Add a person

Set your team up for success!

Justyna Kawalec avatar
Written by Justyna Kawalec
Updated over a week ago

People are your full or part-time employees, temporary contractors, and any other resources (like placeholders) that you want to schedule within Float. The Account Owner, Admins, or Managers with access to create and edit people can add people to your Float team.

Add a person manually

There are a few different ways to add a person to your team:

  • Click the + button in the top-right of Float and then Add person.

    Adding a person on the Schedule.

  • Click the person icon in the top-left above your team on the Schedule or People page.

    Adding a person on the Schedule.

  • Use the keyboard shortcut Shift+E.

    Add a person menu.

Import people list

In addition to manually adding people, you can upload your team members using the CSV import or one of the project management integrations. Click here to learn about the details.

People info

The Info tab on a person's profile contains general information about the person.

  • Role - Every role in use is available from the drop-down for quick assignments.

  • Department - You can sort and filter the Schedule by department or limit a person's view to one or more departments.

  • Tags - Tags are a great way to identify individual skills and talents within your team. You can sort and filter any page by a tag.

  • Type - There are three resource types: employee, contractor, or placeholder. All of them can be excluded from your reporting as needed.

  • Hourly rate - A person's default rate is applied to any new projects you create. You can also set project-specific rates for your team directly on the project profiles.

    Add a role, department, tags, type, and hourly rate to the team member’s profile.

People access

Assigning access rights to a person sends them an invitation to join your team and log into Float.

​📝Note: The invitation expires after seven days. If the link expires or the invitation email is lost, hit the Resend invite option within the person's profile.

Team members added as People can have access rights as Admins, Managers, or Members. Learn more about access rights and different permissions offered in Float here.

Assign admin, manager, or member access to a team member on the Access tab in the team member's profile.

💡 Here's a tip: To update a team member's email address after they've been assigned access, click the X next to their access to remove access rights for their old email address and then edit the email address.

People availability

  • Start and end date - Setting a start or end date reflects the team member’s start and end date with your organization. It's great for onboarding new hires or maintaining a historical record of past team members' work without impacting your reporting.

  • Full-time/part-time - Your team's default work hours per day and work days per week can be set from the Hours & Currency tab within the Team settings. Marking a person part-time allows you to adjust their availability without impacting anyone else. Find out more about setting custom availability.

  • Public holidays - You can add regional holidays to specific team members. Find out more about assigning holidays to your team.

  • Notes - The character limit for notes is 1500 characters. The Notes field also supports hyperlinks and can be used to link to outside documents.

Add a team member's start and end dates and their availability.

People projects

The Projects tab is where you can view the projects your team members belong to. Adding a new project to the Assign a project field adds the team member to the project team.

Assign a team member to projects on the Projects tab in the team member's profile.

​📝Note: Allocating time for this project to the team member directly on the Schedule automatically adds the project to the team member’s project list.

To remove a person from a project, click the X next to the project and confirm. Removing a person from a project will delete all logged and scheduled time for the person on this project.

Removing a team member for a project deletes all logged and scheduled time for the team member on that project.

Additional information

  • Set a profile picture so your team can put a face to all the great work you do. Here's how to add a photo to your profile.

  • If no resend invite link is available in a person's profile, the invitation has already been accepted. If the person has trouble logging in, they can request a password reset.

  • Guests can view and/or edit in Float, but they don't appear on the Schedule. You can have an unlimited number of guest users for free. Here's how to add a guest.

  • Adding custom fields in the person menu is currently not supported. For storing any extra information, we recommend using the tags or the Notes field in the Availability tab.

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