HR Compliance Calendar and Document Audit Kit

Organize your federal HR compliance year with a calendar of recurring tasks, required postings, and records retention periods. Assign owners, adopt a records retention policy, and complete an annual audit. Use the audit and destruction log to record what you keep and what you destroy.

Four pieces for organizing your compliance year

The Start Here guide shows the sequence. The field guide explains the year's requirements, the policy establishes retention rules, and the workbook tracks the calendar and audit.

• HR Compliance Field Guide. Recurring federal compliance tasks, required workplace postings, records retention periods, and instructions for running an annual audit.
• Records Retention and Destruction Policy. A short, editable Word policy with a built-in retention schedule, an annual review sheet, and a destruction log. Shaded fields let you name your records officer and customize the footer.
• HR Compliance Calendar Workbook. A live calendar of recurring tasks with assigned owners and due dates, a posting and records audit, and a retention schedule with an I-9 destruction-date helper.
• Quick Reference (PDF). The whole workbook on one page, including what each tab is for, what you enter, and how to read the result.

Where to begin

Review the year's requirements, assign owners and due dates, adopt the policy, then complete the audit and maintain the records.

• Start with the Field Guide. It covers the compliance year, required postings, records retention periods, and situations that warrant professional guidance.
• Set up the calendar. On the Compliance Calendar, identify which tasks apply, assign an owner and due date to each, and complete the Document and Posting Audit.
• Put the policy in place. Complete the shaded fields, confirm your state's retention periods, and name a records officer. Use the Annual Review sheet each year and record every destruction on the Records Destruction Log.

Who this is for and other options

Built for

• An HR generalist or office manager responsible for compliance who wants recurring tasks organized by owner and due date.
• A small or mid-sized employer organizing required postings, retention periods, and the annual audit in one place.
• An operator reviewing older records who wants clear guidance on what to keep and what is safe to destroy.

If you are looking for

• For a focused audit of I-9s and wage-and-hour records, see the I-9 and Wage and Hour Audit Kit.
• To develop foundation policies and an employee handbook, see the HR Policy Starter Pack.

Before you buy

What format is it and can I edit it?

A PDF field guide, a Word policy you edit, and an Excel workbook that also works in Google Sheets. You can adapt every editable file.

Does it cover my state and my size?

The 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.

How should I use the retention schedule before destroying records?

Use the retention schedule to identify records past their retention period. Before destroying anything, confirm that the records are clear of open claims, charges, audits, and legal holds. A legal hold always comes first, and qualified help is important before destroying records tied to an open matter.

What is the refund policy?

Digital products are covered by a 30-day money-back guarantee. To request a refund, email support@truestephr.com or reply to your receipt within 30 days of purchase.

What happens after I buy?

Your download link appears immediately after checkout. Your receipt arrives by email with the same link. Open Start Here first for the recommended order. For setup questions, email support@truestephr.com.

How the download works

Your files arrive as a single ZIP download, best opened on a computer. Save it, extract it (right-click and select Extract All on Windows, or double-click on a Mac), then open the Start Here file first. PDFs open in any reader, and editable files work in Microsoft Word and Excel or free equivalents, including LibreOffice, Google Docs, and Google Sheets. No other software is needed. Step-by-step help for every device is at truestephr.com/pages/download-help.

Scope

These working tools and editable templates help you run a clear, consistent, and defensible HR process. Rules vary by jurisdiction and change over time, so adapt each template to the facts of your situation to avoid unintended legal exposure. Have qualified counsel review your policies, notices, and individual decisions against applicable law before you act. General HR information, not legal advice.