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  • Basic Ticket Functionality

Job Codes

Job codes allow advisors to label and categorize tracked time in tickets.

Written by TJ Salyars

Updated at June 10th, 2026

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Table of Contents

To create a job code Job Code Reports
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This article is now maintained here. Please refer to this and the ExpertConnect Knowledge Base for the latest content.

To create a job code

  1. Click into a ticket.
  2. Select Time Tracking and click on the pencil or  “+” icon.
  3. Once you start typing a job code, you'll have the option add it as a new Job Code. Once you've added a new job code, it will be available to search for and select on any other event in the Time Tracking section moving forward.

Job Code Reports

When job codes are pulled for reports, the session type will be displayed. Managers can see the difference between:

  • Inbound Call
  • Outbound Call
  • Video Call
  • Manual Session
job titles occupation codes

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  • Create A New Ticket
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