Role-Based Programme
RB0439

Copilot for Microsoft 365 for Human Resources

Advanced Talent Intelligence, Employee Experience & AI-Assisted HR Operations

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Duration
32 Hours
Level
Advanced
Delivery
Instructor-Led
Format
Capability Development

Programme Objectives

  • Develop advanced expertise in using Microsoft 365 Copilot across talent acquisition, onboarding, HR operations, learning, performance, engagement, workforce planning, and people analytics.
  • Synthesize approved HR policies, employee information, communications, documents, spreadsheets, surveys, and meeting inputs into actionable HR insights.
  • Build reusable AI-assisted workflows for recruitment, employee services, learning coordination, performance cycles, engagement programs, workforce analysis, and leadership reporting.
  • Apply Copilot across Outlook, Teams, Word, Excel, PowerPoint, SharePoint, OneDrive, Forms, Loop, and Copilot Chat to improve HR productivity and cross-functional coordination.
  • Establish governance for employee privacy, confidentiality, fairness, bias awareness, information access, source validation, human approvals, and responsible AI.

Tools covered

Microsoft 365 CopilotCopilot ChatMicrosoft OutlookTeamsWordExcelPowerPointOneDriveSharePointMicrosoft FormsMicrosoft LoopMicrosoft Graph-Grounded Organizational ContextAI-Assisted SearchMeeting IntelligenceData AnalysisDocument Creation & HR Reporting

Who should attend

  • HR Directors
  • Senior HR Managers
  • HR Business Partners
  • HR Operations Leaders
  • HR Shared Services Leaders
  • Talent Acquisition Managers
  • Learning & Development Leaders
  • Talent Management Professionals
  • Performance Management Professionals
  • Employee Experience Leaders
  • Employee Engagement Professionals
  • People Analytics Professionals
  • Workforce Planning Professionals
  • HR Transformation Professionals
  • HR Technology Professionals

Prerequisites & Participant Readiness

  • Working knowledge of HR processes and employee-lifecycle activities
  • Experience with recruitment, onboarding, HR operations, learning, engagement, performance, or workforce reporting
  • Regular working knowledge of Microsoft 365 applications
  • Familiarity with Excel-based HR data and management reporting
  • Basic understanding of employee privacy, HR governance, and approval processes
  • No programming expertise required
  • No previous Copilot course required

TOC Modules

Concepts
  • Understanding Copilot across Outlook, Teams, Word, Excel, PowerPoint, SharePoint, OneDrive, Loop, Forms, and Copilot Chat
  • Mapping Copilot capabilities across the employee lifecycle and core HR functions
  • Understanding organizational grounding, permissions, context, and information boundaries
  • Differentiating AI assistance from accountable HR and employment decision-making
Practical activities
  • Mapping current HR workflows to suitable Copilot capabilities
  • Designing prompts using HR Objective → Employee / Business Context → Evidence → Constraints → Output
  • Creating reusable advanced prompt patterns for HR teams

Scenarios

Workforce Growth Requirement to Talent & Onboarding Execution

Business Growth Plan → Microsoft 365 Copilot-Assisted Workforce Analysis → Hiring Requirements → Recruitment Coordination → Human Candidate Decisions → Offer & Onboarding → Learning Plan → Workforce Progress Reporting

Participants use Microsoft 365 Copilot to coordinate workforce expansion across recruitment, onboarding, learning, and reporting while ensuring candidate selection and employment decisions remain fully human-led.

Employee Experience Signals to HR Transformation Action

Validated Survey, Attrition & HR Service Data → Copilot-Assisted Analysis → Employee Experience Themes → Workforce Insights → HR Intervention Options → Leadership Review → Approved Actions → Employee Communication → Outcome Tracking

Participants combine workforce and employee-experience information into structured HR decision support while preserving privacy, fairness, evidence validation, and accountable human ownership of people decisions.

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