Set up accrual plan rates

Set up the rates for the current accrual plan. The system increases the accrual balance every other week on the day of the week that matches the selected reference date.

Note: This topic assumes you have created a new accrual plan or have chosen to edit an existing accrual plan and have opened the accrual plan's configuration page.

1. From the accrual plan's configuration page, in the Accrual Plan Rates area click the add button. The Accrual Plan Rates dialog box opens.

2. In the Accrual hours area, use the up and down arrows to select the number of accrual hours allowed in a period.

3. In the Accrual period area, select the arrow at the end of the accrual period drop-down list and choose the length of time in the accrual period. This option defines how frequently hours are added to the accrual balance.

4. In the Up to duration area, use the up and down arrows to select the numerical duration length of the plan. This determines how long the accrual rate will be in effect.  For example, if you select up to 2 years, then this accrual rate will be used any time after the previous rates up to 2 years.  After two years, this rate will no longer apply.

5. Select the Up to period drop-down list and select the duration length of days, weeks, months or years.

6. Click the OK button.

7. In the Accrual Plan Rates area, to specify an accrual rate to use when the rate or rates set in the Accrual Plan Rates grid are no longer valid, do the following:

   1. In the Continued accrual hours field, enter the number of hours to accrue after the configured rate expires.

   2. Click the Continued accrual period drop-down list and select the continued accrual period.

Example: Let's assume you have an accrual plan in the grid with an Up to duration of 6 years. If you set the Continued accrual hours to 80, and the Continued accrual period to Yearly, then after 6 years until the agent is no longer employed he or she will receive 80 vacation hours per year.

8. Click the save button.