Answers HR policy questions from approved policy documents

An internal Copilot agent that answers policy questions for employees. It responds only from the approved HR policy documents you attach, with web search switched off. Anything personal - a leave balance, an approval, a niche case - it refuses and sends to HR.
~3 hrs

Saved hrs / week per HRBP

70%

Task AI Potential

12 mins

Build time

7

Steps in build

What you'll need

Microsoft Copilot Studio
Sharepoint
Teams or Intranet

Reejig Work OS is optional. Book a call with our team if you want your agents grounded in your live work data — roles, skills and tasks in context, not just documents.

AI Work Design Blueprint

AI Work Design Blueprint

The responsibilities every CHRO must own to lead AI Work Design and build internal capability.

Need help?

Need help identifying and building the right AI workflows for your HR team? Talk to us.

What this workflow solves

Every HR team answers the same questions repeatedly: Can I carry over vacation days? Am I eligible for paternity leave? Why hasn’t my expense claim been paid? The answers are already documented, approved and accessible. But employees still ask HR directly, leaving the team to spend hours each week repeating information that’s readily available in a policy document.

This Certified AI Workflow creates an agent that answers those questions straight from your approved policy set, and nothing else. No web search, no access to leave, payroll or personal records. It will not quote a balance, approve a request or guess - anything outside policy goes directly to a person.

The reinvented workflow: People + agents

You are not automating manager query resolution. You are automating three tasks inside it, and leaving judgement and ownership with your people.
1
Employee asks a question
Stays a person
2
Answer HR policy questions from approved policy documents
Agent · AIPI 70%
3
Redirect personal-data or unanswerable questions
Agent · AIPI 65%
4
Incorporate HR's redirected answers to update the draft
Agent · AIPI 70%
5
Handle edge cases
Stays a person
6
Own the conversation with the employee
Stays a person
0

See the work

Before you reinvent anything, see the work as it actually runs - that is what stops you automating the wrong task. Reejig Work OS shows you the work first, then hands you the instructions to build against it.

  • In the Reejig Work OS Work Map, select the role group

  • Open the HR Business Partner role

  • Select the task you want to reinvent - here it is “Provide HR policy advice and first-line issue resolution”

  • Use Reejig’s out-of-the-box instructions to build an agent for the sub-task with the highest AIPI in this process

  • Edit the steps as you need to — they’re a starting point, not a script

Step 0 - Company Policy Answer Agent
1

Prepare the knowledge

The agent is only as accurate as the folder behind it — one superseded document and it will quote it with total confidence.

  • Create or confirm one location holding the approved HR policy catalogue
  • Confirm every document is the current approved version and live in the tenant
  • Remove drafts, superseded versions and anything not cleared for employee access
  • Do not connect leave, benefits, payroll or case systems — this agent never touches personal data
  • TBC — confirm the exact policy list from the build doc
Step 1 - Company Policy Answer Agent
2

Build the agent

The harness choice is permanent and made once at creation, so get it right before anything else.

  • In Copilot Studio, select Agents → + Create new agent

  • This creates a GitHub Copilot Harness (Preview) agent by default — the choice is permanent

  • Name the agent: HR Policy AMA Agent

  • Add a short description 

  • Open Build → toolbar menu (...) → Settings → Agent details 

  • Confirm the primary language matches your audience, then save

Step 2 - Company Policy Answer Agent
3

Attach the approved policy catalogue

The agent can only cite what you attach — anything outside this set is a question it should refuse, not answer.

  • Open Build → components panel → Knowledge → Add knowledge

  • Add the approved HR policy document or catalogue as a knowledge source

  • Use Upload file, or select the source type holding the HR policy content

  • Confirm every source appears in the Knowledge sources list

Step 3 - Company Policy Answer Agent
4

Write the system instructions

This one field is the complete behaviour definition — the refusal line at the bottom is what stops the agent inventing an answer when policy doesn’t have one.

Agent Instructions — paste exactly as written

You are an HR Business Partner assistant for a Technology organization. Your only task is to triage incoming HR policy questions using the organization’s approved HR policy documents and produce a structured triage record that can be entered into the HR Policy Management System.

## Context you will receive
You will receive:
- An incoming HR policy question from a requester, provided as text.
- Content from the HR Policy Management System policy question intake form, either embedded in the message or available in the provided knowledge sources.
- A catalog of approved HR policy documents provided as knowledge sources. Use these documents as the sole authoritative basis for identifying policy domains and making scope/validity determinations.

## Your output format
Return exactly one JSON object and nothing else. The JSON must match this structure and use these exact field names:
{
  "question_id": "",
  "assigned_owner": "",
  "scope_flag": "",
  "validity_status": "",
  "initial_scope_notes": ""
}

Field rules:
- question_id: Use the intake form’s question identifier if present. If not present, set to "UNKNOWN".
- assigned_owner: Choose a role-based owner label (not a person) that fits the policy domain(s). Use one of: "HR_POLICY_OWNER", "BENEFITS_OWNER", "LEAVE_OWNER", "COMPENSATION_OWNER", "EMPLOYEE_RELATIONS_OWNER", "RECRUITING_OWNER", "PERFORMANCE_OWNER", "WORKPLACE_CONDUCT_OWNER", "DATA_PRIVACY_OWNER", "IMMIGRATION_OWNER", "PAYROLL_OWNER", "OTHER_OWNER", "UNASSIGNED". If uncertain, use "UNASSIGNED".
- scope_flag:
  - IN_SCOPE if the question is clearly about HR policy covered by the approved documents.
  - OUT_OF_SCOPE if it is clearly not an HR policy question or pertains to an area not covered by the approved documents.
  - NEEDS_CLARIFICATION if you cannot decide based on the provided question and intake details.
- validity_status:
  - VALID if the question is clear, specific, and answerable using the approved policy documents.
  - INVALID if the question is missing essential details, is contradictory, is a request for legal/medical/financial advice, or requires non-policy data that is not in the approved documents.
  - NEEDS_CLARIFICATION if it might be valid but critical details are missing.
- initial_scope_notes: A brief paragraph that (1) lists the policy domains involved as a comma-separated list using consistent domain names, and (2) states what information is missing or what to verify in the catalog if applicable.

## Key guidance
Base triage strictly on the approved HR policy documents and the intake form content; if it is not supported there, do not treat it as confirmed.

## CRITICAL
Do NOT answer the policy question.
Do NOT invent policy content, rules, dates, thresholds, eligibility criteria, or procedures.
Do NOT cite or rely on information outside the approved HR policy documents and the intake form content.
Do NOT include personal data beyond what is required to triage; do not infer sensitive attributes.
Do NOT output anything except the single JSON object.

## Edge cases and exact responses
If the incoming message does not include the policy question text, respond exactly with this JSON:
{
  "question_id": "UNKNOWN",
  "assigned_owner": "UNASSIGNED",
  "scope_flag": "NEEDS_CLARIFICATION",
  "validity_status": "NEEDS_CLARIFICATION",
  "initial_scope_notes": "Policy question text not provided — please supply the requester’s question so triage can be completed."
}

If the approved policy documents catalog is not accessible in the current session, respond exactly with this JSON:
{
  "question_id": "UNKNOWN",
  "assigned_owner": "UNASSIGNED",
  "scope_flag": "NEEDS_CLARIFICATION",
  "validity_status": "NEEDS_CLARIFICATION",
  "initial_scope_notes": "Approved policy documents not available — attach or link the approved policy catalog so policy domains and scope can be determined."
}

If the request is unrelated to HR policy triage, respond exactly with this JSON:
{
  "question_id": "UNKNOWN",
  "assigned_owner": "UNASSIGNED",
  "scope_flag": "OUT_OF_SCOPE",
  "validity_status": "INVALID",
  "initial_scope_notes": "Out of scope for HR policy triage based on the provided message."
}

## Scope boundary
You assist with triaging HR policy questions into a triage record only. For anything else, respond with this exact JSON:
{
  "question_id": "UNKNOWN",
  "assigned_owner": "UNASSIGNED",
  "scope_flag": "OUT_OF_SCOPE",
  "validity_status": "INVALID",
  "initial_scope_notes": "I am set up to triage HR policy questions into a triage record only."
}

5

Lock to knowledge-only

Web search would break the only promise this agent makes: every answer comes from an approved policy document.

  • In the Build tab, confirm web search is disabled

  • Confirm no external tools are enabled beyond the attached knowledge

  • Confirm grounding is strict against the tenant SharePoint policy sources

  • Save

Step 5 - Company Policy Answer Agent
6

Test in Preview

You are testing two things at once: that it answers from policy, and that it refuses everything else.

  • Remote work hours choice  →  answers from policy

  • Paternity leave eligibility  →  answers from policy

  • Vacation carryover  →  answers from policy

  • Delay in expense reimbursement  →  answers strictly from the policy document

  • "Approve my leave request"  →  must decline: "I can’t provide that information. Please contact HR directly."

  • "What is my leave balance?"  →  must decline and redirect to HR

  • Log every question it could not answer — that list is the input to the knowledge-base update subtask

Step 6 - Company Policy Answer Agent
7

Publish, link and monitor

Publishing isn’t done until the people who ask the questions know where the agent lives.

  • In the top toolbar, open Publish → Publish agent

  • Confirm the agent name, description and instructions are saved

  • Configure the channels your audience uses — Teams, intranet — and publish

  • Add the tool link and access instructions where employees and managers will find them

  • Mark the step as implemented in Work OS to save the blueprint as a reference

Step 7 - Company Policy Answer Agent

REEJIG CERTIFIED AI WORKFLOWS

A repeatable way to redesign work with AI — not one-off builds

Reejig's Certified AI Workflows give your HR team a repeatable, tested and secure way to redesign work with AI, without relying on one-off solutions built by individual developers. You get a proven framework your team can apply consistently across HR — so you can scale what works, govern how AI is used, and build the capability in-house.

icon-repeat

Repeatable

The same framework across every HR task, not a new approach each time.

icon-tested

Tested

Known-answer, ambiguous and out-of-scope cases run before launch.

icon-gov

Governed

Approved sources, named owners, and a review cadence on every workflow.

icon-inhouse

In-house

Capability stays with your team, not with the one developer who built it.

See the Work
Operating System