Core Business Suite -- Core Business Suite (CBS) lays the foundation to unify disjointed processes. It’s a collection of modules that fulfills different business needs, for different personas, within a single product suite.
Exploring employee support -- Explore the home page for the employee requester persona along with the associated functionalities available with Core Business Suite.
Employee support areas -- The employee support services in the Core Business Suite help you set up a simplified employee journey in your organization.
Employee Slate for Core Business Suite -- Employee Slate is the default employee support portal for Core Business Suite. It provides a consolidated view of Employee Center widgets with a conversational interface for raising issues, asking for information, and submitting business unit-specific service requests.
Exploring supplier support -- Explore the home page for the supplier requester persona along with the associated functionalities available with Core Business Suite.
Supplier support areas -- The supplier support services in the Core Business Suite help you set up a simplified supplier journey for your organization.
Configure -- Configure Core Business Suite Foundation to support employee and supplier requests across Human Resources, Finance, Health and Safety, Legal, Source‑to‑Pay, and Workplace Services.
Install Implementation agent -- Install the Implementation Agent to enable an admin home dashboard where you can access and set up Core Business Suite.
Activate AI Search -- Activate AI Search to enable conversational search capabilities in Now Assist for Core Business Suite.
Activate Now Assist panel -- Enable the Now Assist panel to provide generative AI assistance through a conversational interface in Now Assist for Core Business Suite.
Install Core Business Suite applications -- Install Core Business Suite applications to support employee and supplier requests across Human Resources, Finance, Health and Safety, Legal, Workplace Services, and Source‑to‑Pay.
Reapply the default configurations -- If the default configurations aren’t applied for Core Business Suite or its business units, reapply the default configurations by running a script.
Install Core Business Suite Foundation -- Install Core Business Suite Foundation to configure employee and supplier requests across Human Resources, Finance, Health and Safety, Legal, Workplace Services, and Source‑to‑Pay.
Enable Core Business Suite Foundation business units -- If you’re using any standard business unit included in Core Business Suite Foundation, update the system properties to enable the Core Business Suite business units for installation.
CBS on Product Hub -- Core Business Suite (CBS) is available in three subscription tiers. Depending on your subscription, you can set up your application on the Product Hub.
Configure on Product Hub -- Install your Core Business Suite subscription from the Product Hub to set up the application on your instance.
Assign the CBS admin role -- Assign the CBS Admin role to grant users full administrative access to configure Core Business Suite.
Requester role enhancements -- Assigning the CBS requester role has been simplified with two approaches — automated assignment for all employees and manual setup by an administrator — giving organizations more flexibility across business units.
Assign requester role automatically -- Assign the CBS requester role to all employees at once using the automated option. Provide your employees with the access to submit requests and raise queries without manual role assignment for each individual.
Assign requester role manually -- Create a role rule to control which employees receive the CBS requester role, so access is granted based on conditions defined by an administrator.
Set assignment rules -- Configure assignment rules for each business unit in Core Business Suite to control how tasks are automatically assigned to groups or users based on defined conditions.
Employee Slate configuration -- Core Business Suite provides two setup options for configuring Employee Slate as the default employee support portal. You can select any one according to your organizational requirement.
Configure for Moveworks -- Configure Employee Slate for Moveworks to provide a conversational interface for employee portal queries on CBS. Use the Configuration Summary page to complete setup across five sections and export the finished configuration.
Configure for Now Assist -- Configure Employee Slate for Now Assist to provide a conversational interface for employee portal queries on CBS. Use the Configuration Summary page to complete setup across six sections and export the finished configuration.
Configure Human Resources -- Configure the Human Resources (HR) business unit to manage payroll inquiries, benefits questions, and general HR requests.
Configure Legal -- Configure the Legal business unit to submit and manage legal requests.
Configure Finance -- Configure the Finance business unit to enable employees to submit and manage finance‑related requests.
Configure Health and Safety -- Configure the Health and Safety business unit to enable employees to submit and manage health and safety‑related requests.
Configure Workplace Services -- Configure the Workplace Services business unit to manage workplace service requests and space arrangements.
Configure Source-to-Pay -- Configure the Source‑to‑Pay business unit to manage procurement, supplier, and invoice requests from submission to fulfillment.
Now Assist for Core Business Suite -- Now Assist for Core Business Suite supports administrators during Core Business Suite configuration through a guided conversational experience. It can help drive setup completion by displaying next actions, tracking configuration progress, and assisting with error resolution from a single chat interface.
Use -- Core Business Suite application provides a unified request experience across departments for organizations.
Now Assist requester experience -- Requesters in CBS can use Now Assist in the conversational interface and in search functionality to raise requests and get AI-enabled responses.
Raise an invoice request -- Raise an invoice request for any payment-related issues as a supplier on CBS.
Notifications in CBS -- Notifications in CBS provide multi-faceted and timely communication when a request is raised or fulfilled.
Enhanced Requests Experience in Core Business Suite -- The Enhanced Requests Experience in Core Business Suite gives employees a single place to view, track, and manage requests across departments, including Health and Safety and Finance.
View Core Business Suite Analytics -- Access all Core Business Suite (CBS) analytics in one place to monitor and review request activity across departments.
CBS Analytics overview -- The Core Business Suite (CBS) Analytics dashboard provides a unified view of performance metrics and resolution trends across all Business Units in your organization.
Human Resources analytics -- The Human Resources tab on the Core Business Suite Analytics dashboard tracks open case volume and resolution trends for HR requests, helping managers assess workload distribution and identify staffing gaps.
Legal analytics -- The Legal tab on the Core Business Suite Analytics dashboard tracks open legal case volume and resolution trends, helping managers identify unassigned cases and monitor legal request activity over time.
Health & Safety analytics -- The Health & Safety tab on the Core Business Suite Analytics dashboard tracks open case volume and resolution trends for health and safety requests, helping managers monitor incident activity and staffing coverage.
Workplace Services analytics -- The Workplace Services tab on the Core Business Suite Analytics dashboard tracks open case volume and resolution trends for workplace service requests, helping managers monitor facility demand and staffing coverage.
Finance analytics -- The Finance tab on the Core Business Suite Analytics dashboard tracks open case volume and resolution trends for finance requests, helping managers assess workload distribution and monitor finance case activity over time.
Procurement analytics -- The Procurement tab on the Core Business Suite Analytics dashboard tracks open case volume and resolution trends for procurement requests, helping managers monitor purchasing activity and identify staffing gaps.
Accounts Payable Operations analytics -- The Accounts Payable Operations tab on the Core Business Suite Analytics dashboard tracks open case volume and resolution trends for accounts payable requests, helping managers monitor invoice and payment activity.
Supplier Lifecycle Operations analytics -- The Supplier Lifecycle Operations tab on the Core Business Suite Analytics dashboard tracks open case volume and resolution trends for supplier requests, helping managers monitor supplier activity and identify staffing gaps.
Reference -- The reference topics provide details of the properties, forms, lists, roles, tables, and widgets you want to configure to use the CBS application.
Product Hub -- Glossary of terms used in the Core Business Suite documentation.
Help topics instance options -- The details provide the field and its descriptions of the widget instance options.
Configuration navigation for Moveworks -- Navigation sections available on the Employee Slate for Moveworks Configuration Summary page, and what each section contains.
Configuration navigation for Now Assist -- Navigation sections available on the Employee Slate for Now Assist configuration summary page, and what each section contains.
Assignment rule form -- Field descriptions for the Edit assignment rule form, used to define when and how tasks are assigned to a group or user in Core Business Suite.
CBS Client Role Rule form -- Field descriptions for the CBS Client Role Rule form, used to define the conditions that determine how the CBS requester role is assigned to employees.