The 2026 HR Compliance Checklist

A working checklist of federal and multi-state compliance items HR teams should confirm before year-end.

Compliance · 7 min read · Published August 19, 2026

This isn't a complete legal compliance audit — requirements vary by state, headcount and industry, and this list is not a substitute for advice from employment counsel. It's the set of items our consulting team confirms first when reviewing a client's HR compliance posture, organized by category so you can work through the ones that apply to you.

Pay & classification

  • Employee classifications (exempt/non-exempt) reviewed against current job duties, not job titles
  • Independent contractor classifications reviewed against current federal and state tests
  • Pay transparency requirements confirmed for every state you post jobs or employ people in
  • Minimum wage and overtime rates updated for every jurisdiction where you have employees

Policies & documentation

  • Employee handbook reflects current leave laws in every state you operate in
  • Harassment and discrimination policies reference current reporting channels
  • I-9 and work authorization records complete and stored separately from personnel files
  • Job descriptions reflect actual current duties, particularly for exempt roles

Benefits & leave

  • ACA reporting requirements confirmed for your current headcount
  • State-mandated paid sick leave and family leave policies documented and communicated
  • COBRA notice procedures tested for accuracy and timing

Training & recordkeeping

  • Required harassment prevention training completed and documented for all applicable employees
  • Workplace safety training current for any regulated roles
  • Personnel file retention periods confirmed against state requirements

Need a formal compliance audit rather than a checklist? Our HR Consulting team can run one against your specific states and headcount.