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Internal Applications Request Form

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

Status Planned
Enhancement, Defect/Bug Enhancement Request
Created by Guest
Created on Mar 7, 2023

Tax Support: Filing Queue

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

Stakeholders - Consulted

Kailyn, Swoop, Mike Sammon, Kenn Johnson

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
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  • Admin
    Anna Ra
    Reply
    |
    Aug 23, 2023

    This request has been moved to the new intake process/tool.

    ADO - FEATURE 21626