Ready for the new year? Did you make your list and check it twice?


While other team members may be winding down for the year and preparing to enjoy the holidays, most HR professionals would tell you it’s their busiest time of year. There are a significant number of HR tasks to complete in a short period of time to prepare for the upcoming year. It is important for an organization to ensure these end-of-year tasks are completed to set the stage for a successful 2023 and beyond.

This list is designed to help you review, develop, and maintain an effective yearly process. Keep in mind that it is impossible to capture every end-of-year HR activity into a single list. Allow this checklist to serve as a helpful guide to you and your organization.

Download the Year End HR Checklist HERE

The checklist goes over the following categories:

  • Compliance
  • Payroll & Taxes
  • Employee Benefits
  • General HR Activities

Year-end activities can seem never-ending and can leave even the most seasoned HR professionals and business owners feeling overwhelmed. The key is to prepare early. By proactively preparing for the next year you can wrap up the year effectively and set your organization up for success going forward. Additionally, establishing a formal year-end process can improve operational and administrative efficiency, which will in turn save your organization time and money, and reduce potential legal liabilities.

If you are looking for assistance with HR and Compliance, Advanced Benefits has solutions. You can partner with our team to identify outsourcing solutions, establish best practices, and more.


This alert was prepared for Advanced Benefits by Arwyn Robinson. As the Director of Marketing for Advanced Benefits, Arwyn handles all things marketing, internal and external communications, social media, content creation, graphic design, and event coordination. Arwyn has been in the insurance industry since 2012 and enjoys the challenge that the ever-changing landscape has to offer. She has her Bachelor’s in Business Administration, SHRM-CP, and is a Certified Self-Funded Specialist.

This email is a service to our clients and friends. It is designed only to give general information on the developments actually covered. It is not intended to be a comprehensive summary of recent developments in the law, treat exhaustively the subjects covered, provide legal advice, or render a legal opinion.

Advanced Benefits are not attorneys and are not responsible for any legal advice. To fully understand how this or any legal or compliance information affects your unique situation, you should check with a qualified attorney.

© Copyright 2022 Advanced Benefits. All rights reserved.


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