Microsoft Scenario Library Human Resources Implement self-service policy questions and updates

Available with: Microsoft 365 Copilot and Copilot Studio

Human Resources scenario: Implement self-service policy questions and updates

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Scenario

Help employees find answers and automatically update policies based on the questions asked

1. Self-help policy agent

Create an agent accessing the HR policy SharePoint site to help users get answers to policy questions though a self-service experience.

Copilot Studio icon

Copilot Studio Agent

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

The agent uses guided questions to determine if the existing policy was confusing to the employee.

Copilot Studio icon

Copilot Studio Agent

Benefit: Help to gather quality feedback on areas of the written policies that are unclear through guided questions.

The agent writes a summary of the feedback to an Excel spreadsheet on the HR SharePoint including the sections of each policy that are considered unclear.

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Copilot Studio Agent

Benefit: Automate feedback collection into Excel with a task agent.

HR analyst uses Copilot in Excel to analyze the feedback and create a list of required policies requiring updates.

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Copilot in Excel

Benefit: Speed the analysis by using Copilot to interpret and summarize the feedback identifying specific sections of policies to be updated.

Leveraging the feedback collected, use Copilot in Word to update the policies asking Copilot to make the existing sections clearer. Have Copilot also maintain the change log for the policies.

Benefit: Streamlining the administration process reduces HR workload and improves accuracy.

Use Copilot in PowerPoint to turn the policy change logs into a presentation on updates made during the prior month.

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Copilot in PowerPoint

Benefit: Keep employees updated on policies with regular reporting.

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.