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How to Initiate or Review Trades & Covers—Manager (App)
How to Initiate or Review Trades & Covers—Manager (App)

Step-by-step instructions on how to initiate or reviewing trades and covers as a Manager.

Rachel avatar
Written by Rachel
Updated over a week ago

Overview: As a Manager with Edit & Publish permissions, you can initiate, approve, reject or withdraw employee trades and covers from the Buddy Punch mobile app. You can also request trades/covers for your own shifts and accepts requests from other employees.


Additional Resources:

Initiate a Trade/Cover

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 initiate a trade or cover for. (Middle image below)

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

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

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 below)

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

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

Review 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 Pending Approval notification. (Left image below)

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

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


Q: I'm a Manager, but I'm not receiving any requests for trades or covers.

A: If you're not receiving any trade or cover requests and expect to be, you might not have the correct scheduling permissions. You will need Edit & Publish scheduling permissions, which your account administrator will need to enable. Please contact them for assistance with this matter.

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