Employee Slate powered by Moveworks - Implementation Guide

Smriti_Gupta · ‎05-12-2026

Step-by-step setup guide for administrators and implementation teams

Requires Zurich Patch 9 (ZP9)

Overview

This guide walks through the end-to-end configuration of Employee Slate powered by Moveworks — the recommended path for all customers. Moveworks delivers the richest Employee Slate experience: full conversational AI, enterprise search across 100+ business systems, and World Knowledge

Prerequisites

Ensure all of the following are in place before beginning configuration.

Platform version: ServiceNow instance on Zurich Patch 9 (ZP9)+ or Australia Patch 3(AP3)+. This is a hard requirement; Employee Slate will not function on earlier patch levels.

Moveworks license: Moveworks is licensed.
Configured Moveworks Instance: Moveworks must be configured to allow the Employee Slate configuration to work as intended. If you have not configured your Moveworks instance, please do so following the steps outlined in this guide https://docs.moveworks.com/ai-assistant/getting-started/labs/moveworks-setup/employee-slate-configur...

System Administrator role: Required to install applications and access the Admin Console.

Employee Center (Pro) portal (optional): Organizations already running Employee Center will inherit existing configurations for Unified Inbox, Employee Profile, and Org Chart automatically. No migration work is required.

Additional license requirements:

AI-powered widget creation (AIUX Widget Creation / Updation): Requires Now Assist for Creator.

Implementation Steps at a Glance

Step	Title	Key Actions
1	Download the Applications	Install Employee Slate for Moveworks + Employee Slate Advanced from the ServiceNow Store
2	Configure the Admin Console	Set Appearance, connect Moveworks assistant URL, homepage, Tasks & Requests, configure Canvas + widget library, Notifications, review Documentation module, package/export update set
3	Configure Moveworks Conversational Assistant	SSO via JWT Auth, create new bot (unified-frontdoor surface), configure suggested prompts, optional assistant branding
4	Org Chart and Employee Profile	Validate Org chart and Employee Profile configs inherited from Employee Center (existing customers) or configure new employee definition and UI elements
5	Build Announcements	Requires Employee Slate Advanced; create and publish from Content Library with audience targeting
6	[Optional] Configure AIX URL Rewrite Rule for knowledge article split view	Only needed if the customer organization has custom knowledge configurations
7	Widget Configuration	Configure Featured Apps, Holiday Calendar, Communication Banners, Quick Links, Popular Content

Step 1

Download the Applications

Install the following applications from the ServiceNow Store before proceeding. Navigate to

System Applications > All and search for "Employee Slate" to install. Check "Load Demo Data" during installation.

Employee Slate for Moveworks (sn_ex_emp_hub_mw)

Employee Slate Advanced (sn_ex_emp_hub_adv) — required for Announcements and App Launcher

Employee Slate Advanced is required for Employee Communications (Announcements) and the App Launcher. Confirm your SKU includes it before proceeding. See the Packaging section at the end of this guide for details.

Step 2

Configure the Product Configuration Console

All configuration in this step is performed from the Admin Console, which organizes setup into discrete modules and tracks progress. You can leave and resume configuration at any time.

2a. Access the Product Configuration Console

Navigate to Admin > Admin Home from the top navigation or from the platform administrator home page, locate the Employee Slate for Moveworks card under ‘Manage your Products’ section, and select View product overview.

The Product Hub opens and lists all plugins associated with Employee Slate for Moveworks implementation.

Optional — Upload Batch: If you are promoting configurations from another environment (e.g., staging to production), use Upload Batch to load a prepared XML update set. Skip this step for a fresh configuration.

Select Configure to open the Admin Console. The configuration summary lists all available modules and the completion status of each.

Accessing the Employee Slate Product Hub and opening the Admin Console 

2b. Configure Appearance

In the Appearance module, set the portal name and URL suffix.

Upload light mode and dark mode logos, plus a favicon.

Set the primary, accent, and neutral palette colors.

Use the preview panel to verify the experience across desktop and mobile, and in both light and dark modes, before saving.

Save the changes and mark the module as configured to advance your progress in the configuration summary.

Configuring portal name, logos, colors, and mode preview in the Appearance module 

To support multiple brands or divisions within a single deployment, use Multi-theme Experience to associate additional conditional themes with your Employee Slate instance. For each theme, define distinct logos, colors, and branding, then configure routing rules based on attributes like role, department, location, or user group to control which employees see it. Navigate to the Appearance section of the Employee Slate Admin Console to create, preview, and prioritize your themes.

2c. Connect Moveworks AI Assistant

In the Conversational Assistant module, enter the Moveworks AI Assistant instance URL and save.
- You can find your Moveworks URL by navigating to your Moveworks instance and copying the base URL up to the first single slash (for example, https://my-moveworks-instance.moveworks.com/ or https://my-moveworks-instance.prod3.us.moveworks.com/) depending on your hosted Data Center Region

The module provides a direct link to the Moveworks Setup experience where you can configure AI Assistant sources and behaviors. For detailed instructions, see Step 3.

Reference: Configure the Moveworks chat bot for Employee Slate 

Entering the Moveworks AI Assistant instance URL in the Conversational Assistant module 

2d. Configure the Homepage Widgets (Both Tracks)

Configure the Employee Slate home page widgets directly from the Admin Console.

Configuring Home Page Widgets

In the Admin Console, navigate to the home page configuration view. You will see a list of all configurable out-of-the-box widgets alongside a live preview on the right.

Configuring Quick Links

Click the edit icon next to the Quick Links widget to open its configuration page.

Add quick links by searching and selecting from the dropdown.

To reorder links, drag and drop them into the desired order. The preview updates in real time.

To remove a link, click the delete option next to it.

You can configure up to 10 quick links. The option to add more is disabled once this limit is reached.

Links marked with a User criteria applied indicator have audience conditions configured — their visibility may vary by employee.

To make advanced edits to a quick link, use the direct link to its platform record available on the configuration page.

If you have unsaved changes and click Cancel, a discard confirmation prompt will appear to prevent accidental loss of configuration.

Configuring Homepage Announcements and Upcoming Holiday Widgets

For the Announcements and Holiday Calendar widgets, please refer to the widget configuration section for details.

Once a widget is configured, use the Mark as Configured option in the Admin Console to track its completion status.

2e. Configure the Canvas Widget Library (Both Tracks)

The Widget Library controls which widgets employees can add to their personal Canvas. In the Canvas module, select Canvas Editor to configure the default canvas dashboard.

Toggle widget visibility in the widget library to control what appears in each employee's "available widgets" list.

Out-of-the-box widgets at launch: My Requests, My Calendar, and Activity Hub. App Launcher requires Employee Slate Advanced.

Edit or create new widgets from within the library. Administrators with Now Assist for Creator can use AI-powered AIUX Widget Creation for natural language authoring with live preview.

Reference: Configure the default canvas dashboard 

Enabling widgets for  the canvas layout in Widget Library 

Configure Default Canvas Experience

Set the default Canvas subtitle message shown to all employees.

Define the default widget layout for the Canvas. Employees can personalize from this baseline.

There are two additional admin capabilities for managing canvas updates across a large or diverse workforce.

Preview by Role or User: Select any role or individual from the Admin Canvas to trigger a live, read-only preview that reflects the employee's actual personalized view. Exiting returns the admin to their edit state with no changes lost.

Push Updates Without Overwriting Personalization: Canvas updates use additive-only logic — new widgets appear in default positions, but anything an employee has configured or repositioned remains untouched. Updates are confirmed, warned if non-additive, and logged in the audit trail.

Important: Home page layout is fixed in the May 2026 release.

Organizations cannot add widgets to or change the layout of the home page. Admins configure home page content (branding, quick links, popular content) but not its structure. Employee-level widget personalization is available exclusively through My Canvas.

Setting the default canvas widget arrangement for employees 

2f. Validate Tasks & Requests (Both Tracks)

Configure Tasks and Requests settings, including AI behavior, from the Admin Console.

Standard task types (approvals, campaigns, journey lifecycle, learning, and more) are supported out of the box based on your existing Business Unit licenses.

Standard request types (Service Catalog Requests, Incidents, HR Cases, and more) are also preconfigured with no additional setup needed.

Custom task types or external system tasks can be added on top of preconfigured defaults by navigating to existing Employee Center To-do configurations.

Three experience paths are configurable per task type: natively in the Inbox, rendered from Employee Center, or linked out to an external URL.

Accessing Tasks and Requests Configuration

In the Admin Console, navigate to Configuration Summary and select the Tasks and Requests section.

Reviewing Task and Request Configurations

Click the Tasks tab to review existing task type configurations.

Click the Requests tab to review existing request type configurations.

Configuring AI Preferences

Click the AI Preferences tab.

Select a generation mode for task insights and request summaries:

Auto-generate — summaries load automatically for employees.

On-demand — employees trigger summaries manually.

Set a daily usage limit for AI assists. The accepted range is 0–100,000; the default is 3,000.

If you set the limit to 0, smart prioritization is disabled and the inbox reverts to due-date-based sorting.

Reference documentation: Configuring Employee Center To-Dos | Employee Center Requests Configuration | Unified Inbox Product Documentation 

2g. Review the Email Notifications (Both Tracks)

Employee Slate's 38 out-of-the-box email notifications are consolidated to 16, organized by persona (requester and fulfiller) and lifecycle stage. Every notification uses the Employee notification template, leads with an action-oriented subject line including the ticket number, and renders in AI-native ITSM branding (Lato font, ServiceNow color scheme, mobile-responsive). Resolution and completion notifications include an optional CSAT link. No legacy or duplicate notifications fire after consolidation.

Configuring Notifications in the Admin Console

A dedicated Notifications section provides a centralized view of all existing Employee Slate email notifications. Admins can preview each notification or open the record for editing. To migrate legacy notifications, click Update to Employee Slate — this replaces the current template across all notifications in one step.

2h. Review the Documentation Module (Both Tracks)

The Documentation module in the Admin Console provides direct links to the ServiceNow documentation site for all Employee Slate features: home page, inbox, org chart, notifications, and employee profile. Use these links to complete feature-specific configurations that fall outside the Product Configuration console scope.

2i. Package and Export the Update Set (Both Tracks)

Once configuration is complete, select Package and download to export all configuration changes as an XML update set. To promote configurations to another environment (e.g., from staging to production), upload the exported file from the Product Hub page of the target environment using the Upload Batch option.

This export/import flow is the recommended path for multi-environment deployments. Always export from lower environments and import to production — not the reverse.

Step 3

Configure Moveworks Conversational Assistant

All Moveworks assistant configuration is performed within Moveworks Setup on your Moveworks instance. Search source configuration, Enterprise Search, and Notifications are also handled here as part of this setup.

3a. Configure SSO via JWT Auth

In Moveworks Setup, navigate to Employee Slate under Chat Platforms and create a JWT Auth connection. Select both: (A) Connector and (B) Trusted Issuer to establish SSO between ServiceNow and Moveworks.
- The Connector represents the ServiceNow instance(s) you initially configured for User Identity, Search, and Ticketing within the Built-In Connectors Module when setting up Moveworks.
- The Trusted Issuer is the URL of your ServiceNow instance IE https://my-instance.service-now.com
- In Moveworks Setup, configure up to 4 Suggested Prompts for the Employee Slate home page search bar — each with a Display Text (max 16 characters) and an Utterance (max 130 characters) — to guide employees toward your organization's most common and high-value actions from the moment they arrive.

Creating the JWT Auth connection with Identity and Trusted Issuer connectors in Moveworks Setup 

3b. Create a New Bot for Employee Slate

In Moveworks Setup, create a new Bot (ChatVar) and set its surface to unified-frontdoor.

Do not modify the surface of the existing mwa bot. A dedicated net-new bot is required for Employee Slate.

The unified-frontdoor surface connects the Moveworks conversational assistant to the Employee Slate home page experience. Reusing or modifying the existing mwa bot will break the integration.

Bot naming convention: {org name}-employeeworks-webchat (the name of the bot must end in -webchat due to validation on the moveworks side)

Bot Friendly Name: Should match the current display name used across your organization.

Surface: unified-frontdoor (required — do not use embedded or assistant)

Creating a new bot with unified-frontdoor surface in Moveworks Set

3c. Configure Assistant Branding (Optional)

Navigate to Display Configuration > Display Settings > Bot Setup to update the Assistant Name
Navigate to Tenant Settings > General Information > AI Assistant Preferences to update the Avatar & Brand Logo

Search, Enterprise Search, and Notifications

Search source configuration (where data with ACLs is mirrored, indexed, and searched to generate summaries), Enterprise Search across connected systems, and Notifications are all configured as part of the Moveworks setup. No additional ServiceNow-side configuration is needed for these capabilities.

Step 4

Configure Org Chart and Employee Profile

Employee Profile and Org Chart automatically reuse existing Employee Center configurations. Organizations migrating from Employee Center do not need to rebuild anything from scratch.

For organizations that have not yet deployed the Employee Center (Pro) portal:

Opt in to the Employee Profile feature to enable the new employee details and design.

Create an active employee definition and generate employee profiles.

Configure UI elements for the Employee Profile and Org Chart per your organizational preferences.

With Moveworks: Employees can search for people conversationally and receive interactive profile cards directly in chat. Clicking any card opens the full Org Chart in split view alongside the conversation.

Reference documentation: Employee Profile | Org Chart | Employee Center Academy: Unified Employee Profile 

Step 5

Set Up Communication Banners

Content Managers and Admins can create and publish targeted announcements directly from within Employee Slate. Requires Employee Slate Advanced. The role required is sn_cd.content_manager.

Navigate to Profile Options and select Communications.

Create a new announcement banner from the Content Library.

Edit the banner content, image, and publishing plan. Set an image focal point, configure audience targeting and scheduling window.

Check the live preview and click Publish when ready.

Audience targeting for announcements derives from existing Knowledge Base and Catalog user criteria. No separate audience configuration is required.

Reference documentation: Employee Communications 

Creating an announcement banner and setting audience, schedule, and publishing details 

Step 6

[Optional] Configure AIX URL Rewrite Rule for knowledge article split view

Here are the steps to configure the AIX URL Rewrite Rule for knowledge article split view:

Why this is needed
Out-of-box ServiceNow includes a rewrite rule for standard KB articles, but customers with custom knowledge configurations need this additional rule. Without it, the portal doesn't know to open knowledge article links in split view when surfaced through the Moveworks chat.

What we are configuring
A URL rewrite rule that maps knowledge article links from the Moveworks chat to open correctly in the Employee Slate split view. This applies to any portal record that has a corresponding page in the AIUX portal — catalog items, ticket status, knowledge articles, etc.

Navigate to the AIX URL Rewrite Rule table
Go to sys_aix_url_rewrite_rule_list.do and click New to create a new rule.

How to identify your values
When Moveworks generates a link and a user clicks it, the portal redirects to a URL like:
instance.service-now.com/myCustomPortal?id=<custom_kb_table>&<custom_sys_id_field>=12345678

Use this URL to determine your field values below.

Fill in the rule fields

Source type: Portal Page
Portal page: <custom_kb_table> — the id parameter from your portal URL
To AIUX Page: /knowledge/:sys_id
Experience: Select the Employee Slate/EmployeeWorks experience
Order: 100
Parameter mapping:

Key: <custom_sys_id_field> — the field name used in the portal URL to reference the record
Value: sys_id — must match the parameter referenced in the To AIUX Page field

Example
If Moveworks generates a link that redirects to:
instance.service-now.com/myCustomPortal?id=my_kb_table&my_sys_id_field=12345678

Then configure the rule as:

Portal page: my_kb_table
To AIUX Page: /knowledge/:sys_id
Parameter mapping:

Key: my_sys_id_field
Value: sys_id

Save and verify
Save the record, then refresh the Employee Center portal page. Click a knowledge article link from the Moveworks chat — it should now open correctly in split view.

Note: You may need to grant cross-scope access to resolve installation errors. Navigate to Application Restricted Caller Access in the Platform menu and allow any records where the Source Scope is Employee Slate Core and the Operation is Read. Repeat as needed — additional records referencing other scopes, tables, or scripts may surface after each fix.

Accessing Employee Slate after setup is complete

Navigate to: https://<instance-name>.service-now.com/aiux/employeeslate/home

User Experience Analytics (UXA) is enabled automatically from the moment Employee Slate goes live. No additional setup is needed.

Widget Configuration Reference

Widget configuration is independent of the Admin Console setup in Step 2 and can be completed at any point after the core installation is done. Widgets fall into two categories: Canvas widgets (added by employees to their personal canvas) and Homepage widgets (displayed directly on the Employee Slate home page for all users).

Homepage Widgets

Widget

Holiday Calendar (Homepage)

The Holiday Calendar widget displays upcoming holidays relevant to each employee based on their location. Holidays are configured centrally by admins and filtered per user using the country code on the user's profile record.

Navigate to Employee Center > Holiday Calendar.

Create a new holiday record for each upcoming holiday. Set the date, name, and Country.

In the Country / Region field, select the applicable country or region. Employees will only see holidays whose country/region matches the country code field on their user profile.

Country/region matching is driven by the country code on the user record. If employees are not seeing expected holidays, verify that their user profiles have the correct country code populated.

Adding a holiday record and selecting the country/region for targeted visibility 

Widget

Communication Banners (Homepage)

Communication Banners are admin-authored announcements displayed on the Employee Slate home page. Configuration is covered in detail in Step 6: Set Up Communication Banners. Role required: sn_cd.content_manager.

In brief: navigate to Profile > Communications within Employee Slate (visible to content managers only), create a banner from the Content Library, configure audience targeting and scheduling, and publish.

Creating and publishing a communication banner from the Employee Slate Communications panel 

Widget

Quick Links (Homepage)

This widget surfaces a curated set of links on the home page for quick employee access to frequently used resources. This can be set via the Admin Console homepage configuration module.

Widget

Popular Content (Homepage)

This widget surfaces trending knowledge articles and catalog items on the home page based on usage patterns across your organization.

Canvas Widgets

Widget

Featured Apps (Canvas)

The Featured Apps widget surfaces pre-configured web applications on an employee's personal canvas, providing one-click access to commonly used tools. Requires Employee Slate Advanced. Role required: System Administrator.

Navigate to Employee Center > Web Applications.

Create or open a web application record. For each application, configure the SSO connection following the guidance in the App Launcher product documentation.

Set the User Criteria to control which audiences see the app. Use Available For and Not Available For fields to define inclusion and exclusion rules at the audience level.

Check the Featured Apps checkbox on the web application record. This is what causes the app to appear in the Featured Apps widget on an employee's canvas. Applications without this checkbox will still appear in the full App Launcher but not in the Featured Apps widget.

SSO configuration varies by application. Refer to the App Launcher product documentation for step-by-step instructions for each supported app type. User Criteria matching follows the same logic as Employee Center portal audience targeting.

Configuring a web application record and enabling the Featured Apps checkbox in Employee Center 

Appendix

Localization and Accessibility

Languages at launch: French, German, Brazilian Portuguese, Spanish, Japanese, and Italian. Additional translations planned for H2 2026.

Moveworks assistant: Supports over 100 languages.

Accessibility: Employee Slate has been designed for accessibility. AI-generated widgets (created via AIUX Widget Creation) automatically comply with WCAG 2.2 AA standards. Refer to the Employee Slate Accessibility Compliance Report for full product-level accessibility details.

Employee Slate powered by Moveworks - Implementation Guide

Step-by-step setup guide for administrators and implementation teams

Requires Zurich Patch 9 (ZP9)

Overview

Prerequisites

Implementation Steps at a Glance

Accessing Employee Slate after setup is complete

Widget Configuration Reference

Homepage Widgets

Canvas Widgets

Appendix

Localization and Accessibility

Related Documentation