excelaudi.com

Year-End HR Checklist

Hr Checklist

• October+November

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  How to do this task:

  Subtasks:

• Start updating employee contact information to avoid penalities

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  How to do this task:

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• Prepare for benefits renewal and open enrollment.

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  How to do this task:

  Subtasks:

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

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  How to do this task:

  Subtasks:

• Renewal employee classification

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  How to do this task:

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• Renewal medicare part D reporting.

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  How to do this task:

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• Conduct budget planning for the next year

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  How to do this task:

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• December

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  How to do this task:

  Subtasks:

• Review and update files for compliance

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  How to do this task:

  Subtasks:

• Finish updating employee contact information to avoid penalities

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  How to do this task:

  Subtasks:

• Review your information for ACA annual reporting

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  How to do this task:

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• Review your record retention standards

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  How to do this task:

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• Review retirement plan contributions

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  How to do this task:

  Subtasks:

• Prepare for forms w-2 and 1099-MISC distribution

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