Are you feeling the pressure of year-end? We are in one of the busiest seasons for HR, payroll, and leadership teams. Between compliance deadlines, reporting requirements, and planning for the year ahead, the workload can add up fast. The good news? With the right strategy, you can simplify the process, stay compliant, and set your team up for a strong start in 2026.
We’ve pulled together top year-end priorities and quick tips every HR team should have on their radar:
Get a Head Start on Year-End
- Lock in compliance deadlines: Stay ahead of changing tax laws and labor regs so there are no last-minute surprises.
- Verify employee data: Double-check addresses, Social Security numbers, and payroll records before filing season hits.
Wrap Up Benefits and Enrollment
- Communicate early: Share clear enrollment details and deadlines to cut down on confusion and questions.
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- Audit elections: Make sure employee choices are updated correctly in your systems and with providers.
Finalize Reviews, Pay & PTO
- Complete year-end reviews: Document feedback and set goals so employees head into 2026 motivated and aligned.
- Confirm pay and PTO policies: Process bonuses, salary adjustments, and decide how unused time off rolls over.
Kick Off the New Year Right
- Distribute tax forms: Get W-2s and 1099s into employees’ hands by Jan. 31 to stay compliant.
- Update policies and training: Refresh your handbook and lock in a training calendar that supports 2026 goals.
Look Ahead to 2026
- Celebrate achievements: Recognize employee contributions to boost morale and retention.
- Set next-year priorities: Align HR goals with business strategy through feedback and planning sessions.
Stay on Track All Year Long
- Monitor compliance quarterly: Regular audits of payroll, benefits, and classifications prevent costly year-end surprises.
- Keep communication open: Share policy updates and HR wins year-round to build trust and clarity.
HR Support Tailored to Your Business
Download the full year-end checklist. Every company’s year-end looks a little different, but a clear plan makes it easier to stay compliant and step into 2026 with confidence. Our team has real people ready to help you customize a plan that best fits your business needs and goals.
Coastal Payroll’s HR services integrate seamlessly with your team to enhance processes, manage compliance, and put best practices in place. Whether you are supporting an existing HR team or starting without dedicated HR expertise, we offer scalable solutions for any size and industry.
