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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

Benefit Plans is available at route /hr/benefits/plans, guarded by hr.benefits.admin.

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Overview

The Benefit Plans List page shows all benefit plans filterable by plan type via tab filters (Health, Dental, Vision, Retirement, Life, Disability, HSA, FSA, or All). Each plan is displayed in a data table with plan name, type badge, effective/expiry dates, and an actions dropdown providing View, Edit, and Toggle Active options. Active and inactive plan counts are tracked separately. A New Plan button navigates to /hr/benefits/plans/new.

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Who it’s for

hr.benefits.admin — HR benefits administrators only.

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Before you start

  • hr.benefits.admin permission required.

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Steps

1

Open Benefit Plans

Navigate to /hr/benefits/plans.
2

Filter by type

Click a plan type tab to show only plans of that category.
3

Act on a plan

Use the row actions dropdown to view details, edit, or toggle active status.
4

Create a plan

Click New Plan to navigate to the plan creation form.

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Key concepts

TermMeaning in code
BenefitPlanTypehealth, dental, vision, retirement, life, disability, hsa, fsa
is_activeFlag controlling whether a plan appears in enrollment workflows

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/benefits-routes.tsx
  • src/cores/hr/benefits/pages/admin/BenefitPlansListPage.tsx
  • src/cores/hr/benefits/hooks/index.ts