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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 New Action Plan page hosts the action plan creation form and is available at /hr/engagement/action-plans/new.

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Overview

The New Action Plan page renders ActionPlanFormPage in create mode. It provides a form for entering the details of a new engagement action plan. On successful submission the user is redirected back to the action plans list at /hr/engagement/action-plans. This route is part of the HR-17 Employee Engagement module.

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Who it’s for

No explicit permission gate on this route. Users who can navigate to the engagement action-plans section in the HR core can access this page.

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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.

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Steps

  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.

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Key concepts

  • Action Plan — A documented set of steps or initiatives created in response to engagement data or organizational improvement goals.

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/engagement-routes.tsx
  • src/cores/hr/engagement/pages/ActionPlanFormPage.tsx
  • src/cores/hr/engagement/hooks/useActionPlanMutation.ts