Decision inputs
Facts that change the policy answer
For this request, role requirements, skills records and learning catalogue is the input boundary and suggested learning for an employee is the output boundary. A useful check makes both explicit.
- 1Task and owner
- Learning and development lead wants to recommend employee training. The request needs an accountable owner for suggested learning for an employee, even when the tool prepares most of the first draft.
- 2Information involved
- Role requirements, skills records and learning catalogue. Check uploads, history and connected systems before describing the request as low sensitivity.
- 3Tool and account
- An approved company account. The request should identify the exact account because product-level approval leaves important controls unknown.
- 4Intended result
- The expected result is suggested learning for an employee. State whether another person will see it, rely on it or receive an action produced from it.
- 5Consequence if it is wrong
- Skills inferences can become an unofficial performance assessment. A familiar task still needs escalation when this consequence becomes plausible.
- 6Human review
- employee and line manager should inspect, change, reject or stop the result. Review is meaningful only when that person has enough context and authority to change the result.
Possible policy routes
The task name alone cannot decide it.
A published workplace policy can return different answers for the same task. These are the practical branches worth encoding.
A routine policy route may be possible
The lower-friction route begins when the exact account is approved, only the minimum employee personal information is used, suggested learning for an employee remains within the stated purpose, and employee and line manager reviews it before use.
Approval may be required
The request moves beyond routine handling when the account or data handling is uncertain, skills inferences can become an unofficial performance assessment, or suggested learning for an employee reaches people or systems beyond the requester’s authority.
The request may need to stop or change
A stop or redesign route becomes relevant if restricted information would enter an unapproved service, the output would act before employee and line manager can intervene, or let the employee correct the profile and keep training recommendations developmental cannot be maintained. Consider less information, a controlled account or a non-AI process.
Request checklist
Questions to ask before using the tool
- 01
Will recommend employee training run inside the approved company environment from start to finish?
- 02
Could role requirements, skills records and learning catalogue be reduced to a short de-identified extract?
- 03
Who receives suggested learning for an employee, and what will they do with it?
- 04
Will employee and line manager review before the result is sent, published or acted upon?
- 05
When must the employee stop and run the policy check again?
Worked request
What the employee should submit
This example supplies decision facts without pasting the underlying material into the approval record.
- requester
- learning and development lead
- task
- Use AI to recommend employee training.
- information
- role requirements, skills records and learning catalogue
- tool
- An approved company account
- frequency
- Recurring work
- region
- Where the work and affected people are located
- purpose
- Analyse
- impact
- Employee development
- review
- Complete human review
- owner
- employee and line manager
Useful safeguards
Controls that fit this request
- ✓
Let the employee correct the profile and keep training recommendations developmental
- ✓
Document why each part of role requirements, skills records and learning catalogue is necessary before making it available to the tool.
- ✓
Keep the use within analyse and run another check if the audience, tool or intended effect changes.
- ✓
Link the completed check to the applicable policy version and append later reassessments separately.
Questions people ask
About this AI use
Is using AI to recommend employee training automatically allowed?
The task name cannot settle the answer. Apply the company’s published rules to role requirements, skills records and learning catalogue, the exact account, suggested learning for an employee, its audience and the proposed review.
What does the policy need to know about this use?
Describe suggested learning for an employee, identify role requirements, skills records and learning catalogue, name the exact tool and account, explain who will receive or rely on the output, and state how employee and line manager will review it.
How much of the request should the company retain?
Link the completed check to the applicable policy version and append later reassessments separately. A classification and controlled reference may be enough when copying role requirements, skills records and learning catalogue would create unnecessary risk.