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Action Plans is available at route /hr/engagement/action-plans. Access follows your organization’s role and module configuration.

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Overview

The Action Plans list page displays all engagement action plans for the organization in a data table. Users can filter by free-text search, status (draft, in_progress, completed, cancelled), and priority (low, medium, high, critical). Each row shows title, source (linked survey or department), priority badge, status badge, a progress bar, due date, and assignee. Row-level actions via a dropdown menu allow viewing, editing, starting (draft plans), completing (in-progress), or cancelling. A Create Action Plan button navigates to /hr/engagement/action-plans/new.

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Who it’s for

Access follows your organization’s role and module configuration.

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Before you start

  • No preconditions beyond having the route accessible; action plans may be created from scratch.

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Steps

1

Open Action Plans

Navigate to /hr/engagement/action-plans.
2

Filter the list

Use the search field, Status dropdown, or Priority dropdown to narrow results.
3

Act on a plan

Click a plan title to view details, or use the row action menu to edit, start, complete, or cancel.
4

Create a new plan

Click Create Action Plan to go to the new plan form.

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Key concepts

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Viewing an action plan

Selecting a plan opens the Action Plan Details page at /hr/engagement/action-plans/:id. It shows the plan’s title, description, priority and status badges, a progress bar calculated from current_score / target_score, assignment details (assignee name, department, due date, completed date), and any linked survey or analytics source. Status transitions available from this page are: Start (draft → in_progress), Complete (in_progress → completed, requires confirmation dialog), and Cancel (draft or in_progress → cancelled, requires confirmation dialog). An Edit button navigates to the edit form.
  1. Navigate to /hr/engagement/action-plans and click a plan title to open the detail page.
  2. Check the Progress card for current and target scores and the progress bar percentage.
  3. Use Start, Complete, or Cancel buttons; Complete and Cancel require confirmation dialog acknowledgment.
  4. Click Edit to navigate to the edit form at /hr/engagement/action-plans/:id/edit.
Key detail concepts:

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Creating an action plan

The New Action Plan page renders ActionPlanFormPage in create mode and is available at /hr/engagement/action-plans/new. On successful submission the user is redirected back to the action plans list. This route is part of the HR-17 Employee Engagement module. Before you start: navigate to the parent list at /hr/engagement/action-plans to see existing action plans before creating a new one. Identify the owner and any linked engagement survey if applicable.
  1. Navigate to /hr/engagement/action-plans/new or choose New Action Plan from the action plans list.
  2. Complete the action plan form fields.
  3. Submit the form; on success you will be returned to the action plans list.
Key concept: An Action Plan is a documented set of steps or initiatives created in response to engagement data or organizational improvement goals.

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Editing an action plan

The Edit Action Plan form (/hr/engagement/action-plans/:id/edit) renders ActionPlanFormPage with edit mode (isEditMode = true). The existing action plan is fetched via useActionPlanDetail. On successful update, a success toast is shown and the user is navigated back to the detail page. The form is rendered by ActionPlanForm. Before you start: the action plan must exist. Navigate from /hr/engagement/action-plans/:id and click the edit action.
  1. From an action plan detail page at /hr/engagement/action-plans/:id, click the edit action. You land on /hr/engagement/action-plans/:id/edit.
  2. Update any action plan fields in the form. Required fields must be filled before submitting.
  3. Submit the form. A success toast confirms the update and you are returned to the detail page.

Human Resources

Human Resources core overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/hr.tsx
  • src/routes/hr/engagement-routes.tsx
  • src/cores/hr/engagement/pages/ActionPlanListPage.tsx
  • src/cores/hr/engagement/pages/ActionPlanDetailPage.tsx
  • src/cores/hr/engagement/pages/ActionPlanFormPage.tsx
  • src/cores/hr/engagement/hooks/useActionPlanList.ts
  • src/cores/hr/engagement/hooks/useActionPlanDetail.ts
  • src/cores/hr/engagement/hooks/useActionPlanMutation.ts