HR scenario: Implement self-service policy questions and updates
Available with: Microsoft 365 Copilot and Copilot Studio Scenario level:
KPIs impacted
Calls handled by agents
Employee NPS
Value benefit
Cost savings
Employee experience
Using Copilot to implement self-service policy questions and updates
1. Self-help policy agent
Create an agent accessing the HR policy SharePoint site to help users get answers to policy questions though a self-service experience.
Copilot Studio Agent
Benefit: Streamline the benefits inquiry process with instant, 24/7 agent assistance.
2. Gather feedback
The agent uses guided questions to determine if the existing policy was confusing to the employee.
Copilot Studio Agent
Benefit: Help to gather quality feedback on areas of the written policies that are unclear through guided questions.
3. Save feedback
The agent writes a summary of the feedback to an Excel spreadsheet on the HR SharePoint including the sections of each policy that are considered unclear.
Copilot Studio Agent
Benefit: Automate feedback collection into Excel with a task agent.
4. Analyze feedback
HR analyst uses Copilot in Excel to analyze the feedback and create a list of required policies requiring updates.
Copilot in Excel
Benefit: Speed the analysis by using Copilot to interpret and summarize the feedback identifying specific sections of policies to be updated.
5. Make updates
Leveraging the feedback collected, use Copilot in Word to update the policies asking Copilot to make the existing sections clearer. Have Copilot also maintain the change log for the policies.
Benefit: Streamlining the administration process reduces HR workload and improves accuracy.
6. Reporting
Use Copilot in PowerPoint to turn the policy change logs into a presentation on updates made during the prior month.
Copilot in PowerPoint
Benefit: Keep employees updated on policies with regular reporting.
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 mm365copilot.com, the Microsoft 365 Copilot Chat mobile app or the Microsoft 365 Copilot Chat app in Microsoft Teams, and set toggle to “Work”.
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.
