Stay Ahead of HR Compliance Throughout the Year
Managing the human resources responsibilities of a pediatric practice requires ongoing attention to compliance, employee engagement, onboarding, training, payroll requirements, and changing employment regulations. The SophistiPrax Human Resources Compliance Annual Calendar provides a month-by-month roadmap to help practices stay organized and proactively manage key HR obligations throughout the year.
Whether you are reviewing employee handbooks, preparing for open enrollment, standardizing hiring processes, or conducting annual training, this resource is designed to help practice leaders establish consistent HR workflows and reduce compliance risk.
What You’ll Find in This Resource
The annual calendar includes monthly checklists and practical guidance covering topics such as:
- Payroll and tax deadlines
- Employee onboarding and offboarding processes
- OSHA and HIPAA compliance requirements
- Employee handbook reviews and policy updates
- Interview and hiring best practices
- Mandatory training and staff education
- Open enrollment and insurance planning
- Personnel file management
- PTO and inclement weather policies
- Benchmarking and salary planning
Month-by-Month HR Focus Areas
January: Tax Compliance and Inclement Weather Planning
Kick off the year by filing W-2s, 1099s, and federal tax forms, reviewing employment law changes, updating labor posters, and ensuring your inclement weather policies are current and communicated to staff.
February: OSHA and Employee Handbook Review
Review OSHA posting requirements, request updated W-4 forms as needed, and conduct your annual employee handbook review and distribution process.
March: Strengthening Onboarding and Hiring Practices
Evaluate your onboarding process by confirming E-Verify registration, conducting Office of Inspector General (OIG) exclusion checks, and ensuring all licensed personnel complete mandatory reporter training.
April: Training and Offboarding
Establish annual HIPAA, OSHA, harassment, and cybersecurity training programs while implementing standardized employee offboarding procedures and exit interview processes.
May: Employment Law Review
Review the federal and state employment laws that apply to your organization, including requirements related to the Americans with Disabilities Act (ADA), Family and Medical Leave Act (FMLA), and OSHA regulations.
June: Interviewing Best Practices
Develop standardized interview questions and educate managers on acceptable and prohibited interview topics to promote fair and compliant hiring practices.
July: Personnel File Management
Audit employee personnel files to confirm that required documentation is complete and appropriately stored, while ensuring confidential information is maintained separately.
August: Benefits and Compliance Updates
Review Flexible Spending Account (FSA) policies, evaluate insurance coverage, and ensure federal and state labor notices are posted and current.
September: PTO Policy Review
Review and update paid time off policies, including procedures for unused PTO and holiday scheduling expectations.
October: Open Enrollment Preparation
Begin planning for employee benefits enrollment and distribute required Medicare Part D notices.
November: Year-End Readiness
Verify employee insurance and payroll information, review inclement weather procedures, and prepare for the upcoming coding seminar season.
December: Preparing for the New Year
Send year-end reminders to employees and prepare for annual benchmarking activities, including salary, coding, and financial benchmarking surveys.
Bonus Tools Included
In addition to the monthly calendar, this resource includes practical templates and checklists to support your HR processes, including:
- Employee onboarding checklist
- Employee offboarding checklist
- Employee exit interview template
- Inclement weather planning guidance
- Interview question guidance and compliance resources
Download the Resource
Download the 2026 Human Resources Compliance Annual Calendar to help your practice proactively manage HR responsibilities, maintain compliance, and create consistent processes for your team. The calendar provides a structured framework for planning key activities throughout the year and serves as a valuable reference for practice administrators and office managers.
Disclaimer: The information provided is intended for general informational purposes only and does not constitute legal, billing, or professional advice. Practices should consult their own legal counsel or advisors regarding specific situations.