HR TRANSFORMATION · 2.5 HOURS · CERTIFICATE INCLUDED
AI for HR and People Teams
AI for HR and People Teams teaches HR advisers, business partners and people operations staff to decide which tasks in their own week an AI tool may draft and which a person must decide. You finish with three reusable drafting briefs and a hold list of information you never paste, so employee data stays protected.
GET TO KNOW THIS COURSE
What you will learn and how you can use it at work
You will be able to sort any task in your week into Safe to draft or A person decides, using three tests about ownership, input, and whether the output decides anything about a worker.
Learn through practical workIs this the right course for you?
HR advisers and HR business partners who have been given an approved AI chat tool and want a clear rule for what they may use it for.
What you will practise and produce
Produce the hold list and three patterns. Wrote and signed three reusable HR drafting patterns and a hold list of the information they will never paste into an AI tool.
How you show what you have learned
Pass the lesson checks and the course’s scenario assessment, complete your final practical document and sign your record to receive an Experrt certificate.
How these skills can help you at work
You can use the hold list and three patterns to explain the method you used, the decisions you made and the work you checked when discussing this skill with a colleague, manager or prospective employer.
Explore the course outlineAbout this course
Generative AI tools can produce a first draft of a policy guide, an interview invitation, or a summary of exit interview themes in seconds, and many HR teams now have one approved for everyday use. The difficulty is that HR work is full of decisions about named people and information that must never leave the organisation's systems, and a model will confidently add entitlements, dates, and services that no policy ever contained.
This course teaches a practical method for deciding which tasks in your own week a model may draft, reading every draft against its source, and repairing a prompt so that held information never enters the tool. You finish with three reusable drafting briefs for your real work and a hold list of the information you will never paste, each line with a reason and an alternative.
What you will take away
- You will be able to sort any task in your week into Safe to draft or A person decides, using three tests about ownership, input, and whether the output decides anything about a worker.
- You will be able to read an AI draft one sentence at a time beside its source and find the number, right, or service the model added on its own.
- You will leave with three reusable briefs, a rewrite, a summary, and a template, each naming its source, its reader, its limit, and its owner.
- You will be able to repair a prompt that contains health, disciplinary, pay, or other held information so that the task still works without it.
- You will leave with a signed hold list that names the information you will never paste into an AI tool, why it is held, and what you will do instead.
Who this course is for
- HR advisers and HR business partners who have been given an approved AI chat tool and want a clear rule for what they may use it for.
- People operations staff who draft the same letters, guides, and templates every week and want those drafts to stay within approved policy.
- HR generalists in small organisations who carry the whole people function and need a dependable way to keep employee data out of AI tools.
- Office managers who look after HR alongside other duties and are asked by colleagues whether a letter or summary can be drafted with AI.
What you will do
Each lesson teaches one part of the method, works through a realistic example, and ends with a check on a case you have not seen. The course closes with an assessment and then the piece of work you sign, which earns your Experrt certificate.
- 5lessons with a worked example and a check
- 7scenario questions in the course assessment
- Certifiedan Experrt certificate for the hold list and three patterns, verifiable online
- 2.5 hoursat your own pace, with progress saved
- 01
Lesson
Safe to draft
This lesson gives you three tests that decide whether a task is safe for a model to draft or must be decided by a person, and shows why judging a task by its verb misleads people. You sort a real Monday task list and then a different team's week using the two labels.
- Three tests that must all be true
- What safe to draft does not mean
- The second label: a person decides
- The mistake people usually make
You mark 5 statements from a realistic case and receive an explanation for each one.
- 02
Lesson
What the draft cannot know
This lesson shows how a model fills gaps in your request with plausible policy detail, and why an invented number of days or rate of pay can become an entitlement in HR. You read drafts beside their source and mark each sentence as staying within the source or adding policy.
- The model fills the gap
- Why this matters more in HR
- Two labels for every sentence
- The mistake people usually make
You mark 5 statements from a realistic case and receive an explanation for each one.
- 03
Lesson
Three patterns
This lesson introduces the reusable brief, built from a source, a reader, a limit, and an owner, and the three patterns that cover most HR drafting: a rewrite, a summary, and a template. You check which parts a colleague's brief leaves out and choose the brief you would reuse.
- A pattern has four parts
- The three patterns that cover most HR drafting
- What a pattern is not
- The mistake people usually make
You compare two versions of the same piece of work, choose the stronger one, and see the reasoning behind the answer.
- 04
Lesson
What you never paste
This lesson defines held information, covering special category data, criminal offence data, and sensitive HR material such as grievance detail and individual pay, and explains why removing a name is not enough. You mark each sentence of real manager prompts as Can go in or Hold.
- Held information
- What can go in
- Removing a name is not enough
- The mistake people usually make
You mark 5 statements from a realistic case and receive an explanation for each one.
- 05
Lesson
Repair the prompt
This lesson teaches three repairs for a prompt that contains held information, removing, generalising with placeholders, or moving the task out of the tool, followed by a limit that stops the model putting the detail back. You repair an absence prompt so the task survives and nothing held remains.
- Deleting is not always enough
- Three repairs, smallest first
- Add the limit
- The mistake people usually make
You repair a flawed draft so it meets the standard the lesson sets, and your revision is checked against it.
- 06
Course assessment
Course assessment
This lesson recaps every move in the course and works one mixed request from a site manager about ending agency workers' assignments. You then answer seven new situations from different HR teams, with feedback on each choice, and need six correct to pass.
- Safe to draft, and what the draft cannot know
- Patterns and held information
- Repairs, and how the assessment works
You judge 7 new workplace situations, with feedback on every option, and need 6 correct to pass.
- 07
Final work and your certificate
The hold list
In this final lesson you write the artefact your record will show: three patterns taken from your own week and a hold list about the information that really crosses your desk. Each part is checked for substance, and you sign the finished work so a verifier can read it.
- Two halves that work together
- Write about your own desk
- How the artefact is checked
You write the hold list and three patterns for your own work, part by part, and sign it as your record.
CERTIFICATE INCLUDED
Finish certified, with proof anyone can check.
When you pass every lesson and the assessment, you sign the hold list and three patterns and Experrt issues your certificate on the spot. It carries your name, the course, the date, your signature and ours, and a reference that is yours alone.
- Signed by you and countersigned by Experrt
- A unique reference and QR code that open your public record
- A PDF to print, save or send to your manager
- Added to LinkedIn in one click, under Licences & certifications
- Yours to keep after your 12 months of access end
An Experrt certificate confirms that you completed the course and signed your work. It is not an accredited qualification and does not certify compliance with any regulation.
GOOD WORK.THE HOLD LIST AND THREE PATTERNS, SIGNED.
WHAT CHANGES
What the course changes for you and your organisation.
- 01
Fewer letters that promise too much
The course trains you to find the sentence in a draft that states an entitlement, a timescale, or a service your policy never contained. That is the sentence an employee could rely on or quote back in a grievance, so catching it protects both the employee relationship and the organisation's position.
- 02
Employee data stays out of the tool
You learn to recognise special category data, criminal offence data, and sensitive HR material such as grievance detail and individual pay, and to see why removing a name or using a pseudonym does not release it. Your hold list turns that into a rule you and your colleagues can follow when a manager is in a hurry.
- 03
Decisions stay with accountable people
The course draws a clear line between drafting words and deciding something about a named worker, such as a shortlist, a grievance outcome, or the reason a contract ends. Your organisation gains HR staff who can use AI for the wording while every decision is still made and recorded by someone with the authority to make it.
- 04
AI use is outpacing policy
The CIPD found employees in 76% of UK organisations use AI tools at work, yet only 31% of employers worked on a generative AI policy in the past year. People teams that can say which tasks a tool may draft, and which data stays out, give their organisation a working rule before the policy catches up.
QUESTIONS
Questions about AI for HR and People Teams
- What is AI for HR and People Teams about?
- Generative AI tools can produce a first draft of a policy guide, an interview invitation, or a summary of exit interview themes in seconds, and many HR teams now have one approved for everyday use. The difficulty is that HR work is full of decisions about named people and information that must never leave the organisation's systems, and a model will confidently add entitlements, dates, and services that no policy ever contained. This course teaches a practical method for deciding which tasks in your own week a model may draft, reading every draft against its source, and repairing a prompt so that held information never enters the tool. You finish with three reusable drafting briefs for your real work and a hold list of the information you will never paste, each line with a reason and an alternative.
- Who is AI for HR and People Teams for?
- HR advisers and HR business partners who have been given an approved AI chat tool and want a clear rule for what they may use it for. People operations staff who draft the same letters, guides, and templates every week and want those drafts to stay within approved policy. HR generalists in small organisations who carry the whole people function and need a dependable way to keep employee data out of AI tools. Office managers who look after HR alongside other duties and are asked by colleagues whether a letter or summary can be drafted with AI. No specialist background is assumed, and every term is explained before it is used.
- What will I be able to do after AI for HR and People Teams?
- You will be able to sort any task in your week into Safe to draft or A person decides, using three tests about ownership, input, and whether the output decides anything about a worker. You will be able to read an AI draft one sentence at a time beside its source and find the number, right, or service the model added on its own. You will leave with three reusable briefs, a rewrite, a summary, and a template, each naming its source, its reader, its limit, and its owner. You will be able to repair a prompt that contains health, disciplinary, pay, or other held information so that the task still works without it. You will leave with a signed hold list that names the information you will never paste into an AI tool, why it is held, and what you will do instead.
- How long does the course take, and how is it taught?
- The course takes about 2.5 hours and is studied online at your own pace. It has 5 lessons, each with a worked example, a practice exercise, and a check on a new case, followed by a course assessment of 7 scenario questions in which you need 6 correct to pass. Your progress is saved to your account.
- Do I get a certificate?
- Yes. When you pass, you sign a record that names you, the course, and the hold list and three patterns. Anyone you share it with can verify it online and download it as a PDF. The record confirms what you completed and does not claim compliance with any regulation.
- How much does it cost, and when can I start?
- The course costs £99, paid once by card through Stripe. Access begins as soon as payment is confirmed and lasts 12 months, and you can save a sign-in to return to the course from any device.
- Can my organisation train a whole team?
- Yes. You can buy between 2 and 50 places in one payment from this page, at £99 a place, then invite each person by email. Everyone gets their own sign-in, progress and signed record, and you can see who has finished. Organisations can also book trainer-led courses for teams, in person or online, through the Experrt Academy.
More hr transformation courses are listed on the self-paced ai courses for hr and people teams page. Questions about payment, access, certificates or team places are answered in the course FAQ.
THERE IS A NEXT CHAPTER.
Start today. Finish certified,
with the hold list and three patterns your organisation can use.
Checkout takes an email address and a card, and access begins as soon as payment is confirmed and lasts 12 months. All sales are final. When you finish, you sign the hold list and three patterns and receive your Experrt certificate, which anyone you choose can verify online. The certificate confirms what you completed and does not claim compliance with any regulation.