HR scenario: Managing internal job transitions​

Download scenario guide Watch how to start with Microsoft Copilot
Available with: Copilot for Microsoft 365 (with Copilot Studio plug-ins) Scenario level:

KPIs impacted

Cost per hire

Reduce onboarding time

Improve eNPS

Value benefit

Cost savings

Employee experience

Using Copilot to managing internal job transitions​

1. Quickly screen candidates

Prompt Copilot to surface the most qualified candidates, referencing relevant documents and pulling in employee information from the HR system with Copilot Studio.​

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Copilot Studio

Rapidly get up to speed on what candidates are most qualified for certain roles.

2. Schedule interviews

Use Copilot to help schedule follow up interviews between candidates and hiring managers​

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Streamline scheduling multiple candidates for interviews by asking Outlook to identify and schedule interviews.​

3. Create onboarding materials

Use Copilot in Word to create role-specific onboarding materials.

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Copilot in Word

Reduce time to prepare, search and summarize onboarding documents leading to increased employee satisfaction and helping employees’ reach productivity quickly.

4. Develop training material​

Use Copilot in PowerPoint to generate learning paths according to individual roles, learning styles and career goals.​

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Copilot in PowerPoint

Keep training relevant to the audience by using Copilot to mine historical documents to update with relevant training content. As internal systems change training can adapt to it more quickly.​

5. Collect feedback

Analyze employee survey data with Copilot in Excel and summarize key findings to refine delivery and relevance.​

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Copilot in Excel

Focus on overall employee satisfaction and onboarding experience by responding to feedback and refining onboarding and training.​

6. Prepare for performance reviews

Use Copilot in Word to generate reports for performance reviews.​

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Copilot in Word

Compile data quickly and generate individual review reports to support the process.​

1Access Copilot at or the Microsoft Copilot mobile app and set toggle to “Web”
2Access Copilot at, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”