Scheduling time off is easy in Float. If you can assign a task, you can schedule time off from the same menu.
Click anywhere on the Schedule to bring up the task/time off/status menu.
💡 Here's a tip: There are three default leave types available: 1. Paid Time Off 2. Sick Leave 3. Holiday. You can create additional time off types (or change an existing type) from the Time off tab within the Team settings.
Time off can be assigned to multiple people at once 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: To save time when scheduling a recurring time off, you can use one of the available repeat options. Check out this article for more on repeating tasks, time off, and statuses.
If the time off is still pending, you can click Tentative without impacting any tasks already scheduled on that day.
Tentative time off displays as a dotted outline on the Schedule, and you can filter your reporting by tentative/confirmed time off.
Simply click the Tentative box again within the menu and the time off will be confirmed.
Time off policies
Setting a time off policy makes it easy to manage your team's PTO, sick days, and other leave across Float.
To set a time off policy, navigate to your Team settings, select the Time off tab, hover over the time off type, and click Edit.
There are five time off balance options to choose from:
Unlimited - No cap 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 work days 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.
💡 Here's a tip: Click the today option when scheduling accrued time off to see your balance on the time off end date.
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.
Choose your balance, the number of days, and the date you want the policy to begin on.
💡 Here's a tip: Check the Carry over unused days box if you want your team's remaining balance (or some of it) to extend into the next year.
All of your team's scheduled time off is tracked on the Report page. There, you'll find both 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.
Archive a 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 make updates to time off policies and want to prevent time off from being scheduled for time off types you're no longer using.
To archive a time off type, go to Team Settings and open up the Time off tab.
Click the pencil icon to edit the time off type and select Archive to archive the time off type:
You can restore an archived time off type at any time by clicking the pencil icon and selecting Actions > Move to active: