Classify before granting access
Separate employment, payroll, identity, medical, policy, performance and readiness material so a convenient folder never becomes the access policy.
Workflow blueprint
An HR document management system built around record authority
A classification and supersession model that answers which record is current, why it exists, who may view it and which event starts its next review.
Create dependable employee-file references while excluding legal retention advice, immutable archiving, e-signature, OCR, legal holds and automatic disposal claims.
TL;DR — Create dependable employee-file references while excluding legal retention advice, immutable archiving, e-signature, OCR, legal holds and automatic disposal claims.
Register authority and effective point
Give the item a stable reference, source owner, approved version, effective date and audience without copying restricted contents into general notes.
Supersede with visible lineage
Link a replacement to its predecessor and employee acknowledgement while retaining the reason that the earlier version stopped governing work.
Route review to an authorised person
Present the trigger and relevant policy reference so a qualified owner decides retention, restriction, transfer or disposal and records the basis.
Page-specific decision aid
An employee-file classification, supersession and disposal register
The register follows a revised role letter from approval through acknowledgement and effective date. It points back to the earlier version, limits the audience and represents a medical attachment only by a restricted reference. At the review trigger, an authorised owner records whether the item stays, moves or is disposed and why.
- ✓A folder name never defines permission.
- ✓A newer upload is not current until authority and effect are recorded.
- ✓Retention actions require a qualified human decision.
Scope first
What Codeblix would confirm before implementation
This page is an operational blueprint. The final workflow, screens, permissions and integrations depend on your current process and agreed implementation scope.
- ✓Record class and business purpose established before storage
- ✓Access owner and controlled reference visible without exposing contents
- ✓Current and superseded versions remain clearly related
- ✓Legal advice, e-signature, OCR, legal hold and deletion automation excluded
Relevant Codeblix foundations
Review the existing product areas that support the proposed workflow.
Use the related planning tools
Run the operational calculation, save the result in the URL and share it with your team.
Map this workflow to your operation
Tell Codeblix how work moves today. We will confirm the practical scope before proposing an implementation.
Discuss your workflow