All requests

As a Payroll Operations org (Heartland), we have place to conduct new hire training that will not effect active clients. This prevents new hires from being able to complete hands on practice before being responsible for client care requiring highe...

As a Heartland Product Specialist, there is no way to identify required product fields per product and type of request within SalesForce. This allows for Product Specialist to close cases without all of the necessary information. If we were able t...

As Heartland Retention and Termination supervisor, we have no consistent way measure last contact date for cases. If we were able to leverage the case comments functionality from HCORP Payments, we could collect client calls through manual comment...

As a Heartland Fulfillment support member, we have no automatic way to consistently and efficiently receive client same day delivery requests. This allows for an inability to track and control same day delivery operating expenses to make changes w...

Payroll intakes so many emails per specialist and often missing an identifier outside of an email address. In order to make working out of salesforce viable, I would like incoming email addresses "map" to the account or accounts they're associated...

As Heartland compliance team, we have no consistent way track client services bank change requests that require leadership approval. This opens up Heartland as a company to financial, reputation, and monetary risk as Heartland Payroll Reps to make...