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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 Plans page lists all succession plans with filter controls for status and priority. Users can create new plans from a dialog. It is served at route /hr/succession/plans.

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Overview

The page renders SuccessionPlanCard components in a responsive grid, filtered by the selected status and priority values. A “New Plan” button opens SuccessionPlanForm in a dialog. Plan count is displayed below the page title. This page is part of the HR-16 Succession Planning & Talent Management feature.

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Who it’s for

No explicit permission gate on this route.

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Before you start

  • Navigate from the Succession Planning dashboard at /hr/succession or directly.

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Steps

View plans
  1. Navigate to HR > Succession > Plans or go to /hr/succession/plans.
  2. Use the Status and Priority filter dropdowns to narrow the list.
  3. Click a plan card to open the detail view.
Create a plan
  1. Click New Plan (top right).
  2. Complete the succession plan form and save.

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Key concepts

TermMeaning
StatusLifecycle state of the plan (e.g., active). SME: confirm all valid values.
PriorityCriticality level of the role being planned for (e.g., critical, high). SME: confirm valid values.
Readiness levelIndicator of how soon a successor candidate is prepared. SME: confirm valid values.

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/SuccessionPlanListPage.tsx
  • src/cores/hr/succession/hooks/useSuccessionPlanList.ts