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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.

The Improvement Plans page (/hr/performance/pips) lists all Performance Improvement Plans (PIPs) in the organization with stats, filtering, and CRUD actions.

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Overview

The page shows four stat cards computed from the full PIP dataset: Active PIPs, Completed PIPs, Success Rate (successful outcomes / completed × 100%), and Terminated PIPs. The PerformanceImprovementPlanTable component renders the filterable list. A Create PIP button opens PIPFormDialog. Row-level actions include edit (re-opens the form pre-populated) and complete (opens PIPCompleteDialog). PIP status values visible in code: active, completed, terminated. Outcome values: successful and others (SME: confirm full list).

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Who it’s for

No explicit permission gate on this route.

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Before you start

  • Employee records must exist to create PIPs.
  • PIPs are associated with individual employees and tracked through active, completed, or terminated states.

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Steps

  1. Navigate to HR → Performance → PIPs or go to /hr/performance/pips.
  2. Review stat cards for an overview of PIP health.
  3. Browse the PIP list and filter as needed.
  4. Click Create PIP to initiate a new plan.
  5. Use row actions to edit an active PIP or mark one complete.

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Key concepts

ConceptMeaning
ActivePIP is currently in progress
CompletedPIP period has ended
Success ratePercentage of completed PIPs with a successful outcome
OutcomeFinal result of the PIP — SME: confirm full set of values

Human Resources

Human Resources core overview.

Governance & parity

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/performance-routes.tsx
  • src/cores/hr/pages/performance/PerformanceImprovementPlanListPage.tsx
  • src/cores/hr/hooks/performance/usePerformanceImprovementPlans.ts