CoPilot for HR Professionals – 8/26/2026

Description

Why should you attend

This course is designed to equip HR professionals with the tools and know-how to harness Microsoft 365 Copilot and Copilot Studio to transform HR workflows. In this course, you’ll explore hands-on use cases—from recruitment and onboarding to employee engagement and policy development—empowering HR teams to become more productive, data-driven, and employee-centric.

Drawing on real-world examples and best practices from leading trainers, this course helps participants understand not just how Copilot works, but why it matters in everyday HR operations.

Areas Covered in the Session

•  Introduction to Copilot in HR

•  What is Microsoft 365 Copilot?
Brief primer on its capabilities, integration Word, Excel, PowerPoint, Outlook, Teams, etc. 

•  The HR Advantage
Overview of HR-specific use cases: drafting job descriptions, managing offers, designing surveys, and more. 

•  Key HR Use Cases & Hands-On Exercises

•  Recruitment & Screening
Use Copilot in Word to write job descriptions; analyze resumes and compare candidates; generate tailored interview questions.

•  Onboarding & Training Materials
Automate crafting welcome emails, orientation schedules, and training presentations with Copilot.

•  Policy & Documentation
Build employee handbooks, remote work guidelines, and performance review templates using Word.

•  Workflow Integration Across Microsoft 365

•  Leverage PowerPoint for HR presentations (benefits, D&I training), Excel for dashboards (turnover, compensation, retention), Teams for collaboration—and Outlook to manage HR tasks. 

•  Responsible, Ethical Use & Human Oversight

•  Understand Copilot’s limitations, know when to include human review, and apply ethical best practices—especially around data privacy. 

•  Interactive Scenarios
Use Word to draft job descriptions, Excel to build an HR dashboard, Teams workspace setup for policy development, Outlook template creation, and Copilot Chat for employee FAQs. 

Description of the topic

This course is designed to equip HR professionals with the tools and know-how to harness Microsoft 365 Copilot and Copilot Studio to transform HR workflows. In this course, you’ll explore hands-on use cases—from recruitment and onboarding to employee engagement and policy development—empowering HR teams to become more productive, data-driven, and employee-centric.

Who will benefit

·   Business owners 

·   CEO’s / CFO’s / CTO’s

·   Managers of all levels

·   Anybody who uses Excel on a regular basis, and want to be more efficient and productive

·   Administrators

·   Salespeople

·   Trainers

·   Bankers

·   Office workres

·   HR Professionals