🎯 Purpose:

Build a realistic, phased plan to embed AI into your HR workflows, with clear next steps, owners, and timelines.

1️⃣ How to Use This Worksheet

• 📚 Complete in groups of 42- collaborate, discuss, challenge each other.
• 🤖 Use GenAI (like ChatGPT) as a co-pilot: draft ideas, test workflows.
• 🔒 Be honest about blockers and data risks.
• 📆 Leave with a clear roadmap and next steps.

2️⃣ Map Your Current HR Work

🔄 Everyday & Repeatable Tasks

✅ Break down tasks you do every few days or weekly.

• [ ] Hiring

  • [ ] Sourcing

    • [ ] Launch job on the ATS
      • [ ] Click into job description file
      • [ ] Download file
      • [ ] Upload to ATS
    • [ ] Candidate engagement
    • [ ] Booking interviews
    • [ ] Collecting Feedback
      • [ ] Send feedback form to interviewers
      • [ ] Send reminder (if not done it)
      • [ ] ATS summarizes the feedback
      • [ ] Cross-data summary
      • [ ] Prepare my feedback summary
    • [ ] Calibration meetings
      • [ ] Cross-data with Scorecards (for all candidates)
      • [ ] Present to the hiring manager
      • [ ] Send documentation
      • [ ] Send reminder for decision
    • [ ] Contracts etc

    Check employee elgibility data (benefits etc - switch between sources)

    Draft Contact

    Complete 4 eye review

    Send Contract for signing (Via Adobe)

    Once signed, save to personal file (Sharepoint)

    • [ ] Running interviews
    • [ ] Offer letters
      • [ ] Prepare the offer package
      • [ ] Contact the successful candidate
      • [ ] Contact the unsuccessful candidates
• Enrolment of Benefits

Employee experiences a “life event” - marriage

Completes MS Form to confirm change to Medical Cover (add partner)

Application reviewed - Human

Go back to employee if information is incomplete or missing

Data shared with payroll - Human

Data shared with Benefits provider - Human

Confirmation to employee sent - Human - regarding next steps of process - enrolment