Overview
Human resources in ProgressionLIVE are entities closely linked to users. They are used for task assignments, equipment, time entries, etc.
Unlike users, the number of human resources is not limited. You can create as many as needed to represent your employees, subcontractors, or collaborators.
Columns and display
Each column in the table displays information about the human resource.
By default, the following columns are displayed: Photo, Signature, Name, Type, and User.
The first two columns display an icon when the human resource has a saved photo or signature.
Column display can be customized to suit your needs.
Double-click a human resource to open its full record and access its tabs.
General tab
Main fields
Type — Defines the information sections displayed under the General tab. The default type Employee includes the Details group with several customizable fields.
Name — Name of the human resource. Note: two human resources cannot have the same name.
User — User linked to this human resource.
If a user is linked, tasks assigned to this resource will be sent to their mobile device.
If no user is selected, the resource can still be assigned but will not receive tasks in the mobile app.
Average hourly cost — Automatically fills in the Hourly Cost field in time entries.
Color — Sets the resource's color in the Map module and its optimization routes.
Disabled — Hides the human resource from lists and prevents assignment.
To display a disabled resource, check Show disabled items.
Signature — Allows recording, viewing, or editing the human resource's signature.
On mobile: the employee can create it under Menu > My Signature.
On desktop: you can upload an image (490px × 215px format).
Add/edit image — Adds a photo of the human resource.
Delete image — Removes the photo.
Details section
Under the General section, the Details group contains several fields for recording additional information. These fields can be used to:
Configure automations (e.g., sending an SMS to a specific cell phone number)
Collect customized information based on your organization's needs
All these fields are customizable and at your discretion.
Timesheet tab
Allows limiting the activities available when creating a time entry.
By default, no activity is selected, so all are available.
If activities are selected here, only those will appear for this human resource.
Equipment tab
Lists the equipment associated with the human resource.
Comments tab
Displays all comments recorded in the human resource's record.
Attachments tab
Allows adding and viewing attachments (e.g., HR documents, photos, signed forms).
History tab
Displays the history of all changes made to the record. Click the + symbol or double-click a row to view the details of an entry.
Work schedule tab
Schedule exceptions
Allows creating and viewing schedule exceptions for a given human resource.
Click Add to create a schedule exception.
Select the start date and end date.
Add a comment (required).
(Optional) Select an exception type to differentiate colors on the calendar.
Note:
You cannot change the human resource, as the exception is created directly from their record.
To create new schedule exception types, go to Configuration > Types > Schedule Exception Types (refer to the field configuration documentation for more details).
Tip: Exceptions can also be configured from Tasks > Mode: Planning, which allows applying them to multiple human resources at the same time.
Additional information
Human resource for a subcontractor
You can create a human resource not linked to a user in order to track a subcontractor's work without giving them access to ProgressionLIVE. This allows you to continue tracking and assigning tasks without creating a user account.
Creating a human resource
Click Management.
Select Human Resources.
Click Add to open a blank record.
Fill in the human resource's information. Fields in bold are required.
Click Save.
Important: For a human resource to receive tasks, they must be linked to a user.
FAQ
What is the difference between a human resource and a user?
A human resource represents a person to whom you can assign tasks.
A user is an access account to ProgressionLIVE (web or mobile).
→ A resource can exist without a user (e.g., a subcontractor with no access to ProgressionLIVE).
→ A user can exist without a resource (e.g., an administrative employee who would never be assigned tasks).
Can I have more human resources than users?
Yes. You can create as many human resources as needed, even without user access.
How do I display a disabled human resource?
In the human resources list, check Show disabled items.