January HR To-Do List

Thursday, December 29, 2016
2017 is nearly here! It’s time for fresh starts, establishment of new goals, and maybe a very large, strong, cup of coffee to go with it! January always brings a list of To-Do’s with it as we recover from the whirlwind of the holidays, and there can be some urgency in January when we consider the list of new ordinances and laws that may be going into effect as well. Here’s a start to your January list:

  • Issue the annual update to your Employee Handbook
  • Complete the company’s goals for the year (with buy-in from key employees if possible!) and distribute
  • Post any new compliance posters required in your town, city, county, or state
  • Review any changes to minimum wage in your town, city, county, or state (California minimum wage increases to $10.50 on January 1.) The following Bay Area towns also have increases effective January 1, 2017:
    • Oakland: $12.86
    • Palo Alto: $12.00
    • Richmond: $12.30
    • San Mateo: $12.00
  • Roll over and/or purge any documents that are no longer needed
  • Be sure all ACA information is up-to-date for reporting
  • Complete W2 forms for employees (due by January 31)
  • Complete 1099 forms for all contractors (due by January 31)
  • Remind employees to re-set their 401(k) contributions so they can maximize their contribution evenly throughout the year. ($18,000 in 2017.)
  • Complete your hiring/headcount plans for 2017
  • Complete your budget for 2017
  • Report or file your 2016 exit interview findings

And some optional/fun items:

  • Host a “Clean-Up” day for employees to start the year off without clutter in their space
  • Many companies hold their holiday parties in January these days – did you already have your party? Need to finalize any last-minute details for your January party?
  • Be sure your eligible employees are completing enrollment in your FSA plan
  • Update, review, and audit your HR intranet/internet page

This is not an all-inclusive list by any means. Your list may vary by industry, state, company, and even department. Be sure to create your own list of items that need to be done this month as well. Here’s to a great 2017!