A new year is the perfect time to strengthen your HR processes. Whether you manage HR internally or partner with a PEO, a quick audit can help uncover compliance gaps, reduce risk, and maximize the value of your resources.
1. Compliance
Ensure all federal, state, and local labor postings are up to date and accessible for in office employees.
Maintain a document retention policy compliant with 2026 regulations.
Keep personnel, payroll and compliance records organized and secure.
2. Hiring & Onboarding
Keep job descriptions and offer letters current.
Follow all state and federal hiring and background check laws.
Conduct consistent onboarding and orientation for all new hires.
3. Compensation
Track hours, overtime, and payroll accurately.
Conduct pay equity reviews to ensure fair and compliant compensation.
Verify that minors and remote employees are classified correctly under labor laws.
4. Policies
Update the employee handbook and key policies for new changes annually.
Review policies for remote work, hybrid schedules and flexible benefits.
Maintain clear policies on EEO, anti-harassment, social media, PTO and confidentiality.
5. Training & Development
Conduct training needs assessments to prioritize compliance and leadership development.
Provide mandatory training for managers on legal hiring, harassment prevention and performance management.
Offer professional growth opportunities to retain top talent.
6. AI & Emerging Technology Compliance
Review the use of AI tools in hiring, promotions and performance management.
Implement policies on employee data use and privacy regarding AI systems.
Document AI policies and maintain training for managers on responsible AI usage.
7. Performance Management & Offboarding
Conduct annual performance reviews and maintain proper documentation.
Use termination and offboarding checklists to ensure compliance and smooth transitions.
Conduct exit interviews and use insights to improve retention and culture.