By Odunola Alabi
As the year draws to a close, HR teams everywhere face the same challenges: closing payroll, updating records, managing performance reviews, and keeping employees engaged. Without the right tools, these tasks become manual, repetitive, and prone to errors.
Here’s a practical year-end HR checklist and how using HumanManager can make each step easier, faster, and more reliable.
1. Finalise Performance Reviews Without the Usual Bottlenecks
Without HumanManager: HR spends hours chasing managers and compiling spreadsheets.
With HumanManager: Appraisal workflows are automated and centralised.
Checklist:
• Collect all self-appraisals.
• Ensure managers submit evaluations on time.
• Compile performance results for leadership.
• Identify top performers and training needs.
A structured digital process eliminates delays and errors.
2. Conduct a Year-End Engagement Survey Efficiently
Without HumanManager: Surveys get low response rates and scattered feedback.
With HumanManager: You can send alerts and track participation centrally.
Checklist:
• Share a 5–10 question survey.
• Review feedback on morale and leadership support.
• Communicate insights to employees.
• Set 2–3 improvement goals.
Consistent feedback builds a culture of listening.
3. Recognise Employees Using Accurate, Real-Time Data
Without HumanManager: Recognition depends on guesswork or inconsistent records.
With HumanManager: You get reliable data on attendance, performance, and tenure.
Checklist:
• Review achievements and milestones.
• Highlight major wins at year-end events.
• Send personalised appreciation notes.
• Prepare a “Year in Review” summary.
Data-driven recognition improves retention.
4. Review Employee Information with Confidence
Without HumanManager: Data corrections are slow and often incomplete.
With HumanManager: A centralised employee database ensures accuracy.
Checklist:
• Update promotions, transfers, exits.
• Confirm leave balances.
• Validate employee documents.
• Review access rights for security.
Accurate data eliminates new-year disruptions.
5. Review Compensation, Benefits & Payroll Settings Effectively
Without HumanManager: Payroll errors become more likely during year-end rush.
With HumanManager: Bulk updates and automated calculations reduce risk.
Checklist:
• Review the new 2025 tax act (effective January 2026).
• Process bonuses and salary reviews.
• Update allowances and deductions.
• Ensure statutory settings are compliant.
• Reconcile payroll and generate reports.
• Communicate compensation changes clearly.
Smooth payroll builds employee trust.
6. Support Wellness & Leave Planning Seamlessly
Without HumanManager: Tracking leave manually leads to inconsistencies.
With HumanManager: Leave requests and balances update automatically.
Checklist:
• Encourage employees to use outstanding leave.
• Share wellness reminders.
• Update leave policies.
• Communicate holiday closure schedules.
Healthy employees contribute more.
7. Build a Data-Driven HR Strategy for the New Year
Without HumanManager: HR leaders rely on incomplete or outdated spreadsheets.
With HumanManager: You get instant insights and analytics.
Checklist:
• Review key HR metrics.
• Identify areas for improvement.
• Finalise budgets and headcount plans.
• Automate manual HR processes.
• Equip employees with learning pathways through HumanManager Learning.
To enter the new year with clarity, efficiency, and a competitive HR advantage, request a demo: https://humanmanager.net/demo-request or send an email to [email protected]