Role-Based Programme
RB0554

Microsoft Copilot Studio for Human Resources

Explore AI Agents for Employee Support, HR Services & Workforce Experience

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

Programme Objectives

  • Understand how Microsoft Copilot Studio can support HR through employee self-service, HR knowledge access, onboarding, and workforce-support agents.
  • Explore how approved HR policies, procedures, FAQs, and employee resources can ground agent responses.
  • Identify opportunities for automating HR requests, routing, notifications, approvals, and employee-service workflows.
  • Understand how generative orchestration, Agent Flows, connectors, and human intervention work together in HR processes.
  • Recognise privacy, confidentiality, fairness, access-control, governance, and human-accountability requirements for HR agents.

Tools covered

Microsoft Copilot StudioAI AgentsGenerative OrchestrationKnowledge SourcesSharePoint KnowledgeCopilot ConnectorsAgent FlowsHuman-in-the-LoopEmployee Self-Service Agent ConceptsAnalytics & Governance Controls

Who should attend

  • HR Managers
  • HR Operations Professionals
  • HR Shared Services Professionals
  • Learning & Development Professionals
  • Talent Management Professionals
  • Talent Acquisition Professionals
  • Employee Experience Professionals
  • HR Business Partners
  • HR Service Delivery Professionals
  • People Operations Professionals
  • HR Technology Professionals
  • HR Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of Human Resources processes
  • Familiarity with employee policies, HR requests, onboarding, or employee-service workflows
  • Basic awareness of Microsoft 365 or enterprise applications is helpful
  • General awareness of AI or workflow automation is beneficial
  • No programming expertise required
  • No previous Microsoft Copilot Studio experience required

TOC Modules

Concepts
  • Understanding Copilot Studio as a low-code environment for creating AI agents and workflows
  • Understanding instructions, knowledge, tools, connectors, and generative orchestration
  • Identifying HR opportunities across employee support, onboarding, HR operations, and workforce services
  • Understanding the difference between AI assistance, workflow automation, and human HR judgement
Practical activities
  • Exploring a representative HR or employee-service agent
  • Mapping Employee Need → Agent Capability → HR Outcome

Scenarios

Employee HR Question to Governed Self-Service Resolution

Employee Question → Copilot Studio Agent → Approved HR Knowledge → Grounded Response → Follow-Up Guidance → HR Escalation if Required

Participants configure and test an employee-support scenario that provides consistent answers from approved HR information while transferring sensitive, exceptional, or unresolved queries to HR.

New Employee to Structured Onboarding Support

New-Hire Request → HR Agent → Onboarding Information → Required Tasks / Documents → Agent Flow → Notifications & Task Coordination → Human HR Review → Employee Status Update

Participants design an onboarding-support workflow that automates routine coordination while keeping employment decisions, exceptions, and sensitive actions under authorised HR ownership.

## Current Capability Reference

Microsoft Copilot Studio currently supports enterprise **knowledge grounding** from sources including SharePoint, uploaded files, websites, Dataverse, Azure AI Search, and connected enterprise systems. These sources can be used to provide employees with responses grounded in approved HR information rather than relying only on the model's general knowledge.

Microsoft also provides an **Employee Self-Service agent** pattern that can be customised through Copilot Studio and grounded in SharePoint HR information, demonstrating how employee-facing service agents can use authorised organisational content.

Current **generative orchestration** can interpret employee intent, select relevant knowledge and tools, and create multistep plans. Microsoft's guidance recommends deterministic or human-controlled checkpoints where actions are sensitive or must follow exact business rules.

Current **Agent Flows** support AI actions, branching, loops, connectors, and human-in-the-loop steps for approvals or additional information. Copilot Studio also provides enterprise governance controls including data-loss-prevention policies, publishing restrictions, Power Platform data policies, Customer Lockbox, and Microsoft Entra-related controls.

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