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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 Credential page launches the credential setup wizard and is available at /hr/credentials/new.

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Overview

The New Credential page renders CredentialSetupWizardPage, a multi-step wizard for creating a new credential record on behalf of an employee. This route is part of the HR credentialing module and is gated behind the hr.credentials.create permission.

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Who it’s for

Requires permission hr.credentials.create (HR_PERMISSIONS.CREDENTIALS_CREATE).

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Before you start

  • Confirm the credential type you need to add exists in /hr/credential-types. Create the credential type first if it does not exist.
  • Have the employee’s record available and the credential details (issuing authority, expiry, etc.) ready.

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Steps

  1. Navigate to /hr/credentials/new or choose New Credential from the credentialing hub.
  2. Follow the wizard steps to select the employee, credential type, and enter credential details.
  3. Complete the wizard; the credential record will be created and associated with the employee.

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Key concepts

  • Credential Setup Wizard — A step-by-step form that guides administrators through the required fields and validations for adding a new credential.
  • Credential Type — A configured category of credential (e.g., license, certification) defined in /hr/credential-types.

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.tsx
  • src/cores/hr/pages/CredentialSetupWizardPage.tsx
  • src/platform/permissions/constants.ts