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Year End Checklist Payroll and Benefits

Year End Checklist Payroll and Benefits

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Payroll Checklist	Notes	Completed
By Dec 1st remind all employees to file an amended W4 if their filing status has changed.	You can send this via electronic communication or hard copy memo – however, all employees must have access if sent electronically
Review year end check dates – do you need to change them due to holidays or bank closings?	Check with your payroll provider and your bank
Create/request a list of outstanding payroll checks for reconciliation and check the escheat laws for the states you operate […] This content is for CoAction Insurance policy holders. To request portal access, send an email to losscontrol@coactionspecialty.com with “Coaction LC Portal” in the subject line and include your policy number in the email body. New Safety Talks New Safety Talks wpengine2026-07-14T19:54:09-07:00 Electrical Safety: Shock, Arc Flash and Lock-out/Tag-out Meeting Kit wpengine2026-07-14T19:54:04-07:00 Electrical Safety: Shock, Arc Flash and Lock-out/Tag-out Meeting Kit – Spanish wpengine2026-07-14T19:54:00-07:00 Electrical Safety: Shock, Arc Flash and Lock-out/Tag-out Meeting Kit – French wpengine2026-07-14T17:36:12-07:00 Hand Tools: Power vs Manual – Safe Use, PPE and Maintenance Meeting Kit – French wpengine2026-07-14T17:36:08-07:00 Hand Tools: Power vs Manual – Safe Use, PPE and Maintenance Meeting Kit – Spanish wpengine2026-07-14T17:36:05-07:00 Hand Tools: Power vs Manual – Safe Use, PPE and Maintenance Meeting Kit New eLearning wpengine2026-07-13T21:18:36-07:00 Unsafe Work Refusal in Practice – JHSC – French wpengine2026-07-13T20:48:58-07:00 Unsafe Work Refusal in Practice – JHSC wpengine2026-07-13T20:23:08-07:00 Role and Authority of the JHSC – French wpengine2026-07-13T20:12:53-07:00 Role and Authority of the JHSC wpengine2026-07-13T19:41:00-07:00 Duties of Employers and Supervisors – JHSC – French wpengine2026-07-13T19:26:59-07:00 Duties of Employers and Supervisors – JHSC Upcoming Events & Webinars wpengine2026-06-11T19:35:14-07:00 Training for Incident Prevention and Defensible Response – January 13rd, 2027 wpengine2026-06-08T21:21:20-07:00 Proving Training ROI to Executives Before 2027 – December 9th, 2026 wpengine2026-06-08T20:05:10-07:00 Year-End Safety Refreshers for High-Risk Work – November 12nd, 2026 wpengine2026-06-08T13:12:22-07:00 Violence, Harassment, and Respect Training That’s More Than a Checkbox – October 14th, 2026 wpengine2026-06-06T16:16:15-07:00 Inspection Readiness Training for Workers and Supervisors – January 20th, 2027 wpengine2026-06-06T13:58:01-07:00 Training Workers for Heat, Fatigue, and Real-World Human Factors – August 12nd, 2026 2022-02-16T09:16:29-08:00 See What's Trending Time Management: Managing Multiple Tasks Safely Picture This Gallery Time Management: Managing Multiple Tasks Safely Picture This Accident Prevention, Business Services, English, Fatigue, General Industry, General Safety, Health and Wellness, Industry, Language, Picture This, Topic, Trending, Type The Hierarchy of Controls (What Actually Works) – JHSC Gallery The Hierarchy of Controls (What Actually Works) – JHSC Accident Prevention, Assign a Course, eLearning, English, General Industry, General Safety, Health and Safety Management, Industry, Language, Teach, Topic, Trending, Type Cyber-Physical Risks: When Data Attacks Meet Physical Picture This Gallery Cyber-Physical Risks: When Data Attacks Meet Physical Picture This Electrical, English, General Industry, General Safety, Health and Safety Management, Industry, Language, Machinery/Equipment, Manufacturing, Picture This, Topic, Trending, Type Risk Assessment Tools and Prioritization – JHSC Gallery Risk Assessment Tools and Prioritization – JHSC Accident Prevention, Assign a Course, eLearning, English, General Industry, General Safety, Health and Safety Management, Industry, Language, Teach, Topic, Trending, Type Cyber-Physical Risks: When Data Attacks Meet Physical Fatality File Gallery Cyber-Physical Risks: When Data Attacks Meet Physical Fatality File Electrical, English, Fatality Reports, General Industry, General Safety, Health and Safety Management, Industry, Language, Machinery/Equipment, Manufacturing, Topic, Trending, Type Cyber-Physical Risks: When Data Attacks Meet Physical Safety Meeting Kit Gallery Cyber-Physical Risks: When Data Attacks Meet Physical Safety Meeting Kit Download Training, Electrical, English, General Industry, General Safety, Health and Safety Management, Industry, Language, Machinery/Equipment, Manufacturing, Safety Talk, Teach, Topic, Trending, Type Contact Us Phone Number: 800.774.2755 Fax: 800.326.2864 Email: support@coactionspecialty.com Mailing Address Coaction Specialty Insurance 412 Mount Kemble Ave. Morristown, NJ 07960 What Should I Do After An Event Occurs? Report the loss as soon as possible to claims@coactionspecialty.com or call 800.774.2755 (Option #1 for reporting a new claim, Option #2 for all other existing claims). When Should I Notify Coaction About A Claim? Immediately. When filing a claim, notify Coaction by contacting us either via email at claims@coactionspecialty.com, by phone at 800.774.2755 (Option #1 for reporting a new claim, Option #2 for all other existing claims) or fax 800.326.2864. Terms of Use \| Legal Notice & Privacy Policy Copyright 2020 SafetyNow ILT – a product of Bongarde Media See also Time Off Request Go to Top