Role-Based Programme
RB0257

Microsoft 365 Copilot for Human Resources

Practical AI for HR Productivity, Talent & Employee Workflows

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational proficiency in using Microsoft 365 Copilot across practical Human Resources activities.
  • Apply structured prompting techniques for recruitment, onboarding, employee communication, learning, performance, and HR operations.
  • Use Copilot across Word, Outlook, Teams, Excel, and PowerPoint to create, summarise, analyse, and communicate HR information.
  • Analyse approved HR documents, spreadsheets, meeting information, and organisational content while respecting permissions and confidentiality.
  • Build repeatable Copilot-assisted HR workflows while maintaining privacy, fairness, accuracy, responsible AI practices, and human HR judgement.

Tools covered

Microsoft 365 CopilotCopilot ChatWordExcelOutlookTeamsPowerPointWeb-Grounded ResearchWork Data where authorised

Who should attend

  • HR Business Partners
  • HR Managers
  • HR Generalists
  • Talent Acquisition Professionals
  • Recruitment Professionals
  • Learning & Development Professionals
  • Talent Management Professionals
  • HR Operations Professionals
  • People Operations Professionals
  • Employee Engagement Professionals
  • Performance Management Professionals
  • Workforce Planning Professionals
  • HR Shared Services Professionals
  • HR Team Leaders

Prerequisites & Participant Readiness

  • Basic understanding of Human Resources activities and employee lifecycle processes
  • Familiarity with Microsoft 365 applications such as Word, Excel, Outlook, Teams, or PowerPoint is helpful
  • Basic document and spreadsheet-handling knowledge
  • Basic computer and internet proficiency
  • No programming knowledge required
  • No previous Microsoft 365 Copilot experience required
  • Participants should use anonymised or organisation-approved employee and candidate information during practical exercises
  • Access to specific Copilot capabilities may depend on the organisation's Microsoft 365 configuration and permissions
  • Hiring, performance, compensation, employee-relations, and other people decisions must remain under authorised human review

TOC Modules

Concepts
  • Understanding Microsoft 365 Copilot, Copilot Chat, Generative AI, and work-grounded AI
  • Understanding how Copilot works across Word, Excel, Outlook, Teams, PowerPoint, and the Microsoft 365 Copilot experience
  • Identifying appropriate HR applications across recruitment, onboarding, learning, communication, operations, and reporting
  • Understanding permissions, confidentiality, hallucinations, bias, and responsible use of employee information
Practical activities
  • Exploring Copilot through common HR workplace activities
  • Comparing a simple prompt with a structured HR prompt
  • Reviewing generated HR content for accuracy, tone, and inappropriate assumptions
  • Identifying HR activities suitable and unsuitable for Copilot assistance

Scenarios

Recruitment Requirement to Candidate Engagement

Approved Role Requirement → Copilot Analysis → Job Description → Interview Questions → Interview Notes → Candidate Communication → HR Review

Participants use Microsoft 365 Copilot across Word and Outlook to support recruitment preparation and candidate communication while keeping candidate assessment and hiring decisions fully under human HR ownership.

HR Data to Leadership Briefing

Anonymised HR Dataset → Copilot in Excel → Trends & Exceptions → HR Interpretation → Management Commentary → PowerPoint / Leadership Brief → HR Validation

Participants analyse approved HR information, identify relevant patterns, and convert validated findings into concise management insights and presentation-ready content.

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