HR scenario: Manage internal job transitions​

Download scenario guide Watch how to start with Microsoft Copilot
Available with: Microsoft 365 Copilot and Copilot Studio Scenario level:
Extend

KPIs impacted

Cost per hire

Reduce onboarding time

Improve eNPS

Value benefit

Cost savings

Employee experience

Using Copilot to manage internal job transitions​


1. Quickly screen candidates

Prompt Copilot to surface the most qualified candidates, referencing relevant documents and pulling in employee information from the HR system with a Copilot Studio agent.​

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Copilot Studio Agent

Benefit: Rapidly get up to speed on what candidates are most qualified for certain roles.

2. Schedule interviews

Use Copilot to help schedule follow up interviews between candidates and hiring managers​.

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Business Chat2

Benefit: Streamline scheduling multiple candidates for interviews by asking Outlook to identify and schedule interviews.

3. Create onboarding materials

Use Copilot in Word to create role-specific onboarding materials.

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Copilot in Word

Benefit: Reduce time to prepare, search, and summarize onboarding documents leading to increased employee satisfaction and helping employees’ reach productivity quickly.

4. Develop training material​

Use Copilot in PowerPoint to generate learning paths according to individual roles, learning styles, and career goals.​

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Copilot in PowerPoint

Benefit: Keep training relevant to the audience by using Copilot to mine historical documents to update with relevant training content. As internal systems change training can adapt to it more quickly.

5. Collect feedback

Analyze employee survey data with Copilot in Excel and summarize key findings to refine delivery and relevance.​

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Copilot in Excel

Benefit: Focus on overall employee satisfaction and onboarding experience by responding to feedback and refining onboarding and training.

6. Prepare for performance reviews

Use Copilot in Word to generate reports for performance reviews.​

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Copilot in Word

Benefit: Compile data quickly and generate individual review reports to support the process.

1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.

2Access Business Chat at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.

3Copilot agents allow Microsoft 365 Copilot to access your organization-specific apps. In the past, this would have required an API call to get data from a system of record. The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.

The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.