Smarter Week

How to automate it

How to automate “write or update policies and handbook sections”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today and, for AI fixes, a prompt to copy.

120 min
typically, once a month
50%
of the time can be automated
Some setup
to set up

Fix 1 of 1

AI

Have AI draft or update the policy, then get legal review

AI can draft a clear policy from your notes and the current version, and point out what needs checking. Employment law varies by state and country, so a lawyer reviews it before it goes out.

Typically saves about 45% of the time5 min to set up
  1. 1Gather the current policy, what needs to change and where your employees work.
  2. 2Use the prompt below.
  3. 3Send the draft and the [CHECK] list to employment counsel.
  4. 4Publish with a version date and a short summary of what changed.
Prompt to copy
Update our [POLICY NAME] policy. Current version: [PASTE]. What needs to change: [NOTES]. We have employees in [STATES / COUNTRIES]. Write in plain English, short sections, under [N] words. Mark with [CHECK] anything where the law may differ by location or where you are not sure. After the draft, list the changes from the current version.

Tools: ChatGPT, Claude, Gemini or Microsoft Copilot (company-approved account)

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

HR business partner

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