Source-backed HR assistant
How can you prototype an HR assistant that answers from validated documents and knows when to hand over?
3500 € per session, excl. VAT
In short
Over two days, totalling 14 hours excluding breaks, you build a prototype document-based HR assistant using a fictional corpus. You organise the sources, configure the instructions, test the answers and prepare a limited pilot. Quality depends on verifiable citations, confidentiality and referral to a qualified professional.
Why this training?
Scattered procedures and competing versions can produce inconsistent HR answers. A document-based assistant therefore requires a controlled corpus before any configuration takes place. A fluent answer proves neither its accuracy nor its applicability. The exercises require verifiable references, the handling of contradictions and human escalation. Running case study: The fictional organisation ‘Virelune Fabrication’ has induction guides, leave procedures and contradictory remote-working notes. Its HR team wants to test an assistant restricted to routine document-based questions, without accessing individual records. Transfer to the workplace: Propose a restricted pilot using a validated corpus, with an HR lead, a review of errors and a decision on continuation based on the tests.
Objectives of this training
- Define permitted and excluded HR questions
- Structure a version-controlled, traceable corpus
- Configure a prototype with citations and abstention
- Measure quality using a test set
- Formalise the conditions for a supervised pilot
Who is it for and what are the prerequisites?
Roles and tasks concerned
- HR managers and employment documentation managers
- AI project managers supported by an HR subject-matter lead
Prior skills
- Know how to use generative AI and structure instructions
- Be familiar with HR procedures and their validation workflows
- Have an approved environment that supports the use of documents
What you will work on
Define the document service
Objective: Set boundaries for HR uses. Documentary information, individual advice, sensitive decisions excluded.
Audit the sources
Objective: Select usable references. Versions, validity, scopes and contradictions.
Prepare retrieval
Objective: Make passages retrievable. Chunking, headings, metadata and links to documents.
Write the response rules
Objective: Set boundaries for uncertain answers. Citations, clarification, abstention and escalation.
Assemble the prototype
Objective: Connect questions and references. Configuration according to the environment’s verified capabilities.
Build the test bench
Objective: Define the expected answers. Simple, ambiguous, out-of-scope and unanswerable questions.
Evaluate the answers
Objective: Quantify documentary shortcomings. Accuracy, relevance of citations and abstention.
Test the safeguards
Objective: Identify dangerous outputs. Unauthorised access, disclosure and malicious instructions in documents.
Correct and retest
Objective: Verify improvements. Correction of the corpus and instructions, and regression testing.
Prepare the pilot
Objective: Organise a supervised trial. Access, professional validation, maintenance, thresholds and stopping.
What you take away
- Scope charter and document register
- Prototype and version-controlled instructions
- Annotated test set and quality report
- Pilot plan with responsibilities and stopping conditions
Method and assessment
- Short teaching inputs followed by immediate practice on the running case study.
- Individual work followed by work in pairs, with peer review of outputs.
- Guided group discussion: what works, what needs correcting and what remains a human decision.
- Preparation: Check the document capabilities, access and processing conditions of the selected environment with the organisation. Prepare fictional or anonymised documents, without employee records, and identify a qualified HR professional for validation.
Observable criteria: Each document has a version, a status and an owner; Each factual answer tested cites a verified relevant passage; Cases without a source trigger abstention or referral to HR; Tests of improper access and malicious instructions are documented; Rates of correct and sourced answers are calculated using the test set.
Frequently asked questions
Does the prototype decide on individual entitlements?
No, no sensitive decisions are automated; individual situations are referred to a qualified professional.
Can employee records be imported?
Not during the exercises: only fictional or anonymised cases in approved tools.
Is full deployment included?
No. The two days produce a tested prototype and a pilot plan.
How should legal questions be handled?
Answers requiring interpretation must be checked with your legal department before use.
Last updated: