Looking for
downloadable content?
Download our functional scenario kits, scenario guides, and day in the life guides to accelerate your Copilot implementation.
View downloadsHR scenario: Update policy document
Download scenario guideAvailable with: Copilot for Microsoft 365 Scenario level:
KPIs impacted
Improve eNPS
Employee turnover rate
Increase benefit usage
Value benefit
Cost savings
Employee experience
Using Copilot to update 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.
Copilot2
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
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 new plan
Ask Copilot to create a plan for change management that updates curated content, employee-facing material, and advisor training and communications
Copilot2
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
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
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
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 Copilot at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”
