Year-End HR Checklist

October+November

Start updating employee contact information to avoid penalities

Prepare for benefits renewal and open enrollment.

Start preparing for affordable care act (ACA) renewal reporting.

Renewal employee classification

Renewal medicare part D reporting.

Conduct budget planning for the next year

Review and update files for compliance

Finish updating employee contact information to avoid penalities

Review your information for ACA annual reporting

Review your record retention standards

Review retirement plan contributions

Prepare for forms w-2 and 1099-MISC distribution