Configure Core Business Suite applications

  • Release version: Yokohama
  • Updated November 17, 2025
  • 5 minutes to read

    • Configure Core Business Suite applications by running scheduled jobs that initialize all required workflows and apply settings.

    Before you begin

    Role required: admin

    Procedure

    1. Assign the CBS requester role to all the active employees in the system by running the CBS - Add Requestor Role to Users scheduled job.
      Note:
      Run this scheduled job once during the initial Core Business Suite setup. You do not need to run it again after installing Core Business Suite applications.
      1. Navigate to All > System Definition > Scheduled Jobs.
      2. Search for and select CBS - Add Requestor Role to Users.
      3. On the CBS - Add Requestor Role to Users page, select Execute Now.
    2. Activate Core Business Suite records by running the Update service records for the Core Business Suite scheduled job.
      Core Business Suite records include:
      • EC Portal notifications
      • Workspace notifications
      • Email notifications
      • Record producers
      • System properties
      1. Navigate to All > System Definition > Scheduled Jobs.
      2. Search for and select Update service records for the Core Business Suite.
      3. Prepare and execute the scheduled job from the Update service records for the Core Business Suite page.
        Note:
        Run this scheduled job only for newly installed services that aren’t yet running. Running it on active services overwrites existing records and recent changes.
        Number of applications installed Action
        All Core Business Suite applications Select Execute Now.
        One or more Core Business Suite applications
        1. Modify the business units (BUs) list in the BUList variable in the script to include only the BUs that are installed.
          Note:
          You must provide the BU names in the BUList exactly as specified in the script. Valid BU names are: ‘LEGAL’, ‘HR’, ‘HEALTH’, ‘WSD’, ‘FCM’, ‘APO’, ‘SPO’, and ‘SLO’. Incorrect names will cause errors.
        2. Select Execute Now.
    3. Set up a taxonomy for Core Business Suite in the Employee Center portal by running the Setup Core business suite Taxonomy for Employee Center scheduled job.
      Note:
      Run this job once to set up the taxonomy in the Employee Center portal during the initial Core Business Suite setup.
      1. Navigate to All > System Definition > Scheduled Jobs.
      2. Search for and select Setup Core business suite Taxonomy for Employee Center.
      3. Determine the taxonomy you want to use.
        • Create a new taxonomy - Core Business Suite Employee
        • Use the taxonomy already configured and in use in the Employee Center Portal and merging information from the Core Business Suite Employee – Default taxonomy provided with Core Business Suite application
        • Use the Core Business Suite Employee – Default taxonomy provided with Core Business Suite application
        Taxonomy to use Action
        A new Core Business Suite Employee taxonomy for Core Business Suite created by merging topics from the taxonomy already configured in the Employee Center portal and the Core Business Suite Employee – Default taxonomy provided with Core Business Suite application. On the Setup Core business suite Taxonomy for Employee Center page, select Execute Now.
        The existing taxonomy that is already configured in the Employee Center portal by merging topics from the Core Business Suite Employee – Default taxonomy without creating a new taxonomy.
        1. On the Setup Core business suite Taxonomy for Employee Center page, update the variable createNewTaxonomy to false in the script.
        2. Select Execute Now.
        The Core Business Suite Employee – Default taxonomy provided with the Core Business Suite application.
        1. Navigate to All > Service Portal > Portals.
        2. Search for and select Employee Center.
        3. In the Employee Center page, select the Taxonomy tab.
        4. If a message appears about the application scope, select here to be able to edit the record.
        5. Select Edit.
        6. If you have an existing taxonomy, select and remove it.
        7. Add Core Business Suite Employee – Default taxonomy to the Taxonomy list.
        8. Select Save.
    4. Add the created taxonomy Core Business Suite Employee to the Employee Center portal to enable organizing the Core Business Suite content.
      Note:
      Run this job only when you create a new taxonomy.
      1. Navigate to All > Service Portal > Portals.
      2. Search for and select Employee Center.
      3. On the Employee Center page, select the Taxonomy tab.
      4. If a message appears about the application scope, select here to be able to edit the record.
      5. Select Edit.
      6. If you have an existing taxonomy, select and remove it.
      7. Add the newly created taxonomy Core Business Suite Employee to the Taxonomy list.
      8. Select Save.
    5. Set up an Employee Center portal with a new Core Business Suite home page setup, Advanced Portal Navigation (APN), employee profiles, and quick links by running the Setup Core Business Suite for Employee Center scheduled job.

      For information about Core Business Suite home page setup, Advanced Portal Navigation (APN), employee profiles, and quick links, see Exploring employee support.

      Warning:
      You must run this Setup Core Business Suite for Employee Center scheduled job only after adding the newly created taxonomy Core Business Suite Employee to the Employee Center portal. Running this scheduled job prior to adding the taxonomy will result in an incorrect Advanced Portal Navigation (APN) setup.
      1. Navigate to All > System Definition > Scheduled Jobs.
      2. Search for and select Setup Core Business Suite for Employee Center.
      3. In the Setup Core Business Suite for Employee Center page, select Execute Now.
    6. Add newly installed Core Business Suite applications to the taxonomy by running the Add topic to taxonomy scheduled job.
      Note:
      Run this scheduled job only for newly installed Core Business Suite applications that aren’t yet running. Running it on active applications overwrites existing records and recent changes.
      1. Navigate to All > System Definition > Scheduled Jobs.
      2. Search for and select Add topic to taxonomy.
      3. Modify the business units (BUs) list in the BUList variable in the script to include only the BUs that are installed.
        Note:
        You must provide the BU names in the BUList exactly as specified in the script. Valid BU names are: ‘LEGAL’, ‘HR’, ‘HEALTH’, ‘WSD’, ‘FCM’, ‘APO’, ‘SPO’, and ‘SLO’. Incorrect names will cause errors.
      4. Select Execute Now.
    7. Add and synchronize the topics and items from newly installed Core Business Suite application with the Employee Center portal by running the Sync Advanced Navigation for Core Business Suite scheduled job.
      Note:
      Run this job whenever you install a new Core Business Suite application.
      1. Navigate to All > System Definition > Scheduled Jobs.
      2. Search for and select Sync Advanced Navigation for Core Business Suite.
      3. Select Execute Now.
    8. Optional: Check the status of the executed scheduled jobs.
      1. Navigate to All > System Log > All.
      2. On the Log page, search for messages with the prefix Core Business Suite Setup.