Document Classification

Document Classification organizes worker documents into standardized Document Categories and Document Types, creating a consistent structure for storing and managing records across the organization. Each category represents a general grouping—such as onboarding, benefits, personnel, or compliance—while the document type provides more specific identification within that category.

These classifications function as metadata tags that enable advanced search, filtering, workflow automation, security settings, and document lifecycle management. By applying structured metadata, the system ensures that every document is accurately indexed and easily retrievable when needed.

Categories and types were configured during implementation to align with unique operational and compliance requirements. Assigning documents to the appropriate category and type improves consistency, enhances data organization, and supports adherence to recordkeeping and retention standards.