Simplify an internal job transition with Copilot

Step 1: Gather the old and new role's requirementsSharePoint

Pull up the documented access list, equipment, and responsibilities for both the old and new role — if either role's requirements aren't already written down somewhere, that's worth fixing now, since the transition plan can only cover the gap between two things that are both actually documented.

Step 2: Ask Copilot to draft the transition planCopilot

Have it list every access change, handoff task, and paperwork item needed, based on the two roles' actual requirements.

Prompt idea:

This employee is moving from [old role] to [new role]. Based on each role's access and responsibilities, draft a complete transition checklist covering system access to revoke and grant, handoff tasks, and required paperwork.

Step 3: Confirm the access changes with IT and the employee's managersSharePoint

A transition plan is only useful if the access changes actually get executed — route them to whoever owns provisioning, don't just leave them as a checklist.

Step 4: Track the plan to completion, not just creationSharePoint

Follow up that every item on the checklist actually got done, especially access revocation on the old role.

Check the work

• Every access change was confirmed executed, not just listed.
• The employee's manager in the new role confirmed the handoff was complete.
• Old-role access was actually revoked, not left active alongside the new role's.

Source: Microsoft Copilot Scenario Library — Simplify job transitions (2026)