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Pathway Templates let HR administrators apply pre-built qualification frameworks — such as BHT, BHPP, PRSS, and CFSP — to a position. Each template generates the position’s skill and competency requirements in a single step.

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Overview

A pathway template is an organization-scoped competency framework tagged as framework_type = 'qualification_pathway'. Each template groups the skills, knowledge items, and training or competency checkpoints that satisfy a role’s qualification. Items are organized into one or more pathway groups (for example, “Path A: degree + experience” or “Path B: training + experience + competency test”). When you apply a template to a position, the system upserts rows into hr_position_skill_requirements and never duplicates an active requirement. Each generated row records its source framework so you can trace which pathway produced it. Seed templates ship inactive and are scoped via PF-96 jurisdiction profiles. Arizona/AHCCCS is the default profile; other states receive jurisdiction-appropriate templates through their PF-96 profile.

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Who it’s for

  • HR administrators with permission to manage position skill requirements (canManage on the position detail page).
  • Compliance leads configuring AHCCCS-aligned roles (BHT, BHPP, PRSS, CFSP).

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Before you start

  • Enable the feature on HR → Settings → General by turning on Pathway templates enabled (pathway_templates_enabled).
  • Confirm that the skills referenced by the template exist in your Skills Library (/hr/skills).
  • Confirm the target position exists at /hr/positions/:id.

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Steps

1

Enable pathway templates

Go to HR → Settings and turn on Pathway templates enabled. Save your changes.
2

Open the target position

Navigate to HR → Positions and open the position you want to configure. The Qualification Pathway Templates card appears above the position’s skill requirements when the feature is enabled.
3

Review available templates

Each template card shows the template name, description, skill count, and regulatory source (for example, AHCCCS). Inactive seed templates are labeled and cannot be applied until enabled.
4

Apply a template

Click Apply to Position on the template you want, or use Apply Pathway Template in the skill requirements header. In the dialog, confirm the Position and Template, then click Apply.
5

Verify generated requirements

The position’s Skill Requirements list refreshes with the template’s skills. Each row records its source_framework_id, pathway_group, and pathway_logic so you can see which pathway it came from.

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Key concepts

  • framework_type — Set to qualification_pathway to mark a framework as a pathway template. Only frameworks with this type appear in the apply dialog.
  • pathway_group — Groups alternative routes within a pathway. For example, a BHT template may include Group A (degree + experience) and Group B (training + experience + competency test).
  • pathway_logic — Either required (every item in the group must be satisfied) or one_of_group (any complete group satisfies the requirement).
  • regulatory_source — Free-text reference to a PF-96 jurisdiction profile (for example, AHCCCS). Used to surface which regulatory program a template aligns with.
  • Clone-on-edit — If a seed template is owned by another organization, applying it first clones the framework into your organization and then applies the clone. This keeps your edits isolated from the shared seed.
  • Idempotent apply — Re-applying the same template updates existing requirements instead of duplicating them. The unique index on (organization_id, position_id, skill_id) enforces this.

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Configuration

Pathway templates are governed by the pathway_templates_enabled flag in HR module settings. Toggling it off hides the Qualification Pathway Templates card and the Apply Pathway Template button on position detail pages. Existing requirements generated by previous applies remain in place.
To apply a template programmatically, call the hr_apply_pathway_template RPC:
The function only accepts frameworks where framework_type = 'qualification_pathway' and organization_id matches p_org_id, and it upserts on the partial unique index that excludes soft-deleted rows.

Skills Library

Manage the catalog of skills referenced by pathway templates.

Position Details

Open a position to apply a pathway template.

Competencies

Track competency gaps surfaced from performance reviews.

HR Settings

Enable or disable pathway templates for the organization.
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/cores/hr/components/skills/PathwayTemplateList.tsx
  • src/cores/hr/components/skills/PathwayTemplateApplyDialog.tsx
  • src/cores/hr/components/skills/PositionSkillRequirementsList.tsx
  • src/cores/hr/hooks/skills/usePathwayTemplates.ts
  • src/cores/hr/hooks/skills/useApplyPathwayTemplate.ts
  • src/cores/hr/hooks/skills/useClonePathwayTemplate.ts