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HR Housekeeping Part One: Four People Tasks That Are a Must in the New Year

January 22nd, 2024 Leona Moser 2 min to read

Welcome to Part One of our HR Housekeeping Series, where we're diving into four essential people tasks that are an absolute must for your New Year’s to-do list.  

We get it; you’re busy. So is your team. It's easy to overlook the essentials that keep everyone in sync. Here are four Marie Kondo-worthy organizational tips to start the new year right.  

  1. Emergency Contact List: Make sure everyone's emergency info is accurate and current. Privacy is always a given, but emergencies do happen. Be prepared!  

  2. Life Insurance: Life insurance is not a choose-your-own-adventure game. Confirm that every employee has chosen a beneficiary – no one likes to be left guessing! Keep those forms in an easily accessible place.  

  3. Benefits: Remind employees about resets and EAP (Employee Assistance Program) services. Tax season will be here before you know it! Share those T4 forms in February and get your payroll team dancing with accurate data!  

  4. Q1 Check-In: Be sure to book a date with each staff member in Q1. Discuss careers, life, and professional development. It's not an interrogation – it's a friendly chat about achievements and future goals.  

While some of these tasks may cause a few eye rolls or groans from your accounting department, doing them in January will ensure your workplace is tuned up, energized, and ready to rock the year ahead.  

Be sure to check back to read Part Two of our HR Housekeeping series! 


Want to learn more? Book a coffee and chat with our Lead HR Consultant, Leona Moser, CPHR, to discuss your HR and people needs. Book your session HERE.