The Mandatory Settings feature within the Scheduling Module allows administrators to configure how the system handles mandatory holdovers and forced overtime assignments. This feature ensures fair distribution of mandatory assignments among personnel by tracking ranking systems and defining default work types for those held mandatorily.
Mandatory holdovers are a critical component of Fire/EMS staffing management, ensuring minimum staffing levels are maintained when scheduled personnel are unavailable. The Mandatory Settings configuration determines how the system tracks and updates personnel rankings for forced assignments, promoting equitable distribution of overtime and reducing potential grievances. This feature is particularly important for departments with collective bargaining agreements that specify mandatory overtime procedures.
Navigate to Scheduling > Setup from the main menu to access the scheduling configuration options.
Click on Call Shift Rules to view the various shift management configurations available.
Click on Mandatory Settings to access the mandatory holdover configuration options.
Select your preferred ranking option:
Choose the default work type that will be assigned to individuals who are held mandatorily. This ensures consistent coding for payroll and reporting purposes.
Once all settings are configured according to your department's policies, click Save to apply the changes.
Q: What's the difference between "Last Date Forced" and "Last Date Updated"? A: "Last Date Forced" only updates rankings when someone actually works the mandatory shift, while "Last Date Updated" updates rankings as soon as they're assigned, even if they don't end up working.
Q: Can I change the ranking option after initial setup? A: Yes, but be aware that changing this setting may affect existing rankings and should be done during a ranking reset period.
Q: Why isn't my default work type appearing when creating mandatory assignments? A: Verify that the work type is active in your system and that users have the proper permissions to view and assign that work type.