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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 wpengine2026-09-16T04:00:13-07:00 Multi-Tasking Distractions: When Workers Have to Juggle It All Meeting Kit – French wpengine2026-09-16T03:58:46-07:00 Multi-Tasking Distractions: When Workers Have to Juggle It All Meeting Kit – Spanish wpengine2026-09-16T03:58:09-07:00 Multi-Tasking Distractions: When Workers Have to Juggle It All Meeting Kit wpengine2026-09-15T04:46:15-07:00 Task-Change Transition: Whenever a Job Step Changes, Hazards Change Meeting Kit – French wpengine2026-09-15T04:45:19-07:00 Task-Change Transition: Whenever a Job Step Changes, Hazards Change Meeting Kit – Spanish wpengine2026-09-15T04:44:53-07:00 Task-Change Transition: Whenever a Job Step Changes, Hazards Change Meeting Kit New eLearning wpengine2026-08-29T19:54:18-07:00 Mastering 6S Lean – French wpengine2026-08-29T19:39:06-07:00 Mastering 6S Lean – Spanish wpengine2026-08-29T17:17:47-07:00 Communication – Writing Effective Emails – Spanish wpengine2026-08-28T22:29:10-07:00 Access to Medical and Exposure Records – French wpengine2026-08-28T22:07:19-07:00 Access to Medical and Exposure Records – Spanish wpengine2026-08-28T21:37:29-07:00 Access to Medical and Exposure Records 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 Ergonomics Training Game Plan Gallery Ergonomics Training Game Plan Accident Prevention, English, General Industry, Industry, Injury/Illness, Language, Slips, Trips and Falls, Special Report, Topic, Trending, Type, WHMIS Mental Health and Resilience Training Gallery Mental Health and Resilience Training Article, English, Language, Topic, Training, Trending, Type Train the People Who Create the Work Gallery Train the People Who Create the Work Article, English, General Industry, Industry, Language, Topic, Training, Trending, Type 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 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 Wellness - Taking Care of Your Blood Pressure Meeting Kit Go to Top