18 November 2015

‘Tis the Season to Check Your Lists!

As the holidays approach, we all have lists to check. Gifts to buy. Guests to invite. Food to prepare. The “list” goes on and on.

You may not think one more list is necessary, but consider your employees. They have a number of benefit and pay “to do’s” to complete over the next couple months. So why not make it easy on them by preparing a simple end-of-year checklist to follow?

Ideas for an employee end-of-year checklist

Before the end of the year

  • Make sure HR has your correct home address, or that it’s up-to-date in the self-service system.
  • Consent to electronic delivery of your W2.
  • Use up your 2015 FSA dollars so you don’t lose any money.
  • Complete your wellness activities to earn rewards.
  • Watch your mail for new ID cards, if applicable.
  • If changing prescription vendors or moving to a high deductible health plan, get your refills now for January and download the formulary for the new plan to give to your doctor.

Starting in January

  • If changing medical vendors, check to see whether your doctor is in the new network and show your new ID card to providers so your claims are processed correctly.
  • Check your first pay stub to make sure withholding amounts are correct.
  • If applicable, check to make sure your HSA company contribution was made.
  • Review your 401(k) contributions.
  • Request duplicate W2s, if needed.
  • Schedule your 2016 wellness activities, including your preventive screenings.
  • Schedule a performance review meeting with your manager.

Making a List, Checking it Twice

The list above is just a few ideas to get you started. Consider the 2016 changes for your organization and then create an easy-to-follow checklist for your employees. It’s a small gift your employees will appreciate. Plus, it just might earn you a spot on Santa’s “nice” list!