Use this form to submit Feature and Idea Requests to the Heartland Internal Applications teams.
As a heartland tax specialist, we have no way to consistently track client tax filing requests within case management for case visibility within Payroll Operations. This prohibits Payroll Operations visibility into client filing requests creating additional feedback loops for status updates. If we were able to create and track filing requests within case management we will reduce the feedback loop for status updates as well as provide reporting metrics needed for tax specialists workload, SLAs, etc.
Impact - Which group does this impact? | Payroll Operations |
Stakeholders - Accountable
Kaleb Robinson |
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Stakeholders - Consulted
Kailyn, Swoop, Mike Sammon, Kenn Johnson |
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Risk Frequency | 4 Frequent: Once to several times a week |
Opportunity Frequency | 4 Frequent: Once to several times a week |
Impact | 5 Affects profit to client / Critical risk avoided / Strategic Opportunity achieved |
Strategic Initiative | HCM/Payroll Optimization |
Delivery Date | Jun 4, 2023 |
Implementation Strategy | All at once |
This request has been moved to the new intake process/tool.
ADO - FEATURE 21626