HR scenario: Improve onboarding and development processes (Copilot Studio)
Available with: Microsoft 365 Copilot and Copilot Studio Scenario level:
KPIs impacted
Reduce onboarding time
Value benefit
Cost savings
Employee experience
Using Copilot to improve onboarding and development processes (Copilot Studio)
1. Crowdsource onboarding resources
Gather input from team members about resources that have proven most valuable in onboarding. Summarize input based on top votes collected.
Copilot in Loop
Example prompt: Draft an onboarding plan and checklist for a new human resources support advisor.
2. Identify network
Use Copilot to find individuals who can support your new hire’s work and offer complementary skills to help them connect more effectively and quickly.
Microsoft 365 Copilot Chat2
Example prompt: Identify 10 employees in the [department name] organization who would be knowledgeable experts to help new [job role] onboard quickly and efficiently.
3. Simplify policies
Summarize policy documents build context for the new employee.
Copilot in Word
Example prompt: “Summarize this doc” into 10 key topics and terms with descriptions. Translate into another language to facilitate understanding.
4. Summarize key discussion points
Ask Copilot to locate notes from different conversations, chats, and emails into a summary that highlights key themes, simplifying volumes of information.
Microsoft 365 Copilot Chat2
Example prompt: “List the main ideas we discussed” to develop stronger understanding of content, terms, and topics.
5. Streamline onboarding
Create an onboarding plan specific to each role to accelerate new hire learning. Build an agent using Copilot Studio to help employees answer their onboarding questions.
Copilot Studio Agent
Copilot in Word
Example prompt: I am a human resources support advisor. Create an onboarding plan for a new team member including timelines.
6. Build learning material
Ask Copilot in PowerPoint to generate learning paths according to individual roles, learning styles and career goals.
Copilot in PowerPoint
Example prompt: “Create a presentation from” [onboardingplan.docx] for new hires to the human resources support advisor team.
1Access Microsoft 365 Copilot Chat at m365copilot.com or the Microsoft 365 Copilot Chat mobile app and set toggle to “Web".
2Access Microsoft 365 Copilot Chat at mm365copilot.com, the Microsoft 365 Copilot Chat mobile app or the Microsoft 365 Copilot Chat app in Microsoft Teams, and set toggle to “Work”.
3Copilot agents allow Microsoft 365 Copilot to access your organization-specific apps. In the past, this would have required an API call to get data from a system of record. 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.
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.
