The six services
Product brief

PolicyAI, an HR policy assistant for public sector organisations

PolicyAI is a live HR policy assistant, available for demonstration or organisation-specific deployment under a scoped agreement. Policy currency, evaluation, identity, information governance and support arrangements are agreed for each deployment.

01

How PolicyAI works

  1. A member of staff or a line manager asks a question in ordinary words.
  2. PolicyAI finds the relevant material in the organisation's policy library.
  3. It answers from that material and names the document.

It handles the everyday policy questions that otherwise reach the HR inbox.

02

Components

Demonstration
A protected hosted demonstration has been verified.
Policy sources
A separately cleared or synthetic policy corpus is used for prospect demonstrations.
Identity and integration
Identity and authentication requirements are agreed and evaluated for each organisation-specific deployment.
03

Three policy tiers

Bear Consulting groups policy into three tiers. Each has an approval gate before it is loaded.

Tier 1

General HR policy

Annual leave, expenses, family-friendly policies, general working arrangements.

Agreed deployment scope
Tier 2

Operational HR procedure

Recruitment, performance management, line-manager procedures, contractual variations.

Service director sign-off
Tier 3

Sensitive policy domains

Disciplinary, grievance, capability, safeguarding-adjacent and restructure procedures. Restricted access and explicit handling rules.

Data protection impact assessment and service director approval

The approval gates and any required data protection assessment are agreed for each organisation-specific deployment.

04

Information governance

What happens to a question the policy library does not cover?

Questions that fall outside the policy library are flagged, not answered.

Does a citation mean the answer is correct?

A citation does not guarantee a correct answer. Staff are told to check the cited policy for any decision affecting an individual.

How is refusal behaviour checked?

Response quality and refusal behaviour are evaluated for each organisation-specific deployment.

What is logged, who sees it, and for how long?

Logging, retention, access and records management are agreed with the organisation for each deployment.

Is there a written risk assessment?

Risk assessment and data-handling arrangements are agreed before organisation-specific deployment.

05

Status

Availability
PolicyAI is live and available for demonstration or organisation-specific deployment under a scoped agreement. Response quality, refusal behaviour, identity, security, information governance and support are agreed and evaluated for each deployment.
06

Demonstration or deployment scoping

Shape
Demonstration or organisation-specific deployment scope, agreed in writing.
Included
The policy domains, evaluation and operating responsibilities agreed in writing.
Excluded
Unagreed policy domains and support outside the written scope.
Quotation
A written proposal after the first call sets out scope, fees and operating responsibilities.
Data and rights
The deployment agreement sets out policy ownership, query-log handling and usage rights.

PolicyAI is one of the routes on the tools and automation page, with scope and commercial terms on the services page.

The five Unit4 capability examples show how the method can be applied.

Related reading: what configuration debt looks like in a mature Unit4 system.

07

Contact

A demonstration or deployment discussion starts with a short call.