by Strategic HR Partners


by Strategic HR Partners

HR Checklist for the New Year

We’ve put together an HR checklist to help get you get through your year-end HR tasks and start your New Year off right:


  • Prepare for ACA compliance responsibilities, including:
    • Calculate number of Full-Time Employees (FTEs)
    • Prepare for reporting Forms 1094-C and 1095-C to the IRS
    • Prepare to distribute written statements to your employees
  • Examine benefits package, including:
    • Compare your offering to market averages to stay competitive
    • Update benefits package (if needed)
  • Finalize employee open enrollment details
  • Verify employee dependent coverage
  • Distribute new health insurance cards to employees
  • Ensure proper end-of-year PTO carryover in the system or pay employees out for PTO, depending on your policy


  • Review company-wide salaries, including:
    • Perform cost-of-living adjustment, if necessary
    • Compare your offering to market averages to stay competitive
  • Schedule & issue holiday bonuses
  • Prepare for the first payroll run of the new year
  • Confirm new year payroll schedule
  • Order W-2s and 1099s
  • Review employee wage, tax, and withholding information (such as W-4s)


  • Ensure employee classification compliance
  • Update employee handbook
  • Audit personnel files for compliance
  • Verify that correct labor laws are properly posted
    • Order updated posters (if needed)
  • Research new state, city, or federal labor laws
  • Update OSHA logs
  • Distribute annual notices to employees
  • Ensure that anti-harassment training is completed
  • Move terminated personnel files to storage


  • Review hiring processes, including:
  • Have departments check staffing needs to plan for new hires

General HR

  • Perform annual performance reviews
  • Review and update company policies
  • Remind employees to update information (addresses, tax documents, etc.)
  • Back up any necessary HR data and personnel files

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