A Maven practical tool

Know your AI tools

Complete one worksheet for each tool and use case. Avoid adding personal, employee, or confidential client information to this worksheet.

Back to tools

Organization: __________________________

Owner: __________________________

Review date: __________________________

Tool and purpose

Tool / vendor / account type: __________________________________________
Business purpose and approved use: ___________________________________
Business owner and human reviewer: __________________________________
People or decisions affected; relevant work locations: _____________________

Data and controls

Information entered and information explicitly prohibited: _________________
Vendor storage, training use, access, and retention questions reviewed.
Approved access roles, security settings, and sharing controls documented.
Applicable notice, consent, accessibility, and legal-review questions identified.

Human oversight and follow-up

A reviewer can question the output and change the decision.
Known limitations, errors, and escalation routes are documented.
Approval status: not reviewed / pilot only / approved scope / paused.
Next review date, approval owner, and triggers for re-review recorded.

California 2027 planning questions

Check coverage and exceptions for this specific use. These are planning questions; the new statutes do not all begin on the same date.

Discipline or termination use reviewed; human corroboration, employee notice, and data-request procedures planned for SB 947 (July 1, 2027).
Bathroom surveillance and AI emotion-inference or neural-data features reviewed against AB 1331 and AB 1883 (January 1, 2027), including any claimed exception.
CCPA coverage and ADMT scope reviewed; applicable pre-use notice, access, and opt-out procedures planned for January 1, 2027.
Any planned workforce reduction caused by AI or automation routed for California WARN review, including SB 951 disclosures beginning January 1, 2027.

Guidance reviewed: October 11, 2026. Read the workplace AI explainer and source links.

Next steps

Assign an owner and due date for each action.
Action / question	Owner	Due date

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.

HR Maven Collective™ · Planning aid; adapt before use.