Archiving a person removes them from the Schedule without deleting any of their historical data. This is useful when a person leaves the company or when you’d like to free up a seat on your Float plan.
Archive a person
To archive a person, open their profile, click Actions at the bottom-right of the window, and select Move to archive.
If you want to archive several team members, you can do it in bulk on the People page.
📝Note: Archiving a person removes their access rights and prevents them from logging into Float (except if they are the Account Owner). All their historical data remains retained for reporting purposes. If the Account Owner is archived, they retain access to Float as a guest.
Archived team members can be reviewed in the Archived tab on the People page.
Review the historical data
Archived people don't appear on the Schedule, but their historical data is still available in reports. To access it, navigate to the Report page and set the People filter to include Archived.
Activate an archived person
To restore a person to the Schedule:
Access the People page and navigate to the Archived tab.
Select the checkbox beside the people you'd like to restore.
Click the Activate button and follow the prompt to confirm.
Activated people do not gain account access to Float automatically. If you'd like them to access your company's account, you need to assign them access rights in the Access tab of their profile. Once you enter their email address, you can send them an invite with Update&invite person.
Activating returning employees
Archiving a person does not update their start and end date. Those dates should be set manually in the Availability tab of each person's profile to reflect their actual employment period with your organization.
There are two ways of approaching returning employees:
Reactivate the existing profile - When an employee returns to the organization, you can reactivate their archived profile without changing their original start date, then update their availability to reflect their new working period. Changing the original start date to the employee’s return date will remove allocations scheduled before that date. Instead, you can document their employment history in the profile’s Notes field, including when they left and returned. You can also update their availability retroactively to show the period when they were not working. Use custom hours and work days to add the non-working period for the dates when they were archived.
Archive the original profile and add them as a new person - If you want a clear separation between the person’s two employment periods, you can archive their original profile and add them as a new person with their new start date. Set the end date on the original profile to reflect when they left and remove their email address from the archived profile, and then add them again. This approach keeps the employee’s previous and current employment periods clearly separated. When reporting on their work history, include both the archived and active profiles to see their complete history.
Delete the archived person
Deleting a person from your Float team is permanent and irreversible. To remove an archived person:
Open the People page.
Navigate to the Archived tab and select the person.
Click Delete.
Follow the prompts to delete the team member permanently.
Impact on pricing and billing
Archiving a person or deleting them frees up a seat, but it does not automatically reduce the number of paid seats on your plan. If you are not planning to reuse the freed-up seat for adding someone new, the Account Owner needs to lower the seat count in Company settings > Plans & billing.