HR scenario: Streamline benefits and compensation (Copilot Studio)
Available with: Microsoft 365 Copilot and Copilot Studio Scenario level:
KPIs impacted
Increase benefit usage
Value benefit
Employee experience
Using Copilot to streamline benefits and compensation
1. Conduct market research
Prompt Microsoft Copilot to research the latest industry trends and data regarding competitive compensation ranges and benefits. Use a Copilot Studio agent to ingest internal and external data to come up with benchmarking insights.
Copilot Studio Agent
Benefit: Quickly generate tables of average salaries by market for different roles.
2. Draft Executive Summary
Use Copilot in Word to draft a plan for talent planning to share with your executive staff for next fiscal year.
Copilot in Word
Benefit: Turn a few thoughts on the data collected into a detailed planning document.
3. Update financial model
Use Copilot in Excel to rapidly update the financial model. Create a financial forecast with advanced analysis capabilities in Copilot.
Copilot in Excel
Benefit: Make rapid updates to the financial model with Copilot.
4. Present updates
Use Copilot in PowerPoint to generate an executive presentation detailing the new compensation strategy.
Copilot in PowerPoint
Benefit: Create a set of slides from a strategy document in Word to present the strategy and then copy in the Excel charts.
5. Revise policy document
Use Copilot in Word to revise relevant sections of the compensation policy document.
Copilot in Word
Benefit: Turn the bullet points from the executive presentation into text for the policy document.
6. Communicate changes
Use Copilot in Outlook to draft an email communicating changes to the compensation policy to department managers.
Copilot in Outlook
Benefit: Draft an email to a group of department managers that provides detail and timelines regarding employee annual reviews and changes to the overall compensation and benefits.
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.
