Overview: If your employer allows you to initiate trades or covers with other workers, you can do so directly from the Buddy Punch website or mobile app.
Web Instructions:
App Instructions:
Initiate a Trade/Cover (Web)
1. To initiate a trade or cover, start by clicking Schedule in the top navigation, followed by View Schedule:
2. On the Schedule page, click on the shift you need a trade or cover for. You'll then want to choose the Can't Work button, followed by Trade Request or Cover Request:
3. You'll be asked to enter a reason for requesting the trade or cover. Click Next to continue:
4. On the next page, choose which employees you'd like to receive your trade or cover request. After you've made your selection, click the Send Requests button:
5. You'll receive a confirmation message that your trade or cover has been sent. You'll be notified when your request is approved or denied:
Review a Trade/Cover Request (Web)
1. If you've been sent a trade or cover request, you can review it by clicking Schedule in the top navigation, followed by Shift Requests:
2. On the shift requests page, you'll see all pending trade or cover requests. Click Take Action to act on a pending request:
3. At the top of the page, you'll find the shift that's being offered to you as well as the option to Accept or Decline that request:
3a. If you click Accept, you'll be asked to confirm if you want to accept the trade or cover:
3b. If you click Decline, you'll be asked to confirm if you want to decline the trade or cover:
4. If you accept, the trade or cover will be completed, and the schedule will be updated accordingly. All parties will be notified of the trade/cover completed.
If you decline, the trade or cover will not be complete, and the sending employee will be notified that you declined their offer.
Initiate a Trade/Cover (App)
1. To initiate a trade or cover, start by clicking Schedule in the bottom navigation. (Left image below)
2. Once on the Schedule page, click the shift you want to request a Trade or Cover for. (Middle image below)
3. You'll want to click the Can't work button at the bottom of the shift details page. (Right image below)
4. Click Trade Request or Cover Request to begin the process. (Left image below)
5. On the next page, you will need to enter a reason for the trade or cover and choose which employees you'd like to receive your trade or cover request. After you've made your selection, click Send Request. (Middle image below)
6. You'll receive a notification confirming that your trade or cover request has been sent. (Right image below)
7. You'll be notified when your request is approved or denied.
Review a Trade/Cover Request (App)
1. If you've been sent a trade or cover request, you can review it by clicking Shifts Pending Acceptance on the main punch page. (Left image below)
2. On the shift requests page, you'll see all pending trade or cover requests. Click the request to take action. (Middle image below)
3. At the top of the page, you'll find the shift that's being offered to you. At the bottom of the page, you can either Accept or Decline the request. (Right image below)
4. If you click Decline, you'll be asked to confirm if you want to decline the trade or cover. (Left image below)
5. If you click Accept, you'll be asked to confirm if you want to accept the trade or cover. (Middle image below)
6. If you accept, you'll receive a confirmation message. (Right image below)
7. After accepting, the trade or cover will be completed or sent to management for approval, and the schedule will be updated accordingly. All parties will be notified of the trade/cover being completed.
If you decline, the trade or cover will not be complete, and the sending employee will be notified that you declined their offer.
FAQs
Q: I'm an Employee, but I'm not receiving any requests for trades or covers.
A: If you're not receiving any trade or cover requests, then your Administrator might be handling these on your behalf. If you believe this is an error, please contact your Administrator for assistance.