HR Calendar - Excel

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					                                         SAMPLE ANNUAL HUMAN RESOURCES CALENDAR
                                              JAN   FEB   MAR   APR   MAY   JUN   JUL   AUG   SEP   OCT   NOV   DEC
Insurance (Renewal/Negotiations)
Workers' Compensation                         X
Liability - General & EPLI                                             X
Health - Medical Plan                                                             X
Health - Dental Plan                                                                                       X
Health - Vision Plan                                                         X
Required Filings / Reporting
IRS Form 5500 Filing                                                                     X
Required State & Federal Postings             X
Payroll Reports                               X                  X                X                  X
OSHA 300A (post only)                               X      X     X

Open Enrollment
Health - Medical Plan                                                                         X
Health - Dental Plan                          X
Health - Vision Plan                                                                     X
401(k)/Pension                                X                  X                X                  X

Employee Communications
Employee Handbook & Policies                               X
Total Compensation / Benefit Summary Report   X
Performance Management Plans                                                                               X
Company Mid Year Party                                                       X
Company Holiday Party                                                                                            X
Employee Survey (Every 2 Years)                                        X
Performance Review Management                                                X                             X

Management/Strategy/ Planning
Core Values, Vision, Mission                        X
Strategic Staffing Plan                                                                       X
Review Job Descriptions - SHR Organization                 X
Review Organization Structure                                    X
Plan HR Calendar - HR Strategic Initiatives                                                          X
Forecast/Budget                                                                                      X
Training
Human Resources - Compliance Update                 X
Technical Skills                              X                                   X
Management/Soft Skills/ Performance Mgmt                   X                 X                X
Safety                                              X                  X                 X                 X
Special Projects
Independent Contractor Agreements                   X
Management Reports                            X     X      X     X     X     X    X      X    X      X     X     X
Ergonomics Review                                          X
On-Site Flu Shots                                                                                    X
Incentive Compensation Plan                         X                        X                       X
                                                                  Sample Company
                                                      Human Resources Calendar - By Tasks Monthly
January                                           February                                        March                                             April
Management Reports                                Management Reports                              Management Reports                                Management Reports

Open Enrollment - Dental and 401(k)/Pension       Review Core Values, Vision, Mission             Update Employee Handbook & Policies               Open Enrollment - 401(k) / Pension
Update Required State & Federal Postings          Conduct Training # 2- Safety Training           Conduct Ergonomics Review                         Prepare and File Payroll Reports

Prepare/Distribute Total Compensation / Benefit
Summary Report - Cover Memo to employees        Review Independent Contractor Agreements         Post OSHA 300A                                     Post OSHA 300A
                                                                                                 Conduct Training # 4 - Management Soft             Review Organization Chart - publish in Memo to
Conduct Training # 1 -Technical Skills Training   Post OSHA 300A                                 SkillsTraining                                     employees
                                                  Conduct Training # 3 - HR - Update -Compliance Finalize Job Descriptions & Job Families -
Prepare and File Payroll Reports                  Training                                       Publish to Employees
Renewal - Workers' Compensation
Prepare and mail 1099s


May                                               June                                            July                                              August
Management Reports                                Management Reports                              Management Reports                                Management Reports
Conduct Training #5- Safety Training              Host Company Party                              Renewal - Medical Plan                            Prepare and File 5500
Conduct Employee Survey (every 2 years)           Renewal - Vision Plan                           Open Enrollment - 401(k) / Pension
                                                  Conduct Training # 6 -Management Soft
Conduct Liability Insurance Renewals              SkillsTraining (Mgmt 101)                       Conduct Training # 7 -Technical Skills Training   Conduct Training # 8 -Safety Training
                                                                                                  Prepare and File Payroll Reports                  Open Enrollment - Vision
                                                                                                  Compensation Review



September                                         October                                         November                                          December
Management Reports                                Management Reports                              Management Reports                                Management Reports
Open Enrollment - Medical                         Update Job Descriptions                         Update Performance Management Plans               Host Company Party
Conduct Training # 9 Management Soft                                                                                                                Integrate compensation increases into forecast
SkillsTraining                                    Open Enrollment - 401(k) / Pension              Renewal - Dental Plan                             for coming yr.

Prepare Strategic Staffing Plan                   Prepare HR portion - Forecast/Budget            Conduct Training #10 Safety Training              Fine tune forecast new staffing for coming yr.
                                                                                                                                                    Review / plan bonuses / profit sharing
                                                  Host On-Site Flu Shots                          Manage / Conduct Performance Reviews              contributions
                                                  Prepare and File Payroll Reports


Legend
Employee Communication
Management Training
Employee Training