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View downloadsHR scenario: Deliver insights to managers
Download scenario guideAvailable with: Copilot for Microsoft 365 (with Copilot Studio plug-ins) Scenario level:
KPIs impacted
Improve eNPS
Employee turnover rate
Value benefit
Cost savings
Employee experience
Using Copilot to deliver insights to managers
1. Identifying key metrics
Identify key metrics which can provide insights into manager capabilities and opportunities. Use Copilot to access HR system data using plugins built in Copilot Studio.
Copilot2
Copilot Studio
Action: Use Copilot to rapidly locate relevant manager metrics (employee survey, attrition, training consumption) which impact team health.
2. Gather data insights
Analyze data/metrics, summarize findings, provide insights and create potential manager opportunities.
Copilot in Excel
Example prompt: Highlight manager team training scores yellow where values are less than 100%.
3. Identify best practices
Based on the data/insights, have Copilot locate best practices for managers to follow to improve upon the key metrics.
Copilot2
Copilot Studio
Example prompt: I am a human resources consultant. Create a planning document based on the manager report and best in class manager practices.
4. Communicate opportunities
Draft and send email to managers sharing the data insights and best practices with them for consideration.
Copilot in Outlook
Example prompt: Draft with Copilot: an email to managers sharing opportunities based on best practices and their manager insights. Tone = Direct and Length = Medium
5. Align and track
Conduct a meeting to present the opportunities, aligns and track the actions items, referencing insights and notes from Copilot in Teams.
Copilot in Teams
Action: Use Copilot during the meeting to “list main ideas we discussed” and then review the AI notes “Follow-up tasks” after the meeting to finalize the plan and track.
6. Adjust and iterate
Based on the impact of the actions, adjust approach and continue to iterate using Copilot in Loop.
Copilot in Loop
Example prompt: Brainstorm activities to empower and improve effectiveness of people managers in an organization. Invite colleagues to iterate on ideas.
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.
