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Internal Applications Request Form

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

Status Accepted
Enhancement, Defect/Bug Enhancement Request
Created by Mike Sammon
Created on Sep 1, 2022

SaaS: Cross departmental case managementt

As a Payroll Operations team, when a department gets a case that involves multiple groups, we have no easy/efficient way to delegate portions of the case to other groups. This creates a time suck and reporting nightmare as cases can easily get lost or have timely delays to resolutions as cases get reassigned incorrectly, delayed new case creation, and difficulty reporting on cross team cases as each case is treated differently with each situation. If we could delegate, report and monitor/track portions of the request independently and as a whole it would paint a complete picture and save time and effort as well as consolidate cases for a client.

Impact - Which group does this impact? Payroll Operations
Background Information

Multi department case management: I would like to be able to delegate portions of a case as assignments when it involves multiple departments.

Impact - Processes
  • Transferring cases

  • Case Creation

  • Auto Case Creation - Atlas?

  • Parent/Child - Payroll Support

  • Cloning - Product Support

Stakeholders - Consulted

Kenn Johnson, Mike Sammon, Jessica Underwood, Vaughn Johnson, Kailyn Swoop,

Risk

This creates a time suck and reporting nightmare as cases can easily get lost or have timely delays to resolutions as cases get reassigned incorrectly, delayed new case creation, and difficulty reporting on cross team cases as each case is treated differently with each situation.

Risk Frequency 5 Rampant: Once to several times a day
Opportunity

If we could delegate, report and monitor/track portions of the request independently and as a whole it would paint a complete picture and save time and effort as well as consolidate cases for a client.

Opportunity Frequency 5 Rampant: Once to several times a day
Impact 4 Affects Productivity to client / Major risk avoided Major Opportunity achieved
Strategic Initiative HCM/Payroll Optimization
Delivery Date Jan 1, 2024
Implementation Strategy All at once
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  • Ashley Downs
    Reply
    |
    Sep 26, 2022

    Task in 401K that payroll needs, have to clone the case/task.