Schedule time off
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 types) in the Time off tab within the Team settings.
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.
Time off policies
Time off settings are managed by the Account Owner and the Admins in the Time off tab of the Team settings.
Time off approvals
With time off approval enabled, team members must Request time off instead of creating it.
On the time off menu, they can see who their request will be sent to.
Time off requests are shown on the Schedule as tentative.
The person's manager will receive a notification to approve or decline the request.
Once approved, the time off is confirmed on the Schedule. Clicking on the time off record will display the approver's information and the timestamp.
Approved time off can be edited or deleted as needed.
Time of types
The Account Owner and users with Admin access rights can add, edit, and remove time off types in the Time off tab within Team settings.
📝Note: The time off policies apply to the whole team. Setting an allowance for time off per person is currently not supported. If some of your team members have a different allowance than the rest, you'd need to create a separate time off type for each of them.
For each time off type, you can choose a name, set the color, the balance, the number of days, and the date you want the policy to begin (effective date).
Time off balance
There are five time-off balance options to choose from.
Unlimited - No restrictions on the number of days your team can schedule.
Accrued per calendar year - A person's remaining balance is calculated based on the total number of work days in the year, minus any public or team holidays. For example, if there are 261 work days, each day that passes would add 1/261 to that person's accrued balance.
Accrued per work anniversary - A person's remaining balance is calculated based on the total number of workdays from the person's start date to one year from that date. A person's start date is considered Jan 1 unless a specific date is set from the Availability tab within their profile.
Granted upfront per calendar year - A person's remaining balance is calculated based on the number of days granted minus the number of days that have already been scheduled from Jan 1 through Dec 31.
Granted upfront per work anniversary - A person's remaining balance is calculated based on the number of days granted minus the number of days that have already been scheduled from the person's start date through one year from that date. A person's start date is considered Jan 1 unless a specific date is set from the Availability tab within their profile.
Carry over unused days
If you want to move the time off type's remaining balance (or some of it) to the next year, check the Carry over unused days box and enter the number of days.
Archive and restore time off type
Archiving a time off type removes the time off type from active use on your team. Any time off scheduled for that time off type will remain on the schedule as read-only. Team members will no longer see this time off type as an option when requesting or scheduling new time off.
This is useful when you update time off policies and want to prevent time off from being scheduled for time off types you are no longer using. The Account Owner and users with Admin access rights can archive or restore time off types within the Time off tab in Team Settings.
Click the pencil icon to edit the time off type and select Archive to archive it. To restore it, click on the pencil icon again and select Actions > Move to active.
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.
