HR scenario: Streamline benefits and compensation​ (Copilot for Microsoft 365)

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Available with: Copilot for Microsoft 365 Scenario level:

KPIs impacted

Increase benefit usage

Value benefit

Employee experience

Using Copilot to streamline benefits and compensation

1. Conduct market research

Prompt Microsoft Copilot to research the latest industry trends and data regarding competitive compensation ranges and benefits.​

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Benefit: Quickly generate tables of average salaries by market for different roles.

2. Draft Executive Summary

Use Copilot in Word to draft a plan for talent planning to share with your executive staff for next fiscal year.

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Copilot in Word

Benefit: Turn a few thoughts on the data collected into a detailed planning document.

3. Update financial model

Use Copilot in Excel to rapidly update the financial model.

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Copilot in Excel

Benefit: Make rapid updates to the financial model with Copilot.

4. Present updates

Use Copilot in PowerPoint to generate an executive presentation detailing the new compensation strategy.

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Copilot in PowerPoint

Benefit: Create a set of slides from the meeting notes to document the strategy and then copy in the Excel charts.

5. Revise policy document

Use Copilot in Word to revise relevant sections of the compensation policy document.

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Copilot in Word

Benefit: Turn the bullet points from the executive presentation into text for the policy document.

6. Communicate changes

Use Copilot in Outlook to draft an email communicating changes to the compensation policy to department managers.

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Copilot in Outlook

Benefit: Draft an email to a group of department managers that provides detail and timelines regarding employee annual reviews and changes to the overall compensation and benefits.

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”.

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.