The Plan Details page atDocumentation Index
Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
Use this file to discover all available pages before exploring further.
/hr/benefits/plans/:id (primary route) shows the full record for a single benefit plan in a tabbed interface. An alternate route /hr/succession/plans/:id navigates to Succession Plan detail — see the SME note below.
Overview
The Benefit Plan Details page loads a plan by its:id URL parameter. It shows plan name, type (health, dental, vision, retirement, life, disability, hsa, fsa), and status badge. Four tabs provide: Details (plan metadata and cost information), Coverage (coverage level tiers and amounts), Eligibility (eligibility rules via EligibilityRulesManager), and Enrollments (employees currently enrolled). An Edit button is available for plan managers.
The route /hr/succession/plans/:id renders the Succession Plan Detail page — a separate component documenting a position’s succession pipeline, candidates, and readiness scores. That page is not described here; please refer to succession planning documentation.
Who it’s for
Requireshr.benefits.admin permission (enforced on the benefits plans list and edit routes).
Before you start
- The benefit plan must be created at
/hr/benefits/plans.
Steps
View a benefit plan- Navigate to HR → Benefits → Plans (
/hr/benefits/plans). - Click a plan name to open its detail page.
- Use the tabs to review Details, Coverage, Eligibility, and Enrollments.
- Click Edit in the page header to open the plan edit form.
Key concepts
| Term | Meaning |
|---|---|
| Coverage Level | A tier within the plan (e.g., employee-only, employee + spouse, family). |
| Eligibility Rule | A condition that determines which employees may enroll in the plan. |
| HSA / FSA | Health Savings Account / Flexible Spending Account plan types. |
Related
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.
Documentation sources
Documentation sources
- src/routes/hr/benefits-routes.tsx
- src/cores/hr/benefits/pages/admin/BenefitPlanDetailPage.tsx
- src/cores/hr/benefits/hooks/useBenefitPlanDetail.ts
- src/routes/hr/oversight-analytics-succession-routes.tsx