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Compose trade / shift-type codes (+ Automatch)

Combination Activity codes are built from Greentree letter codes on trades and shift types, plus Field/rostered on the job. Automatch matches the composed code to the synced activity catalogue.

When you need this

Combination Activity codes are built from Greentree letter codes on trades and shift types, plus Field/rostered on the job. Automatch matches the composed code to the synced activity catalogue.

Before you start

  • Activity codes catalogue synced.

  • Active trades and shift types exist (inactive ones with history appear read-only under Deleted).

Steps

  1. Go to Settings → Integrations → Greentree → Activity Codes.

  2. Trades tab: enter a Greentree letter code per trade → Save all codes.

  3. Shift types tab: enter letter codes for shift types that are not already Activity-mapped on Pay Types → save.

  4. Combinations tab: complete both letter steps if the setup alert still shows, then click Create codes to auto-match composed codes to the catalogue.

  5. For leftovers, Edit a row to adjust letters or pick a Greentree activity code manually.

  6. Filter Unmapped until remaining rows are intentional.

[Screenshot: Trades letter codes]

[Screenshot: Combinations Create codes with composed code column]

What success looks like

  • Combinations show Mapped for the trade × shift × Field/rostered rows you use.

  • CSV Activity resolves via Automatch when Pay Types activity is not set.

If it fails

  • Setup alert blocks Automatch → finish Trades and Shift types letters first.

  • “Composed code has no matching active synced activity code” → Sync activity codes, or map manually.

  • Shift type missing from Combinations → check Mapped on Pay Types group / Pay Types activity mapping.

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