How to make the most of Copilot in Human Resources?

We've tried using Copilot in our HR department multiple different ways, and it can be pretty helpful. We've used it to draft and refine hr content such as policies, internal documents, review guidelines, etc.

The thing is, Copilot shines when it can pull context from your 365 or Entra. 

Where we felt it was coming up short was that it didn't really own any of the HR processes. 

It can help you write feedback, but it doesn't really know where that feedback lives or the broader context.

It can summarize a review if you hand the review to it, but it won't connect it to the broader performance management context with 360-degree feedback, goals, etc.

We decided to support our AI needs in HR with Teamflect Agent, and so far, it's been great. We'd already been using their product for reviews and feedback, and their AI assistance has been fantastic.

It can actually connect performance reviews with the employees' goals and feedback, and come up with development plans around that information. 

Or spot at-risk goals and disengagement patterns.

And since it lives inside Teams, it still feels like using Copilot and not another tool outside of the Teams ecosystem.

hi JordanT86​ Great question — HR is actually one of the highest-impact areas for Copilot because of the volume of text, documents, policies, conversations, and structured + unstructured data.

Pl find below some of important use case where copilot can use

High-Value Use Cases for Copilot in HR

1.Recruitment & Talent Acquisition

Copilot can act as a smart recruiting assistant:

Write job descriptions from a few keywords
Generate role-specific interview questions
Compare candidate resumes against a job description
Summarize candidate profiles for hiring managers
Score and rank candidates based on skills and match

Example prompt:

“Create a job description for a Senior Azure Data Engineer in New York with 10+ years experience in financial services.”

2.Employee Onboarding

Automate and personalize onboarding:

Create customized 30-60-90 day plans
Generate welcome emails
Build onboarding checklists per role/location
Summarize company policies into short guides
Create interactive FAQs for new hires

Even better: Connect Copilot with:

• SharePoint (policies)
• Teams (welcome channels)
• Planner/To Do (tasks)
• Forms (acknowledgements)

3.HR Operations & Policy Management

This is where Copilot shines in Microsoft 365:

Convert large policy documents into summaries
Answer employee questions from HR policies
Draft updated handbook sections
Highlight inconsistencies or outdated language
Compare two versions of policy changes

Example:

“Summarize the new leave policy in 5 bullet points for employees.”

4.Performance Management

Draft performance review feedback
Turn notes into structured reviews
Generate development plans
Suggest training paths
Highlight growth patterns

Example:

“Create performance feedback for an employee strong in leadership but needing improvement in time management.”

5.Employee Engagement & Communications

Copilot + Teams + Outlook = 🔥

Draft internal announcements
Generate pulse survey questions
Summarize employee feedback
Analyze sentiment (from Forms/Surveys)
Prepare townhall talking points

You can go from raw feedback → insight → communication in minutes.

6.Learning & Career Pathing

Generate learning roadmaps
Recommend courses based on job role
Create individual development plans (IDPs)
Link to LinkedIn Learning/Microsoft Learn content

Great for L&D teams.