Internal Applications Request Form

Use this form to submit Feature and Idea Requests to the Heartland Internal Applications teams.

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All requests

    Getting International Bancard Merchants in Atlas

    Adding IBC merchants to sales MDM. This will be simple flags on the records to control the Search slideout messaging. There will be at least 2 flags bc there are 2 diff phone numbers to use.
    Lisa Boehnlein almost 5 years ago in Enhancement Request 3 Future consideration

    Portico Automated Account Updater

    No description provided
    Karri Lewis almost 5 years ago in Enhancement Request 2 Future consideration

    Met with Liz Choi and her Payroll Central team and they had a few requests we thought could be accomplished within Atlas. PDMs and VPs are basing a lot of programs including incentives on "new margin health." Can Atlas show a PDM/VP the new margin health for one of their reps accounts? Sort of like a dashboard within Atlas for this. They would also like a dashboard to see all of the pended accounts their reps currently have. And finally, once CRM goes away and updated Atlas is in place, can payroll accounts that have "pushed" their first run date be noted within Atlas so the PDM/VP can see that info as well.

    No description provided
    Sandi Carr about 5 years ago in Enhancement Request 0 Needs more information

    Add a mids Fed ID # to the mids "Profile" in Atlas.

    No description provided
    Guest about 5 years ago in Enhancement Request 1 Needs more information

    Deprecate legacy MDM lookup code in favor of improved fuzzy match code

    No description provided
    Guest about 5 years ago in Enhancement Request 0 In Progress

    Change fee rule end date on when unenrolling people from analytics portal

    No description provided
    Guest over 2 years ago in  0 Needs review

    I would like to add the ability for Payroll Managers and above to be able to create public email templates to be used for various situations.

    No description provided
    Mike Sammon about 3 years ago in Enhancement Request 0 Needs review

    Payroll Support: Knowledge Article Tiered Submission & Approval

    No description provided
    Vaughn Johnson about 3 years ago in Enhancement Request 0 Needs review

    Payroll Optimization: Product Support: New Product: HR Complete

    No description provided
    Anna Ra about 3 years ago in  0 Accepted

    Compliance: Power of Attorney Management

    As a heartland compliance specialist, we do not have a standard way to locate POA across internal departments when trying to execute daily processes. This can create a costly time delay and poor client experience/lack of confidence from the client...
    Anna Ra over 3 years ago in  0 Accepted