Role-Based Programme
RB0556

Microsoft Copilot Studio for Human Resources

Build Intelligent HR Agents, Employee Services & People Workflows

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

Programme Objectives

  • Develop functional proficiency in designing Copilot Studio agents for employee services, HR operations, onboarding, recruitment support, learning, and people processes.
  • Ground HR agents in approved policies, procedures, benefits information, employee guidance, and organizational knowledge.
  • Build reusable workflows for employee requests, onboarding activities, approvals, reminders, HR case routing, and escalation.
  • Connect agents with Microsoft and enterprise systems while maintaining appropriate identity, permissions, privacy, and human oversight.
  • Apply testing, analytics, governance, bias awareness, confidentiality, and responsible-AI controls across HR agent deployments.

Tools covered

Microsoft Copilot StudioAI AgentsAgent InstructionsGenerative OrchestrationKnowledge SourcesGenerative AnswersTopicsVariables & EntitiesAgent Tools & ActionsAgent FlowsPower Platform ConnectorsDataverseSharePointMicrosoft TeamsAuthenticationTestingAnalytics & Governance

Who should attend

  • HR Managers
  • HR Business Partners
  • HR Operations Managers
  • HR Shared Services Professionals
  • Learning & Development Professionals
  • Talent Acquisition Professionals
  • Talent Management Professionals
  • Employee Experience Professionals
  • Employee Engagement Professionals
  • People Operations Professionals
  • HR Digital Transformation Professionals
  • HR Technology Professionals
  • HR Analysts
  • HR Team Leads

Prerequisites & Participant Readiness

  • Working knowledge of HR processes and employee-service activities
  • Familiarity with HR policies, onboarding, recruitment, learning, or employee requests
  • Basic awareness of Microsoft 365 or Power Platform is beneficial
  • Familiarity with HR systems or workflow concepts is helpful
  • No advanced programming expertise required
  • No previous Copilot Studio course required

TOC Modules

Concepts
  • Understanding agents, instructions, knowledge, topics, tools, actions, and orchestration
  • Mapping Copilot Studio capabilities to employee services, HR operations, and people workflows
  • Differentiating informational assistance, process automation, and human HR decision-making
  • Identifying HR activities appropriate and inappropriate for agent automation
Practical activities
  • Exploring a sample HR-focused Copilot Studio agent
  • Mapping HR functions to relevant agent use cases
  • Defining agent audience, purpose, scope, boundaries, and outcomes

Scenarios

Employee HR Request to Controlled Resolution

Employee Question → Authentication → Copilot Studio Agent → Approved HR Knowledge → Request Classification → Agent Flow → HR Action / Approval → Resolution → Employee Confirmation

Participants build an HR service agent that answers routine questions and coordinates approved employee-service workflows while escalating sensitive or consequential matters to qualified HR professionals.

New Hire to Coordinated Onboarding Journey

New Hire Record → Onboarding Agent → Policy & Joining Guidance → HR / IT / Manager Tasks → Progress Tracking → Exception Escalation → Human Review → Onboarding Completion

Participants create an integrated onboarding experience that coordinates repeatable activities across stakeholders while maintaining employee privacy, process controls, and human ownership of employment decisions.

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