Microsoft 365 Copilot for Human Resource Specialists

This HR-focused course teaches human resource professionals how to leverage Microsoft 365 tools and Copilot to streamline HR processes, improve employee engagement, and ensure compliance with HR policies.

Learning Objectives

By the end of this course, participants will be able to:

• Use Copilot Chat for HR policy development and employee communications
• Create professional HR presentations and training materials
• Manage employee data and HR metrics using Excel
• Develop HR documentation and employee handbooks
• Facilitate HR communications and employee engagement
• Organize HR processes and employee scheduling

Course Agenda

Module 1: Microsoft 365 Copilot for HR Excellence (60 minutes)

• HR applications of Microsoft 365 Copilot
• Copilot Chat for HR policy and communication development
• Hands-on Lab: Use Copilot to create an employee onboarding checklist

Module 2: PowerPoint for HR Presentations (90 minutes)

• Creating employee training and orientation presentations
• Using Copilot to generate HR content
• Hands-on Lab: Build a diversity and inclusion training presentation
• Benefits and policy presentations
• Hands-on Lab: Create an annual benefits enrollment presentation

Module 3: Excel for HR Analytics (90 minutes)

• Employee data management and reporting
• Using Copilot for HR metrics analysis
• Hands-on Lab: Create an HR dashboard with turnover and engagement metrics
• Compensation analysis and budget planning
• Hands-on Lab: Build a salary benchmarking spreadsheet with market data

Module 4: Word for HR Documentation (75 minutes)

• Creating employee handbooks and policy documents
• Using Copilot for HR content generation
• Hands-on Lab: Draft a remote work policy document
• Performance review and disciplinary documentation
• Hands-on Lab: Create performance evaluation templates

Module 5: Teams for HR Communication (75 minutes)

• Managing HR team collaboration and employee engagement
• Conducting virtual HR meetings and interviews
• Hands-on Lab: Set up an HR Team workspace for policy development
• Employee feedback and survey management
• Hands-on Lab: Plan and conduct a virtual employee town hall

Module 6: Outlook for HR Operations (75 minutes)

• Managing HR communications and employee relations
• Using Copilot for HR correspondence
• Hands-on Lab: Create HR email templates for common situations
• Interview scheduling and HR calendar management
• Hands-on Lab: Set up automated interview scheduling workflows

Module 7: HR Process Integration and Compliance (45 minutes)

• Creating compliant HR workflows
• Privacy and security considerations
• Hands-on Lab: Design an employee lifecycle management workflow
• Best practices for HR technology adoption