Core Business Suite

Activate AI Search to enable conversational search capabilities in ServiceNow Otto for Core Business Suite (CBS).

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.

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.

Assign the CBS requestor role to enable users to access services and submit requests through Employee Center.

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.

Assign the CBS Admin role to grant users full administrative access to configure Core Business Suite.

The Core Business Suite (CBS) Analytics dashboard provides a unified view of performance metrics and resolution trends across all Business Units in your organization.

Assign the CBS requester role to all employees at once using the automated option in the Configuration Console, so employees can access services and submit requests without manual role assignment.

Create a role rule to control which employees receive the CBS requester role, so access is granted based on conditions defined by an administrator.

Field descriptions for the CBS Knowledge Authors form.

Details of the default configurations for 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.

Notifications in CBS provide multi-faceted and timely communication when a request is raised or fulfilled.

Edit the Can Contribute user criteria to add knowledge authors and editors in Core Business Suite.

Edit the Can Read user criteria to add knowledge readers in Core Business Suite.

Core Business Suite (CBS) is available in three subscription tiers. Depending on your subscription, you can set up your application on the Product Hub.

Field descriptions for the CBS Knowledge Readers form.

The reference topics provide details of the properties, forms, lists, roles, tables, and widgets you want to configure to use the CBS application.

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.

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.

The employee support services in the Core Business Suite help you set up a simplified employee journey in your organization.

The supplier support services in the Core Business Suite help you set up a simplified supplier journey for your organization.

Core Business Suite application provides a unified request experience across departments for organizations.

Various components are installed with Core Business Suite.

Configure Core Business Suite business units using guided setup in the Configuration Console.

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 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 the Finance business unit to enable employees to submit and manage finance‑related requests.

Configure groups and roles for Core Business Suite business units through the Now Assist conversational experience.

Configure the Health and Safety business unit to enable employees to submit and manage health and safety‑related requests.

Configure the Human Resources (HR) business unit to manage payroll inquiries, benefits questions, and general HR requests.

Configure the Legal business unit to submit and manage legal requests.

Configure the Source‑to‑Pay business unit to manage procurement, supplier, and invoice requests from submission to fulfillment.

Configure the Workplace Services business unit to manage workplace service requests and space arrangements.

Install your Core Business Suite subscription from the Product Hub to set up the application on your instance.

Configure Core Business Suite using a conversational interface provided by Now Assist.

Configure Core Business Suite to support employee and supplier requests across Human Resources, Finance, Health and Safety, Legal, Source‑to‑Pay, and Workplace Services.

Glossary of terms used in the Core Business Suite documentation.

Create custom groups for specific Core Business Suite functions and assign roles to group members.

Knowledge bases are created in Knowledge Center and can be created at a business unit level or at a product level in the Core Business Suite.

Describe the fields on the Create New Knowledge Base form to configure knowledge base settings.

Create notifications for Core Business Suite business units through the Now Assist conversational experience.

Edit notifications for Core Business Suite business units through the Now Assist conversational experience.

Edit default groups to add or remove members in Core Business Suite.

Edit knowledge base settings to configure workflows, ownership, and management for Core Business Suite knowledge bases.

Edit any Knowledge Base settings by filling in the form fields to define workflows, ownership, and management. You can apply separate settings for different Knowledge bases across your organization.

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.

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.

Enable the ServiceNow Otto panel to provide generative AI assistance through a conversational interface in ServiceNow Otto for Core Business Suite (CBS).

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.

Navigation sections available on the Employee Slate for Moveworks Configuration Summary page, and what each section contains.

Navigation sections available on the Employee Slate for Now Assist configuration summary page, and what each section contains.

Explore the home page for the employee requester persona along with the associated functionalities available with Core Business Suite.

Explore the home page for the supplier requester persona along with the associated functionalities available with Core Business Suite.

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.

Details of the default configurations for Finance.

Create custom groups for Core Business Suite functions by filling in the form fields.

Groups enable you to organize people for tasks and projects across Core Business Suite. Assign team members to access, create, and manage shared settings for one or more business units.

Details of the default configurations for Health and Safety.

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.

The details provide the field and its descriptions of the widget instance options.

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.

Details of the default configurations for Human Resources.

Import Knowledge Base articles from Word documents to populate your Core Business Suite knowledge bases with existing content.

Install the Implementation Agent to enable a modular Admin Home dashboard for instance configuration. The Implementation Agent supports the Core Business Suite guided setup, which provides a unified experience for installing and configuring 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.

Install Finance to configure its settings and requests.

Install Health and Safety to configure its settings and requests.

Install Human Resources to configure its settings and requests.

Install Legal to configure its settings and requests.

Install Source-to-Pay to configure its settings and requests.

Install Workplace Services to configure its settings and requests.

Configure the instance options for the Help topics widget on the CBS employee portal according to your organizational requirement.

The Knowledge module in Core Business Suite enables you to adjust settings for the default knowledge bases. It enables importing articles to support cross-functional knowledge sharing across business units in Core Business Suite.

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.

Details of the default configurations for Legal.

Edit records in bulk for Core Business Suite business units through the Now Assist conversational experience.

Upload records in bulk for Core Business Suite business units through the Now Assist conversational experience.

Now Assist for Core Business Suite supports Core Business Suite configuration through a conversational experience. Now Assist guides administrators through setup steps, tracks configuration progress, suggests next actions, and helps resolve errors from a single chat experience.

Requesters in CBS can use Now Assist in the conversational interface and in search functionality to raise requests and get AI-enabled responses.

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.

Raise an invoice request for any payment-related issues as a supplier on CBS.

Raise an HR request for general requests, payroll, or benefits on CBS.

Raise a general request across departments, as an employee, on CBS.

Raise a general request for any common query or issue as a supplier on CBS.

If the default configurations aren’t applied for Core Business Suite or its business units, reapply the default configurations by running a script.

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.

Install Core Business Suite to configure employee and supplier requests across Human Resources, Finance, Health and Safety, Legal, Workplace Services, and Source‑to‑Pay.

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.

Details of the default configurations for Source-to-Pay.

Agentic workflows in Now Assist for Core Business Suite support the Core Business Suite setup process through a conversational interface.

Access all Core Business Suite (CBS) analytics in one place to monitor and review request activity across departments.

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.

Details of the default configurations for Workplace Services.