Employee Slate for Moveworks use cases
Summarize
Summary of Employee Slate for Moveworks use cases
Employee Slate integrates the Moveworks AI assistant and specialized tools to streamline daily work tasks for ServiceNow customers. Accessible via web and mobile, it offers a unified chat interface to complete actions such as updating personal records, researching prospects, submitting requests, and searching enterprise content without switching applications.
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Key Features
- AI Assistant for Personal Record Updates: Employees can update personal information like home address and emergency contacts directly through chat, with changes synchronized in SAP SuccessFactors. The assistant also provides access to helpful resources such as employee handbooks and payroll information.
- Prospect Research and Document Generation: The assistant helps gather industry context and relevant case studies, supports external searches if internal data is insufficient, and facilitates generating and sending documents like NDAs through integrated tools such as DocuSign.
- Interactive Split View for Requests: Users can submit requests (e.g., remote work) within a side panel alongside chat. The assistant explains approval requirements, shows relevant policies, and enables form completion without leaving the conversation.
- Enterprise Search Integration: Users can search across connected knowledge bases and content repositories with AI-generated summaries. Filters help refine results, and the assistant can provide deeper conversational responses related to the search.
- Consistent Chat Access Everywhere: The chat bar is available across all Employee Slate pages (home, Enterprise Search, personal canvas, org chart, tasks) to provide immediate assistance from any location.
- Portal and Mobile Support: The AI assistant and related features are fully functional on both portal and mobile platforms. Users can manage to-dos, access quick links, browse catalogs, read company news, and view notifications and approvals seamlessly across devices.
Key Outcomes
- Efficient handling of routine HR and work-related tasks through conversational AI reduces dependency on multiple systems.
- Improved productivity by enabling document generation, request submission, and information retrieval within a single interface.
- Enhanced employee experience with instant access to resources, policies, and approvals, supported by AI explanations and context.
- Consistent user experience across web and mobile platforms ensures work continuity and accessibility anytime, anywhere.
Use the Moveworks AI assistant, specialized assistants, Enterprise Search, and the interactive split view to handle daily work tasks. Available on web and mobile.
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
To update your personal information:
- 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 displays suggestions for. Moving across state lines often affects your benefits.
Research a prospect and generate an artifact
To prepare for a meeting with a manufacturing prospect such as Atlas Industrial Group:
- 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
To submit a remote work request:
- Ask the assistant about your request.
- Get an answer 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.
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.