Employee Slate for Moveworks use cases

Use the Moveworks AI assistant, specialized assistants, Enterprise Search, and the interactive split view to handle daily work tasks. Available on web and mobile.

Here's how you can use Employee Slate for Moveworks to handle work tasks efficiently throughout your day. You can use the Moveworks AI assistant to handle real work tasks throughout your day. You can use the assistant for similar tasks for your role.

Update personal records in conversation

You can update your personal information by:

• Ask the assistant to update your home address and add an emergency contact by providing the details through the chat.
• Review the revised edits the assistant shows you.
• Confirm the changes so both records update in SAP SuccessFactors at the same time.
• Access helpful resources like the employee handbook and payroll information that the assistant suggests. Moving across state lines often affects your benefits.

See Update personal records with the AI assistant.

Research a prospect and generate an artifact

You can prepare for a meeting with a manufacturing prospect like Atlas Industrial Group by:

• Ask the assistant for industry context.
• Choose to search externally if your company internal sources don't have what you need.
• Get key themes with citations, like workforce pressure, supply chain volatility, and operational efficiency.
• Ask the assistant to find relevant case studies from SharePoint in the same conversation.
• Request an NDA for your prospect contact.
• Review the pre-filled document with all the contact information and confirm before sending it through DocuSign.

See Research prospects and generate artifacts with the AI assistant.

Submit a request in the split view

You can work remotely from another office for a few weeks by:

• Ask the assistant about your request.
• Get an answers and explanation if your request exceeds standard allowances and needs manager approval.
• See the request form open in a side panel next to your chat.
• Fill it out and submit it without leaving the conversation.

When you ask about equipment policies for a new hire, you can:

• See the full policy open in the side panel.
• Check at a glance whether a specific monitor is covered.
• Verify if you need manager approval.
• Confirm whether you're within the ordering time frame.

Search across connected sources

You can search across knowledge base and content from Enterprise Search. You get results from all your connected sources with an AI summary at the top. Use filters for source, date, and type. You can:

• Select Dive Deeper to continue the conversation with the AI assistant.
• Ask who the presales expert is for manufacturing demos and the assistant shows you the relevant information from content sources such as SharePoint.

See Search enterprise content with Enterprise Search.

Stay one message away, everywhere

You find the same chat bar on every page in Employee Slate. You can get help with just one message from any location. This includes the home page, Enterprise Search, your personal canvas, the org chart, and Tasks and requests.

Portal and mobile support

You can manage all your work routines using the same AI assistant apps in portal and mobile.

• Check your to-do items, access quick links, and browse catalog items from widgets around the chat bar.
• Read company news, see popular content, and view the holiday calendar.
• Find specialized assistants and your chat history in the left panel, along with Enterprise Search, My Canvas, Tasks and requests, and the org chart.
• Expand the notification panel to see announcements, pending approvals, and ticket updates all in one place.
• Continue your conversations with the same context.

Related concepts

• Employee Slate for Moveworks
• Moveworks AI assistant capabilities