By Christina Santillo, SHRM-CP, Senior Human Resources Consultant
As the new year begins, it’s the perfect time to step back and take a comprehensive look at practices, policies, and compliance obligations. An annual HR checklist helps ensure that nothing falls through the cracks as you consider and implement a strategic plan.
Key Areas to Include in Your Annual HR Checklist
Reviewing the following key areas each year will help reduce risk, improve consistency across the organization, and better support employees and leadership.
Training and Development
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Schedule required compliance training and refresher sessions for managers
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Schedule annual training for employees
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Review succession planning and discuss goals for the upcoming year
Recruiting and Workforce Planning
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Review workforce needs and staffing plans
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Review recruiting practices for effectiveness
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Analyze turnover and retention metrics
Employee Relations & Culture
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Conduct or review employee engagement surveys
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Review HR communication strategies
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Plan yearly events
An annual HR checklist is more than a compliance exercise. It’s a roadmap for building a stronger, more consistent workplace. Taking the time each year to review, assess, and plan allows HR to move from reactive problem solving to strategic partnership.
If you are an employer with questions about scheduling training, workforce planning, or if you have questions about any HR issue, contact our Risk Management Division by phone at 855-873-0374 or by email at . We will be happy to help!
Disclaimer: This information is for informational purposes only and not for the purpose of providing legal advice. This article does not create an attorney-client relationship between Keystone’s Risk Management Division and the reader.
