M365 Copilot for HR is a half-day, scenario-based workshop that teaches HR professionals how to prompt Microsoft Copilot effectively, carry out disciplined HR research and reasoning, and use the Researcher agent to scale that work once the fundamentals are in place.

Participants learn how to control Copilot outputs so HR guidance, communications, and recommendations remain clear, balanced, and appropriate. Skills are applied across realistic HR scenarios involving policy interpretation, employee situations, and management decisions.

Who should attend: HR managers and HR business partners, HR generalists and advisors, people and culture teams, and anyone responsible for HR guidance, policy interpretation, or employee advice.

By the end of this course, you will be able to:

  • Write clear, effective prompts using a repeatable structure
  • Use internal and web information responsibly for HR tasks
  • Separate facts, assumptions, and risks in HR scenarios
  • Apply prompting discipline across common HR workflows
  • Recognise when deeper research is required
  • Use the Researcher agent to scale HR research responsibly

Prerequisite:

Access to Microsoft 365 Copilot is recommended. Familiarity with basic HR concepts such as policies, employee relations, and compliance. No prior AI, prompting, or Researcher experience is required.

Course Details

Download Course PDF
Price
NZ$574
Duration
3 hours
Times
9am-4pm
Class Size (max)
8
Class Size (avg)
6
Reference Materials
Provided
CPD Hours
3 hours
Delivery
Instructor-led training
Live Online
Address
Lumify Auckland
Ground Floor
338 Ponsonby Road Ponsonby
Auckland

Course Details

Download Course PDF
Price
NZ$574
Duration
3 hours
Times
9am-4pm
Class Size (max)
8
Class Size (avg)
6
Reference Materials
Provided
CPD Hours
3 hours
Delivery
Instructor-led training
Live Online
Address
Lumify Wellington
Level 8
JacksonStone House 11 Hunter Street Wellington CBD

Course Details

Download Course PDF
Price
NZ$574
Duration
3 hours
Times
9am-4pm
Class Size (max)
8
Class Size (avg)
6
Reference Materials
Provided
CPD Hours
3 hours
Delivery
Instructor-led training
Live Online
Address
Lumify Christchurch
137 Victoria Street Christchurch Central City Christchurch 8013

Course Details

Download Course PDF
Price
NZ$574
Duration
3 hours
Times
9am-4pm
Class Size (max)
8
Class Size (avg)
6
Reference Materials
Provided
CPD Hours
3 hours
Delivery
Instructor-led training
Live Online
Address
Remote Classes
Auckland CBD
Auckland 1010

Upcoming Courses

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Remote NZ

Auckland

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Remote NZ

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M365 Copilot for HR Course Content

Expand All | Collapse All

Prompting Effectively with Copilot

Why vague prompts create risky HR outputs

The Goal-Context-Sources-Expectations prompt model

Using constraints to control tone, scope, and risk

Preventing invented facts and inappropriate advice

Refining a prompt once, then editing manually

Policy Interpretation and Guidance

Reviewing an HR policy or procedure

Identifying what is clear versus ambiguous

Drafting guidance for a manager or employee

Highlighting areas requiring confirmation or escalation

Output: policy guidance summary

Employee Issue and Response Drafting

Drafting a professional response to an employee or manager

Controlling tone, neutrality, and compliance risk

Avoiding legal or disciplinary advice beyond scope

Output: draft HR response communication

HR Recommendation and Next-Step Options

Presenting possible HR approaches or next steps

Identifying risks and dependencies

Recommending a cautious, staged approach

Output: HR recommendation outline

HR Options and Decision Support

Presenting multiple response or action options

Making trade-offs explicit (risk, precedent, employee impact)

Drafting internal justification language

Output: HR options summary

Researcher Agent: Scaling HR Research After the Fundamentals

Why Researcher is not a replacement for HR judgement

When Researcher is appropriate (policy comparison, legislative scanning, precedent research)

How to convert manual HR research steps into a Researcher task

Responding to Researcher clarification questions

Reviewing and validating Researcher outputs before use

Frequently Asked Questions

What is this course about?

M365 Copilot for HR is a half-day, scenario-based workshop that teaches HR professionals how to prompt Microsoft Copilot effectively, carry out disciplined HR research and reasoning, and use the Researcher agent to scale that work once the fundamentals are in place. It focuses on research quality, guidance clarity, and responsible AI use across HR work.

Who should attend this course?

This course is suited to HR managers and HR business partners, HR generalists and advisors, people and culture teams, and anyone responsible for HR guidance, policy interpretation, or employee advice. No prior AI or prompting experience is required.

What will I be able to do after completing this course?

You will be able to write clear, effective prompts using a repeatable structure, use internal and web information responsibly for HR tasks, separate facts, assumptions, and risks in HR scenarios, apply prompting discipline across common HR workflows, recognise when deeper research is required, and use the Researcher agent to scale HR research responsibly.

What is the Researcher agent and when is it introduced?

The Researcher agent is a Microsoft 365 Copilot capability that can accelerate HR research tasks such as policy comparison, legislative scanning, and precedent research. It is introduced only after participants have demonstrated that they can analyse HR issues and evidence themselves, ensuring it is used to support professional judgement, not replace it.

Do I need any prior AI or Copilot experience?

No prior AI, prompting, or Researcher experience is required. Familiarity with basic HR concepts such as policies, employee relations, and compliance is expected. Access to Microsoft 365 Copilot is recommended to get the most from the hands-on exercises.

How long is the course and how is it delivered?

The course runs for half a day (3.5 hours). It is delivered instructor-led, either in-person or live online, and is scenario-based and hands-on throughout.

What scenarios are covered in the course?

The course includes realistic HR scenarios covering policy interpretation and guidance, employee issue and response drafting, HR recommendations and next-step options, and HR options with internal decision support. Each scenario produces a practical output that participants can immediately apply in their role.

Will there be practical exercises?

Yes. The entire course is scenario-based and hands-on. Participants work through realistic HR situations and leave with practical outputs including a policy guidance summary, a draft HR response communication, an HR recommendation outline, an HR options summary, and a repeatable prompting framework they can apply immediately.

Is there a certificate upon completion?

Yes. You will receive a Nexacu Certificate of Completion to verify your skills with Microsoft 365 Copilot for HR. It is ideal for sharing on LinkedIn or adding to your professional development record.

Can this course be delivered for my team or organisation?

Yes. This course is available as a private, customised session for teams and organisations. Contact Nexacu to discuss group bookings, tailored scenarios, or workplace training options.

Course Details

Download Course PDF
Price
NZ$574
Duration
3 hours
Times
9am-4pm
Class Size (max)
8
Class Size (avg)
6
Reference Materials
Provided
CPD Hours
3 hours
Delivery
Instructor-led training
Live Online
Address
Lumify Auckland
Ground Floor
338 Ponsonby Road Ponsonby
Auckland

Course Details

Download Course PDF
Price
NZ$574
Duration
3 hours
Times
9am-4pm
Class Size (max)
8
Class Size (avg)
6
Reference Materials
Provided
CPD Hours
3 hours
Delivery
Instructor-led training
Live Online
Address
Lumify Wellington
Level 8
JacksonStone House 11 Hunter Street Wellington CBD

Course Details

Download Course PDF
Price
NZ$574
Duration
3 hours
Times
9am-4pm
Class Size (max)
8
Class Size (avg)
6
Reference Materials
Provided
CPD Hours
3 hours
Delivery
Instructor-led training
Live Online
Address
Lumify Christchurch
137 Victoria Street Christchurch Central City Christchurch 8013

Course Details

Download Course PDF
Price
NZ$574
Duration
3 hours
Times
9am-4pm
Class Size (max)
8
Class Size (avg)
6
Reference Materials
Provided
CPD Hours
3 hours
Delivery
Instructor-led training
Live Online
Address
Remote Classes
Auckland CBD
Auckland 1010

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Locations In-Person & Online

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Locations In-Person & Online

Find the nearest location and date that works for you

Trusted Globally by Leading Organisations

At Nexacu, we are proud to be the trusted training partner for hundreds of leading organisations across Australia, New Zealand, and around the world. From government agencies to multinational corporations, we help teams build practical skills and achieve real outcomes through expert-led training.

  • 400+ companies rely on Nexacu for workforce development
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  • Delivering training across 9 countries and growing

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