Back to Resources

AI Notes for HR Professionals

How to Summarize Benefits Review Sessions

Benefits review sessions are crucial for HR professionals to ensure employees understand and utilize their benefits effectively. Good meeting notes help track discussion points and decisions made during these sessions. Accurate records facilitate follow-ups and aid in addressing employee queries efficiently. They also serve as a reference point for future reviews or policy updates.

But what should you include in your meeting notes? We have compiled a list of key points to include in your meeting notes.

Key points to include in meeting notes for hrs

  • Meeting identification: Who were the participants in the Benefits review session, and what roles do they hold within the company?
  • Benefits overview: What specific benefits were discussed during this review session?
  • Changes in benefits: Were there any changes to existing benefits mentioned during the meeting? If so, what are these changes?
  • New benefits introduction: Were any new benefits introduced or proposed in this session? What are they?
  • Employee feedback and concerns: What feedback or concerns did employees express regarding their current or potential future benefits?
  • Action items and responsibilities: What action items were identified, and who is responsible for each task related to the benefit plans discussed?
  • Timeline for implementation: Was there a timeline established for implementing any changes or introductions of benefits discussed during the meeting?
  • Cost implications discussion: Were cost implications of current or new benefit offerings discussed, and what key points were made regarding these costs?
  • Questions from participants: What questions did participants raise during the meeting about their benefits, and how were those questions addressed by HR or management staff present at the meeting?

How to automate

But why take notes manually when you can use AI to do it for you? Today's AI can transcribe meetings, summarize key points, and even identify action items. Instead of being distracted by typing and writing notes, you can focus on the conversation.

Here's how:

  1. If you don't already have a voice recorder that allows you to customize your summaries, download LazyNotes from the App Store.
  2. Navigate to Settings > Meeting Templates and tap the + button.
  3. Copy/paste one of our templates and/or customize your own. Tap Save.LazyNotes templates
  4. Start your first recording and choose your new template any time during the call.LazyNotes templates
  5. Enjoy customized notes emailed right to your mailbox!

More ideas for effective meeting notes for HR professionals