HR Copilot Configuration Audit Workbook
A fillable post-deployment audit workbook for AI features inside HCM platforms — Workday, SAP SuccessFactors, Oracle HCM, UKG Pro, BambooHR, and ADP. Most HR teams flipped on copilot features in 2024 and 2025 with limited visibility into what those features actually do, what data they touch, and who can invoke them. The HRIS Copilot Readiness Checklist covers pre-deployment posture; this workbook covers the harder problem: post-deployment configuration audit. The workbook walks an HR systems lead, a governance partner, or a compliance owner through a six-section audit of every AI feature already running inside the HCM. It captures the inventory, configuration state, data access scope, role and permission mapping, audit-trail coverage, and vendor disclosure responses. Each section is fillable, designed to be completed in a single sitting per platform, and produces a single artifact a Head of HR or General Counsel can sign off on. The output is a configuration audit register that supports three downstream uses: Connecticut SB 5, Colorado AI Act, NYC LL144, and Illinois AIPA disclosure obligations; annual vendor risk reviews; and RFP defense. Every fillable section includes platform-specific prompts so the auditor knows where to look and what to ask the vendor for. Includes a Configuration Drift Register and Remediation Tracker that turn a one-time exercise into ongoing governance.
Format: PDF • Audience: HR systems leads, HR governance partners, compliance owners, General Counsel
Use case: Post-deployment configuration audit of AI features inside HCM platforms