As we head into the final quarter of the year, now is the perfect time to start preparing your HR strategy for year-end compliance, planning, and performance reviews. A proactive HR checklist can help your team stay organized and focused, while following best HR practices ensures your business closes the year strong. Q4 is often packed with competing priorities, so getting ahead now can save time, reduce risk, and create a stronger foundation for 2026.
What are Some of the Most Important End of Year HR Tasks?
Employee Handbook Updates
Ensure your employee handbook reflects the latest legal requirements and company policies. While it’s not legally required to have an employee handbook, it can be a strategic tool, and it’s crucial small businesses use one.
Company Policy Reviews
From PTO to remote work, your end of year HR checklist should include double-checking that your policies are current, consistent, and clearly communicated to your employees. Any new policy updates should be included in the employee handbook.
Stay on Top of Federal & State Compliance Updates
Stay on top of new and upcoming regulations to avoid costly penalties. Not just new federal laws and regulations but also changes in your specific state or municipality.
Examples of this include minimum wage & exempt salary updates in California, and the new overtime rule changes.
Review Employee Benefits Offerings
Start reviewing employee benefits offerings for a smooth renewal season. Offering benefits such as health and dental care can help your company. Wellness programs and retirement planning are also important. These benefits can attract talent and retain high-quality employees.
Keep Your HR Documents up to Date
Confirm that all employee files, job descriptions, and signed agreements are up-to-date.
Need Additional Help with your end of year HR Checklist?
Does your business need support with your end of year HR tasks? HRDelivered offers comprehensive HR support, including handbook creation, policy templates, compliance audits, and real-time HR consultation.
Reach out to your designated HR Consultant to schedule a Q4 planning call today!
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