Problem

Previously, Scheduled Shifts in the HReasily Pro Mobile App were limited to view-only access. The mobile experience now supports key shift management actions based on user permissions, allowing administrators to manage schedules directly in the app.

Symptoms

• You can open Scheduled Shifts but cannot yet confirm the correct flow for assigning or updating shifts.

• You need to create shifts for one or more employees from a mobile device.

• You need to publish unpublished shifts or remove incorrect shift records.

• You want to verify what different users can see in My Shift and Team Shift.

Prerequisites

• You are using the HRE Pro Mobile App.

• You have access to the Timesheet module.

• Your user role has permission to manage Scheduled Shifts, such as an administrator.

• Relevant assignments and employees are already set up in Timesheet settings.

Solution

Step 1: Open Scheduled Shifts

Log in to the HRE Pro Mobile App and go to Timesheet > Scheduled Shifts.

Expected result: You can access the Scheduled Shifts area and see the available tabs or sub-menus based on your permissions.

Step 2: Go to Shift Management

If you are an administrator, open Shift Management. Use the available filter to switch between Shift Group and Employee List views.

Expected result: The Shift Management page loads and displays schedules using the selected filter view.

Step 3: Create a new shift

Tap the + icon on the Shift Management page.

• Select a Shift type: Regular Shift, Empty Shift, or Open Shift.

• Enter a Shift Time Code if needed.

• Select the Assignment.

• Select one or more Employee(s) when the shift type allows it.

• Set Schedule In, Start, End, and Break.

• Add Notes if required.

• Tap Save.

Expected result: The shift is created successfully and appears as Unpublished in Shift Management.

Step 4: Create a shift for multiple or single employees

Choose the creation flow based on the current filter:

• In Shift Group view, you can create a shift for multiple employees.

• In Employee List view, tap the + icon and select an employee to create a shift for one employee.

Expected result: The created shift appears in the correct view and is associated with the selected employee or employees.

Step 5: Update an existing shift

Tap an existing shift in Shift Management to open the update page.

• You can update the employee list for regular shifts.

• You can update the scheduled date and start time.

• The Assignment remains fixed to the original shift.

• If the shift is opened from Employee List and belongs to a group schedule, confirm the message before proceeding.

Expected result: The updated shift is saved, and if the scheduled date changes, the shift moves to the new date in the Shift Management calendar.

Step 6: Publish shifts

Select one or more unpublished shifts using the checkboxes, then tap Publish shifts.

Review the Publish Shift Summary page, then tap Publish Shifts to continue.

Expected result: The selected unpublished shifts are published successfully and appear using the published state in the mobile UI.

Step 7: Delete shifts

Select one or more shifts using the checkboxes, then tap Delete shifts.

Review the confirmation dialog and tap Delete to permanently remove the selected records.

Expected result: The selected shifts are removed from the Shift Management calendar, the checkboxes are cleared, and the action buttons are hidden.

Validation and important behaviour

• If there is already a shift within the selected time range, the app shows a validation message indicating that some schedules already exist in that time range.

• Employee search and Assignment search are available when selecting records in the create shift form.

• Only published shifts are shown in employee-facing My Shift and Team Shift views.

Verification

Use the checks below to confirm the process worked correctly:

• The new or updated shift appears in Shift Management under the correct date.

• Unpublished shifts display as unpublished until you publish them.

• Published shifts change to the published visual state after publishing.

• Deleted shifts no longer appear in the calendar.

• Employees only see published shifts that match their assignment and permission scope.

Preventive Guidance

• Confirm the correct Assignment before selecting employees to avoid clearing your selections.

• Review the date and time range carefully before saving to avoid overlap validation errors.
• Use Shift Group view when the same schedule applies to multiple employees.
• Use Employee List view when assigning or reviewing shifts for a specific employee.
• Review the publish summary before publishing to ensure only the intended unpublished shifts are included.