Copilot features

OnePayroll includes AI-powered features built on Business Central's Copilot platform. These features use large language models to automate data entry tasks that would otherwise require manual work.

Available Copilot capabilities

OnePayroll registers two Copilot capabilities:

Capability	Description
Suggest Employee	Creates a new employee record from a resume or CV
Extract Qualification	Extracts qualification information from uploaded employee documents

Note

Copilot features require Copilot to be enabled in your Business Central environment. Check with your administrator if these features are not available.

Create an employee from a resume

The Suggest Employee feature uses AI to parse a resume or CV and extract employee information, creating a new employee record with minimal manual data entry.

To create an employee from a resume

1. Search for Employees to open the Employee List
2. Select New with Copilot from the actions
3. In the Suggest Employee dialog, do one of the following:
   • Type or paste CV text directly into the input area
   • Attach a document file (PDF, Word document, or image) using the Attach action
4. Select Generate
5. Review the Suggested Employee Fields page:
   • Each row shows the Field Name, the Suggested Value, and a Confidence score (0–100)
   • Fields with confidence 80 or above are automatically selected
   • Use the Select checkbox to include or exclude individual fields
   • Use Select All to include all suggested fields
6. Select OK to create the new employee record with the selected field values

Tip

After creating the employee with Copilot, review the employee card to verify the extracted information and fill in any fields that couldn't be extracted from the resume (for example, pay group, payment methods, and payables).

Supported input formats

• Plain text (pasted CV content)
• PDF documents
• Word documents (.docx)
• Images

Extract qualification from documents

When you upload a document to an employee's dossier and the document type has a Qualification code assigned, OnePayroll automatically extracts qualification details using AI.

How it works

1. Upload a document (such as a certificate, diploma, or license) to the employee's dossier using a document type that has a qualification code set
2. OnePayroll automatically runs the extraction process
3. The AI reads the document and extracts:
   • Description of the qualification
   • Institution that issued it
   • From Date — when the qualification started or was issued
   • To Date — when the qualification expires (if applicable)
4. An Employee Qualification record is automatically created, linked to the uploaded document

The extraction runs as a background task when possible. If background processing is not available, it runs synchronously when the document is uploaded.

To set up automatic qualification extraction

1. Search for Document Types
2. Select the document type used for certificates or qualifications
3. Set the Qualification field to the appropriate qualification code
4. When employees upload documents of this type, qualification information is automatically extracted

Related information

• Employee dossier and documents
• Set up employees