Microsoft Scenario Library Human Resources Simplify job transitions

Available with: Microsoft 365 Copilot and Copilot Studio

Human Resources scenario: Simplify job transitions

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Scenario

Using the employee self-service agent, HR organizations can reduce costs and improve service by making employee benefit information easy to access.

1. Answer policy questions

An employee is getting a promotion that requires a move to a new city. The employee asks the Employee Self-service agent for information about the relocation policy. The agent delivers answers from trusted company resources.

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AI Agent

Example prompt: What access to temporary housing do I have during my relocation?

The employee wants to learn about their new team members and asks People agent.

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AI Agent

Example prompt: Make a table of the skills of the people on my team.

Back in the Employee Self-Service agent they ask to see a list of his team’s service anniversaries.

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AI Agent

Example prompt: Please find the birthdays and anniversaries of my team members.

The employee uses Researcher to learn more about the school systems in his new city to help determine where to live. He chooses to use only web sources for the query.

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Researcher

Example prompt: Prepare a report on the public high schools in the Atlanta area to help me pick a school for my son and daughter. They play football and soccer and want to be on competitive teams, and we also want access to an IB program and AP courses. Prepare a table with school ratings.

Get started with Researcher

After finding a new house the employees uses the Self-Service agent to update his information in the HR system. The Employee self-service agent connects to the HR system agent and completes the process.

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AI Agent

Example prompt: Update my home address and phone number.

The employee uses Copilot to draft a quick introduction email to his new team. Copilot remembers his writing style and that he like to start emails with a quick joke.

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Copilot in Outlook

Example prompt: Using /LastYearReviewPrep.doc draft a introductory email to my new team. Keep it professional but use my typical style.

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help average resolution times

Microsoft Copilot can help with self-service options for employees using HR systems which can reduce support requirements and increase employee satisfaction.​
Boost productivity​
  • Rapidly find information​
  • Diagnose problems faster​
  • Check for similar issues and resolutions​
  • Quickly send follow-up communications​

How Copilot can help reduce average issue resolution time​

Microsoft Copilot can help with lowering resolution times which in turn ​leads to increased productivity and higher employee satisfaction rates.​
Boost productivity​
  • Rapidly research service interactions​
  • Create first drafts faster​
  • Check for similar issues and resolutions​
  • Quickly send follow-up communications​

How Copilot can help increase benefit usage

Create improved interfaces for employees to learn about their benefits and improve registration processes.​
Create HR benefit campaign​
  • Generate news and announcements ​from your HR team or department​
  • Communicate policies and procedures for HR-related matters, such as benefits, payroll, performance, and compliance​

How Copilot can help improve eNPS scores

Employee Net Promoter Score (eNPS) is a valuable metric for assessing employee engagement. It measures how likely your employees are to recommend your organization as a great place to work to their friends or family. Microsoft Copilot plays a pivotal role in enhancing employee Net Promoter Scores (eNPS) by fostering a positive work environment and empowering employees.
Create internal feedback loop
  • Draft employee surveys
  • Analyze surveys to gain valuable
    insights employee sentiment

How Microsoft Copilot can help reduce onboarding time

Reducing ramp up time is beneficial for everyone. It boosts employee confidence and engagement. It helps shorten the learning curve allowing employees to make an impact sooner.
Create onboarding materials
  • Use Copilot to draft training guides
  • Use Copilot to enhance employee handbooks

How Microsoft Copilot can help employee turnover rates

Reducing the stress of everyday tasks by using Microsoft Copilot to reduce complexity and save time can help to improve employee satisfaction, which has been shown to improve retention.
Improve quality of internal materials and processes
  • Improve job descriptions for further role clarity
  • Improve company meetings with summarization and recap
  • Completely focus during the meeting

How Microsoft Copilot can help with hiring

Copilot can help HR streamline the hiring process by assisting with writing job descriptions, conducting interviews and drafting communications to candidates.
Improve quality of recruitment experience and materials
  • Improve job descriptions
  • Improve interviews with summarization and recap
  • Improve quality of emails and chats with candidates

1Access Microsoft 365 Copilot Chat at m365copilot.com, or the Microsoft 365 Copilot Chat mobile app and set toggle to “Web”.

2Access Microsoft 365 Copilot Chat at m365copilot.com, the Microsoft 365 Copilot Chat mobile app, or the Microsoft 365 Copilot Chat app in Teams, and set toggle to “Work”.

3AI Agents allow 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.