Finance hr

# Copilot for Finance & HR

> Master Microsoft 365 Copilot for finance, HR, and analytics roles. Contains production-safe prompts for Finance/FinOps, HR/Communications, and Data Office/Analytics professionals with role-specific guardrails.

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> [!WARNING]
> **REQUIRES: Microsoft 365 Copilot** with full M365 integration (Outlook, Teams, SharePoint). These prompts access your organizational data and will NOT work with the free Microsoft Copilot web version, ChatGPT, or other AI assistants.

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**Category:** Finance & Analytics

**Prompts:** 18

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## Finance & HR Copilot Guardrails

> [!CAUTION]
> **Essential guardrails for Finance, HR, and Analytics roles using Copilot. Read before using any prompts in this pack.**

### When NOT to Use Copilot for Finance, HR & Analytics

**FINANCE — NEVER use Copilot for:**
- Financial calculations
- Forecasts or projections
- Budget approvals
- Payment authorizations
- Audit evidence (use official systems)
- Tax calculations
- Financial sign-offs
- Investment decisions

**HR — NEVER use Copilot for:**
- Hiring or termination decisions
- Performance evaluations
- Compensation decisions
- Disciplinary actions
- Grievance handling
- Medical/disability accommodations
- Employee relations issues
- Processing confidential employee data

**ANALYTICS — NEVER use Copilot for:**
- Data analysis (use BI tools)
- Report generation
- Data validation
- ETL development
- Model building
- SQL writing
- Data security decisions
- Production code

### Confidentiality Warnings

- **NEVER** include employee names in HR prompts
- **NEVER** include sensitive financial figures in prompts
- Remember that prompts may be logged
- When in doubt, use direct channels

### Golden Rules

- **Finance:** "Copilot searches context — finance maintains accuracy"
- **HR:** "Copilot drafts — HR exercises judgment"
- **Analytics:** "Copilot finds context — analysts deliver insights"

### System Integration Note

Copilot does NOT integrate with:
- HRIS (Workday, SAP SuccessFactors)
- Financial systems (SAP, Oracle)
- BI platforms (Power BI, Tableau)
- Data warehouses

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## Prompts

### Audit Support

### 1. Audit Support Research

**Use Case:** Gather context for audit preparation. Formal audit evidence must come from financial systems.

**Target Personas:** Finance Manager, Internal Auditor, Controller

**Tags:** `copilot`, `microsoft-365`, `enterprise`, `finance`, `audit`, `research`

**Prompt:**