---
title: Required Document Matrix
description: Discuss this process.
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November 14, 2025

# Required Document Matrix

The Required Document Matrix defines which documents are necessary for each worker based on specific organizational criteria such as department, role, employment type, location, or work arrangement (remote or onsite). It serves as the central framework for ensuring that all worker files include the correct documentation according to company, state, and federal requirements.

The system automatically references this matrix whenever worker records are created or updated, identifying which documents apply to each individual worker. This ensures consistency across the organization and helps maintain alignment with compliance and policy standards. The matrix can be easily updated by authorized administrators to reflect new document types, regulatory changes, or internal policy revisions.

By establishing clear document requirements within this matrix, HR teams gain a standardized, automated approach to managing documentation expectations across every segment of the workforce.

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