Finance & HR Copilot Guardrails Reference

## 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