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Core Business Suite
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure Core Business Suite Foundation

Configure Core Business Suite Foundation to support employee and supplier requests across Human Resources, Finance, Health and Safety, Legal, Source‑to‑Pay, and Workplace Services.

  • Install Implementation agent
    Install the Implementation Agent to enable an admin home dashboard where you can access and set up Core Business Suite.
  • Activate AI Search
    Activate AI Search to enable conversational search capabilities in Now Assist for Core Business Suite.
  • Activate Now Assist panel
    Enable the Now Assist panel to provide generative AI assistance through a conversational interface in Now Assist for Core Business Suite.
  • Install Core Business Suite applications
    Install Core Business Suite applications to support employee and supplier requests across Human Resources, Finance, Health and Safety, Legal, Workplace Services, and Source‑to‑Pay.
  • Reapply the default configurations
    If the default configurations aren’t applied for Core Business Suite or its business units, reapply the default configurations by running a script.
  • Install Core Business Suite Foundation
    Install Core Business Suite Foundation to configure employee and supplier requests across Human Resources, Finance, Health and Safety, Legal, Workplace Services, and Source‑to‑Pay.
  • Enable Core Business Suite Foundation business units
    If you’re using any standard business unit included in Core Business Suite Foundation, update the system properties to enable the Core Business Suite business units for installation.
  • Core Business Suite setup on Product Hub
    Core Business Suite (CBS) is available in three subscription tiers. Depending on your subscription, you can set up your application on the Product Hub.
  • Assign the CBS admin role
    Assign the CBS Admin role to grant users full administrative access to configure Core Business Suite.
  • CBS requester role enhancements
    Assigning the CBS requester role has been simplified with two approaches — automated assignment for all employees and manual setup by an administrator — giving organizations more flexibility across business units.
  • Set assignment rules in CBS
    Configure assignment rules for each business unit in Core Business Suite to control how tasks are automatically assigned to groups or users based on defined conditions.
  • Employee Slate configuration for CBS
    Core Business Suite provides two setup options for configuring Employee Slate as the default employee support portal. You can select any one according to your organizational requirement.
  • Configure Core Business Suite using guided setup
    Configure Core Business Suite business units using guided setup in the configuration console.
  • Configure Core Business Suite using Now Assist
    Configure Core Business Suite using a conversational interface provided by Now Assist.
  • Configure instance options for Help topics widget
    Configure the instance options for the Help topics widget on the CBS employee portal according to your organizational requirement.

Parent Topic:Core Business Suite