Schedule time off
Scheduling time off is easy in Float. If you can allocate time, you can schedule time off from the same menu.
Click anywhere on the Schedule to bring up the scheduling menu.
💡 Here's a tip: There are several time off types available. The Account Owner or the team member with Admin access rights 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 allocations, time off, and statuses.
If the time off is still pending, you can click Tentative without impacting any allocations 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.
📝Note: If your team does not have time off approvals enabled, simply click the Tentative box again to have it confirmed.
Time off policies
Setting a time off policy makes it easy to manage your team's PTO, sick days, and other leaves.
The Account Owner or team members with Admin access rights can set it (and edit it) by navigating to the Time off tab within Team settings. You can use the existing time off types or aggregate new ones with the Add button.
For each time off type, you can choose the balance, the number of days, and the date you want the policy to begin. 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.
💡 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.
Time off report
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 are no longer using.
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:
Looking for more tips on managing your team's capacity? Check our Learn Library resources!