This video shows how to invite your team to Float so they can submit and approve reimbursements. You’ll learn how to add users manually or use an HRIS integration to speed up onboarding.
To roll out reimbursements, start by inviting users to Float with their full name, email address, title, and role. You can assign roles like spender, manager, or administrator, depending on who needs access to reimbursement features.
For faster setup, connect your HRIS integration to automatically pull in users from your HR platform. Review the suggested users and choose which ones to provision without manual entry. Float will copy your organization's structure from the HRIS system, helping keep approval flows and reporting hierarchies accurate.
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