End-of-Year Checklist: Review Your Info & Prepare for 2026

✅ 1. Review Your Personal Information in Paylocity

🧭 Why it matters: Accurate information ensures your W-2 and payroll details are correct.

📋 2025 W2’s 

 W-2s will be delivered online via Paylocity — please make sure all your information is accurate.

📋 What to check: 

On Paylocity: 

1. 🙂Check your personal information including:

• Home Address

• Personal Email Address

• Phone Number

• Social Security Number (click  Sensitive Information Tab and “Show Private Data ” to view)

• Birth Date  (click  Sensitive Information Tab and “Show Private Data ” to view)

• Emergency Contacts 

🔗 Helpful Links:

• How to Update Your Personal Information  in Paylocity

• Important items to note: 

  • HR will need to review and approve your changes, so you may not see it updated immediately

  • Changes you make  Paylocity will automatically feed to our benefit administrators like Fidelity, Anthem, Health Equity and Guardian. It does take about a week or two to feed over. 

If your social security number is incorrect, please contact HR@orchestraco.com immediately! 

 B.  🙂🙂Check Your Dependent Information 

🧭 Why it matters: Ensures your dependent records are current for our upcoming benefits enrollment. 

📋 What to do:

• Update Dependents in Paylocity 

🔗 Helpful Links:

• How to Review Your  Dependents  follow instructions above linked here then go to Benefits tab then Dependents
  
  

💡 Pro Tip: Review this info before Open Enrollment to avoid delays or errors in coverage.

✅ 2. Review Your Pay Information: End of Year Wages, Taxes and Direct Deposit 

• Direct Deposit (routing & account numbers, account type)

• W-4 tax withholdings
  
  

🔗 Helpful Links:

• How to Update Your Tax Information  in Paylocity

• Important items to note: 

  • HR will need to review and approve your changes, so you may not see it updated immediately.

💰 3. Benefits Review

🧭  Open Enrollment is scheduled for  Dec 1–12, 2025

Ahead of that please ensure your 2025 benefits are in good shape! 

Why it matters: A quick check now can help you save money and avoid losing unused funds before the end of the year.

Flexible Spending Accounts (FSA)

If you have an FSA, it’s a special account that lets you use pre-tax dollars to pay for certain expenses like medical care or dependent care (childcare, daycare, etc.).

These accounts reset each year — so it’s important to check your balance before the deadline.

💡 Health Care FSA:

• You can carry over up to $660 of unused money into 2026.

  • 2025 Rollover funds will be available April 1, 2026

• If you have more than that left in your account, be sure to use it before the deadline so you don’t lose it.

• You can use these funds for doctor visits, prescriptions, dental care, glasses, and other eligible medical expenses.
  
  

🍼 Dependent Care FSA:

• This account covers daycare or elder care expenses — and it’s “use it or lose it.”

• Any money left at the end of the plan year doesn’t roll over, so make sure to use it before the deadline.
  
  

💻 How to check your balance:

 Log in to your WageWorks/HealthEquity account to see how much you have left and what expenses qualify.

🔗 Helpful Links:

HealthEquity/WageWorks login   

💰 4. Retirement Account Review

401(k) Review

• Log in to Fidelity to review your contribution rate and ensure you’re maximizing your company match.
  
  

• Review and update your beneficiaries.

🔗 Helpful Links:

• How to access your Fidelity account  

• Go to Accounts and Benefits under about You

  • Click Update Beneficiaries 

💡 Pro Tip: Review your pay statements on Paylocity to see if you will reach  the maximum IRS contribution limits  for your age group by year-end.  Adjustment your contributions on Fidelity if necessary. 

2025 IRS Maximum Contribution guidelines: 

$23,500 - under 50 

$31,000 - over 50 

FYI, 2026 IRS Maximum Contribution guidelines: (more information coming soon!) 

$24,500 - under 50 

$32,000 -  50 to 59 

$36,000 to $36,500 -  60 to 63

🧘 5. Time Off & Scheduling

If you have questions about the process, you can contact:

• The Work Number Employee Support: 1-800-367-2884
  
  

Orchestra HR Helpdesk: HR@orchestra

Remember

The Work Number is now your one-stop shop for employment and income verification. This change makes the process quicker, safer, and easier for you — and for anyone who needs to verify your work with Orchestra.

❤️ 6. Support & Wellness

🧭 Why it matters: Your well-being matters — take advantage of the benefits that support your health and lifestyle.

💪 If you’re on the Anthem medical plan:

• Submit your gym reimbursement receipts before year-end.

🔗 Helpful Links:

• How the Anthem Gym Reimbursement Program Works
  
  

💡 Pro Tip: Take advantage of our new employee Wealth and Wellness Plans before the end of the year.

• ClassPass – Orchestra-paid base plan with buy-up options

• Employee Marketplace – Exclusive discounts on perks and insurance protection plans

• Tickets at Work - Discounts on tickets, events, hotels, and more

• Pet Insurance Discount -Discounted pet insurance for our Orchestra fur babies