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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. 

  1. From the Interaction Optimizer Home page, in the Time Off Planning area click the Accrual Plans link. The Accrual Plans tab opens.

  2. In the upper right side of the page, click the Define accrual period rates button. The Define Accrual Period Dates dialog box opens.

  3. 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.

  4. 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.

  • Use the drop-down list to select a reference month and date at which the accrual period should begin

  • To set the reference date to the current date, click the Set reference date to today link

  1. 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.

  2. 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.

  3. For a yearly accrual period, in the Yearly Accrual Period area do one of the following:

  • Use the drop-down lists to select a month and year as the reference date

  • To set the reference date to the current date, click the Set reference date to today link

  1. Click the OK button.

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