Scenario 62: Onboarding plan and policy Q&A

Who and in what situation

Burak is responsible for HR operations at a private hospital group in Bursa. Every month, he prepares a first-week plan for new employees and answers to questions about leave, dress code, shifts and information security.

How it is done today

Burak searches separately for the employee handbook, orientation checklist and department notes; he asks the HR manager to confirm the latest version again.

How to do it with AI

1. He opens the Message Copilot > Add and manage sources plus button in Copilot Chat.
2. He adds the approved handbook and checklist using Attach cloud files or Upload images and files [119].
3. He asks for the response to be based only on the files, to provide the document name and section heading, and to state “not in the document” if the information is not in the source.
4. In Word, he uses Copilot Dynamic Action Button to draft a plan for the first week, first month and first three months; he does not publish it until the HR manager approves it [55].

Example prompt

Use the attached {handbook} and {orientation checklist} documents. Draft tasks for the first week, first month and first three months for {position}. Answer policy questions only with answers explicitly stated in the document. Do not guess rules; move unclear items to a list of questions for the HR manager: {files}

Evidence and real-world example

No published customer case study was found. Official documentation describes attaching files and asking questions in Copilot Chat and generating drafts in Word [119] [55].

Points to consider

Copilot Chat prompts and responses may be processed under enterprise data protection and audit logging provisions; tenant settings matter [120]. KVKK recommends that employee information not be uploaded indiscriminately to publicly available third-party tools and recommends anonymization [11].

Sources for this scenario

11. İş Yerlerinde Üretken Yapay Zekâ Araçlarının Kullanımı (kvkk.gov.tr)
14. Copilot Chat lisansla ve lisanssız kullanım (support.microsoft.com)
55. Welcome to Copilot in Word (support.microsoft.com)
119. Add content to Microsoft Copilot Chat prompts (support.microsoft.com)
120. Microsoft Copilot privacy and protections (learn.microsoft.com)