HR scenario: Update policy document

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Available with: Copilot for Microsoft 365 Scenario level:

KPIs impacted

Improve eNPS

Employee turnover rate

Increase benefit usage

Value benefit

Cost savings

Employee experience

Using Copilot to update policy document

1. Identify changes in policy

Compare the new and old policy documents and make a table of the key policy differences. Have Copilot translate the results into local language.​

Microsoft Copilot icon


Compare policies in these two documents and make a table of the key policy differences. Translate the results to Spanish.​

2. Draft new FAQ

Create a new FAQ document that explains the changes and explores what impact it may have on employees and what concerns they might have.

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Copilot in Word

Make a list of likely questions that employees will have about this change in policy and provide answers to each question based on the policy document.

3. Create new plan

Ask Copilot to create a plan for change management that updates curated content, employee-facing material, and advisor training and communications​

Microsoft Copilot icon


Using the insights from the previous step, prompt Copilot: I am a human resources support advisor. Create a change management plan based on the updated policy. Include tasks and timelines.

4. Develop material​

Build training materials which are tailored to the case and employee/role.

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Copilot in PowerPoint

Create a presentation from file [plan.docx] and relevant documents about to train Human Resources support advisors on applying the new policy.

5. Collect feedback

Engage with support advisors to depict the data, plan, actions and support material required to implement the new policy.

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Copilot in Teams

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.

6. Continuous improvement

Communicate changes to Support Advisors and monitor impact/feedback.​

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Copilot in Outlook

Draft with Copilot: a reply email to the department that provides detail and timelines regarding improvements and changes.

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”