact your Account Manager for more information on premium product licenses or reach out to Customer Support at [email protected] or call 888.836.6269.
Labor Management is your database of laborers that can be dispatched to jobsites for a specific task, assigned to move or operate equipment or be added to crews.
In this article:
Labor Management Overview
In the Labor Management tab users can create a laborer, view laborers and the categories the laborers belong to, transfer between sites, edit, and delete laborers.
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- Select "Resource Management" from the left side navigation bar.
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- Select the "Labor Management" tile.
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- Select "Create Laborer" on the right side of your screen.
User Type: The type of user listed. These users can be laborers or contacts.
First Name: First name of the laborer.
Last Name: Last name of the laborer.
Labor Resource Category: The labor category the laborer is listed under.
Site Assignment: The site the laborer is assigned to (if any).
Crew: The crew the laborer is listed under (if any).
City: The city the laborer is in.
State: The state the laborer is in.
Company: The company the laborer is associated with.
Employee ID: The employee ID for the laborer (if applicable).
Time Zone: The time zone the laborer is in.
Organization: The organization the laborer is associated with.
Actions: The icons under actions represent the following
Email Address: Email address for the laborer.
Work Phone: Work phone for the laborer (if applicable).
Mobile Phone: Mobile phone for the laborer.
Create a Single Laborer
Labor Resource Categories must be set up before you can create a laborer. View How to Create and Manage Labor Resource Categories (Desktop).
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- Select "Resource Management" from the left side navigation bar.
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- Select the "Labor Management" tile.
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- Select "Create Laborer" on the right side of your screen.
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- Select "Single" to create a new record.
Note: If the user already exists in your Tenna database as a user/contact, then select “Select Existing (User/Contact)” to copy their information into the laborer list.
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- Complete the required fields and any additional information as known.
- First and Last Name
- Location (City and State)
- Picture (optional)
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- Select a labor resource category.
Select all of the following fields that apply to the Laborer:
- Labor Resource Type
- Trade
- Trade Level
- Classification
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- Complete the fields for User Details.
- Employee ID
- Work Phone
- Time Zone
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- Select if your laborer is within your organization or with an external company.
For laborers within your organization, select the appropriate designation within your organization based on your Org Chart set up.
For Laborers outside of your organization, select a company from your contact list.
If the company is not populating, see: How to Create Companies (Desktop).
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- Select "Create Laborer" in the bottom right corner to finish.
How to Edit a Laborer
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- Select "Resource Management" from the left side navigation bar.
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- Select the "Labor Management" tile.
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- Select the laborer that will be edited by clicking the "pencil" icon under the actions column.
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- Once in the "User Information" page, edit the details pertaining to the laborer.
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- To save the updated information, click "Update User".
How to Transfer a Laborer
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- Select "Resource Management" from the left side navigation bar.
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- Select the "Labor Management" tile.
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- Select the laborer that will be transferred by clicking the "arrow" icon under the actions column.
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- A tile will populate to select a new destination site, click the search field and select the new site from the dropdown.
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- After the site has been selected, click "Transfer Laborer".
How to Delete a Laborer
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- Select "Resource Management" from the left side navigation bar.
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- Select the "Labor Management" tile.
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- Select the laborer that will be deleted by clicking the "trash" icon under the actions column.
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- A tile will populate to confirm the laborer being deleted. Click "Delete Laborer".
How to Bulk Upload Laborers
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- Select "Resource Management" from the left side navigation bar.
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- Select the "Labor Management" tile.
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- Select "Create Laborer" on the right side of your screen.
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- Select "Bulk Upload" to create a new record.
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- Click "Download the Laborer-Bulk-Upload-Template.csv" to fill in the details of the laborers you are going to upload in bulk.
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- Once you have filled out the file, click "Seletct a File to Upload" or drag and drop the file to upload it.
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- The template will upload automatically. Once complete, the file will have uploaded if there were no errors. If an error message does populate, adjust the errors listed in the file and re-upload to successfully add the laborers to the system.
How to Create a Laborer by "Select Existing (User/Contact)
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- Select "Resource Management" from the left side navigation bar.
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- Select the "Labor Management" tile.
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- Select "Create Laborer" on the right side of your screen.
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- Select "Select Existing (User/Contact)" to select an existing user or contact.
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- Select the user by clicking on the "Search" field and selecting the user from the dropdown menu.
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- Once the user is selected, select the "Labor Resource Type", "Trade", "Trade Level", and "Classification" for the user.
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- Select "Convert Users" to update the Labor Resource Information.
Once the laborers have been created, laborer management will filter into schedules and Dispatch. For more information see Schedule Overview and Dispatch Board Overview.