We understand that with a flexible and robust system, one can be overwhelmed with what to do in the Core HR. To help with this, we have created a list of common items to periodically review and check.

While the checklist does not have a specific order for you to complete, some items may need to be completed before other steps, and items can be skipped or done more/less frequently, depending on your organization's needs. Each item also provides links to supplemental resources that may help you.

Bookmark this page so you can refer to it in the future and see what else we have recommended checking!

Weekly

• Review Alerts - Review your alerts that need to be processed.
• Check Events Before Payroll - Review and check for any events before payroll that need to be approved and communicated:
  • Direct Deposit, insurance, address change, 401k change, tax update, etc.
  • PTO requests matched to your timekeeping system
  • Check for anyone who has moved up a tier in PTO calculations

Monthly

• Check Employee Eligibility - Check for newly eligible employees for insurance.
• Review any new 401k eligible employees, send SPD, and work through the enrollment process.
• FMLA Notices - Send out FMLA notices and track if intermittent, as needed.
  • Review tenure and hours worked to see if eligible

Yearly

• Open Enrollment - Plan for open enrollment and set up that year's data and process
  • Compile and send the census to your insurance broker.
  • Review any variable hour employees in their measurement period to see if they become eligible
  • Review any employees in their stability period to see if they are still eligible
• EEOC/VETS Reporting - Complete any EEOC or VETS reporting as needed.
• PTO Adjustments - Audit and adjust any PTO based on the company's PTO policy, e.g. use or lose.
• Company Resources - Audit and update any needed items in the Employee Handbook, compliance posters, etc.
• Clean Up Old Resources - Purge any documents not needed or are past the retention date