Microsoft Scenario Library Human Resources Smart onboarding agent

Available with: Copilot Studio

Human Resources scenario: Smart onboarding agent

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Scenario

Using AI Agents to create a smart onboarding agent

Streamline onboarding with personalized steps, real-time query resolution, and seamless document processing.

1. Candidate data retrieval

Pulls candidate info (role, department, team) from HR systems to initiate onboarding.

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Copilot Studio Agent

Fetches key candidate info instantly to kickstart onboarding with no delays.

Automates collection, validation, and submission of onboarding documents with reminders and status updates.

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Copilot Studio Agent

Automates paperwork collection and status tracking to reduce manual follow-up.

Provides real-time responses to candidate queries via chat or voice assistants.

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Copilot Studio Agent

Answers new hire questions on the spot to boost confidence and clarity.

Generates personalized learning plans based on role, team, and required skills.

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Copilot Studio Agent

Builds role-specific training plans to accelerate readiness and performance.

Tracks onboarding milestones, flags blockers, and provides real-time visibility to HR and managers.

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Copilot Studio Agent

Tracks milestones and flags blockers so HR can act quickly.

Summarizes interactions to provide HR with insights into onboarding progress and challenges.

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Copilot Studio Agent

Summarizes progress and challenges to help refine onboarding processes.

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help average resolution times

Microsoft Copilot can help with self-service options for employees using HR systems which can reduce support requirements and increase employee satisfaction.​
Boost productivity​
  • Rapidly find information​
  • Diagnose problems faster​
  • Check for similar issues and resolutions​
  • Quickly send follow-up communications​

How Copilot can help reduce average issue resolution time​

Microsoft Copilot can help with lowering resolution times which in turn ​leads to increased productivity and higher employee satisfaction rates.​
Boost productivity​
  • Rapidly research service interactions​
  • Create first drafts faster​
  • Check for similar issues and resolutions​
  • Quickly send follow-up communications​

How Copilot can help increase benefit usage

Create improved interfaces for employees to learn about their benefits and improve registration processes.​
Create HR benefit campaign​
  • Generate news and announcements ​from your HR team or department​
  • Communicate policies and procedures for HR-related matters, such as benefits, payroll, performance, and compliance​

How Copilot can help improve eNPS scores

Employee Net Promoter Score (eNPS) is a valuable metric for assessing employee engagement. It measures how likely your employees are to recommend your organization as a great place to work to their friends or family. Microsoft Copilot plays a pivotal role in enhancing employee Net Promoter Scores (eNPS) by fostering a positive work environment and empowering employees.
Create internal feedback loop
  • Draft employee surveys
  • Analyze surveys to gain valuable
    insights employee sentiment

How Microsoft Copilot can help reduce onboarding time

Reducing ramp up time is beneficial for everyone. It boosts employee confidence and engagement. It helps shorten the learning curve allowing employees to make an impact sooner.
Create onboarding materials
  • Use Copilot to draft training guides
  • Use Copilot to enhance employee handbooks

How Microsoft Copilot can help employee turnover rates

Reducing the stress of everyday tasks by using Microsoft Copilot to reduce complexity and save time can help to improve employee satisfaction, which has been shown to improve retention.
Improve quality of internal materials and processes
  • Improve job descriptions for further role clarity
  • Improve company meetings with summarization and recap
  • Completely focus during the meeting

How Microsoft Copilot can help with hiring

Copilot can help HR streamline the hiring process by assisting with writing job descriptions, conducting interviews and drafting communications to candidates.
Improve quality of recruitment experience and materials
  • Improve job descriptions
  • Improve interviews with summarization and recap
  • Improve quality of emails and chats with candidates

1Access Microsoft 365 Copilot Chat at m365copilot.com, or the Microsoft 365 Copilot Chat mobile app and set toggle to “Web”.

2Access Microsoft 365 Copilot Chat at m365copilot.com, the Microsoft 365 Copilot Chat mobile app, or the Microsoft 365 Copilot Chat app in Teams, and set toggle to “Work”.

3AI Agents allow 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.