Entering Role GL Codes in Teamwork
Role GL codes let you print a custom coded CSV from Teamwork that uses numbers or characters instead of role name. Here's how to set them up.
Steps
- Click the gear wheel icon, then go to Roles and Group Settings.
- If your account has multiple locations, use the Filter by Location dropdown to pick the location you're setting up.Note: GL codes are location-specific. You'll need to repeat this process separately for each location.
- You'll see a list of roles tied to the selected location, each with a GL Code field.
- Enter the GL code next to each role that needs one. Best practice: assign one role per schedule, not multiple, and make sure every role is assigned to a schedule.
- That's it - there's no save button. Your entries save automatically. Move on to the next location and repeat as needed.
