All requests

managing groups of clients with a shared service team.

OmniChannel for Payroll Retention, see details below: https://docs.google.com/document/d/1dVSEV39COFz6uw0q5RjbU035qy3gOhffSibzFAnp7Tc/edit

Current Phase 1 of Case Management allows Other Depts to create cases for a Payroll Specialist and allows a Specialist to "Self-Report" cases through the same Salesforce/CCP Form. This is needed and valuable in the instance of a phone call or if a...

Salesforce project requirements to update the current Payroll call flows. A restructuring is being requested to help address some of the ongoing issues causing agents and merchants pain with the current ALL PRS routing. Project timeline is depende...

Looking to add a process that will help us keep a close eye on our high limit clients. Our goal is to review them on an annual basis.

When going through this process, we get some clients that have already been put in the system. When this is the case, new client does not work and we have to choose Returning client outside of reactivation window and if we choose existing, it jump...

Several ancillary products and certain fees (not included the W2 fees that are already being worked on) need to be updated. Leadership needs this to be updated on January 1st.