Overview: As an Administrator, you can initiate, approve, reject or withdraw employee trades and covers from the Buddy Punch mobile app.

Instructions:

Initiating a Trade/Cover

Reviewing a Trade/Cover Request

Additional Resources:

FAQ

Related Articles

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Initiating a Trade/Cover

1. To initiate a Trade or Cover, start by clicking Schedule in the bottom navigation. (Left image)

2. Once on the Schedule page, click the shift you want to initiate a trade or cover for. (Middle image)

3. You'll then want to click the Can't work button at the bottom of the Edit Shift page. (Right image)

4. Select whether you want to initiate a Trade Request or a Cover Request. (Left image)

5. On the next page, you'll need to enter a reason for the trade or request and which employees you'd like to receive your request. Once done, confirm the request by clicking the Send Request button. (Middle image)

6. You'll receive a confirmation message about the trade or cover request being sent. (Right image)

If no approvals are required, the request will be sent to the receiving employee for acceptance.

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Reviewing a Trade/Cover Request

1. If approvals are enabled, you'll be required to Approve any accepted trade/cover requests or you can also accept on behalf of an employee. Start by clicking the Shifts Requests Pending notification. (Left image)

2. On the Shift Requests page, click the arrow to the right of the pending trade or cover request. (Middle image)

3. You will then have the option to Approve, Reject or Withdraw the trade or cover. (Right image)

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FAQ:

Q: Why don't I see any approvals for trades or covers?

A: If you're not seeing any approvals for trades or covers and except to, then you might not have approvals enabled. Please click here to learn about assigning trade and cover permissions.

Related Articles:

Trades & Covers Feature Setup
Initiating/Reviewing Trades & Covers as an Administrator (Web)

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