> ## 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.

# Merit Planning

> Review, create, and manage merit increase proposals for employees with approval workflow support.

The Merit Planning page, at route `/hr/compensation/merit-increases`, lists all merit increase proposals and supports creating new ones.

## Overview

The page has two tabs: **Pending** (showing only `pending_approval` records) and **All** (every record). Summary cards above the table show counts for Pending, Approved, Applied, and a total planned count. The data table columns include Employee, increase percentage, current and new compensation (SME: confirm display format), and status. A `MeritIncreaseStatusBadge` renders status visually. Selecting **New Increase** opens a dialog with `MeritIncreaseForm`. A download button allows exporting the list (SME: confirm export format).

## Who it's for

Access follows your organization's role and module configuration. ## Before you start

* Employee compensation records must be current before proposing an increase.
* Confirm your organization's merit cycle timeline before submitting for approval.

## Steps

1. Go to **HR → Compensation → Merit Increases**.
2. Review the **Pending** tab for proposals awaiting action.
3. Switch to **All** for a complete history.
4. Select a row to open the detail page at `/hr/compensation/merit-increases/:id`.
5. Select **New Increase** to propose a merit increase for an employee.

## Key concepts

| Concept     | Meaning                                                                            |
| ----------- | ---------------------------------------------------------------------------------- |
| Merit cycle | The organizational period during which merit increases are evaluated and approved. |
| Status flow | pending\_approval → approved → applied.                                            |

## Viewing a merit increase

The Merit Increase Details page at `/hr/compensation/merit-increases/:id` shows the full record for a specific merit increase proposal, including approval status and compensation change. Based on the list page, merit increases carry status values including `pending_approval`, `approved`, and `applied`; columns display employee name, increase percentage (formatted to one decimal), and current/new compensation amounts. `MeritIncreaseApprovalActions` provides approval workflow controls.

| Concept          | Meaning                                                                                         |
| ---------------- | ----------------------------------------------------------------------------------------------- |
| Pending approval | Awaiting manager or HR sign-off.                                                                |
| Approved         | Authorized but not yet reflected in payroll.                                                    |
| Applied          | Compensation change has been applied and synced to the Proliant (ReadyPay) payroll integration. |

Before you start: the merit increase must be created from the Merit Planning list; the employee record and compensation details must be current.

1. Go to **HR → Compensation → Merit Increases** and select a merit increase row to open its detail page.
2. Review the proposed change details.
3. Use the approval action controls to approve, reject, or apply the increase (SME: confirm available actions per status).

## Related

<Columns cols={2}>
  <Card title="Human Resources" icon="users" href="/hr/overview">
    Human Resources core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * src/routes/hr.tsx
  * src/cores/hr/compensation/pages/MeritIncreasePlanningPage.tsx
  * src/cores/hr/compensation/hooks/useMeritIncreaseList.ts
  * src/cores/hr/compensation/components/MeritIncreaseForm.tsx
  * src/cores/hr/compensation/components/MeritIncreaseApprovalActions.tsx
</Accordion>