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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 Succession Planning page is the dashboard hub for the HR-16 Succession Planning & Talent Management feature, showing summary statistics for plans, pipeline, paths, and programs. It is served at route /hr/succession.

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Overview

The page fetches active succession plans, talent pipeline entries, career paths, and leadership programs to display four summary stat cards (Active Plans, Ready Now, Talent Pipeline, Active Programs). Each stat card links to the relevant sub-page. Loading and error states are handled; errors are sanitized before display.

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Who it’s for

No explicit permission gate on this route.

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Before you start

  • Succession plans must be created at /hr/succession/plans before this dashboard reflects meaningful data.
  • Leadership programs and career paths are managed in their respective sub-pages.

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Steps

  1. Navigate to HR > Succession or go to /hr/succession.
  2. Review the four summary stat cards for a quick status overview.
  3. Click any stat card to navigate to the corresponding detail page:
    • Active Plans / Ready Now → /hr/succession/plans
    • Talent Pipeline → /hr/succession/talent-pipeline
    • Active Programs → /hr/succession/leadership-programs

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Key concepts

TermMeaning
Active planSuccession plan with status = 'active'.
Ready NowPlans with readiness_level = 'ready_now'. SME: confirm definition.
Critical priorityPlans with priority = 'critical'; counted but not surfaced as a card.
Talent pipelineIndividual talent entries tracked for development and succession readiness.

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/oversight-analytics-succession-routes.tsx
  • src/cores/hr/succession/pages/SuccessionDashboardPage.tsx
  • src/cores/hr/succession/hooks/useSuccessionPlanList.ts
  • src/cores/hr/succession/hooks/useTalentPipelineList.ts