HR scenario: Deliver insights to managers
Available with: Microsoft 365 Copilot and Copilot Studio Scenario level:
KPIs impacted
Improve eNPS
Employee turnover rate
Value benefit
Cost savings
Employee experience
Using Copilot to deliver insights to managers
1. Identifying key metrics
Identify key metrics which can provide insights into manager capabilities and opportunities. Use Copilot to access HR system data using a Copilot Studio agent.
Copilot Studio Agent
Action: Use Copilot to rapidly locate relevant manager metrics (employee survey, attrition, training consumption) which impact team health.
2. Gather data insights
Analyze data/metrics, summarize findings, provide insights, and create potential manager opportunities.
Copilot in Excel
Example prompt: Highlight manager team training scores yellow where values are less than 100%.
3. Identify best practices
Based on the data/insights, have Copilot locate best practices for managers to follow to improve upon the key metrics.
Microsoft 365 Copilot Chat2
Copilot Studio
Example prompt: I am a human resources consultant. Create a planning document based on the manager report and best in class manager practices.
4. Communicate opportunities
Draft and send email to managers sharing the data insights and best practices with them for consideration.
Copilot in Outlook
Example prompt: Draft with Copilot: an email to managers sharing opportunities based on best practices and their manager insights. Tone is Direct and Length is Medium
5. Align and track
Conduct a meeting to present the opportunities, aligns and track the actions items, referencing insights, and notes from Copilot in Teams.
Copilot in Teams
Action: Use Copilot during the meeting to “list main ideas we discussed” and then review the AI notes “Follow-up tasks” after the meeting to finalize the plan and track.
6. Adjust and iterate
Based on the impact of the actions, adjust approach, and continue to iterate using Copilot in Loop.
Copilot in Loop
Example prompt: Brainstorm activities to empower and improve effectiveness of people managers in an organization. Invite colleagues to iterate on ideas.
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 Microsoft Teams, and set toggle to “Work”.
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.
