{"product_id":"hr-compliance-calendar-and-document-audit-kit","title":"HR Compliance Calendar and Document Audit Kit","description":"\u003cp\u003ePut the HR compliance year on a calendar, with the recurring tasks, the required postings, what to keep and how long, and an annual audit you run. You map your year and owners once, adopt a records retention policy, and work an audit and destruction log that keeps your records defensible.\u003c\/p\u003e\u003ch3\u003eThree pieces that put your compliance year on a calendar\u003c\/h3\u003e\u003cp\u003eA Start Here sets the order, then the guide explains the year, the policy sets your retention rules, and the workbook runs the calendar and the audit.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eHR Compliance Field Guide.\u003c\/strong\u003e The recurring federal compliance calendar, the postings required on your wall, what to keep and how long, and how to run an annual audit.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eRecords Retention and Destruction Policy.\u003c\/strong\u003e A short, editable policy in Word with a retention schedule built in, an annual review sheet, and a destruction log, with shaded fields for your records officer and your footer.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHR Compliance Calendar Workbook.\u003c\/strong\u003e A live calendar of recurring tasks with an owner and a due date, a posting and records audit, and a retention schedule that includes an I-9 destruction-date helper.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eThe order to work in\u003c\/h3\u003e\u003cp\u003eRead the year, map it to owners and dates, adopt the policy, then run the audit and keep the records.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eRead the Field Guide first.\u003c\/strong\u003e It walks the compliance year, the postings, how long to keep each record, and the moments worth a phone call.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMap your year.\u003c\/strong\u003e On the Compliance Calendar, mark which tasks reach you, set an owner and a due date for each, then work the Document and Posting Audit.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdopt the policy and keep it.\u003c\/strong\u003e Fill the shaded fields, confirm your state’s retention periods, name a records officer, then use the Annual Review sheet each year and record every purge on the Records Destruction Log.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eBuilt on current sources and honest about its limits\u003c\/h3\u003e\u003cp\u003eThis gives you a working calendar and a records system; the dates are federal floors, and a legal hold always comes before the schedule.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eA system, not a one-time checklist.\u003c\/strong\u003e The calendar, the audit, and the destruction log are built to run every year, not to file and forget.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eChecked against current rules.\u003c\/strong\u003e The dates, postings, and retention periods reflect the federal requirements in force as of the review date.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFederal floors, not your ceiling.\u003c\/strong\u003e Many duties start at a headcount, which the calendar marks, and state and local rules often start sooner and add their own filings, postings, and periods.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHold before you purge.\u003c\/strong\u003e Get qualified help before you destroy any record tied to an open claim, charge, or audit; a legal hold comes before the schedule.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWho it is built for and where to go if that is not you\u003c\/h3\u003e\u003cp\u003e\u003cstrong\u003eBuilt for\u003c\/strong\u003e\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eAn HR generalist or office manager who owns compliance without a system, and wants the year mapped with owners and dates.\u003c\/li\u003e\n\u003cli\u003eA small or mid-sized employer that needs the postings, the retention periods, and an annual audit in one place.\u003c\/li\u003e\n\u003cli\u003eAn operator preparing to clean up old records who needs to know what to keep and what is safe to destroy.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e\u003cstrong\u003eIf you are looking for\u003c\/strong\u003e\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eA focused audit of your I-9s and wage-and-hour records. The I-9 and Wage and Hour Audit Kit is built for that.\u003c\/li\u003e\n\u003cli\u003eThe foundation policies and an employee handbook. The Small Business HR Policy Starter Pack covers those.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eBefore you buy\u003c\/h3\u003e\u003cp\u003e\u003cstrong\u003eWhat format is it and can I edit it?\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eA PDF field guide, a Word policy you edit, and an Excel workbook that also works in Google Sheets. Everything is yours to keep and adapt.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eIs this legal advice?\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eNo. It is practical HR tools and general information, not legal or tax advice. Deadlines, thresholds, and retention periods change and vary by location.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eDoes it cover my state and my size?\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eThe dates and periods are federal floors, and the calendar marks which duties start at a headcount. State and local rules often start sooner and add their own requirements, so confirm what applies everywhere you employ someone.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eCan I rely on it to purge old records?\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eUse the retention schedule to see what is past its period, but purge only what is clear, and get qualified help before you destroy any record tied to an open claim, charge, or audit. A legal hold always comes first.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eWhat is the refund policy?\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eDigital products are covered by a 14-day money-back guarantee. See the refund policy for the full terms.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eWhat happens after I buy?\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eCheckout delivers an instant download link, and a receipt with the same link arrives by email. Open the Start Here first; it sets the order to work in. If a file gives you trouble, email support@truestephr.com.\u003c\/p\u003e\u003cp\u003ePractical HR tools and general information, not legal or tax advice. Deadlines, thresholds, and retention periods change and vary by location, so confirm what applies everywhere you operate and get qualified help before you purge any record tied to an open claim, charge, or audit. Last reviewed June 2026.\u003c\/p\u003e","brand":"TrueStep HR","offers":[{"title":"Default Title","offer_id":52641503674644,"sku":"TSHR-036","price":79.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1013\/9048\/3732\/files\/TSHR-036__hr-compliance-calendar-and-document-audit-kit-hero.jpg?v=1780979020","url":"https:\/\/shop.truestephr.com\/products\/hr-compliance-calendar-and-document-audit-kit","provider":"TrueStep HR","version":"1.0","type":"link"}