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AI policy and risk kit

AI in HR Policy and Risk Checklist

$89 Go to price and purchase

Give every AI tool used in hiring or HR a written policy and a risk review. Build an inventory of the tools you use, then answer five questions to rate each one Low, Medium, or High.

FormatKit
Contents5 PDF guides, 1 Word document, 1 Excel workbook
UseInstant download

Use the free Adverse Impact Calculator to apply the four-fifths rule to a hiring round, a promotion cycle, or a reduction list using your own figures.

$89

  • One-time purchase. Editable files.
  • Your download link appears on the confirmation screen and in your receipt. No account needed.
  • Request a full refund within 30 days with one email.
  • Licensed for one company's internal HR use. Resale and redistribution are not permitted. Read the license.

Checkout takes place on our store at shop.truestephr.com. Any applicable sales tax appears at checkout before you pay. These files provide general HR information, not legal advice.

Need approval first?

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Ready to put your tool to work?

Add a one hour Setup Session, $149

Bring your purchased tool and the situation you are working through. A TrueStep HR practitioner will help you set the inputs, make the first decisions, and identify a practical next step.

See the Setup Session →

Where to start

Start with your AI tool inventory.

The Field Guide covers the federal requirements, state laws, and EU laws that may apply to your use of these tools.

DecisionPrepare for an audit
IndustryCross-industry
Files5 PDF guides, 1 Word document, 1 Excel workbook
ReviewRead our published standard for how we develop our tools, and what we cover for their scope and limits.
Research and standardsRelated reference notes: What the four-fifths rule actually tells you; The EU AI Act in employment

Fit

Is this the right fit for your work?

A good fit

  • You use AI tools in hiring or HR and want a written policy to guide their use.
  • You want editable Word and Excel files that stay with your organization.
  • You or a manager will run the process and want a clear sequence to follow.

When to consider another option

  • For advice about one person's specific circumstances, consult qualified counsel.
  • For rules specific to one state or city, this tool flags where state rules commonly apply and what to check.
  • For help running the process, explore our advisory services.

What is inside

Every file in the download, by name.

Taken from the kit’s own Start Here guide, so what you see here is what you open after checkout.

PDF · readStart Here: a guide to every file and the order to use them.
PDF · readQuick Reference: the whole workbook on one page, including what each tab does, what to enter, and how to read the result.
Word · editAI in HR Policy and Checklists: a ready-to-adapt policy, plus a per-tool risk assessment, a vendor due diligence questionnaire, and a decision record.
Excel · useAI Risk Workbook: a register of every AI tool, a risk assessment that scores each one Low, Medium, or High, a governance tracker, and definitions.
PDF · readTrueStep HR Product License: what you may and may not do with your purchased files.
PDF · readUsing This Workbook in Google Sheets: how to upload the file and what to check afterward.
PDF · readAI in HR Field Guide: applicable laws, the five risks to watch, steps that keep a person in charge of the decision, and situations that call for professional guidance.

How to use it

Your first 15 minutes

Start with the AI in HR Field Guide. The five steps take you through the policy, tool inventory, risk ratings, and recurring governance work.

  1. Begin with the Field Guide. It covers federal rules and requirements in New York City, Illinois, Colorado, California, and the EU, the risks to watch, and when to seek professional guidance.

  2. Prepare the Policy for adoption. Open the Word file, complete the shaded fields, address the owner notes, keep the provisions you will follow, and have the policy reviewed before adopting it.

  3. Open the Workbook and complete the AI Tool Register. Record every AI tool you use in hiring or HR, who owns it, and where it is used.

  4. Assess each tool on the Risk Assessment tab. Set the five factors, let the workbook calculate its Low, Medium, or High rating, and record that rating on the register.

  5. Use the Governance Tracker for notices, testing, audits, and reviews. Confirm the requirements for every state and city where you hire.

AI in HR Policy and Risk Checklist: the Start Here guide from the download, listing every file and the order to use them.

Before you buy

Questions about your purchase

Find details about file formats, delivery, licensing, and refunds.

What exactly do I receive?

You receive 5 PDF guides, 1 Word document, and 1 Excel workbook, all named in the What is inside section above. This is a one time purchase, delivered as a download, not a subscription.

Are these the real screenshots?

Yes. The first image shows the file set, and the second and third show actual pages from the current download.

Can I use the files in my business?

Yes. You can edit and brand the Word document, fill in the Excel workbook, and read or print the PDF guides for your own internal operations.

What if I need help applying it?

For help implementing this tool, book a one hour Setup Session for $149. For broader HR support, advisory begins with a short request and a written scope at truestephr.com/pages/advisory. For legal questions, consult qualified counsel.

How do I get the files?

Right after payment, your download link appears on the confirmation screen and again in your email receipt. All files arrive as one ZIP. No account is needed.

What do I need to open them?

You can use Word and Excel, LibreOffice on a computer, or Google Docs and Google Sheets in a browser. The alternatives are free. Any PDF reader opens the guides. See download help.

What if it is not right for us?

Email support@truestephr.com within 30 days for a full refund. No form or explanation is required. The full terms are in the refund policy.

Is this legal advice?

No. It is general HR information and a working method. It is not written to any one state unless the page says so. Where a decision turns on the law, use qualified counsel. See what we cover, and what we do not.

Who may use the files?

One license covers the internal HR work of one legal entity. You may edit the files, brand them, and issue them to your employees. Consultants and groups with several entities need the extended license. See the license.

Extend the system

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