Day One Employee Onboarding

Day One Employee Onboarding is an agent built for Microsoft 365 Copilot to help organisations guide new employees through onboarding by surfacing and summarising connected Microsoft 365 knowledge sources.

Enables new hires to explore company policies, access tailored onboarding guidance, and follow up with links to approved resources - all without leaving the Microsoft Teams experience.

Key benefits

• Faster ramp-up: You can deliver targeted onboarding information and role-specific guidance.
• Consistent answers: You can surface approved company content so new hires receive aligned, repeatable guidance.
• Reduced support load: You can route routine questions to existing resources and people directories.

Intended audiences

• New hires in need of an intelligent onboarding assistant
• HR teams, IT/onboarding owners, managers

Features

• Access to Microsoft 365 knowledge sources (SharePoint, OneDrive, Email, Teams, People).
• Conversational Q&A to summarise company policies, give role-specific advice for new joiners and more (based on your organisation's content).
• Evidence-backed onboarding checklists: When organisation-specific checklists are unavailable, the agent can provide curated, research-backed guidance for the first week and first month, informed by reputable publications and academic research.
• Clear escalation guidance directing users to human contacts for unresolved or sensitive issues.
• Audit-friendly sourcing: the agent will include source attributions and direct links to information sources.

Use cases

• Company policy guidance: Provides clear summaries of leave policies, travel procedures, expense guidelines, and codes of conduct.
• Support channel directory: Connects new hires with the right people for HR queries, IT support, facilities management, and learning and development.
• First-week logistics: Offers essential guidance, requirements, and expectations for the first week.
• Onboarding best practices: Delivers evidence-based checklists and recommendations to ensure new hires follow proven onboarding strategies when company-specific materials are not available.
• IT setup assistance: Supports access to systems, account configuration, and technical onboarding requirements.
• Training and development: Helps new employees identify relevant learning opportunities and professional development resources.

Prerequisites, limitations, and conditions

• Requires a Microsoft 365 Copilot licence and administrator configuration to grant the agent access to organisational knowledge sources.
• Full functionality depends on configuring the agent with complete, relevant content, in line with the Day One Employee Onboarding support pack.
• The agent's accuracy depends on the availability and quality of the configured knowledge sources; you must maintain and authorise the content it uses.
• The agent prioritises organisational content; research-backed checklists serve as supplementary guidance when company-specific materials are unavailable.
• The agent does not substitute for HR, legal, or managerial decisions; such issues should be addressed directly with the relevant department.
• The agent is currently available in the English language only.

Support

For setup or support, contact us here or via email at: microsoftaicoe@kainos.com