Best practices for rolling out Float to your team

Schedule your rollout

When you add a user to Float, we will immediately send them an email to set their password, along with an introduction to Float’s system. We suggest explaining Float to your employees on the same day as you send them invitations.

Adding your employees

You can add your employees directly in the app. We have a Help Center article on how to invite users and assign permissions.

For larger companies, we can help you bulk-add users. Fill out and return our bulk import template and we’ll invite your employees for you!

Teaching your company to use Float

Once you've invited your team to Float, we recommend sending out a brief email letting them know what Float is and how you expect them to use it to save everyone time and money. 

We've created a few resources that you can share with your employees directly and add to your expense policy (and company wiki!)

• Float Overview (PDF)
• Float Overview - Youtube Video
• User guide - SPENDERS AND MANAGERS (PDF)
• User Guide - ADMINS (PDF)
• User Guide - BOOKKEEPERS (PDF)

Product Guides

We've even developed product guides for you! These tours walk spenders, managers and admins through the suite of features you get access to as a Float user. 

• Admin Tour

• Spender/Manager Tour

Expense Policy Templates

We want to make rolling out Float to your company as seamless as possible. That's why we've created Company Expense Policy templates that you can download and customize for your business!

Notion: https://floatcard.notion.site/floatcard/Company-Expense-Policy-Template-2e4e02afcaf54502952eaedca0c808a2

Google Doc: https://docs.google.com/document/d/1MDeKhn-GTWAhenT6-PVNx5acnOarsDfLwUbI-kOzgiY/copy

Not sure what to write in your announcement email to employees?

Feel free to borrow our pre-drafted email below!

Hi everyone,

We're rolling out Float to make it easier for everyone to request and spend on the company's behalf. This helps save us time and money by enabling everyone to easily request expenses, get them approved, and get access to single-use Visa cards in a matter of minutes. You should have received a user invite to your email already, please let me know if you haven't.

As always, please ensure that any spending complies with our existing company expense policy and that you upload receipts to Float after every transaction.