HR scenario: Manage internal job transitions
Available with: Microsoft 365 Copilot and Copilot Studio Scenario level:
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.
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.
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.
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.
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Benefit: Keep training relevant to the audience by using Copilot to mine historical documents to update with relevant training content.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.
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.
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.
