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Policies · Guide + 2 templates

Compliance Calendar

The recurring federal deadlines, key state requirements for CA, NY, IL, TX, and FL, and how long to keep every record.

In the 9-page guide

  • Recurring federal deadlines by month
  • State requirements to schedule
  • Four habits that keep you current
  • A record retention schedule
W+X

2 editable templates

Ready-to-edit Word and Excel files. Fill in the shaded fields and save a master copy.

Compliance Calendar
An Excel calendar pre-filled with recurring federal items and state items for CA, NY, IL, TX, and FL. Filter by month, state, or owner, and track status.
Record Retention Schedule
A one-page retention schedule with federal minimums, space for your state requirements, and a storage and destruction policy.
$49
Instant download · Always in your library · Review with your legal counsel before use
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Includes the guide PDF and editable Word and Excel templates.
Also included in the Pay & Policy Kit and the Everything Bundle. Need hands-on help? Talk to an HR professional.
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About this kit

What the Compliance Calendar kit covers

The recurring federal deadlines, key state requirements for CA, NY, IL, TX, and FL, and how long to keep every record. Written for founders and HR leads writing policy at small and growing companies, in plain language, with federal rules and state notes for California, New York, Illinois, Texas, and Florida.

The 9-page guide covers recurring federal deadlines by month; state requirements to schedule; four habits that keep you current; a record retention schedule. It comes with 2 editable Word and Excel templates: Compliance Calendar, Record Retention Schedule. It is also part of the Pay & Policy Kit.

Price: $49, one-time purchase, instant download. General guidance, not legal advice: review finished documents with your legal counsel.

Questions

Frequently asked

What HR deadlines come up every year?

Federal examples include W-2s by January 31, posting the OSHA 300A summary from February 1 through April 30, and ACA reporting for applicable large employers. State items vary.

How long must employers keep Form I-9?

Three years after the date of hire or one year after employment ends, whichever is later.

Is this legal advice?

No. ModuleHire HR guides and templates are general guidance. Review anything that affects an employee with your legal counsel before you use it.

How do I get the files?

Right after checkout you get a download page and an email link. Everything you buy also lives in your library at hr.modulehire.com/library.html, so you can download it again any time.

Which states do the guides cover?

Guides on topics where state law matters, such as pay, leave, hiring, and terminations, include state notes for California, New York, Illinois, Texas, and Florida alongside federal rules.