Year-End HR Checklist

Use our handy checklist to track and manage your year-end HR leads

paperwork Hr Checklist
  • October+November

    ×

    How to do this task:
    Subtasks:
  • Start updating employee contact information to avoid penalities

    ×

    How to do this task:
    Subtasks:
  • Prepare for benefits renewal and open enrollment.

    ×

    How to do this task:
    Subtasks:
  • Start preparing for affordable care act (ACA) renewal reporting.

    ×

    How to do this task:
    Subtasks:
  • Renewal employee classification

    ×

    How to do this task:
    Subtasks:
  • Renewal medicare part D reporting.

    ×

    How to do this task:
    Subtasks:
  • Conduct budget planning for the next year

    ×

    How to do this task:
    Subtasks:
  • December

    ×

    How to do this task:
    Subtasks:
  • Review and update files for compliance

    ×

    How to do this task:
    Subtasks:
  • Finish updating employee contact information to avoid penalities

    ×

    How to do this task:
    Subtasks:
  • Review your information for ACA annual reporting

    ×

    How to do this task:
    Subtasks:
  • Review your record retention standards

    ×

    How to do this task:
    Subtasks:
  • Review retirement plan contributions

    ×

    How to do this task:
    Subtasks:
  • Prepare for forms w-2 and 1099-MISC distribution

    ×

    How to do this task:
    Subtasks:

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