Use this form to submit Feature and Idea Requests to the Heartland Internal Applications teams.
| Impact - Which group does this impact? | Payroll Operations |
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Background Information
The current agent page layout was mapped to a previous underwriting system that is no longer used and the fields are no longer valuable or inaccurate. |
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Stakeholders - Accountable
Jeremey Grethel |
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Stakeholders - Consulted
Collin Wood |
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Risk
Time wasted filling in case details that are no longer relevant |
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| Risk Frequency | 5 Rampant: Once to several times a day |
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Opportunity
optimize our time to close and reporting metrics |
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| Opportunity Frequency | 5 Rampant: Once to several times a day |
| Impact | 1 Nominal Impact to Client / Negligible risk alleviated / Negligible Opportunity achieved |
| Strategic Initiative | HCM/Payroll Optimization |
| Delivery Date | Dec 31, 2023 |
| Implementation Strategy | All at once |