HR Copilot
365 HR Copilot Microsoft 365 Β· Copilot Studio Γ— Azure AI

Enterprise HR,
on autopilot.

An HR agent that answers policy questions from your own documents and runs leave requests through AI + human approvals β€” natively inside Microsoft Teams.

3-stage
AI + human approvals
Vector
Semantic RAG retrieval
100%
Grounded, no hallucination
HR
365 HR Copilot
Online Β· generative AI
MS TEAMS
Hi Lise β€” ask an HR policy question or start a leave request.
What's the parental leave policy?
Parental leave is up to 16 weeks, fully paid for the primary caregiver… πŸ”Ž Azure AI Search Β· vector match
Leave from Aug 10 to Aug 25 β€” family vacation.
Leave request #2598 saved β€” routed to your manager for review. ‴ Pending N+1 approval
What it does

Two skills. One conversation.

The agent reads intent and handles it end to end β€” no menus, no forms, no portal.

πŸ”Ž

Grounded HR answers

Policy questions answered strictly from approved documents via semantic RAG, with the source cited β€” never the open web.

Azure AI Searchsemantic / vector
πŸ–οΈ

Leave automation + approvals

Guided intake, date validation, and working-days computation β€” then AI + human (HITL) approval, written straight to Azure SQL.

Power AutomateHITLAzure SQL
User journey

From question to approved leave

One signed-in conversation routes to a grounded answer or a fully tracked leave request.

You sign in Entra ID Β· single sign-on
What do you need?
Ask
HR policy question
Grounded answer βœ“cited from policy KB
Act
Request leave
Validate & computedates Β· working days
Check leave balanceremaining β‰₯ requested
Saved to Azure SQLreturns request ID
Routed for approval βœ“AI Β· N+1 Β· N+2
Human in the loop

The agent decides the easy cases. People decide the rest.

Every leave request is scored on duration and the clarity of its reason, then routed to exactly the right level of approval β€” so nothing risky is ever rubber-stamped.

🧭

Approvers are never hard-coded β€” the agent resolves the employee's manager (and their manager) from the Entra ID directory at request time, always following the live org chart.

βš™ AI scores duration + reason clarity
AI
auto

Auto-approve

< 3 working days

Short request with a clear, justified reason β€” approved instantly, employee notified, status written to Azure SQL.

N+1

Manager review

3–15 days Β· or ambiguous

Triggered by mid-length requests, an unclear reason, or a reason that doesn't match the duration.

N+2

Senior approval

> 15 working days

Long absences escalate one level up β€” reviewed by the manager's manager with full request context.

Why Microsoft & Azure

It lives where employees already work

Same login, same security, same trusted environment β€” data never leaves Microsoft 365 & Azure, so it stays governed and compliant by default.

CS

Copilot Studio

Agent & orchestration
AS

AI Search

Vector index
AF

AI Foundry

Embeddings
BL

Blob Storage

HR documents
PA

Power Automate

Leave flows
SQL

Azure SQL

Leave + status
ID

Entra ID

Auth Β· approvers
TM

Teams

Delivery surface
AI

App Insights

Telemetry
BI

Power BI

ROI dashboard
Under the hood

How it connects

The agent, its semantic RAG knowledge source, and the leave flow β€” wired to Azure AI, Azure SQL, and Entra ID.

COPILOT STUDIO Β· 365 HR COPILOT AZURE AI Β· RAG DATA & DIRECTORY retrieve embed + index User Orchestration routes by intent HR policy questions (RAG) Leave request collect & validate Azure Blob HR policy docs Azure AI Search Foundry embeddings Β· vector Power Automate Agent Flow Azure SQL leave + status Entra ID approvers Β· RBAC Holidays REST API working-days calc
πŸ”

Secure by design

Entra ID sign-in with agent-level RBAC β€” authorized employees only, each seeing just their own leave.

πŸ“Š

Measured impact

App Insights tracks self-service, auto-approval, and turnaround; Power BI surfaces HR hours saved. Shipped Dev β†’ UAT β†’ Prod.