HR-Checklist

End of the Year HR Checklist

1. Year-End Performance Reviews and Feedback:

  • Conduct Performance Evaluations: Ensure that all employees receive performance reviews. This often involves gathering feedback from multiple sources, setting up review meetings, and discussing accomplishments and areas for growth.
  • Set Goals for Next Year: Begin collaborating with team leaders and employees to set goals and development plans for the upcoming year.

2. Planning for Holiday Time Off and Staffing:

  • Manage Holiday Schedules: Coordinate and approve holiday time-off requests to ensure adequate coverage across all departments.
  • Temporary Staffing Needs: If necessary, hire temporary staff to cover for employees on vacation.

3. End-of-Year Compliance and Reporting:

  • Tax and Legal Compliance: Ensure all employee-related tax documents and compliance reports are prepared and ready to be filed as required by local, state, and federal regulations.
  • HR Audits: Perform internal audits to make sure all HR processes and records are up-to-date and compliant with laws and regulations.

4. Employee Engagement and Morale:

  • Holiday Events and Recognition: Organize holiday parties, team-building activities, or social gatherings to boost employee morale.
  • Recognition Awards: Recognize achievements and contributions through awards or other forms of acknowledgment.

5. Budget and Workforce Planning: HR Budget Review:

  • Analyze the current year’s HR budget and begin planning for the next year’s budget.
  • Workforce Planning: Assess staffing needs for the upcoming year and create recruiting plans to address any gaps.

6. Policy Reviews and Updates:

  • Update Policies: Review and update company policies and the employee handbook to reflect any changes in laws, regulations, or company practices.

7. Data Analysis and Metrics:

  • HR Metrics Review: Analyze HR metrics to assess the effectiveness of HR initiatives and identify areas for improvement.
  • Employee Surveys: Distribute employee satisfaction or engagement surveys to gather feedback and plan improvements for the next year.

8. Health and Wellness Initiatives:

  • Open Enrollment for Benefits: Administer the open enrollment period for employee benefits, ensuring that employees have all the information they need to make informed decisions.
  • Wellness Programs: Promote health and wellness programs to help employees manage the stress and demands of the holiday season.