Role-Based Programme
RB0437

Copilot for Microsoft 365 for Human Resources

Build AI-Assisted HR Productivity, Communication & Employee Workflows

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational capability in applying Copilot across recruitment, onboarding, employee communication, HR documentation, and workforce coordination.
  • Use approved HR information to summarise policies, documents, emails, meetings, and employee-related inputs.
  • Create structured AI-assisted workflows for hiring support, onboarding, HR communication, performance coordination, and employee engagement.
  • Apply Copilot in Excel to analyse HR trackers, workforce information, survey results, and operational data.
  • Maintain employee privacy, confidentiality, fairness, source validation, and human HR judgement throughout AI-assisted workflows.

Tools covered

Microsoft CopilotCopilot ChatMicrosoft WordExcelOutlookTeamsPowerPointMicrosoft 365 Copilot PagesOneDrive & SharePoint Content

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
  • HR Shared Services Professionals
  • Workforce Planning Professionals
  • People Analytics Professionals
  • HR Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of Human Resources processes
  • Familiarity with recruitment, onboarding, employee communication, policies, or HR operations
  • Basic working knowledge of Microsoft 365 applications
  • General awareness of generative AI is helpful
  • No programming expertise required
  • No previous Copilot course completion required

TOC Modules

Concepts
  • Understanding Copilot across HR documents, spreadsheets, emails, meetings, presentations, and organisational information
  • Mapping AI assistance across Attract → Hire → Onboard → Develop → Engage → Support
  • Understanding organisational context, permissions, and approved HR information
  • Differentiating AI assistance from accountable HR judgement and employee decisions
Practical activities
  • Exploring representative HR prompts across Microsoft 365
  • Mapping HR Activity → Copilot Capability → Human Review → HR Outcome

Scenarios

Recruitment Requirement to Structured Hiring Workflow

Hiring Need → Copilot-Assisted Job Description → Interview Questions → Candidate Communication → Interview Notes → HR Review → Selection Follow-Up

Participants use Copilot to streamline recruitment preparation and communication while keeping candidate assessment, selection, and employment decisions under authorised human ownership.

New Employee to Coordinated Onboarding Experience

New Hire Information → Onboarding Plan → Excel Tracker → Employee Communication → Teams Coordination → Outstanding Actions → Manager Follow-Up → Completion Review

Participants create a structured onboarding workflow across Microsoft 365 while maintaining employee-data privacy and clear accountability for onboarding decisions and actions.

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