Make a copy of an existing accrual plan

You can copy an existing accrual plan, then rename and optionally modify the configuration to your requirements.

Note: This action copies the agents to the new accrual plan, but does not copy any activity codes from the original accrual plan.

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

2. Select the accrual plan you want to copy and click the copy button. Interaction Optimizer adds the "Copy of [accrual plan]" to the list of plans.

3. Double-click the copied plan to rename it or modify the configuration settings.