Ask company policy and get an answer from your own documents

What moves

HR policy documents are retrieved by meaning and the Copilot answers only from the passages it finds.

Before you start

• HR and AI Copilot in your plan
• The HR policy assistant switched on (it is off by default)
• Policy documents uploaded and an embeddings provider set
• The HR policy assistant switched on

Step by step

1. HR managerHR Management

   Uploads the leave policy and the staff handbook to the HR policy library.

   You see:The documents are indexed by meaning.

2. EmployeeAI Copilot

   Asks how many days of notice are needed for annual leave.

   You see:The Copilot proposes the Ask company policy look-up and shows a card.

3. EmployeeHR Management

   Presses Run.

   You see:The passages are retrieved from the policy library.

4. SystemHR Management

   Builds the answer only from those passages.

   You see:The reply quotes the company's own policy, or says it found nothing.

Related

• AI Copilot
• HR Management
• Ask questions no report answers, and export the result
• Ask the AI assistant about subscriptions and licences
• Ask the assistant about the till, or have it do the work
• Vendor bills are loaded by one person and approved by another
• A heavy user hits the limit and an admin raises it
• Connections between modules