Understanding the Employment Category

The Employment category is where you keep records tied to a job or work history — for yourself or for family members you help manage. Each employer gets its own page, where you can store documents, track important dates, and keep notes in one place.

When you upload certain documents, Trustworthy recognizes them and suggests filing them under Employment — creating an Employment page for you if one doesn't exist yet:

• Paystubs

• DD-214 (Certificate of Release or Discharge from Active Duty)

A quick note on tax forms: work documents like your W-2 or 1099 are filed under the Tax category, not Employment, since that's where they're most useful at tax time. You can always link them to an Employment page using Connections.

Most employment records don't file themselves automatically — you add them to the page yourself. Common examples:

• Offer letters and employment contracts

• Benefits and retirement plan information

• Performance reviews

• Workers' compensation or disability claim paperwork

• Separation, severance, or retirement documents

Some situations — like a workers' compensation claim — generate a lot of paperwork over time. A little structure keeps everything straight:

• One claim, one folder. In the page's Files section, create a folder for each claim so materials never get tangled — for example, Workers' Comp Claim – [Claim #] (2026). You can break it down further with folders like Claim Forms, Medical Records, Correspondence, and Wage/Benefit Statements.

• Different employers, different pages. If claims are with separate employers, create an Employment page for each, then add the claim folder to the right one.

Once your page is set up, its built-in sections do the rest:

• Files & Folders — store all the paperwork, organized however keeps it tidiest.

• Reminders — for the dates that matter: filing deadlines, hearings, appeal windows, or benefit review dates.

• Notes — keep a running status for each claim (adjuster name, phone number, where things stand) so you don't have to reread everything.

• Connections — link the page to the relevant family member, and to related records like a health insurance policy or an attorney contact.

That way each claim stays self-contained — documents, deadlines, and status together — and you can tell them apart at a glance.