HR-Szenario: Automate benefits query management​

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Verfügbar mit: Copilot for Microsoft 365 | Copilot Studio Szenarioebene:
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Using Copilot to automate benefits query management​


1. Create a chatbot

Create a custom copilot accessing HR information in Microsoft Graph with guided prompts around employee benefits. Once ready, launch it as an app in Microsoft Teams for your organization.​

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Copilot in Teams

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Copilot Studio

Streamline the benefits inquiry process with instant, 24/7 chatbot assistance.​

2. Benefits analysis

Employees may ask the chat bot for more details about specific benefits.​

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Copilot in Teams

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Copilot Studio

Match employee criteria with the best available benefits packages.​

3. Recommendation

Employees can provide the chat bot with desired outcomes and ask Copilot to pull specific benefits recommendations.​

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Copilot in Teams

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Copilot Studio

Providing tailored recommendations helps employees make informed decisions about their benefits.​

4. Feedback collection

Use the chat bot to automate the feedback collection in a database for analysis.

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Copilot in Teams

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Copilot Studio

Gathering feedback allows for the refinement of the recommendation process.​

5. Administration assistance

Leveraging the feedback collected, use Copilot in Word to update employee resources and knowledge bases.

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Copilot in Word

Streamlining the administration process reduces HR workload and improves accuracy.​

6. Reporting

Use Copilot in Word to help draft a report on employee sentiment regarding resources, benefits, and potential improvements.

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Copilot in Word

Reporting on trends and satisfaction helps HR to continually improve the benefits offerings.​

1Zugang zu Copilot unter copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”
2Zugang zu Copilot unter copilot.microsoft.com, die Microsoft Copilot-Mobil-App oder die Copilot-App in Teams und stellen Sie den Schalter auf „Arbeit“