EOFY Check-Up: Your WHS & HR Essentials Before You Close the Books
- Storme Paes
- Jun 16
- 2 min read
As the financial year draws to a close, most businesses are focused on numbers — reconciling accounts, finalising tax returns, and reviewing performance. But EOFY isn’t just about the financials.
It’s also the perfect time to audit your Workplace Health & Safety (WHS) and Human Resources (HR) practices.
If you're in construction, manufacturing, or a professional services firm, here’s your EOFY checklist to stay compliant, reduce risk, and set the tone for a smoother year ahead.
WHS: What Needs Reviewing Before June 30?
1. Safety Management System Health Check
Are your policies still aligned with current WHS legislation?
Has your SWMS library been updated for any new tasks or equipment?
Are safety inspections, incident reports and risk assessments up to date?
2. Staff Training & Licences
Have all staff completed their required safety training or refreshers?
Are any high-risk licences or white cards due to expire?
Is your training register current and accessible?
3. PPE & Equipment Maintenance
Conduct a stocktake: what needs replacing?
Ensure all plant/equipment maintenance logs are current.
4. Contractor Compliance
Are you holding up-to-date insurances, licences, and SWMS from all subcontractors?
Is your induction process consistent across all job sites?
HR: Start July 1 With No Loose Ends
1. Review Employment Contracts & Awards
Are staff classified correctly under the relevant Awards?
Do contracts reflect up-to-date terms, pay, and entitlements?
2. Leave & TOIL Reconciliation
Have all leave balances been reconciled?
Is your TOIL process documented and in line with your policy?
3. Performance Reviews & Training Plans
Use EOFY to finalise or schedule mid-year reviews.
Identify training needs aligned with next year’s business goals.
4. Casual Conversion Obligations
Are there any eligible casuals due for conversion?
Have you issued the Casual Employment Information Statement?
EOFY Means Paperwork — But Also Opportunity
The end of financial year is a natural point to pause and reset. Instead of racing to get through compliance tasks, use it to your advantage:
Streamline your systems
Eliminate legacy processes
Get ahead of regulatory changes (like the Right to Disconnect and wage theft laws coming into effect)
Need Help with Your EOFY WHS or HR Review?
We offer fixed-fee EOFY check-ups to get you sorted fast:
Quick gap assessments
Policy and document reviews
Action plans prioritised by risk
👉 Get in touch today to book yours. Start the new financial year clear, compliant, and confident.
P&P Consulting
Real talk. Smart compliance. Safer business.📞 0406 500 756 | ✉️ contact@ppconsultingservice.com | 🌐 www.ppconsultingservice.com
This article is a great reminder that the end of the financial year isn’t just about balancing the books — it’s also the ideal time to ensure your WHS and HR systems are up to date. I like how it breaks down key checkpoints like training, equipment maintenance, and contractor compliance. As a workplace safety advisor on the Gold Coast, I often see businesses overlook refresher training until audits are due, which can create unnecessary stress. A WHS professional in Melbourne would likely agree that EOFY reviews are a smart way to identify compliance gaps early. Meanwhile, a safety management consultant based in Perth would appreciate the focus on streamlining systems to stay ahead of legislative changes.