Skip to main content

Header Utility

  • Browse Topics
  • Ask the HR Hotline

User account menu

  • Log in
  • Contact
  • Cart
    Shopping cart (0)
Home

Main navigation

  • Why MRA
    • Column
      • Why MRA
        MRA delivers trusted, proven HR solutions that advance businesses and their people
    • Column
      • Join Now
        Dedicated to member service, we are driven by your success and providing the services you need
      • About MRA
        Serving more than 5,000 employers and covering more than 1 million employees
      • CCH Compliance Library
        Stay informed and compliant through this exclusive resource
    • Column
      • Partners Program
        Members receive preferred-member pricing on all services—up to a 50% savings!
      • Law Posters
        Order mandatory federal and state law posters
      • Careers at MRA
        Are you the next FACE of MRA?
    • Column
      • News and Insights Hub
        Stay informed with the latest updates, trends, and expert insights
      • Podcasts
        Stay on top of the ever-changing world of HR
      • Publications
        Membership benefits include outstanding publications
      • Speakers Bureau
        Connecting you to industry-leading expert speakers
  • HR Services
    • Column
      • HR Services
        Access to a comprehensive set of HR services and support
    • Column
      • 24/7 HR Hotline
        Our experts take the complexity out of compliance -- answers are just a click or call away
      • HR Business Partners
        Providing world-class HR experts as your extra pair of hands ... however, wherever, and whenever you need it
      • Affirmative Action Planning
        Providing expertise, compliance, and peace of mind
    • Column
      • Audits
        Evaluating your HR function for compliance and competitive best practices
      • Coaching
        Preparing high potential people for new responsibilities
      • Employee Handbooks/Policies
        Reviewing and updating existing policies, or partnering with you to create new ones
    • Column
      • Organizational Development
        Understand employee perceptions, assess needs, and plan your organization’s strategies for growth
      • Employee Payroll Administration
        Processing it for you, or connecting you with a payroll provider
      • Conflict Resolution and Investigations
        Providing unbiased third-party perspective and solutions
  • Learning
    • Column
      • Professional Development
        Best-in-class training programs
    • Column
      • Find a Course
        Explore the new catalog
      • On Demand Library
        Browse eLearning courses
      • Learn at Your Location
        Exactly the training you want, when, where, and how you want it
      • Training Catalogs
        Providing best-in-class training and certifications in Leadership, HR, and more
    • Column
      • Principles of Leadership Excellence Plus
        MRA’s premier leadership series
      • HR Training & Certifications
        Develop your skills and advance your career in HR with expert training
      • Conferences & Events
        Hear from top experts in the field on the hottest topics and trends
      • Executive & Professional Roundtables
        Learning, sharing, and networking with your peers
    • Column
      • Leadership Development
        Professional development training for leaders at all levels
      • Harassment Prevention
        Educate your team in supporting harassment-free workplaces
      • Training & Events FAQ
        Credits, lunch, accommodations, and more
  • Talent
    • Column
      • Talent Management
        We deliver top talent at a fraction of the cost
    • Column
      • Recruiting
        Choose the services you need–full cycle or á la carte
      • Reference & Background Investigations
        Hire with confidence
      • Assessment Services
        Powerful insights to build effective teams
    • Column
      • Employee Insight Services
        Surveys and Consulting
      • Retention Services
        Retaining your top talent for a powerful workforce
      • Outplacement and Career Transitions
        Choosing a new path
    • Column
      • Executive Recruiting
        Filling leadership roles with top talent
      • Intern Leadership Program
        Enhance your existing internships with MRA’s new Intern Leadership Program
      • Candidate Experience Surveys
        Show how you're doing
      • MRA Member Careers
        Considering a new career or looking for top talent?
  • Total Rewards
    • Column
      • Total Rewards
        Ensuring your strategy is on track
    • Column
      • Surveys
      • Surveys
        Data-driven decisions powered by you
      • Custom Surveys
        Providing survey data as unique as your business needs
      • My Surveys
        Visit your dashboard to locate questionnaire links and reports
    • Column
      • Resources
      • Survey FAQ
        See answers to frequently asked survey questions
      • MRA JobMatch
        Quickly and easily search and match your organization’s job titles
      • Hot Topic Surveys
        Quick hitting surveys covering timely and emerging topics
    • Column
      • Comp & Benefits
      • Compensation Planning
        Building a sound pay structure
      • Benefits Benchmarking
        Creating and communicating the total value you offer your employees
      • Total Compensation Statements
        Communicating your complete compensation/benefits package
  • Resources
    • Column
      • Resources
        Relevant. Practical. Adaptable. Available 24/7.
    • Column
      • CCH Compliance Library
        Stay informed and compliant through this exclusive resource
      • Toolkits
        Our toolkits combine relevant information on popular topics
      • Policies
        Sample policies can be modified to fit the needs of your organization
    • Column
      • Guides
        How-to guides for dealing with workplace and employee situations
      • Checklists
        Checklists can ensure you've covered the basics on your task list
      • Forms/Letters
        Sample forms/letters to communicate information to employees
    • Column
      • Job Descriptions
        Sample job descriptions can be modified to fit the needs of your organization
      • Blog
        Timely and perceptive reflections on what’s going on in the HR world
      • Videos
        View our video library of various topics
checklist

Year End Checklist

Checklist
Recordkeeping

Download Now

Must be a member to download. Please log in. Learn how to get access. Download

This checklist includes some common year-end Human Resources-related tasks. Is does not reflect all tasks or processes.

checklist

Related Resources

Whitepaper: Rethinking HR Capacity

Whitepaper: Rethinking HR Capacity

Guide
Capitol Building

When the Federal Government is Closed for Business

Guide
Communication header image

Reference and Background Checking Toolkit

Toolkit
Reference & Background Investigations
Recruiting & Hiring

Footer menu

  • Column
    • Logo
      MRA Logo
    • Services
    • Learning
    • Talent
    • Total Rewards
  • Important Links
    • About MRA
    • Contact Us
    • HR Hotline
    • MRA Careers
    • MRA In the News
    • Our Team
  • Resources
    • Toolkits
    • Policies
    • Checklists
    • Letters/Forms
    • Guides
    • Job Descriptions
  • Our Locations
    • Locations

      Waukesha, WI
      N19W24350 Riverwood Dr.
      Waukesha, WI 53188
      262.523.9090

      Golden Valley, MN
      5980 Golden Hills Drive
      Golden Valley, MN 55416
      763.253.9100

      Schaumburg, IL
      1933 North Meacham Road, Suite 525
      Schaumburg, IL 60173
      847.963.9860

      Moline, IL
      3800 Avenue of the Cities, Suite 100
      Moline, IL 61265
      309.764.8354

      Cincinnati, OH
      400 E Business Way, Suite 325
      Cincinnati, OH 45241
      513.679.4120

      Columbus, OH
      8425 Pulsar Place, Suite 160
      Columbus, OH 43240
      614.538.9410

© 2025 MRA All Rights Reserved
  • Utility Links
    • Privacy Policy
    • Cookie Policy
    • Background Checking Policy
    • Terms of Use
    • Code of Ethics
    • Sitemap
    • UHC Coverage
  • Social
    • LinkedIn
    • Facebook
    • Instagram
    • Podcast
    • YouTube