Create an accrual plan

Create an accrual plan to define the rate at which groups of agents receive more time off in specified activity codes, define permissions and restrictions, and set up approval options.

Note: Accrual plans use reference dates to calculate which rate at which the agent accrues hours. Only agents with reference dates are eligible for an accrual plan. You can either copy the hire date to the reference date, or you can manually enter it when you select eligible agents.

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

2. Click the add button. The Create New Accrual Plan dialog box opens.

3. Enter a descriptive name for the accrual plan and click the OK button. The accrual plan's configuration page opens.

4. Configure the new accrual plan.