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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 Plan page hosts the benefit plan creation form and is available at /hr/benefits/plans/new.

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Overview

The New Plan page renders BenefitPlanFormPage in create mode (HR-11). This route is gated behind the hr.benefits.admin permission. On successful submission the user is returned to the benefit plans list at /hr/benefits/plans. Benefit plan records contain compensation-adjacent data.

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Who it’s for

Requires permission hr.benefits.admin.

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Before you start

  • Confirm you have the plan details from your benefits carrier or broker.
  • Ensure effective dates and plan year are defined before creating the record.

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Steps

  1. Navigate to /hr/benefits/plans/new or choose New Plan from the benefit plans list.
  2. Complete the plan form fields.
  3. Submit; on success you will be returned to the plans list.

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Key concepts

  • Benefit Plan — A configured benefits offering (e.g., health insurance, dental) that employees can enroll in during open enrollment or qualifying life events.

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/benefits-routes.tsx
  • src/cores/hr/benefits/pages/admin/BenefitPlanFormPage.tsx
  • src/cores/hr/benefits/pages/admin/BenefitPlansListPage.tsx