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:
- 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.
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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.
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