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AI agent for chief human resources officers

Reduction in Force Planning Agent

Prepare a documented, legally reviewed reduction plan with checked selection, notices and costs

PlanningComplianceRisk managementExecutives and strategyHuman resources
See how it worksGet access
Reduction in Force Planning Agent: what goes in, what the agent does and what you get

What it does

When a company must cut positions, a mistake in selection or notice can create serious legal and human harm. This agent works from criteria HR and legal give it. It builds the affected list, then checks it for adverse impact across protected groups using the company's own analysis rules and checks notice requirements by location, such as advance notice periods. It models severance, benefits and timelines for each scenario. If the impact check fails, it revises the criteria options and rebuilds the list. It presents several scenarios with the numbers. HR and legal approve every list and every notice before anything is sent. Edge case: an employee on protected leave is flagged for legal review rather than placed on a list.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Leadership requests a reduction plan 2 USES A TOOL Load approved criteria, roster and location rules 3 DOES Build the draft affected list 4 USES A TOOL Run the adverse impact analysis 5 CHECKS THE RESULT Does the list pass the impact check? If not: Revise the criteria options with HR and legaland rebuild the list. Back to step 3. 6 USES A TOOL Check notice periods and leave status by location 7 DOES Model severance, benefits and timeline per scenario 8 CHECKS THE RESULT Are notice rules and costs within limits? If not: Adjust the dates or scenario and recompute. Backto step 7. 9 YOU APPROVE HR and legal approve every list and notice 10 DOES Prepare notice packages for approved employees 11 RESULT Approved plan, notices and cost model
Read the steps as a list
  1. Leadership requests a reduction plan
  2. Load approved criteria, roster and location rules
  3. Build the draft affected list
  4. Run the adverse impact analysis
  5. Does the list pass the impact check?If not: Revise the criteria options with HR and legal and rebuild the list. Back to step 3.
  6. Check notice periods and leave status by location
  7. Model severance, benefits and timeline per scenario
  8. Are notice rules and costs within limits?If not: Adjust the dates or scenario and recompute. Back to step 7.
  9. HR and legal approve every list and noticeThe agent waits here for your OK.
  10. Prepare notice packages for approved employees
  11. Approved plan, notices and cost model

How it decides

It builds lists only from approved criteria and rejects any list whose impact ratio falls below the legal review threshold.

  • Use only criteria approved by HR and legal
  • Flag employees on protected leave for legal review
  • Reject any list that fails the impact threshold
  • Apply the longest applicable notice rule by location

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Selection criteria (default as approved by HR and legal)
  • Impact threshold (default 0.80)
  • Notice rules by location (default the legal table)
  • Severance formula (default company policy)

What keeps you in control

It always asks you first

  • HR approves each list
  • Legal approves each list and every notice

Hard limits

  • Never send a notice or contact an employee
  • Never select by protected traits
  • All lists and notices need HR and legal approval

It stops when

  • Done: Approved lists and notices ready for HR to deliver
  • Stop: Impact check cannot pass, so hand to HR and legal

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensThe first list has 38 names. The impact check shows women in finance at 0.74 of the expected ratio, below the 0.80 threshold. The agent revises to use tenure instead of recent ratings and rebuilds 41 names. Check two passes at 0.86. Notice rules require 60 days in one state. Legal approves the list and notices.

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