Copilot works with HR on request

What moves

Copilot reads and acts on HR data using the permissions of the person asking, and asks for approval before changing anything.

Before you start

• Copilot switched on for the company
• HR and AI Copilot in your plan
• The person holds the HR permissions for what they ask

Step by step

1. HR specialistAI Copilot

   Asks which employees have a visa expiring in the next 30 days.

   You see:The visa expiry figures appear with the urgent list as a table.

2. HR specialistAI Copilot

   Asks to start onboarding for a new joiner.

   You see:A card shows the journey and waits for Run.

3. HR specialistHR Management

   Presses Run.

   You see:The onboarding journey starts, with its tasks cloned from the template.

4. HR managerAI Copilot

   Asks what requests are waiting and approves one from its card.

   You see:The request is approved with the manager's own permission and the requester is told.

Related

• AI Copilot
• HR Management
• Copilot works with your PDFs
• Copilot works your meetings
• Copilot works your tasks
• An admin hands a developer a limited assistant token
• An announcement is sent to a department by conversation
• Connections between modules