Configure Employee Slate for Moveworks from the Product Configuration
console. Set branding, the Moveworks AI Assistant connection, the canvas
configuration, and the update set package that promotes configurations
between environments.
Before you begin
Before you configure Employee Slate for Moveworks, verify the following
prerequisites:
- You have the System administrator role.
- The Employee Slate for Moveworks foundational plugin is installed from
the Product Hub page.
- The Employee Slate Advanced plugin is installed if the deployment
requires the advanced experience.
- The Moveworks AI Assistant instance URL is available.
Role required: Admin
About this task
The Product Configuration console organizes the configuration work into
modules and displays progress in the configuration summary. You can leave and
resume the configuration at any time. For the Moveworks chat bot connection
step in detail, see Configure
the Moveworks chat bot for Employee Slate.
Procedure
-
From the platform administrator home page, select
View product overview on the Employee Slate for
Moveworks card.
The Product Hub page opens and lists the plugins associated with Employee Slate for Moveworks.
- Optional:
Upload a prepared update set with the Upload Batch
option.
Use this option to reuse configurations exported from another environment. Skip this step to configure the instance from scratch.
-
Select Configure to open the Product
Configuration console.
The configuration summary lists the modules available for Employee
Slate for Moveworks and the progress of each module.
-
In the Appearance module, set the branding and
theming for the experience.
Set the portal name, URL suffix, light and dark mode logos, and favicon. Set the primary, accent, and neutral palette colors. Use the preview panel to verify the experience in desktop and mobile, and in light and dark mode,
before you save.
Save the changes and mark the module as configured.
-
In the Conversational Assistant module, enter
the Moveworks AI Assistant instance URL and save the configuration.
-
In the Canvas module, configure the default
canvas view and the widget library.
Select
Canvas Editor to configure the default canvas dashboard. Use the widget library to toggle the visibility of widgets that employees can add to their personal canvas. You can also edit or create
widgets from the library. For the full procedure, see
Configure the default canvas dashboard.
-
In the Documentation module, review the links to
Employee Slate documentation for home page, Tasks and requests, org chart,
notifications, and employee profile.
Links open the ServiceNow documentation site in a new tab. Use the documentation to complete feature-specific configurations that aren't part of the Product Configuration console.
-
Select Package and download to export the
configuration changes as an XML update set.
Upload the exported file from the Product Hub page of another environment with the Upload Batch option. Use this export to promote configurations from a lower environment to production.
Result
Employee Slate for Moveworks is configured with the branding, Moveworks AI Assistant connection, canvas layout, and widget library that you set. Employees can open the configured portal and interact with the Moveworks AI Assistant.