Microsoft 365 Copilot Scenarios for HR Department

By the end of this course, participants will be able to:

• Apply Microsoft 365 Copilot across Microsoft Word, Excel (Agent Mode), PowerPoint (Office Agent), Outlook, Teams and Microsoft 365 Copilot Chat to accelerate key HR workflows.
• Use Microsoft 365 Copilot to draft, summarize, and refine HR documents including job descriptions, onboarding plans, performance reviews, policy materials, compensation updates, and employee communications.
• Conduct HR research and analysis using Microsoft 365 Copilot, including market data, salary benchmarking, survey insights, and document comparison.
• Generate HR presentations, reports and training materials using Microsoft 365 Copilot’s built-in content creation features.
• Improve HR productivity by summarizing email threads, meeting discussions, Teams conversations, and policy documents with a focus on clarity and speed.
• Apply Microsoft 365 Copilot to support HR key performance indicators (KPIs).
• Integrate Microsoft 365 Copilot responsibly into HR workflows while understanding data boundaries and limitations of built-in capabilities.

• Basic understanding of HR functions.
• Familiarity with Microsoft Word, Excel, PowerPoint, Outlook and Teams.
• Readiness to adopt Microsoft 365 Copilot-assisted HR workflows.

• HR Managers and HR executives.
• Talent Acquisition executives and recruitment specialists.
• Learning & Development (L&D) and Organization Development teams.
• HR Operations and People Experience teams.

Module 1: Introduction to Microsoft 365 Copilot for Human Resources (HR)

• Mapping Microsoft 365 Copilot capabilities to HR key performance indicators (KPIs):
  • Onboarding time
  • Cost per hire
  • Employee retention
  • Issue resolution time
  • Benefit usage
  • Employee Net Promoter Score (eNPS)
• Microsoft 365 Copilot limitations and scope in HR environments.
• Preparing HR content and documents for Microsoft 365 Copilot.

Module 2: Recruitment and Talent Acquisition

• Drafting complete job descriptions using Microsoft 365 Copilot in Microsoft Word.
• Creating competency-based interview questions.
• Conducting market and salary research using Microsoft 365 Copilot Chat with Researcher.
• Drafting candidate engagement emails and follow-up responses in Outlook.
• Summarizing candidate communication threads for faster decision-making.
• Creating candidate comparison tables and insights using Excel (Agent Mode).
• Producing hiring and recruitment presentations using PowerPoint (Office Agent).
• Summarizing interview discussions using Teams meeting recap.

Module 3: Onboarding and Employee Development

• Drafting role-specific onboarding plans and checklists in Word.
• Summarizing Standard Operating Procedures (SOPs) and policy documents.
• Creating welcome emails, first-day guides, and orientation materials.
• Producing onboarding and training slide decks using PowerPoint (Office Agent).
• Developing training handbooks and learning materials with Microsoft 365 Copilot prompts.
• Using Teams recap to extract key points from onboarding coordination meetings.
• Creating employee development plans with Microsoft 365 Copilot in Word.

Module 4: Performance Management and People Insights

• Drafting employee performance review summaries and manager evaluations.
• Summarizing multi-source feedback and employee input.
• Creating Performance Improvement Plans (PIPs) with Word + Copilot.
• Using Excel (Agent Mode) to analyze survey data, performance indicators, and engagement metrics.
• Extracting insights and themes from feedback and review documents.
• Using Teams meeting recap for performance calibration and review discussions.
• Generating performance review presentations using PowerPoint (Office Agent).

Module 5: Employee Relations and HR Service Productivity

• Summarizing lengthy grievance or complaint email threads using Outlook + Copilot.
• Drafting Human Resources communication plans and employee engagement messages.
• Rewriting sensitive messages with tone controls (formal, neutral, supportive).
• Preparing Human Resources case summaries and incident documentation using Word.
• Using Teams recap to pull action items from employee relations discussions.
• Creating Frequently Asked Questions (FAQ) content for common Human Resources issues.
• Drafting internal Human Resources advisories, follow-up messages, and manager briefings.

Module 6: HR Policy, Compliance, and Documentation

• Comparing versions of policy documents and extracting key changes in Word.
• Drafting policy change summaries, Frequently Asked Questions (FAQ), and explanatory notes.
• Summarizing compliance manuals, regulatory content, and audit findings.
• Drafting policy rollout communications in Outlook.
• Generating policy training slide decks with PowerPoint (Office Agent).
• Refining clarity, structure, tone, and layout of policy documents using Microsoft 365 Copilot rewrite tools.
• Preparing Human Resources reference materials and policy education content.

Module 7: Compensation, Benefits, and HR Data Workflows

• Conducting compensation benchmarking research using Researcher in Microsoft 365 Copilot Chat.
• Summarizing compensation data and internal pay structures.
• Using Excel (Agent Mode) to:
  • Model salary adjustments
  • Update compensation tables
  • Build data summaries and visualizations
• Drafting compensation review communication templates in Word.
• Producing benefit explanation materials and slides via PowerPoint (Office Agent).
• Preparing benefit update emails using Outlook.
• Summarizing benefits documentation to identify complexity or communication gaps.