Coverage Rules and Eligibility Worksheet

A swap that keeps the headcount the same can still leave a station uncovered if the only bartender, keyholder, or certified lead is the person trading out. Coverage rules make those requirements explicit, and this worksheet is where you write them down, one row per shift or station. Once the rows are filled in, any swap can be checked by asking a single question: with this trade applied, does every rule on the affected shifts still hold?

The example rows show the kind of entry that works: a specific shift, the location it belongs to, the fewest people you would accept, the credential at least one of them must hold, the post that must be filled by name, the staff cleared to cover it, and the cutoff for settling a swap. Replace them with your own operation. If you run more than one site, keep a copy per location, since the rules rarely match exactly. The Floor Coverage Headcount Planner at /tools/floor-coverage-headcount/ helps size the roster behind these minimums, and the article at /blog/prevent-swaps-breaking-coverage/ explains how strict to make each rule.