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Microsoft Copilot for HR Teams: Prompts, Workflows, Agents
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Microsoft Copilot for HR Teams: Prompts, Workflows, Agents

Draft HR policies, employee communications, recruitment, onboarding and performance reviews; build HR reports in Excel
Last updated 9/2026
English

What you'll learn

  • Find out what your Copilot access allows in Word, Excel, Outlook and Teams, and keep employee data out of places it does not belong
  • Draft an HR policy from your company files with Copilot and check it with a 16-point review checklist before it goes to legal
  • Build an HR dashboard in Excel with Copilot: headcount, turnover, time to hire and absence rate, with every formula checked
  • Build a no-code HR policy agent in Agent Builder that answers employees and passes complex questions to a person
  • Write 15 HR messages for Outlook and Teams, layoffs and benefits changes included, and run HR meetings with agendas and recaps
  • Prepare a hiring kit in one pass: job description, weighted scorecard, interview questions and candidate emails, with a bias check
  • Turn one role input card into a 30-60-90 onboarding plan, a welcome email and a day-one deck in PowerPoint
  • Summarize feedback into an evidence-based performance review and prepare the manager for the review conversation
  • Use Microsoft Copilot for learning and development: from training needs analysis to a Microsoft Forms quiz and a 30-day check
  • Learn with Mike, the #1 HR instructor on Udemy, alongside 2,000,000+ of his Udemy students

Course content

10 sections • 10 lectures • 7h 30m total length
  • Your Copilot Access: Copilot Label, HR Data Rules, 20 HR Prompts45:01
    • Three levels of Copilot access, your Copilot label and the green shield

    • A Copilot map across Word, Excel, PowerPoint, Outlook and Teams: what works at your level and the free path

    • Seven rules for employee data: what you may paste into Copilot and what you never paste

    • Four parts of an HR prompt and a starter library of 20 HR prompts

    • Tool: Copilot Access Map (interactive HTML)

Requirements

  • A work Microsoft 365 account with access to Microsoft 365 Copilot Chat; the free Copilot Chat is enough for every assignment
  • The paid Microsoft 365 Copilot license is optional: its features are marked in every lesson and shown on interface mockups
  • Everyday Word, Excel, Outlook and Teams skills and HR experience from hiring to performance reviews; no coding needed
  • Your company AI policy comes first: the course shows which employee data you may and may not share with Copilot

Description

This course contains the use of artificial intelligence

Your company switched on Microsoft Copilot. Nobody showed HR what to do with it.

In ten lessons you turn Copilot into working HR workflows, from a policy draft to your own HR agent, without putting employee data at risk.

Most HR teams open Copilot, ask it to polish an email and close it. The rest of the week goes the old way: a policy rewritten from scratch, the same announcement typed for the third time, a job description copied from last year, review season spent turning scattered notes into something fair, a turnover report rebuilt by hand every month. Meanwhile nobody is sure what Copilot can see, which license they have or what employee data is safe to paste.

After this course you know exactly what your access gives you and use it every day. A policy draft comes from your own company files and passes a review checklist before it reaches the lawyer. Employee messages start from a facts box, so names, dates and numbers stay exact, and sensitive news gets a tone check. A new vacancy gets a full hiring kit in one pass, a new hire gets a 30-60-90 plan and a day-one deck, and managers get review drafts built on evidence instead of adjectives. HR meetings end with a recap and a task list, your turnover report in Excel is checked formula by formula, and a simple HR agent answers routine policy questions while complex cases go to a person.

The course is built and taught by Mike:

  • 20 years in HR at Wargaming, Preply, iDeals, Starlightmedia and Alfa-Bank; built the HR system of the unicorn Preply

  • PHRi, SHRM-CP and HCI sHRBP certified, HRCI representative in Eastern Europe

  • #1 HR instructor on Udemy with 2,000,000+ students on Udemy; founder of PapaHR Academy, where 170,000+ students have trained

  • Author of the Claude for HR, ChatGPT for HR, Gemini for HR and HR AI Agents courses at PapaHR Academy

The course follows the employee lifecycle. First you map your Copilot access across Microsoft 365 and set the rules for employee data. Then you go through the HR year with Copilot: policies in Word, employee communications in Outlook and Teams, recruiting, onboarding, performance reviews and HR meetings in Teams. Finally you move to the work that scales: HR reporting in Excel, your first HR agent built without code, and Microsoft Copilot for learning and development, from training needs analysis to evaluation 30 days after the program.

Every lesson stands on its own. If a vacancy opens tomorrow, start with the recruiting lesson and build the hiring kit tonight. The free Microsoft 365 Copilot Chat on your work account is enough for every assignment. Features of the paid Microsoft 365 Copilot license are marked in every lesson and shown on clear interface mockups, together with a free path wherever one exists. Microsoft renames features and changes licenses often, so every lesson also shows how to check what your own account has today. Examples use fictional employees and round illustrative numbers that you replace with your own.

This is an independent course. It is not affiliated with, sponsored by or endorsed by Microsoft. Microsoft, Microsoft 365, Copilot, Word, Excel, PowerPoint, Outlook and Teams are trademarks of the Microsoft group of companies.

What's included:

  • Lifetime access to all materials

  • Active instructor support in Q&A

  • Udemy Certificate of Completion

  • A practical assignment in every lesson, done on your own company and your own HR tasks

  • An interactive working file for every lesson: Copilot access map, policy builder, HR message bank, hiring kit, onboarding pack builder, review kit, HR meeting playbook, HR dashboard, HR agent builder kit and training program pack

  • Ready HR prompts for Copilot Chat, Word, Excel, PowerPoint, Outlook and Teams in every lesson

Copilot Chat already sits inside the Microsoft 365 apps HR opens every morning. HR teams that build their own workflows now set the rules for employee data and free hours every week for the people work; teams that wait inherit rules written by someone else. Every month you delay is another month of policies, reports and review season done by hand.

Enroll now and start your first lesson today.

Who this course is for:

  • HR generalists and HR managers in companies on Microsoft 365 where Copilot was switched on without a single HR use case
  • HR Business Partners who want Copilot to draft policies, reviews and reports so they have more time for managers
  • Recruiters and talent acquisition specialists who want job descriptions, scorecards and candidate emails in one pass
  • HR operations and people analytics specialists who build headcount and turnover reports in Excel
  • L&D specialists who design training programs, quizzes and training evaluation in Microsoft 365
  • HR team leads rolling out Copilot to their team and setting the rules for employee data