Schedule time off
For a quick overview, check the Scheduling time off video guide.
To book time off in Float, click anywhere on the Schedule to bring up the scheduling menu and navigate to the Time off tab.
This is where you can select time off type, set the length, and create or request time off.
There are several time off types available. The Account Owner and the Admins can create additional time off types and manage existing ones in Team settings > Time off > Time off types.
When selecting a time off type, the available balances will show within the dropdown menu.
Once you select the time off type, the summary of planned and remaining days will be displayed right below it.
Time off can be assigned to multiple people by selecting them from the Assigned to drop-down or by typing in their name. To assign time off to everyone currently in view on the Schedule, click Select all.
💡 Here's a tip: You can use one of the available repeat options to save time when scheduling a recurring time off. Check out this article for more on repeating allocations, time off, and statuses.
Schedule tentative time off
If your time off is still pending, you can set it as Tentative without impacting any scheduled allocations on that day.
Tentative time off is displayed as a dotted outline on the Schedule.
📝Note: If your team does not have time off approvals enabled, click the Tentative box again to have it confirmed.
Schedule time off over existing allocations
When scheduling a full day of time off over existing allocations, you’ll see error messages informing you about the impact of these changes.
Scheduling time off over a single-day allocation
If you schedule a full day of time off on a day with existing allocations, logged time, or partial time off, a Conflicts will be deleted message will appear. This alerts you that all scheduled tasks, time off, and logged time for that day will be permanently removed. Selecting OK confirms the deletion.
Scheduling time off over a multi-day allocation
If you schedule a full day of time off on a day that is part of a multi-day allocation, you’ll also need to acknowledge that the allocation for that specific day will be removed. Selecting OK on the Conflicts will be deleted screen will delete the allocation. However, if you later delete the time off, the multi-day allocation will be restored. If you want to permanently remove the allocation for just that day, you’ll need to split the multi-day allocation first before scheduling time off.
Scheduling time off over archived allocations
Since archived projects in Float are read-only, changes (including removing allocations) are not allowed to preserve historical data. If you attempt to schedule time off over an archived allocation, you’ll see a Conflicts need to be resolved error message, preventing you from proceeding.
To resolve the conflict:
Activate the archived project.
Find the allocation on the Schedule and remove it.
Re-archive the project.
For multi-day allocations, split them first to isolate the specific date(s) before removal.
Once these steps are complete, you can book time off while maintaining historical data integrity.
Time off report
Your team’s scheduled time off is tracked on the Report page. There, you will find the aggregate and individual totals for each time off type, the total balance, the days and hours figures, and the percentage of the total balance currently scheduled.
Depending on your team’s settings, you can filter the Time off by tentative/confirmed or approved/tentative/declined.
Additional notes
Detailed time off dates are currently not included in the reports.