Role-Based Programme
RB0436

Copilot for Microsoft 365 for Human Resources

Improve HR Communication, Documentation & People Operations

IMAGE REQUIRED
Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand how Microsoft 365 Copilot can support everyday HR activities across communication, documentation, employee support, and people operations.
  • Use Copilot to summarize HR documents, email threads, meeting discussions, policies, and employee-related information.
  • Explore Copilot for drafting HR communications, onboarding content, policy summaries, learning materials, and manager updates.
  • Use Excel with Copilot to organize and review basic HR data, workforce information, training records, and action trackers.
  • Apply responsible AI practices covering employee privacy, confidentiality, fairness, data accuracy, approvals, and human HR ownership.

Tools covered

Microsoft 365 CopilotCopilot ChatWordExcelOutlookTeamsPowerPointOneDriveSharePoint

Who should attend

  • HR Managers
  • HR Business Partners
  • HR Operations Professionals
  • Talent Acquisition Professionals
  • Learning & Development Professionals
  • Talent Management Professionals
  • Employee Engagement Professionals
  • HR Shared Services Professionals
  • HR Generalists
  • People Operations Professionals
  • HR Analysts
  • HR Coordinators
  • HR Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of Human Resources processes
  • Familiarity with employee communication, policies, onboarding, recruitment, or HR operations
  • Basic experience with Microsoft 365 applications
  • Basic familiarity with Microsoft Excel is helpful
  • Awareness of employee confidentiality and privacy requirements
  • No programming expertise required
  • No previous Microsoft 365 Copilot experience required

TOC Modules

Concepts
  • Understanding Copilot across Word, Excel, Outlook, Teams, PowerPoint, SharePoint, and OneDrive
  • Identifying HR use cases across recruitment, onboarding, communication, learning, and operations
  • Understanding AI-assisted productivity in everyday HR workflows
  • Differentiating AI-generated assistance from HR judgement and decision-making
Practical activities
  • Exploring Copilot in common HR applications
  • Testing basic HR-focused prompts
  • Mapping HR Activity → Microsoft 365 App → Copilot Support

Scenarios

New Employee Onboarding & Communication

New Joiner Information → Word Onboarding Plan → Copilot Draft → Outlook Welcome Communication → Teams Orientation → Action Follow-Up

Participants create a structured onboarding workflow, prepare employee communication, and organize follow-up activities while ensuring all employee information is handled appropriately.

HR Policy Update to Employee Awareness

Policy Update → SharePoint / OneDrive → Copilot Summary → Word Employee Guide → Outlook Communication → Teams Manager Briefing → Employee Follow-Up

Participants convert an approved HR policy update into clear employee-facing communication and manager guidance while maintaining HR ownership of policy interpretation and approval.

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