The end of the year will be here before we know it! As we enter the final quarter of 2026, now is a good time for employers to start preparing for year-end HR responsibilities and getting organized for 2027.
A little preparation now can help prevent last-minute issues and make the transition into the new year much smoother. Here are a few items to add to your year-end checklist:
Review Your OSHA 300 Log
Make sure your OSHA 300 Log and related record keeping are up to date. Employers that are required to maintain OSHA injury and illness records will need accurate records as they prepare for the 2027 posting period. Take time now to review your records and address any missing or incomplete information.
Verify Employee Information
Before W-2s are prepared, review employee records to make sure home addresses and Social Security numbers are accurate and up to date. Encourage employees to notify HR of any changes as soon as possible. Catching errors now can help avoid delays and corrections later.
Prepare for Benefits Renewals
Many employee benefit plans renew on January 1. If your organization has a January renewal, connect with your benefits broker now to review renewal rates, plan changes, and open enrollment timelines. Giving yourself enough time to communicate changes and answer employee questions can make the enrollment process much easier.
Start Thinking About Year-End
The final quarter is also a good time to look ahead. Review outstanding HR projects, upcoming compliance deadlines, employee handbook or policy updates, and priorities for 2027. Identifying what needs attention now can help you avoid scrambling as December approaches.
Don’t wait until the end of December to start your year-end HR preparation. A little planning in October and November can help your organization close out 2026 smoothly and start 2027 on the right foot.
Need help preparing for year-end? HR Synergy can help your organization review its HR practices, policies, records, and upcoming priorities.