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Copilot XD Assistant Plugin

Use the PeopleXD Assistant to ask about your holiday, pay, expenses, shifts and tasks in plain English, without navigating to the right screen in PeopleXD.

Written by James Pardy

The PeopleXD Assistant lets you ask about your holiday, pay, expenses, shifts, details and outstanding tasks in plain English, and get an answer straight away, without navigating to the right screen in PeopleXD. If you manage people, you can also ask about your team's holiday balances, absences and shifts. You can search your company's policies and handbooks, and combine that with your own data in a single question.

⚠️Important: The assistant only reads information. It cannot change anything. It cannot book your leave, submit a claim, approve a request or update your details. You will still do those in PeopleXD itself.


Getting started

Just ask. There is no command syntax and no menu to learn.

  • How much holiday do I have left?

  • When am I next off?

  • Why is my pay different this month?

You can ask follow-up questions, and the assistant remembers the conversation. For example, ask "What shifts am I on next week?", then follow up with "And the week after?".

🤓Tip: You do not need to know which part of PeopleXD holds the answer. Ask the question the way you would ask a colleague.


Your holiday and absence

How much have I got left?

Ask "How much holiday do I have left?", "What's my annual leave balance?" or "Do I have any days left to take this year?". You will get your entitlement, what you have taken, what you have already booked, and what remains.

📌Note: Your balance is not always simple arithmetic. Several types of leave can feed into one balance, and depending on how your organisation is set up, the remaining figure may or may not already have your booked leave taken off. That is why the assistant gives you the full picture rather than a single number. Balances can be in days or hours depending on the leave type, and the answer will always say which.

⚠️Important: This is your balance right now. It cannot tell you what your balance was at some point in the past, so "how much did I have left in March?" is not answerable. If you need that, ask what leave you took in that period instead.

What have I booked?

Ask "What leave have I booked?", "Have I got anything booked next month?" or "Did I book the fourteenth off?". This shows what you have submitted, including anything still awaiting a decision, and anything that was turned down.

Has my request been approved?

Ask "Was my leave approved?", "Who's got my holiday request?" or "Why hasn't my leave been actioned yet?". This is a different question from what you have booked, and it has its own answer. It tells you where your request has reached and who it is currently sitting with.

When am I next off?

Ask "When am I next off?" or "How long until my holiday?". You will get your next booked leave and how far away it is.

📌Note: Only leave types your organisation has chosen to show as upcoming appear here. So if it says it cannot see anything upcoming, that does not necessarily mean your diary is empty. Ask it to check a specific date range to be sure.

When have I been off?

Ask "When was I off sick this year?" or "How many days have I taken off since January?". This shows your actual absence records, including sickness — what really happened, as opposed to what you requested.

Who else is off?

Ask "Is anyone off next Friday?" or "Who else is out that week?". Useful before you book something yourself. This shows your colleagues' leave so you can see whether a day is already thin on cover.


Your shifts

Ask "What shifts am I on next week?", "Am I working the bank holiday?" or "What time do I start on Thursday?". This is your roster — what you are scheduled to work, not what you actually worked. Rest days are shown as rest days, so a non-working day will not be mistaken for an absence.


Your pay

Ask "Show me my recent payslips" or "What was my net pay last month?". You will get your recent payslips with the headline figures: gross pay, net pay, total deductions, how you were paid and when.

📌Note: Only your more recent payslips are available. If you ask about an older period, the assistant will tell you which periods it can actually see rather than suggesting the payslip does not exist.

Why has my pay changed?

Ask "Why is my pay different this month?" or "Why am I taking home less than usual?". This is one of the most useful questions you can ask. The assistant looks at the full breakdown of your payslip, checks your tax code and tax basis first — by far the commonest reason for an unexpected change — and compares the detail against another period.

What was I actually paid for?

Ask "Was my overtime paid?", "How many hours was I paid for last month?" or "How much overtime have I had this year?". This gives you the individual lines that make up your pay, each element with its rate, the hours paid, the value for that period and the total so far this year. If you hold more than one post, each line tells you which one it belongs to.

What's being deducted?

Ask "What is this deduction on my payslip?", "How much is left on my loan?" or "What's my pension contribution?". You will get each deduction with its value for the period, the total for the year so far, and where relevant how much is still outstanding. If a deduction is currently on hold, you will be told.


Your expenses

Where's my claim?

Ask "Where's my expense claim?", "Has my claim been paid yet?" or "Why was my claim rejected?". You will get each of your claims, where it has reached, its total, who it is waiting on, and the reason if it was turned down. If a claim cannot be submitted, the assistant will explain why.

"I claimed for that and never got paid"

Ask something like "I claimed for a hotel last month and haven't been paid".

🤓Tip: Ask this. It is the single most useful expenses question. By far the commonest cause is an item that was entered but never actually attached to a claim and submitted. The assistant checks for exactly that, and will tell you if it finds something sitting there waiting.

What's on my claim?

Ask "What's on my expense claim?" or "Did my mileage go on there?". You will get the individual items: date, description, type, quantity, value and VAT.

What can I claim for?

Ask "What can I claim for?", "Do I need a receipt for mileage?" or "Can I claim for parking?". This is tailored to you — what you personally are entitled to claim, and the rules for each: whether a receipt is required, whether you need to enter distances or times, and the VAT treatment. Where your organisation has written its own guidance on what is and is not allowed, you will get that too.


Your details

Ask "Who is my manager?", "What's my job title?", "When did I start?", "What's my employee number?", "What address do you have for me?" or "What bank account is my pay going into?". Your profile covers your job title, department, location, contact details, personnel number, start date and who you report to.

📌Note: Your address and bank details are available too, but the assistant will only bring them up when you specifically ask. They will not appear in a general summary of your record.


Your tasks

Ask "What do I still need to do?" or "Have I finished my onboarding?". You will get your outstanding items: forms to fill in, policies to acknowledge, pages to read. This lists what is still outstanding, so it cannot show you what you have already completed. If nothing comes back, you are up to date.


People around you

Ask "Who reports to me?", "Who else is in my team?" or "Is Sarah one of my reports?". These are two separate lists: the people who report directly to you, and your colleagues in the same team. They do not overlap — your team list excludes your own reports.

⚠️Important: The assistant cannot search your whole organisation. It can see your own team and your direct reports, and that is all. If you ask "Who works in payroll?" or "What's the contact number for HR?", it will look through the people it can see. If it finds someone, they happened to be in your team — there may well be others it cannot see. If it finds nobody, that means they are not among the people it can see, not that the person or department does not exist.


If you manage people

You can ask about your direct reports' holiday balances, absences and shifts. For example, "How much holiday does Tom have left?", "When was Priya off sick this year?" or "Is Tom rostered on Saturday?".

You can also check cover across your team — for example, "How many of my team are off on Thursday?" or "How thin is cover next week?". This gives you a day-by-day count.

📌Note: Cover counts separate booked leave, unplanned absence and people not scheduled to work — three different things that should not be added together. For the names of who specifically is off, ask who else is off instead.

What you cannot see about your team

Holiday balances, absences and shifts are the only things you can look up for someone else. You cannot see a report's:

  • Pay, payslips, earnings or deductions, in any form.

  • Expenses or claims.

  • Personal details, address, contact details, bank account.

  • Onboarding progress or outstanding tasks.

  • Leave approval status.

This is deliberate. If you need any of these, use the normal manager views and approval routes in PeopleXD.

You can also only ask about your own direct reports, not someone else's team, and not the wider organisation.


Company policies and handbooks

Ask "What's the holiday carry-over policy?", "What does the handbook say about sick pay?" or "How much notice do I need to give?". The assistant can search your company's uploaded documents, policies, handbooks and other published material.


Combining questions

This is what the assistant is genuinely good at. Instead of checking four screens, ask one question.

  • "Can I take Friday off?" — It will check your balance, whether you have already booked something, whether you are rostered to work that day, and who else is out, then give you one answer.

  • "How much holiday do I have left, and can I carry it over?" — Your balance comes from your own record; the carry-over rules come from your company's policy documents. You get one answer drawing on both.

  • "Why is my pay lower this month, and was my overtime included?" — Your tax position and your earnings, together.


Getting the best answers

  • Say the period you mean. Several questions need a date range. If you do not give one, the assistant picks a sensible window and tells you which one it used. Check that it matches what you had in mind.

  • Watch for the units. A balance should always say days or hours. On payslips, note the difference between an amount of money and a number of hours.

  • Notice where an answer came from. If a reply says it was looking at your own team or from your profile record, that is telling you how wide the search actually was. This matters most when the answer is no — "I cannot see any" is a very different statement from "you have none".

  • Treat nothing found carefully. An empty answer can mean the record really is empty, or that the feature is not switched on for your organisation, or that it falls outside what the assistant can see. If the difference matters to a decision you are making, ask it to clarify which.

  • Ask follow-ups. You do not need to repeat context. "And what about next month?" works fine.


Quick reference

About you

Question

Available

My holiday balance and entitlement

Yes

What leave I have booked

Yes

Whether my leave was approved, and who has it

Yes

When I am next off

Yes

My sickness and absence history

Yes

My shifts and work schedule

Yes

My recent payslips

Yes

Why my pay changed

Yes

Whether my overtime was paid

Yes

My deductions and what is left on a loan

Yes

Where my expense claim is, or why it was rejected

Yes

What I can claim for, and whether I need a receipt

Yes

Expenses I entered but never submitted

Yes

My job title, start date, who I report to

Yes

My address, contact and bank details

Yes, on request only

My outstanding tasks

Yes

My holiday balance at a past date

No, current balance only

About other people

Question

Available

Whether colleagues are off on a given day

Yes

Who reports to me

Yes

Who else is in my team

Yes

How many of my team are off each day

Yes

A direct report's holiday balance

Yes

A direct report's absences

Yes

A direct report's shifts

Yes

A direct report's pay, in any form

No

A direct report's expenses

No

A direct report's address or contact details

No

A direct report's onboarding progress

No

Anyone outside my team or direct reports

No

A company-wide directory search

No

Doing things

Question

Available

Company policies and handbooks

Yes

Booking leave

No, read-only

Submitting an expense claim

No, read-only

Approving a request

No, read-only

Updating your details

No, read-only


Common questions

Can it book my holiday for me?

No. The assistant reads information only. It will tell you whether Friday looks feasible, but you book it in PeopleXD.

Why can it see my report's holiday balance but not their payslip?

Balances, absences and shifts are the three things a manager can look up, because they are what you need for day-to-day scheduling decisions. Pay and personal details are handled through PeopleXD's normal manager and approval routes.

It said it could not find a colleague. Have they left?

Almost certainly not. The assistant can only see your own team and direct reports — it has no company-wide directory. Not found here means not among the people it can see.

Why did it not give me a total?

Some lists can come back in parts. Rather than state a total it cannot be sure of, the assistant will tell you the figure may be incomplete. A confident wrong number is worse than an honest hedge.

Can my manager see what I have asked it?

The assistant works from your own PeopleXD access. It shows you what you are already permitted to see — it does not grant new access, and it does not share your questions with anyone.

It gave me an error. Does that mean I have nothing?

No, and the assistant is designed not to confuse the two. An error means the question could not be answered, not that the answer is zero. Try again, and if it persists, raise it with your HR or IT team.

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