A year-end review is the perfect time to make sure your HR practices are in good shape. Whether you’re a small team or a growing company, keeping policies, processes, and employee programs organized helps you stay compliant and sets your team up for success in the year ahead.
Check out our Hire Ventures HR Checklist:
1. Review and Update HR Policies
Your HR policies are the foundation for a healthy workplace. Below are some important areas to review as you update them.
Update the employee handbook with any new policies or benefits.
Review job classifications to make sure everything aligns with wage and hour laws.
Double-check mandatory trainings like harassment prevention, safety, or other required programs.
For growing companies, this is also a chance to make sure your policies scale with your team.
2. Audit Employee Records
Accurate employee records keep your company running smoothly and protect you if issues come up. Here are a few items to pay attention to during your review.
Verifying personal information, emergency contacts, and employment agreements.
Making sure performance reviews and feedback are documented.
Confirming records around promotions, disciplinary actions, and salary changes are up to date.
3. Evaluate Employee Engagement and Retention
Keeping your team motivated makes a meaningful difference. Here are some engagement areas that may be worth taking a closer look at.
Collect feedback through surveys or informal check-ins.
Review recognition programs and opportunities for career growth.
Plan initiatives that support employee well-being and work-life balance.
Growing companies especially benefit from structured engagement practices that keep everyone connected.
4. Assess Recruitment and Workforce Planning
Preparing for future hiring ensures your team can grow without stress. Here are some components to consider as you plan ahead.
Open roles and current recruitment pipelines.
Skill gaps and succession planning for critical positions.
Job descriptions and interview processes to make them efficient and inclusive.
5. Streamline Processes for Efficiency
Even strong practices only work if they’re consistently executed. Here are a few process areas that can help improve efficiency.
Using HR tools to automate routine tasks.
Standardizing workflows for onboarding, promotions, and exits.
Bringing in outside support when needed to ease the load on your team.
Take the Next Step
Use this checklist as a guide to make sure your HR operations are running smoothly. For growing companies that want ongoing support, our Fractional HR services and our Fractional Recruiting services can help. We work alongside your team to handle audits, policy updates, recruitment processes, and more, so you can focus on strategic growth.
If you’re interested in any of our services, book a call here and get started with us today! 📞
