Empower your workforce with Microsoft Copilot: HR
Microsoft Learn
Last updated October 6, 2026
Empower your workforce with Microsoft Copilot: HR is a free Microsoft Learn module built on two HR jobs: understanding how well managers are performing, and answering employees' policy questions. The first exercise identifies manager effectiveness metrics in Excel, produces a manager summary report, reports the findings to HR leadership in Outlook and builds collaborative manager development plans in Loop. The second builds an HR self-service agent with Agent Builder, grounded in approved policy documents, announces it in Viva Engage, tests it with policy questions, and uses the Researcher agent to gather information for an employee relocation. It is part of Microsoft's Empower your workforce with Microsoft Copilot learning path and ends with its own assessment. The exercises are done in your own Microsoft 365 environment. Some tasks need a Microsoft 365 Copilot license, and which agent features are available depends on the licenses and admin settings in place.
What you'll learn
- Identifying manager effectiveness metrics and generating manager summary reports in Excel
- Communicating manager performance findings to HR leadership in Outlook
- Building collaborative manager development plans in Loop
- Building an HR self-service agent with Agent Builder, grounded in approved policy documents
- Announcing the agent in Viva Engage and testing it with employee policy questions
- Gathering information for an employee relocation with the Researcher agent
Frequently asked questions about Empower your workforce with Microsoft Copilot: HR
Who is Empower your workforce with Microsoft Copilot: HR for?
HR professionals and HR business partners who want to use Microsoft 365 Copilot for manager performance analysis, development planning and an employee self-service agent for policy questions.
Is Empower your workforce with Microsoft Copilot: HR free?
Yes — Empower your workforce with Microsoft Copilot: HR is free to take. Some tasks need a Microsoft 365 Copilot license, which is sold separately.
What are the prerequisites for Empower your workforce with Microsoft Copilot: HR?
Access to Microsoft Copilot and the Microsoft 365 apps used in the exercises. No coding required.
Why we suggest this course
The two exercises match two separate HR workloads. The first is analysis: finding which metrics say something about manager effectiveness, then carrying the findings from a spreadsheet to HR leadership and into a development plan. The second is service: an agent grounded in approved policy documents that answers employees' policy questions, which the exercise then tests the way an employee would use it. One thing to know: the module asks you to review Copilot's output for privacy and appropriate use of HR information, but what employee data may be analyzed at all is still decided by your organization's own policies.