> ## 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 Plans

> Browse, filter, and create succession plans by status and priority, with each plan card linking to a detail view for candidate and readiness management.

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`.

## 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.

## Who it's for

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

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

## 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.

## Key concepts

| Term            | Meaning                                                                                            |
| --------------- | -------------------------------------------------------------------------------------------------- |
| Status          | Lifecycle state of the plan (e.g., active). SME: confirm all valid values.                         |
| Priority        | Criticality level of the role being planned for (e.g., critical, high). SME: confirm valid values. |
| Readiness level | Indicator of how soon a successor candidate is prepared. SME: confirm valid values.                |

## 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/SuccessionPlanListPage.tsx
  * src/cores/hr/succession/hooks/useSuccessionPlanList.ts
</Accordion>