Microsoft Entra ID single sign-on across every dealer subdomainmyEZData for iOS and Android, one app with a face for every roleBank reconciliation: linked accounts matched to POS cash and armored pickupsBeacon time clock with geofenced auto clock-in, live on the floorSupplier partner API: catalog, orders, ship notices and receivables every 20 minutesAsk your data in plain English and get a validated query backInbound device shipments tracked by UPS and pushed to the crew on arrivalMicrosoft Entra ID single sign-on across every dealer subdomainmyEZData for iOS and Android, one app with a face for every roleBank reconciliation: linked accounts matched to POS cash and armored pickupsBeacon time clock with geofenced auto clock-in, live on the floorSupplier partner API: catalog, orders, ship notices and receivables every 20 minutesAsk your data in plain English and get a validated query backInbound device shipments tracked by UPS and pushed to the crew on arrival
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Platform/03/Scheduling and time clock

03 Scheduling and time clock

Build the week in minutes. Then let the floor clock itself.

Drag shifts onto a seven-day grid, clone a good week, publish. When a rep walks in, a beacon clocks them in inside the shift window and keeps a heartbeat while they are on the floor. Leave on paid time and GPS breadcrumbs pick up where the beacon stops. Every threshold is a setting per company, not a constant in the code.


Schedule
Grid, templates, open shifts, conflicts, labor budget, ConnectTeam sync
Clock
Beacon presence, geofenced punches, POS verification, auto clock-out
Exceptions
Silence tiers, punch overrides with evidence, two-stage extensions
Records
Per-session day math, soft removes with a marker, presence retention

/ Works with

    01 The week

    Seven days, every rep,
    coverage against budget.

    Schedule

    Hudson market, week of Sep 7

    Sample week. Hover a shift for the rule behind it.

    / 01

    Templates and cloning

    • Template library
    • Clone last week
    • Jobs, tags, breaks

    Save a week that worked and reuse it. Shifts carry a job, tags and break rules; a template can be applied per store, per season or per promotion.

    / 02

    Conflicts before publish

    • Overtime
    • Double booking
    • Coverage gaps
    • Labor budget

    Overtime, double-booking, unassigned coverage and days over the labor budget surface before the week goes out. Publishing pushes every affected rep.

    / 03

    Open shifts and availability

    • Claim in app
    • Manager confirms
    • Availability windows

    Open shifts appear in the app for eligible reps; a claim waits for the manager. Availability reads the approved shift end, so an extension moves it too.

    / 04

    ConnectTeam and the company calendar

    • Two-way sync
    • POS backfill
    • Company calendar

    Dealers that keep ConnectTeam sync both ways with the schedule as the source of truth; in-house dealers get a nightly backfill from the point of sale. Holidays and events live on one company calendar.

    02 The beacon time clock

    Presence, not a button.

    A small beacon in each store. The app clocks a rep in when the phone enters range from five minutes before the shift, pings every minute while they are on the floor, and closes the punch at shift end with the reason recorded. Silence escalates through warning tiers before anything closes.

    Time clock today

    Hudson market, Thursday Sep 10

    EmployeeStoreShiftClocked inSourceDay so farPresence
    Beacon in range, GPS offOff-premises on paid time, breadcrumbsBeacon silence
    Settings

    Every threshold is per company

    SettingWhat it controlsSample
    Clock-in early minutesHow long before the published start the beacon may clock someone in.5 min
    Clock-out cap minutesHow far past the end a punch may run before it is closed automatically.15 min
    Ping intervalHeartbeat cadence while in range.60 s
    Absence graceSilence tolerated before the first warning tier.8 min
    Silence grace on iOSExtra tolerance for platforms without background presence.4 min
    Break windowSilence inside a break is not an absence.30 min
    Manual punch evidenceHow recent a POS login must be to back a manual punch.120 s
    Max extension minutesLongest shift extension a manager may recommend.120 min
    End-of-day closeTime after which any open punch closes with reason end-of-day.23:30
    Stationary flagA phone that never moves for this long is flagged as possibly left at the store.180 min
    Sales idle flagPresence with no POS activity for this long is flagged for the manager.3 h
    Presence retentionHow long raw pings are kept before roll-up.30 days

    A subset of the two dozen beacon settings on the schedule settings page. Defaults ship conservative; nothing blocks a punch.

    03 Geofence and breadcrumbs

    Record and flag.
    Never block.

    / 01

    Geofenced punches

    • Coordinates on the punch
    • Store fence
    • No-coordinates ruling

    Manual punches carry coordinates and are checked against the store's fence. Out of range, or no coordinates at all, is recorded and flagged for the manager. It is never refused, because a refused punch becomes an argument about pay.

    / 02

    Breadcrumbs off-premises

    • In range = GPS off
    • Trail on paid time
    • Off by default

    While the beacon sees the phone, GPS stays off. Leave the floor on paid time and the app leaves a trail until the beacon sees the phone again. A breadcrumb is evidence, not presence: it never counts as being in range. Off per company until switched on.

    / 03

    The day, replayed

    • Map replay
    • Segments
    • Roster panel

    The time-clock-today map replays the day per person: beacon segments, trails, silence tiers, punches and their evidence, with the roster beside it.

    04 Exceptions

    Two-stage extensions.
    Overrides with evidence.

    1. 01Manager recommends

      From the phone, against a shift, with the minutes and the reason. Capped by the company's maximum.

    2. 02HR finalizes

      From the approvals queue. The shift's end time moves only on HR approval.

    3. 03Everything follows

      The beacon cap, the silence warnings and availability all read the approved end time, not the request.

    Punch override queue

    Open requests

    EmployeeRequestEvidenceRequested byStatus
    M. DelgadoAdd clock-out Tue 18:31POS logout 18:31, last beacon ping 18:29Store managerAwaiting HR
    S. WhitfieldMove clock-in Wed 09:04 to 09:00Beacon first seen 09:04, door sensor 08:58Store managerRecommended
    T. NakamuraReopen auto clock-out Mon 17:32Reason shift_end; POS sale at 17:41Rep, from the appApproved, forwarded
    J. PetrovRemove duplicate punch ThuTwo manual punches 4 s apartSystemSoft-removed with marker

    Worked time is never hard-deleted. A reconciled punch is soft-removed and the marker says why.

    • POS verification gate
    • Manual punch evidence gate
    • Auto clock-out reasons: shift end, silence, end of day
    • Off-shift access policy
    • Single-device policy
    • Beacon watchdog
    • Scheduled vs worked

    05 What each role sees

    Rep

    The week, the next shift, the clock with beacon status, silence warnings, open shifts to claim, extension requests, a punch dispute from the stub.

    Store manager

    The grid, templates, publish, the floor today, overrides with evidence, extension recommendations, scheduled versus worked.

    HR and finance

    Extension approvals, the override queue, beacon settings per company, presence flags, the map replay, and the hours that flow into payroll.

    → Start

    Put a beacon
    in one store.

    A pilot store runs the clock for two weeks next to whatever you use today. You compare the hours; the reps compare the friction.

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