HR end of year checklist

If you are managing HR within your SME, here are our tips for getting your business in order for 2018:

  1. Review your contracts and procedures

Ideally this should be done every two years to keep up to speed with changes in legislation, such as auto-enrolment or changes to definitions in employment law. Make sure that the following in particular are up to date:

  • Contracts of employment
  • Policies:
    • Pay
    • Holiday
    • Sickness & compassionate leave
    • Maternity and paternity leave
    • Bullying and discrimination
    • Termination
    • Attendance and personal conduct
  1. Check all staff appraisals are complete

Before the end of the year make sure every member of your team has had an appraisal and their development reviewed. Set targets for the year ahead and discuss any concerns or issues from both sides.

Record all meetings so you can refer back if needed. This will also protect you legally should there ever be a dispute with an employee, and you have kept a full record of contact and discussions. Performance review software can help you to manage this process, try a free 14 day trial of our PDR Cloud system.

  1. Check your training plan

Have your staff fulfilled their training objectives and needs this year? If not, you still have time to complete this before the end of the year.

Allocate funds and resources now for staff training in 2018 so that staff are clear on what’s available to them for the next twelve months. Read our guide to setting up a training scheme if this is something you haven’t done before.

  1. Conduct an information audit

With GDPR coming into force in May 2018, you should conduct an audit now of the information your business holds on employees and job applicants. The fines for non-compliance will be huge, so it’s essential to understand now what data you hold, how you obtained it and how you used it. There is lots of useful guidance on GDPR available on the ICO website.

For advice on any of the above, contact us for 15 minutes of free HR advice.