Job descriptions and communications
Use an approved tool to organize a first draft from non-sensitive information. A person checks role accuracy, accessibility, tone, and applicable requirements before it is used.
Practical guidance for the tools already entering your workplace: what to use, what to review, and where human judgment must stay in charge.

Start with the problem you need to solve and the people affected. Then decide whether an AI tool belongs in the process.
Use an approved tool to organize a first draft from non-sensitive information. A person checks role accuracy, accessibility, tone, and applicable requirements before it is used.
Build an agenda, generate practice questions, or outline a learning session using fictional examples. Verify every factual claim and keep employee situations out of unapproved systems.
Screening, ranking, monitoring, or recommending employment outcomes calls for closer review. Assess the tool, data, accessibility, bias, and applicable rules before use—not just the final answer.
Name the permitted tools, tasks, and account types. Decide who approves a new tool and who owns the workflow. An employee’s personal subscription is not the same as an approved business system.
Set rules for employee, applicant, compensation, health, client, and donor information. Review what the vendor stores, who can access it, whether it is used for training, and how it is deleted. Remove unnecessary personal details; use fictional examples where possible.
The reviewer needs enough context and authority to disagree with the output. Check accuracy, source quality, fairness, and the effect on the person—not just spelling. Document the rationale for consequential decisions.
Tell people when and how a tool is involved where appropriate or required. Provide a route to ask questions, request an accessible alternative, challenge an error, or reach a person.
Revisit vendor terms, new features, the data used, and any expansion of the workflow. Track errors and complaints, assign an owner, and schedule the next review. A one-time approval should not become permission for every future use.
Decide whether recording or transcription is appropriate at all. Confirm the applicable notice and consent requirements, make the tool visible to participants, and provide an alternative when needed.
Review the summary for omissions or errors. Restrict access, confirm retention, and follow any legal-hold instructions before deletion.
Personnel concerns, health information, investigations, and legal advice deserve a separate decision. Do not let a default calendar setting decide whether a bot joins.
Read the full notetaker checklist →This check creates a practical discussion list. It does not measure legal risk, certify a tool, or declare an organization “AI ready.”
Educational guidance, not legal advice or a certification of compliance. Requirements depend on location, employer size, industry, and the facts. Consult qualified employment counsel for decisions involving legal obligations.
California’s employment regulations addressing automated decision systems took effect October 1, 2025. Review whether and how the rules apply to your organization and workflow.
Read the explainer California · PrivacyThe CPPA’s regulations took effect January 1, 2026; compliance dates vary. ADMT requirements begin January 1, 2027 for covered businesses and uses. Do not assume every nonprofit or employer is covered.
Understand the distinction Across marketsRules can differ by state, country, tool, and decision. Build a location-specific review with qualified support before using AI in consequential people decisions.
Plan a location reviewThese sources are not endorsements of HRM.
Educational guidance, not legal advice or a certification of compliance. Requirements depend on location, employer size, industry, and the facts. Consult qualified employment counsel for decisions involving legal obligations.
A scoped review can produce a tool inventory, responsibility map, and prioritized questions for HR, IT, vendors, or counsel.
An engagement may include acceptable-use guidance, meeting-tool protocols, manager training, and employee communication materials.
Agree on a limited use case, reviewer, success measures, and review date. Expand only after addressing the issues the pilot reveals.
Week 1: inventory tools. Week 2: agree on boundaries and owners. Week 3: train a small pilot group. Week 4: review errors, feedback, and next steps. This is an illustrative sequence; scope and timing depend on the organization.
Bring your current tools and questions. We’ll help identify the HR work needed and where other specialist review belongs.