AI in HR Policy and Risk Checklist

Set a clear policy for AI in hiring and HR, with a person accountable for every decision a tool influences. The kit includes guidance on applicable laws, an editable policy you can adopt, and a workbook to register each tool and score its risk. Together, they give you a written record of your assessments and the reasoning behind your decisions.

Four resources for your policy and risk records

Start Here shows the order. Review the rules, adapt and adopt your policy, then use the register to maintain a record of your AI tools.

• AI in HR Field Guide. Covers federal rules, New York City, Illinois, Colorado, California, and the EU AI Act. Explains five risks to watch, how to keep a person accountable for decisions, and when to seek legal advice.
• AI in HR Policy and Checklists. An editable Word policy, a risk assessment for each tool, a vendor due-diligence questionnaire, and a decision record. Shaded fields and owner notes help you keep the provisions your organization will follow.
• AI Risk Workbook. The AI Tool Register records every tool and its owner. The Risk Assessment rates each tool Low, Medium, or High across five factors. The Governance Tracker covers notices, testing, audits, and reviews. A definitions tab provides a reference.
• Quick Reference (PDF). The whole workbook on one page, including what each tab is for, what you enter, and how to read the result.

Where to begin

Start with the rules, adopt your policy, then register and score every tool before using it in a decision.

• Review the Field Guide. Understand the applicable laws, the risks to watch, and when to seek advice.
• Adapt and adopt the policy. Complete the shaded fields, follow the owner notes, and keep the provisions your organization will follow. Have the policy reviewed before putting it into use.
• Assess each tool. Add every AI tool to the register, score the five factors on the Risk Assessment, and record its rating on the register. Use the Governance Tracker to manage the recurring work.

Who this is for and other options

Built for

• An HR or talent leader introducing AI screening, scheduling, or other HR tools who wants a written policy and a documented assessment before use.
• An HR generalist responsible for showing how AI tools are governed, with a register and a risk score for each tool.
• An operator in a state or city with automated hiring tool regulations who needs to confirm which requirements apply.

If you are looking for

• For governance focused on an automated screening or selection process, see the AI Hiring and HR Governance Kit. It addresses hiring-specific governance rather than a policy for the entire HR function.
• For EU AI Act obligations affecting HR operations in the EU or the use of AI on people there, see the EU HR AI Risk Checklist.

Before you buy

What format is it and can I edit it?

The download includes a PDF field guide, an editable Word policy and checklists, and an Excel workbook to complete. You can adapt every editable file, and the workbook also opens in Google Sheets.

Does it cover my state?

The Field Guide covers federal rules, leading state and city rules, and the EU AI Act for organizations operating in the EU. Confirm the requirements that apply wherever you hire.

Will this make my AI tools compliant?

No. The kit helps you adopt a policy, register your tools, and document risk decisions. It does not certify vendors or establish that a particular tool or use complies with the law. Have qualified counsel assess the requirements that apply.

What is the refund policy?

Digital products are covered by a 30-day money-back guarantee. To request a refund, email support@truestephr.com or reply to your receipt within 30 days of purchase.

What happens after I buy?

Your download link appears immediately after checkout. Your receipt arrives by email with the same link. Open Start Here first for the recommended order. For setup questions, email support@truestephr.com.

How the download works

Your files arrive as a single ZIP download, best opened on a computer. Save it, extract it (right-click and select Extract All on Windows, or double-click on a Mac), then open the Start Here file first. PDFs open in any reader, and editable files work in Microsoft Word and Excel or free equivalents, including LibreOffice, Google Docs, and Google Sheets. No other software is needed. Step-by-step help for every device is at truestephr.com/pages/download-help.

Scope

These working tools and editable templates help you run a clear, consistent, and defensible HR process. Rules vary by jurisdiction and change over time, so adapt each template to the facts of your situation to avoid unintended legal exposure. Have qualified counsel review your policies, notices, and individual decisions against applicable law before you act. General HR information, not legal advice.