Adding a New Quick Code

Quick Codes are used to enter a single code to indicate alternate organization unit, job class, and all other labor distribution information for that work assignment. This saves the employee time and effort at the input devices.

Employees can create any number of quick codes. For example, an employee can create one quick code to indicate when he/she is working as a Charge Nurse in the ICU department. The same employee can create another quick code to indicate when he/she is working as an RN in the Med/Surg department and the charges should be tracked for a specific grant.

To add a new quick code for an employee, complete the following steps.

1. Select the Employee section button in the tool bar.
   • To add a new quick code for yourself, click on the My Timecard button in the left pane.
   • To add a new quick code for another employee, authorized users can use the Employee Search screen to select the employee to add a new quick code.
2. Click on the Quick Code option in the Sections area In the left pane.
3. Click on the Add button in the left pane.
4. Enter an alphanumeric Code to identify this record. This is the value that the employee will select when using this quick code in the Quick Badge screen.

   The alphanumeric short name or abbreviation for this quick code.

5. Enter a Number, which is used to enter this quick code into input devices requiring numeric values, such as a badge reader.

   The numeric identification number of this quick code, used with input devices. This must be a unique number within this employee's quick code records.

6. Enter a Description which describes this record.

   The label describing this quick code.

7. Enter any additional labor distribution information that should be be included when the employee uses this quick code record, such as Organization Unit , Position Code, or Job Class Code. If these fields are left blank, the system uses the values set up on the employee's Primary Home Labor Distribution record.

   The primary home labor distribution assignment specifies the main job class/position of the employee within the Home labor distribution. An employee can only have one effective Primary Home labor distribution assignment effective, but may have multiple Alternate Home labor distribution assignments (same organization unit as the Primary Home but with a different job class/position) and Alternate labor distribution assignments (different organization unit than the Home labor distribution).

   This is set up in the Employee record> Labor Distribution screen by selecting the Primary Home option.

   The code identifying the employee job class assignment (e.g. RN, Cook) to use with the transaction when using this quick code.

   The position to be assigned to the employee with this quick code.

   Select the appropriate code for this field. The number of organization unit levels available and the organization unit names displayed depend upon the corporate structure.

8. Enter the Effective Date indicating when the employee can start using this Quick Code. This is a required field.

   The date this quick code is available for use.

9. If the quick code has a date when it is no longer valid, enter that in the Expiration Date field--otherwise, leave that field blank.

   The date this quick code is no longer available for use, if applicable. If this code can be used indefinitely, leave this field blank.

10. Enter information into any of the other fields on this screen that should apply to clockings when the employee uses this Quick Code. See explanations of fields below.
11. When all the information has been entered in this screen, click on the Save button to save the record.
12. This new record is added to the listing of valid quick codes for this employee. When the employee uses the Quick Badge feature, the code will display in the Quick Code menu.