Template
Year-End HR Checklist
Use our handy checklist to track and manage your year-end HR leads
Template
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
This creates a private checklist in your account.