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Interaction Optimizer Help
Define accrual period dates
An accrual period is a set interval of time calculated with configured plan rates to determine an agent's available time off accrual balance.
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From the Interaction Optimizer Home page, in the Time Off Planning area click the Accrual Plans link. The Accrual Plans tab opens.
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In the upper right side of the page, click the Define accrual period rates button. The Define Accrual Period Dates dialog box opens.
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For a weekly accrual period, in the Weekly Accrual Period area use the drop-down list to select a day of the week in which to apply accruals.
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For a biweekly accrual period, in the Biweekly Accrual Period area do one of the following:
Note: The system increases the accrual balance every other week on the day of the week that matches the selected reference date.
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Use the drop-down list to select a reference month and date at which the accrual period should begin
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To set the reference date to the current date, click the Set reference date to today link
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For a semi-monthly accrual period, in the Semimonthly Accrual Period area, use the drop-down lists to select the first and second days of the month to apply accruals.
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For a monthly accrual period, in the Monthly Accrual Period use the drop-down list to select the day of the month to apply accruals.
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For a yearly accrual period, in the Yearly Accrual Period area do one of the following:
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Use the drop-down lists to select a month and year as the reference date
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To set the reference date to the current date, click the Set reference date to today link
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Click the OK button.


