HR scenario: Update a policy document
Available with: Microsoft 365 Copilot Scenario level:
KPIs impacted
Improve eNPS
Employee turnover rate
Increase benefit usage
Value benefit
Cost savings
Employee experience
Using Copilot to update a policy document
1. Identify changes in policy
Compare the new and old policy documents and make a table of the key policy differences. Have Copilot translate the results into local language.
Business Chat2
Example prompt: Compare policies in these two documents and make a table of the key policy differences. Translate the results to Spanish.
2. Draft new FAQ
Create a new FAQ document that explains the changes and explores what impact it may have on employees and what concerns they might have.
Copilot in Word
Example prompt: Make a list of likely questions that employees will have about this change in policy and provide answers to each question based on the policy document.
3. Create plan
Ask Copilot to create a plan for change management that updates curated content, employee-facing material, and advisor training and communications
Business Chat2
Example prompt: Using the insights from the previous step, prompt Copilot: I am a human resources support advisor. Create a change management plan based on the updated policy. Include tasks and timelines.
4. Develop material
Build training materials which are tailored to the case and employee/role.
Copilot in PowerPoint
Example prompt: Create a presentation from file [plan.docx] and relevant documents about to train Human Resources support advisors on applying the new policy.
5. Collect feedback
Engage with support advisors to depict the data, plan, actions and support material required to implement the new policy.
Copilot in Teams
Example prompt: Use Copilot during the meeting to “list main ideas we discussed” and then review the AI notes “Follow-up tasks” after the meeting to confirm or update the approach and documentation.
6. Continuous improvement
Communicate changes to Support Advisors and monitor impact/feedback.
Copilot in Outlook
Example prompt: Draft with Copilot: a reply email to the department that provides detail and timelines regarding improvements and changes.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Business Chat at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
3Copilot agents allow Microsoft 365 Copilot to access your organization-specific apps. In the past, this would have required an API call to get data from a system of record. The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
