Role-Based Programme
RB0258

Microsoft 365 Copilot for Human Resources

Analyse, Create & Build Smarter HR Workflows

IMAGE REQUIRED
Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in applying Microsoft 365 Copilot across recruitment support, onboarding, learning, employee communication, performance processes, HR documentation, and workforce analysis.
  • Apply advanced prompting and context techniques to generate accurate, structured, and role-relevant HR outputs.
  • Use Copilot across Word, Excel, PowerPoint, Outlook, Teams, OneDrive, and SharePoint to reduce repetitive HR work and improve information synthesis.
  • Apply Researcher, Analyst, and Copilot agents to support deeper research, workforce-data analysis, and repeatable HR workflows.
  • Apply privacy, confidentiality, fairness, permissions, responsible-AI practices, and human judgement across AI-assisted HR activities.

Tools covered

Microsoft 365 CopilotCopilot ChatWordExcelPowerPointOutlookTeamsOneDriveSharePointResearcherAnalyst & Copilot Agents

Who should attend

  • HR Managers
  • HR Business Partners
  • Learning & Development Professionals
  • Talent Acquisition Professionals
  • Talent Management Professionals
  • HR Operations Professionals
  • Employee Engagement Professionals
  • Performance Management Professionals
  • People Analytics Professionals
  • Organisational Development Professionals
  • HR Shared Services Professionals
  • HR Communications Professionals
  • HR Transformation Professionals
  • HR Team Leads & Heads

Prerequisites & Participant Readiness

  • Basic familiarity with Human Resources processes and Microsoft 365 applications
  • Working knowledge of Word, Excel, PowerPoint, Outlook, or Teams
  • Familiarity with HR documents, employee communications, reports, or spreadsheets is helpful
  • Understanding of organisational privacy and confidentiality practices is beneficial
  • Basic understanding of Generative AI is helpful but not mandatory
  • Completion of a shorter Copilot programme is not required

TOC Modules

Concepts
  • Understanding Microsoft 365 Copilot, Copilot Chat, organisational context, and AI-assisted workplace productivity
  • Identifying suitable Copilot applications across recurring HR activities
  • Understanding how permissions and existing Microsoft 365 access affect available organisational information
  • Recognising hallucinations, incomplete context, bias, and limitations of AI-generated HR outputs
Practical activities
  • Mapping Recruitment → Onboarding → Development → Engagement → Reporting activities to Copilot workflows

Scenarios

Recruitment to New-Employee Onboarding

Role Requirement → Copilot Prompting → Job Description → Interview Guide → Hiring Communication → Offer / Joining Information → Onboarding Plan → Employee Resources → Manager Review

Participants use Microsoft 365 Copilot across Word, Outlook, Teams, and PowerPoint to build a connected recruitment-support and onboarding workflow while keeping candidate evaluation and hiring decisions under authorised human control.

Workforce Capability to Learning Action Plan

HR / Skills Data → Excel & Analyst → Capability Patterns → Researcher → External Skills Intelligence → Learning Priorities → Word Action Plan → PowerPoint Management Brief

Participants combine approved workforce information with external research to identify potential capability priorities and prepare an evidence-backed learning and development action plan for HR leadership review.

Related programmes

Continue with programmes from the same capability area.

Take the next step

Ready to make this programme work for your team?

Customise modules, duration and business scenarios for your team.

Instructor-ledVirtualHybrid

Designed around your roles, tools and real workflows.