> ## 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.

# Succession Planning

> Dashboard view of active succession plans, talent pipeline entries, career paths, and leadership programs with status summaries and navigation to sub-sections.

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`.

## 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.

## Who it's for

Access follows your organization's role and module configuration. ## 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.

## 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`

## Key concepts

| Term              | Meaning                                                                     |
| ----------------- | --------------------------------------------------------------------------- |
| Active plan       | Succession plan with `status = 'active'`.                                   |
| Ready Now         | Plans with `readiness_level = 'ready_now'`. SME: confirm definition.        |
| Critical priority | Plans with `priority = 'critical'`; counted but not surfaced as a card.     |
| Talent pipeline   | Individual talent entries tracked for development and succession readiness. |

## Related

<Columns cols={2}>
  <Card title="Human Resources" icon="users" href="/hr/overview">
    Human Resources core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * 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
</Accordion>
