> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
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# Performance Management — Integration

> Version: 1.0.0 Last Updated: 2026-03-20 Spec: HR-10 Performance Management Constitution Reference: Section 1.2 (Core Independence), Section 1.3 (Integration Pa…

**Version:** 1.0.0\
**Last Updated:** 2026-03-20\
**Spec:** [HR-10 Performance Management](../../../specs/hr/specs/HR-10-performance-management.md)\
**Constitution Reference:** Section 1.2 (Core Independence), Section 1.3 (Integration Patterns)

***

## Overview

HR-10 manages performance reviews, goals, and improvement plans. It publishes events for completed reviews, goal completion, and PIP terminations, and integrates with LO-11 (Unified Goals & Actions), HR-15 (Compensation), and HR-16 (Succession Planning).

***

## Integration Points

### Platform Foundation (PF) Dependencies

**Required PF Features:**

* **PF-08 (Forms)**: Performance review forms, feedback forms, PIP forms
  * **Integration Type:** Platform Integration Layer (`@/platform/forms`)
* **PF-10 (Notifications)**: Review reminders, feedback requests, PIP updates
  * **Integration Type:** Platform Integration Layer (`@/platform/notifications`)
* **PF-11 (Documents)**: Review documents, feedback summaries, PIP documentation
  * **Integration Type:** Platform Integration Layer (`@/platform/documents`)

### Consumer Core Dependencies (Downstream)

**Internal HR Features:**

* **HR-15 (Compensation)**: Performance ratings for merit increases
* **HR-16 (Succession Planning)**: Performance ratings for talent identification

**External Cores:**

* **LO-11 (Unified Goals & Actions)**: Goal alignment and organizational goal progress

***

## Event Contracts

### Event: `hr_performance_review_completed`

**Publisher:** HR (HR-10)\
**Subscribers:** LO-11 (Unified Goals & Actions), HR-15 (Compensation), HR-16 (Succession Planning)\
**Status:** 📝 Planned

**Purpose:** Notify other systems of completed reviews for goal alignment, compensation planning, succession planning

**Payload Schema:**

```typescript theme={null}
interface HrPerformanceReviewCompletedPayload {
  event_type: 'hr_performance_review_completed';
  review_id: uuid;
  employee_id: uuid;
  overall_rating: 'exceeds_expectations' | 'meets_expectations' | 'below_expectations';
  review_date: date;
  organization_id: uuid;
  timestamp: timestamptz;
}
```

### Event: `hr_performance_goal_completed`

**Publisher:** HR (HR-10)\
**Subscribers:** LO-11 (Unified Goals & Actions)\
**Status:** 📝 Planned

**Purpose:** Update organizational goal progress when employee goals complete

**Payload Schema:**

```typescript theme={null}
interface HrPerformanceGoalCompletedPayload {
  event_type: 'hr_performance_goal_completed';
  goal_id: uuid;
  employee_id: uuid;
  organizational_goal_id: uuid | null;
  status: 'completed' | 'not_met';
  organization_id: uuid;
  timestamp: timestamptz;
}
```

### Event: `hr_performance_improvement_plan_terminated`

**Publisher:** HR (HR-10)\
**Subscribers:** HR-03 (Offboarding), HR-14 (Employee Relations)\
**Status:** 📝 Planned

**Purpose:** Trigger offboarding or employee relations case when PIP fails

**Payload Schema:**

```typescript theme={null}
interface HrPerformanceImprovementPlanTerminatedPayload {
  event_type: 'hr_performance_improvement_plan_terminated';
  pip_id: uuid;
  employee_id: uuid;
  outcome: 'unsuccessful';
  termination_reason: string;
  organization_id: uuid;
  timestamp: timestamptz;
}
```

### Events Consumed

* `hr_employee_hired` from HR-09 (ATS) - Create initial performance goals
* `goal_created` from LO-11 (Unified Goals & Actions) - Link to employee goals

***

## API Contracts

### API: Performance Review Export

**Endpoint:** `/api/v1/hr/performance/reviews/:id/export`\
**Method:** GET\
**Provider:** HR (HR-10)\
**Consumers:** PF-12 (Reports)\
**Status:** 📝 Planned

**Purpose:** Export performance review as PDF document

**Request/Response Schema:** Returns PDF document

***

## Platform Integration Layer Usage

**Consumes Platform Integration Layers:**

* **PF-08 (Forms)**: Review forms, feedback forms, PIP forms via `@/platform/forms`
* **PF-10 (Notifications)**: Review reminders, feedback requests via `@/platform/notifications`
* **PF-11 (Documents)**: Review documents, feedback summaries via `@/platform/documents`

***

## Security Considerations

### Multi-Tenancy

* ✅ **RLS Enforcement**: All `hr_performance_*` tables filtered by `organization_id` via RLS policies

### Role-Based Access Control

* ✅ **HR Admin**: Full access to all performance data
* ✅ **Manager**: View and manage performance for direct reports
* ✅ **Staff**: View own performance reviews and goals only

### Data Protection

* ✅ **PII Handling**: Performance reviews may contain sensitive employee information; access controlled via RLS
* ✅ **Audit Trail**: All performance review changes logged via PF-04

***

## Testing Requirements

* [ ] Event payload structure validation
* [ ] Event fires on trigger condition (review completion, goal completion, PIP termination)
* [ ] Correct `organization_id` included in all events
* [ ] Subscribers handle events correctly (LO-11, HR-15, HR-16, HR-03, HR-14)
* [ ] RLS policies enforce org isolation on performance queries

***

## References

* [HR-10 Spec](../../../specs/hr/specs/HR-10-performance-management.md)
* [EVENT\_CONTRACTS.md](./EVENT_CONTRACTS.md)
* [CROSS\_CORE\_INTEGRATIONS.md](./CROSS_CORE_INTEGRATIONS.md)