Sourcing and Procurement Operations integration with Employee Center
As an employee, shopper, or requester, you can view all procurement case types available to you, knowledge articles, open to-dos and purchasing tasks assigned to you, track your requests, and even access your purchases on the Employee Center (EC) portal by integrating Sourcing and Procurement Operations with Employee Center.
Ensure that your admin has installed Employee Center, which is available as a zBoot plugin, for you to enjoy the seamless unified employee portal experience. Further, they may choose to install the employee content taxonomy plugin to access a prebuilt taxonomy for your service catalog, including the Purchases and Expenses topic.
Note: To know more about EC and how to set it up as an admin, visit the Employee Center home page.
Purchase and expense
You can view the following subtopics from the Purchase and Expense tab:
- Invoices
- Supplier Services
- Corporate Cards
- Purchase Requests
- Travel and Expenses
Each subtopic includes both catalog items and knowledge articles. Procurement Service Management’s applications pre-populate some of these subtopics with content.
Select Browse all to view all the above subtopics across categories. These include invoices, supplier services, third-party supplier sites, catalog and off-catalog products and services, knowledge base articles, travel and expenses, and so on. You can set filters and avail the sorting options to refine your search results.
Note: These subtopics are configured by the admin from the Employee taxonomy, where the search items are mapped to relevant connected content.
From Purchase Requests in particular, you can do a bunch of things that include editing, canceling, or returning a purchase, buying something, requesting for a product or service, submitting a quote, requesting a copy of a contract, asking any queries to the procurement team, understanding what a sourcing request or purchase order is, and so on.
From Quick links, you can directly go to the list of third-party supplier sites, or visit ShoppingHub.
My tasks
As an approver, you can view your open and completed approval tasks, and also work on your open items, from My tasks. If you’re logged in as an employee or shopper instead, you can work on completing your procurement tasks.
Note: Admins can create new to-do widgets to show up in Employee Center, or configure existing widgets from Employee Center > Activity Configurations. For more information, see Employee tasks page.
In My tasks, you can filter your search by the following:
- Task type
- Approval
- Invoice
- Milestone
- Receipt
- Sourcing
- Due date
- Overdue
- Due soon: Tasks that are due in the next seven days.
- Priority
- Critical
- High
- Medium
- Low
- Created: Tasks that are created within the last four hours.
Note: These filters are inactive by default. You can enable them by navigating to All > Employee Center > Administration > To-do filter categories.
For detailed information on how to work with configurable task filters, see Configurable task filters.
My active items
As a shopper, you can view specific items from the widgets under the My active items section. Some of these are:
- Tasks: List of open tasks assigned to you, along with reminders on their statuses. You can update the fields to be displayed in the task cards by adding them to the to-dos configuration record.
- Purchases: Number of purchases made by you.
- Requests: Number of requests raised by you.
Others include surveys, invoices, purchase orders, risk assessments, issues, shipments, and so on. Selecting these takes you to their details page on ShoppingHub, where you can work with them as required.
Note: Admins can also configure these active items widgets in Employee Center. For more information, see My active items widget configuration.
- Search for punchout products in Employee Center
You can search for punchout products directly in Employee Center using the AI search bar. - Tracking your procurement requests in Employee Center
As a shopper, you can enjoy complete visibility into the progress of your requests by tracking your procurement cases in Employee Center. - Approve a request from Employee Center
Approve, reject, or request clarification on open purchase requisition lines and sourcing requests that are assigned to you, directly from Employee Center. - Provide more details on your purchase from Employee Center
Provide additional information on your purchase from Employee Center by answering the follow-up questions that the procurement specialist has posted regarding your order. Your response to these to-dos ensures that the procurement specialist understands your exact requirements and has all the necessary information before proceeding with the sourcing request. - Confirm meeting a milestone for your service from Employee Center
Provide confirmation from Employee Center on whether the supplier has met a milestone for a service you had ordered, so that payment can be processed to the supplier for that milestone. If a milestone hasn’t been met by the due date, you can raise a cancel request or propose a new completion date. - Review your service acknowledgment task from Employee Center
Review and acknowledge the receipt status of your ordered service from your supplier from Employee Center. - Confirm receipt of your order from Employee Center
Provide confirmation of receipt of the items that you ordered that are in pending receipt state from Employee Center, so that payment is processed to the supplier accordingly. If you have not received the complete order, you can confirm receipt of a part of your order as well with the date when you received them. - View a link or video from Employee Center
Complete your task by viewing a link or video that your procurement specialist has assigned to you, directly from Employee Center. This action is listed as a task under My Tasks. - Upload a document from Employee Center
Complete the task that your procurement specialist has assigned to you by uploading a document, directly from Employee Center. This action is listed as a task under My Tasks. - Sign a document using DocuSign from Employee Center
Provide your consent by signing a document using DocuSign, directly from Employee Center. This action is listed as a task under My Tasks. - Sign a document from Employee Center
Provide your consent by signing a document, directly from Employee Center. This action is listed as a task under My Tasks. - Complete a form from Employee Center
Fill in a form that your procurement specialist has sent to you, and submit it directly from Employee Center. This action is listed as a task under My Tasks. - Raise a general inquiry for procurement
As a shopper, raise an inquiry for any pre-existing purchase or for any other queries that you may have regarding any procurement function. - Virtual Agent for Sourcing and Procurement Operations
ServiceNow® Virtual Agent for Sourcing and Procurement Operations enables shoppers to quickly find and purchase products that they're looking for from a vendor on ShoppingHub, by interacting with a virtual agent from Employee Center. It also allows shoppers to view purchases, procurement tasks, procurement cases, and even work on their to-dos. They can also get help from the procurement team using Virtual Agent.
Parent Topic:Integrate Sourcing and Procurement Operations with other applications
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