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View downloadsHR scenario: Resolving employee issues
Download scenario guideAvailable with: Copilot for Microsoft 365 Scenario level:
KPIs impacted
Improve eNPS
Employee turnover rate
Value benefit
Cost savings
Employee experience
Using Copilot to resolve employee issues
1. Summarize the challenge
Aggregate a long and complex email thread of conversations to create a holistic and summarized view of the challenge (employee engagement, retention, diversity and inclusion, etc.).
Copilot in Outlook
Action: Select “Summarize” to understand key issues and proposed solutions from lengthy email threads related to the HR challenge.
2. Access resources
Ask Copilot to help identify relevant and timely resources to help solve for this common or complex challenge.
Copilot2
Copilot Studio
Action: Use plugins built in Copilot Studio to rapidly identify relevant and timely data on how to approach common or complex employee scenarios.
3. Brainstorm ideas
Create a list of questions needed to help solve this challenge.
Copilot in Loop
Action: Prior to a scheduled meeting, have teammates build upon the Loop: brainstorm ideas to address the HR situation and challenge.
4. Collaborate with teammates
Schedule a meeting to discuss the options.
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 confirm or update the approach and documentation.
5. Update documentation
Update the approach, procedure and/or policy documentation as applicable.
Copilot in Word
Example prompt: Leverage the meeting feedback to update the approach. Rewrite this section to update the “days to respond” from 5 business days to 3 business days.
6. Communicate to teammates
Communicate plan and actions to appropriate stakeholders and monitor engagement.
Copilot in Outlook
Example prompt: Draft with Copilot: an email to stakeholders that provides detail and timelines regarding action plans to address the HR challenge.
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.
