Role-Based Programme
RB0555

Microsoft Copilot Studio for Human Resources

AI Agents for Employee Support, HR Services & People Operations

IMAGE REQUIRED
Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational capability to create Copilot Studio agents for employee support, onboarding, HR services, and people-operations workflows.
  • Ground agents in approved HR policies, procedures, FAQs, employee guidance, and organisational knowledge.
  • Configure instructions, topics, tools, and workflows for common HR enquiries and service requests.
  • Design controlled escalation paths for sensitive, exceptional, or judgement-based employee matters.
  • Test agent accuracy, relevance, workflow behaviour, permissions, and employee experience before deployment.

Tools covered

Microsoft Copilot StudioAI AgentsAgent InstructionsGenerative OrchestrationKnowledge SourcesTopicsTools & ConnectorsAgent FlowsTest ChatAgent Evaluation

Who should attend

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

Prerequisites & Participant Readiness

  • Basic understanding of HR and employee-lifecycle processes
  • Familiarity with HR policies, onboarding, employee queries, or HR service requests
  • Basic awareness of Microsoft 365 or enterprise business applications is helpful
  • No programming expertise required
  • No previous Microsoft Copilot Studio experience required
  • Availability of knowledge sources, connectors, and workflows depends on organisational permissions and licensing

TOC Modules

Concepts
  • Understanding AI agents and their role in employee and HR service delivery
  • Exploring instructions, knowledge, topics, tools, workflows, testing, and publishing concepts
  • Mapping Employee Need → Agent Assistance → HR Action → Outcome
  • Identifying suitable use cases across HR FAQs, onboarding, policy guidance, and employee services
Practical activities
  • Exploring the Copilot Studio authoring environment
  • Creating a basic HR-support agent
  • Defining its purpose, target users, boundaries, and success criteria

Scenarios

Employee Policy Question to Guided HR Support

Employee Question → Copilot Studio Agent → Approved HR Knowledge → Grounded Answer → Related Procedure → HR Escalation if Required

Participants create an employee-support agent that provides consistent policy and process guidance while directing exceptional or sensitive cases to an HR professional.

Employee HR Request to Structured Service Workflow

Employee Request → Agent Intake → Required Information → Validation → Tool / Workflow → HR Team / System → Confirmation → Exception Handling

Participants design a basic HR service workflow that captures employee requirements, initiates the appropriate governed action, and maintains human oversight for cases requiring approval or judgement.

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