Annual HR File Audit

The Annual HR Audit Checklist

Your must-have tool for staying compliant, organized, and audit-ready all year long.

This checklist walks you step-by-step through the essential documents, verifications, and HR practices every care agency must review annually. Perfect for Home Care, Home Health, Hospice, and Behavioral Health agencies that want to strengthen compliance, reduce risk, and stay ready for payer audits at any time.

Inside, you’ll review:

• Employee + contractor file requirements
• Licenses, certifications, and health record updates
• Payroll, onboarding, and policy compliance
• Required annual documentation
• Agency-wide HR standards you cannot afford to skip

Whether you’re an owner, HR lead, or administrator, this checklist helps you clean up your HR systems, tighten compliance, and create a stronger foundation for your agency.

Stay compliant. Stay ready. Stay audit-proof.