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Year-End HR Checklist

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

• December

• 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