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View downloadsHR scenario: Automate benefits query management
Download scenario guideAvailable with: Copilot for Microsoft 365 | Copilot Studio Scenario level:
KPIs impacted
Turnover rate
Onboarding time
Value benefit
Cost savings
Employee experience
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.
Copilot Studio
Benefit: Streamline the benefits inquiry process with instant, 24/7 chatbot assistance.
2. Benefits analysis
Employees may ask the chatbot for more details about specific benefits.
Copilot Studio
Benefit: Match employee criteria with the best available benefits packages.
3. Recommendation
Employees can provide the chatbot with desired outcomes and ask Copilot to pull specific benefits recommendations.
Copilot Studio
Benefit: Providing tailored recommendations helps employees make informed decisions about their benefits.
4. Feedback collection
Use the chatbot to automate the feedback collection in a database for analysis.
Copilot Studio
Benefit: 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.
Copilot in Word
Benefit: 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.
Copilot in Word
Benefit: Reporting on trends and satisfaction helps HR to continually improve the benefits offerings.
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”.
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.
