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  • Writer's pictureAnn Walsh

Mid-Year Housekeeping You Don't Want to Miss!

The middle of the year is an opportune time to reflect, re-evaluate, and take stock of various aspects of our lives, especially HR-related details.

To keep yourself organized and on track, make sure to check your:

💰 Pay Statements

▶ Ensure your earnings are correctly reflected, including any recent raises, bonuses, or commissions.

▶ Confirm that your deductions, such as tax withholdings, insurance premiums, retirement contributions, etc., align with your expectations.

▶ Given that we're halfway through the year, it's also an excellent time to make sure you're not withholding too much or too little for taxes.

👓 Flexible Spending Account (FSA)

▶ FSAs often come with a "use it or lose it" stipulation. Monitor your account to ensure you're on track to spend all funds before the year ends. If you have more than expected, consider medical, dental, or vision expenses that could be covered.

▶ Familiarize yourself with what your FSA covers. Over the year, the list of eligible expenses might get updated.

▶ Keep receipts and necessary documentation for FSA expenses. This ensures smooth claims and prevents potential disputes or disqualifications.

📆 Vacation Balance

▶ Check your remaining vacation days. Plan some time off to prevent burnout, and make sure you're not leaving any days unused.

▶ Does your company have a roll-over policy? Familiarize yourself so you're not unknowingly forfeiting any vacation days.

🏘 Personal Information

▶ If you've recently moved, changed your phone number, or made other personal updates, make sure your HR department has the most recent information. An accurate address is needed for mailing tax forms, benefits information, and more❗

When it comes to HR housekeeping, it’s always better to be proactive rather than reactive to maximize your benefits. 🙌

Dedicate time in your week to review these items and adjust as needed, setting the stage for a smooth and efficient remainder of the year.


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