A Demonstration on How Copilot Helps HR To Prepare a Summary on a Digital Staff Appraisal
Scenario
You're an HR manager conducting mid-year digital appraisals. You’ve collected feedback from Microsoft Forms, and you need to create a summary report, share highlights with department heads, and prepare a presentation for the leadership team, using Microsoft 365 apps collaboratively.
Copilot for HR: Summarising Digital Staff Appraisals
In Excel: Analysing Appraisal Results
Prompt: Copilot, analyse the Microsoft Forms responses from the Q2 staff appraisal. Highlight trends in performance ratings, training needs, and team engagement.
Copilot produces:
- Average Performance Rating: 4.2 / 5
- Top Themes in Comments:
- Requests for career development plans
- Need for improved cross-team collaboration
- Training Needs Identified:
- Leadership coaching
- Advanced Excel workshops
- Conflict resolution
In Word: Summary Report for Management
Prompt: Copilot, create a 1-page summary report on the staff appraisal results for department leads.
Output Sample: Q2 Staff Appraisal Summary – HR Department
- Overall Ratings: 86% of employees rated their performance 4 or 5
- Top Strengths: Team communication, accountability
- Improvement Areas: Need for structured career development, clarity in KPIs
- Next Steps:
- Roll out tailored training programs
- Schedule 1:1 career growth session in Q3
In PowerPoint: Highlights for Leadership Presentation
Prompt: Copilot, generate a 4-slide presentation on appraisal outcomes and proposed HR actions.
- Slides include:
- Staff Sentiment & Performance Overview
- Training Needs & Skill Gaps
- Employee Development Opportunities
- HR Action Plan & Timeline
Result
For you, within a couple of hours, HR produces a clear and professional summary, backed by data, ready for cross-functional discussion and decision-making.
LANIX - If you’d like this example tailored to another scenario, feel free to connect with me on LinkedIn.
