Role-Based Programme
RB0438

Copilot for Microsoft 365 for Human Resources

AI-Assisted Talent, Employee Services, People Analytics & HR Workflows

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

Programme Objectives

  • Develop functional proficiency in using Microsoft 365 Copilot across recruitment coordination, onboarding, employee services, learning, engagement, HR operations, and workforce reporting.
  • Build reusable Copilot workflows that transform HR emails, documents, meetings, policies, and structured workforce information into actionable HR outputs.
  • Use Copilot in Excel to organise and analyse recruitment, learning, workforce, attendance, engagement, and HR-service information.
  • Integrate Outlook, Word, Excel, Teams, PowerPoint, Copilot Chat, and Copilot Search across realistic HR processes.
  • Apply employee-data confidentiality, fairness, factual validation, human judgement, permissions, and responsible AI practices throughout HR workflows.

Tools covered

Microsoft 365 CopilotMicrosoft Copilot ChatMicrosoft Copilot SearchCopilot in OutlookWordExcelMicrosoft TeamsPowerPointMicrosoft Graph

Who should attend

  • HR Managers
  • HR Business Partners
  • HR Operations Professionals
  • Learning & Development Professionals
  • Talent Acquisition Professionals
  • Talent Management Professionals
  • Employee Experience Professionals
  • People Operations Professionals
  • HR Shared Services Professionals
  • HRIS Professionals
  • Workforce Planning Professionals
  • HR Team Leads

Prerequisites & Participant Readiness

  • Working understanding of HR processes and employee lifecycle activities
  • Familiarity with recruitment, onboarding, employee communication, policies, learning, or HR reporting
  • Basic working knowledge of Outlook, Word, Excel, Teams, and PowerPoint
  • Basic spreadsheet and HR-data analysis skills
  • No programming expertise required
  • No requirement to complete shorter Copilot for Microsoft 365 courses
  • Feature availability may vary according to organisational licensing, permissions, and administrator configuration

TOC Modules

Concepts
  • Understanding Microsoft 365 Copilot, Copilot Chat, Microsoft Graph, and organisational work context
  • Exploring Copilot across Outlook, Word, Excel, Teams, PowerPoint, and Copilot Search
  • Mapping HR work across Attract → Join → Support → Develop → Engage → Retain
  • Identifying appropriate AI-assisted activities versus consequential HR decisions requiring human ownership
Practical activities
  • Exploring Copilot across selected Microsoft 365 applications
  • Mapping an existing HR workflow to relevant Copilot capabilities
  • Creating an initial cross-application HR workflow

Scenarios

Recruitment Requirement to Structured Hiring Coordination

Hiring Need → Copilot Search / Chat → Role Requirements → Word Job Description → Outlook Candidate Communication → Teams Interview Coordination → Hiring-Team Review → Follow-Up

Participants create an integrated recruitment-support workflow covering requirements, documentation, communication, and interview coordination while keeping candidate assessment and selection under accountable human ownership.

HR Data & Employee Feedback to Workforce Action Plan

HR Operational Data + Employee Feedback → Copilot in Excel → Trends & Themes → HR Analysis → Teams Review → Word Management Summary → PowerPoint Leadership Update → Approved Actions

Participants combine HR data and employee feedback into a structured management review that highlights relevant workforce themes, operational issues, and recommended actions while maintaining privacy and human HR judgement.

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.