AskHR and Onboarding Copilot
Help employees get trusted answers and complete onboarding tasks without waiting on a queue. We connect policies and forms to Copilot, add safe prompts, and wire in HR workflows so people move faster and make fewer mistakes.
Who This Is For
HR leaders, HR operations, HRIS owners, People Partners, and talent teams that want fewer repetitive tickets, faster onboarding, and a consistent employee experience across locations.
Typical Challenges
- 01
Policy questions flood shared inboxes and ticket queues
- 02
New hires do not know where to start or which steps are required
- 03
Policies and forms live in different systems with mixed permissions
- 04
HR cannot see which answers helped and which ones confused people
What You Will Launch in four to eight sprints
- 01
A Copilot that answers HR policy questions with links to the exact source
- 02
A guided onboarding checklist that adapts to role, location, and contract type
- 03
Safe prompts that prevent risky guidance and steer users to approved language
- 04
Permission-aware knowledge that respects HR data and privacy controls
- 05
Telemetry and dashboards that show adoption, deflection, and time saved
Outcomes You Can Share With Leadership
“People stopped emailing the HR inbox for basic questions. The copilot gave clear answers and sent them to the right form. Our team finally had time for complex cases.”
How the AskHR and Onboarding Copilot Works
Blueprint for answers and guided tasks
Policy Mapping
We inventory your employee handbook, benefits, leave, travel, and local policies. Content is tagged by role, location, and employment type so answers are specific and correct.
Knowledge Curation
We connect SharePoint and OneDrive libraries, plus approved external sources like Confluence. Every answer includes a citation so employees can verify the source.
Safe Prompts
We provide prompt patterns for sensitive topics. The copilot avoids legal advice and routes exceptions to HR with context.
Onboarding Checklists
New hires see a simple list that includes hardware, accounts, training, tax and benefits forms, and first week meetings. The checklist adapts to the person and links to the right systems.
Telemetry and Coaching
Dashboards show common questions, confusing answers, and slow steps. HR can update content and prompts without waiting on a rebuild.
Featured Flows
Benefits and Leave
Eligibility, enrollment windows, country specifics, and required documents
Compensation Basics
Pay cycles, bonus timing, and payslip access
Travel and Expense
Policy checks and links to approved tools
Onboarding Day 1
Device pickup, account access, required trainings, and first week meetings
Manager Toolkit
Hiring steps, probation templates, and performance cycles
Integrations
HRIS
Workday, SuccessFactors, Oracle HCM, UKG, BambooHR
Service
ServiceNow HR Service Delivery, Jira Service Management
Recruiting and Signing
Greenhouse, Lever, DocuSign, Adobe Acrobat Sign
Identity and Access
Entra ID, Okta for account and group assignments
Content
SharePoint, OneDrive, Confluence knowledge spaces
Security and Compliance
- 01
Least-privilege access and sensitivity labels for HR content
- 02
DLP monitoring for PII and payroll data
- 03
Safe prompts with red-team checks and rollback patterns
- 04
Audit-ready runbooks and change records
- 05
Alignment with regional privacy requirements
Rollout Plan
Assess
Sprint 1
Tenant readiness, HR content inventory, safe prompts starter set, risk register, pilot cohort selection.
Build
Sprints 2 to 3
Knowledge mapping with permission tests, AskHR copilot configuration, onboarding checklist design, telemetry dashboards.
Pilot
Sprints 4 to 5
Cohort enablement, office hours, prompt tuning, adoption and deflection tracking, content fixes.
Harden
Sprint 6
Runbooks, training plan, change control, localization checks, handover to HR operations.
What Is Included
- 01
Policy mapping and knowledge connectors
- 02
AskHR copilot with safe prompts and citations
- 03
Role and location aware onboarding checklists
- 04
Telemetry for adoption, deflection, and satisfaction
- 05
Role-based training and admin runbooks
What Is Not Included
- 01
Global change management beyond the pilot cohort
- 02
Custom HRIS extensions that require new APIs
- 03
Enterprise-wide rollout in one step
These are handled in follow-on phases.
Prerequisites
- 01
Microsoft 365 Copilot licenses for the pilot cohort
- 02
Access to tenant security and compliance settings
- 03
HR content owners and a small pilot group
- 04
Links or APIs for HRIS, ticketing, and signing tools
Frequently Asked Questions
Can employees ask questions in multiple languages?
Yes, as long as you provide approved content in those languages. We respect permissions for each library.
Will the copilot give legal or tax advice?
No. Safe prompts and guardrails prevent that. Exceptions route to HR with context.
How do you protect PII?
We apply sensitivity labels, DLP, and least-privilege access. We test risky prompts and monitor telemetry.
Can managers see onboarding status?
Yes. We provide simple views that show which steps are complete and which are blocked.
What happens after the pilot?
You can expand the cohort, add more languages and locations, and introduce function copilots like Travel and Expense or Procure to Pay.
Ready to Deflect Tickets and Improve Day One for New Hires
Start with a short assessment. Get a plan, a timeline, and a pilot that proves value.