October HR, Health, and Safety Monthly Checklist | 8 Tasks to Check Before the End of the Year

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October HR, Health, and Safety Monthly Checklist | 8 Tasks to Check Before the End of the Year

October is a good time to identify any omissions in this year's education and safety and health tasks and make up for them in November and December. It examines not only training completion rates but also non-completioners, documentation, risk assessment, follow-up health checkups, and workplace environment measurements all at once. Please check it.

short answer
The 8 tasks to check before the end of the year are ① Sexual Harassment Prevention Training ② Disability Awareness Training ③ Industrial Safety and Health Training ④ Retirement Pension Subscriber Training ⑤ Proof of Training ⑥ Risk Assessment ⑦ Follow-up Health Examination Management ⑧ Workplace Environment Measurement Please manage the person in charge, status, and deadline for revision together in the attached checklist.

📎 Attachments to this post

Attachment · October HR·Health·Safety Monthly Checklist.xlsx
Training, risk assessment, health checkups, and workplace environment measurement tasks that are easy to miss before the end of the year Completed / In Progress / Needs Improvement / Not Applicable This is a practical checklist that can be managed. Applicable items may vary depending on each company's business type, workforce composition, retirement pension system, and hazardous factors.

📌 October is not a 'common statutory closing month,' so it is a good time to look for year-end omissions.

Sexual harassment prevention training, disability awareness training, industrial safety and health training, and retirement pension subscriber training are governed by different laws and application standards. Furthermore, risk assessment, follow-up health check-up management, and workplace environment measurement are industrial health and safety tasks separate from training. Therefore, rather than viewing it as 'everything must be completed by the end of October,' Summarize this year's implementation status once in October to secure a supplementary period in November and December. It is recommended to use it in this way.

8 Tasks to Check Before the End of the Year

No. work October Checkpoints Results to leave behind before the end of the year
1 Workplace sexual harassment prevention training Whether conducted at least once a year in 2026, handling of non-completionists, employees returning from leave, and new hires, and timeliness of training content Training Implementation History, Remedial Plan for Uncompleted Courses, and Regularly Accessible Materials
2 Workplace disability awareness training Whether it is held at least once a year for one hour or more, additional training for absentees, and whether materials are retained for three years Location for proof of completion, educational materials, and 3-year storage
3 Industrial Safety and Health Education Reflection of criteria in Annexes 4 and 5 regarding omission of training upon hiring, changes in work content, and special training, in addition to regular training. Training hours, target audience, textbooks, instructors, and completion records by course
4 Retirement pension subscriber education Verification of application of training methods and content in accordance with company systems such as DB/DC, and proof through posting, mailing, online, etc. Educational materials, implementation, or posting proof by system
5 Organization of educational documentation Training Name, Date, Target, Time, Method, Textbook, Instructor, Linkage to Supplementary Details for Non-completers 2026 Training Master File and Proof Folder
6 Risk assessment Reflection on whether regular evaluations are conducted at least once a year, reasons for ad-hoc evaluations, and employee participation and results sharing. Evaluation results, improvement measures, worker participation, and notification records
7 Health checkup follow-up Processing of individuals requiring measures such as job reassignment or reduced working hours based on health examination results, and whether they are subject to a 30-day reporting period Proof of follow-up measures, explanations, and submission of reports if necessary
8 Workplace Environment Measurement and Preservation Check for omitted measurements this year, corrective actions taken following results, and application of retention standards for result records: 5 years / 30 years for some substances Measurement results, corrective measures, preservation locations, and next year's schedule

1️⃣ Workplace Sexual Harassment Prevention Training | Not just 'implementation' but also supplementing uncompleted training

The Equal Employment Opportunity Act requires employers to conduct workplace sexual harassment prevention training annually, and the Enforcement Decree stipulates that it must be conducted at least once a year. In addition, employers must always post or keep the content of the prevention training available in a place where employees can freely access it.

In October, not only did the training already take place, but also Are there any personnel who missed the actual training due to business trips, vacations, leave of absence, new hires, etc.? Also, please check if this year's company reporting and grievance handling procedures are reflected in the training materials in the latest state.

2️⃣ Disability Awareness Training | Completion Status and Up to '3-Year Retention'

The Korea Employment Agency for Persons with Disabilities advises all employers and employees to conduct workplace disability awareness training at least once a year for one hour, and advises employers and heads of training institutions to retain records related to the training for three years.

October Check
Don't just indicate whether the training is complete Additional training for absentees → Implementation materials → Storage location for 3 years Please check if it is connected. When the person in charge changes, the problem of having to find supporting documents again because the file location is unknown frequently occurs.

3️⃣ Industrial Safety and Health Education | Focusing only on regular training leads to omissions

In accordance with Article 26 of the Enforcement Rule of the Occupational Safety and Health Act, the training hours for worker safety and health education shall be based on Annex 4, and the training content on Annex 5. During the year-end inspection, not only the regular training completion rate Training upon hiring, training upon changes in job duties, special training You need to verify it by connecting to the source of the incident.

Situation to check Confirmation question
New hires Was the training provided during recruitment properly conducted prior to actual hiring and placement?
Changes in facilities, processes, and job duties Were any trainees omitted when the work details were changed?
Deployment to hazardous and dangerous work Have you verified whether the work is subject to special training and reflected the training content for each task?
Supervisor Did you verify the legal basis for applying education completion and exemptions this year?
Textbooks and Instructors Has the latest Table 4 and 5 and instructor qualification standards been reflected?

4️⃣ Retirement Pension Subscriber Education | Check if the method fits the company's system

The content and methods of retirement pension subscriber education may vary depending on the type of system operated by the company. The current enforcement decree distinguishes between common training requirements and those specific to Defined Benefit (DB) and Defined Contribution (DC) plans, and for DB plans, it stipulates methods such as permanently posting certain training materials on the company's internal network or in accessible locations.

In October, rather than 'there are educational materials' Whether our company's actual systems and data match, whether this year's new subscribers and those changing their systems were not excluded from the notice, and whether proof such as posting, sending, and online records remains Please check.

5️⃣ Proof of Education | We do not just keep certificate files

The most time-consuming task at the end of the year is reconnecting the documentation rather than the training itself. If the training name, applicable laws, target audience criteria, implementation date, time, method, instructor, textbook version, actual participants, and supplementary results for non-participants are organized under a single standard, it makes the operational planning for the following year and the handover of responsibilities easier.

6️⃣ Risk Assessment | Reviewing the 2026 Revised Standards

Under the system of the Occupational Safety and Health Act and its Enforcement Rules, effective August 1, 2026, the timing of initial, periodic, and ad-hoc evaluations is more clearly stipulated in the Enforcement Rules. Periodic evaluations begin in the year following the year in which the initial evaluation was conducted. At least once a year It must be implemented.

Furthermore, Article 36 of the Act stipulates worker participation, participation when requested by the worker representative, notification of evaluation-related matters to workers, and the recording and preservation of results. Therefore, in October, do not just check if the evaluation report exists Reasons for ad-hoc evaluations regarding new facilities, process changes, accidents, etc. that occurred this year, and whether corrective measures have been completed It is important to check together.

7️⃣ Follow-up Health Checkup Management | Check 'Post-Result Actions' Rather Than the Completion of the Examination

Article 210 of the Enforcement Rule of the Industrial Safety and Health Act stipulates that if measures to maintain a worker's health are necessary based on the results of a health examination, the employer shall take the necessary measures and explain the details to the worker.

Certain employers who require guidance on work prohibition or restriction, job transfer, reduction of working hours, or referral for confirmation of occupational disease based on a doctor's opinion as a result of special, unscheduled, or temporary health examinations Within 30 days from the date of receiving the health examination results You must submit a report on the results of follow-up measures to the competent regional employment and labor office. Do not conduct a collective check at the end of the year to determine eligibility; instead, manage the situation starting from the time you receive the results sheet.

8️⃣ Workplace Environment Measurement | Results, Corrective Actions, and Preservation All in One Package

Workplace environment measurement requires that corrective measures based on the results and record preservation follow, rather than simply concluding that the measurement is finished. Article 241 of the Enforcement Rules stipulates that the retention period for records of workplace environment measurement results is, in principle, 5 years, and 30 years if records regarding substances notified by the Minister of Employment and Labor are included.

In October, please check whether any processes subject to measurement this year have been omitted, whether there are any processes with results that have changed significantly from before, whether corrective measures have actually been completed, and summarize the changes that need to be compared for next year's measurement.

✅ October Operation Schedule

  1. Week 1 — Expand the entire list of education, evaluation, measurement, and health checkups for this year at once.
  2. Week 2 — Divide non-compliance, cases requiring supplementation, and cases with incomplete follow-up measures by person in charge.
  3. Week 3 — Collect documentation from external educational institutions, measurement institutions, and medical examination institutions.
  4. Week 4 — Register the November-December supplementary schedule and the 2027 recurring task schedule to the calendar.

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📚 Source and Verification Criteria

The eight tasks outlined in this article do not imply that they are all legally finalized in October, but rather represent a monthly inspection structure designed to minimize year-end omissions. The scope of application, timing, exemptions, and exceptions for training, risk assessment, health examinations, and workplace environment measurements may vary depending on industry, personnel, duties, retirement pension schemes, hazardous factors, etc. Please verify the latest laws and guidelines from the competent authority for actual application. Date of verification of laws and official data: October 2, 2026.

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Comments4
  • Unknown User4
    퇴직연금 교육은 회사 제도가 DB인지 DC인지에 따라 자료를 따로 봐야 한다는 부분 체크해둡니다
  • Unknown User3
    10월이 법정 마감이 아니라 누락을 찾는 시점이라는 설명이 와닿네요. 연말마다 증빙 다시 찾느라 시간을 제일 많이 쓰는 것 같아요
  • Unknown User2
    엑셀 받아서 담당자랑 보완기한 칸부터 채워봐야겠어요. 11~12월에 몰아서 하면 꼭 하나씩 빠지더라구요ㅠ
  • Unknown User1
    연말 되면 교육 이수율만 급하게 챙기게 되는데 건강진단 사후관리랑 작업환경측정까지 한번에 볼 수 있어서 좋네요

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