Microsoft Scenario Library Human Resources Automate benefits query management​

Available with: Copilot Chat and Copilot Studio

Human Resources scenario: Automate benefits query management​

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Scenario

Create a chat bot to answer employee benefits questions.

1. Create an agent

Create a custom agent accessing HR information with guided prompts around employee benefits. Once ready, launch it as an app in Microsoft Teams for your organization.​

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Copilot Studio Agent

Benefit: Streamline the benefits inquiry process with instant, 24/7 chatbot assistance.

Employees may ask the agent for more details about specific benefits.​

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Copilot Studio Agent

Benefit: Match employee criteria with the best available benefits packages.

Employees can provide the agent with desired outcomes and ask Copilot to pull specific benefits recommendations.​

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Copilot Studio Agent

Benefit: Providing tailored recommendations helps employees make informed decisions about their benefits.

Use the agent to automate the feedback collection in a database for analysis.

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Copilot Studio Agent

Benefit: Gathering feedback allows for the refinement of the recommendation process.

Use Copilot to research potential solutions to common issues that are being raised to the agent.

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Microsoft 365 Copilot Chat1

Benefit: Use the power of AI to research solutions to employee issues.

Use Copilot to draft an announcement of clarifications to the benefits plans based on common queries.

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Microsoft 365 Copilot Chat1

Benefit: Quickly draft communications to keep employees up to date and avoid future questions.

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help average resolution times

Microsoft Copilot can help with self-service options for employees using HR systems which can reduce support requirements and increase employee satisfaction.​
Boost productivity​
  • Rapidly find information​
  • Diagnose problems faster​
  • Check for similar issues and resolutions​
  • Quickly send follow-up communications​

How Copilot can help reduce average issue resolution time​

Microsoft Copilot can help with lowering resolution times which in turn ​leads to increased productivity and higher employee satisfaction rates.​
Boost productivity​
  • Rapidly research service interactions​
  • Create first drafts faster​
  • Check for similar issues and resolutions​
  • Quickly send follow-up communications​

How Copilot can help increase benefit usage

Create improved interfaces for employees to learn about their benefits and improve registration processes.​
Create HR benefit campaign​
  • Generate news and announcements ​from your HR team or department​
  • Communicate policies and procedures for HR-related matters, such as benefits, payroll, performance, and compliance​

How Copilot can help improve eNPS scores

Employee Net Promoter Score (eNPS) is a valuable metric for assessing employee engagement. It measures how likely your employees are to recommend your organization as a great place to work to their friends or family. Microsoft Copilot plays a pivotal role in enhancing employee Net Promoter Scores (eNPS) by fostering a positive work environment and empowering employees.
Create internal feedback loop
  • Draft employee surveys
  • Analyze surveys to gain valuable
    insights employee sentiment

How Microsoft Copilot can help reduce onboarding time

Reducing ramp up time is beneficial for everyone. It boosts employee confidence and engagement. It helps shorten the learning curve allowing employees to make an impact sooner.
Create onboarding materials
  • Use Copilot to draft training guides
  • Use Copilot to enhance employee handbooks

How Microsoft Copilot can help employee turnover rates

Reducing the stress of everyday tasks by using Microsoft Copilot to reduce complexity and save time can help to improve employee satisfaction, which has been shown to improve retention.
Improve quality of internal materials and processes
  • Improve job descriptions for further role clarity
  • Improve company meetings with summarization and recap
  • Completely focus during the meeting

How Microsoft Copilot can help with hiring

Copilot can help HR streamline the hiring process by assisting with writing job descriptions, conducting interviews and drafting communications to candidates.
Improve quality of recruitment experience and materials
  • Improve job descriptions
  • Improve interviews with summarization and recap
  • Improve quality of emails and chats with candidates

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.