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Finish the Year Strong

Close out payroll, benefits, and compliance with a simple, step-by-step plan. Download the HR Year-End Checklist and start next year organized and confident.

Your Challenges

Year-End HR Roadblocks to Clear Now

The end of the year piles on payroll tasks, benefits updates, and compliance deadlines all at once. It’s easy to lose track of what comes first, who owns what, and which forms are due when. This checklist gives you a clear plan so you can move work forward with less stress.

Mask group Save Time Follow a proven sequence, reduce back-and-forth, and spend less time chasing tasks.  
Reduce risk Reduce risk Track filings, notices, and plan updates in one place to cut surprises and mistakes.  
Improve clarity. Improve clarity Share a single source of truth with HR, finance, and leadership for better alignment.  
Stay on schedule Stay on schedule Work from a timeline with key due dates, reminders, and owners so work keeps moving.  
What You’ll Get

Inside the HR Year-End Checklist

A practical checklist that turns year-end pressure into a clear plan. It covers the essentials, highlights key deadlines, and keeps tasks moving so nothing slips.

Benefits and Open Enrollment

Confirm plan details, key dates, and eligibility rules, then line up notices and employee messages. Use the checklist to organize tasks by audience, channel, and deadline, so enrollments move smoothly and records stay accurate.
HR and Employee Data Audit

Verify employee profiles, tax forms, classifications, and PTO balances, and close out terminated records. Clean data makes payroll, benefits, and reporting faster, more reliable, and easier to manage next year.
Workers’ Comp and Safety

Review incident logs, training completion, and return-to-work plans, and prepare documentation for carrier audits. Confirm job classifications and payroll estimates to help keep premiums aligned with your actual risk.
Strategic and Financial Planning

Assess what worked, where you lost time, and what to improve, then align budget, headcount plans, and policy updates. Build a simple calendar for next year and share it with stakeholders, so everyone starts on the same page.
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Why It Works

Structure That Keeps Work Moving

The checklist breaks work into focused sections, from filings and open enrollment to data audits and risk management. It also includes prompts to review your HR approach, align stakeholders, and set goals for the year ahead.

FAQ

Your Questions Answered

Is it really free?

Yes. The HR Year-End Checklist is a free PDF designed to help you close out the year with confidence.
What format is it in?

A short, easy-to-use PDF you can share with your team.
How long will it take to use?

Most teams can scan it in minutes, then use the sections as a working plan throughout year-end.
Does it cover benefits and compliance?

Yes. You will find guidance for open enrollment communications, ACA forms, and key tax filings.
How can I simplify payroll for my small business?

Automate the busywork. Stay organized. Get expert support. Outsourcing gives you the freedom to focus on growth without missing a beat.
Who is this checklist for?

The The HR Year-End Checklist is for owners, HR leaders, finance and operations teams at small and mid-sized businesses that want a faster, cleaner year-end close and a stronger start to next year.

Download the HR Year-End Checklist

Finish the year with a clear plan. The HR Year-End Checklist outlines key tasks for payroll, benefits, and compliance, highlights important dates, and helps your team stay organized. Download the free PDF, share it with stakeholders, and use it as your step-by-step guide.

Get the Checklist