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Internal Applications Request Form

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

Status Shipped
Enhancement, Defect/Bug Enhancement Request
Created by Anna Ra
Created on Apr 11, 2023

Risk Mgmt: Payroll Opt: Underwriting: Agent Page Layout Updates

No description provided
Impact - Which group does this impact? Payroll Operations
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.

Stakeholders - Accountable

Jeremey Grethel

Stakeholders - Consulted

Collin Wood

Risk

Time wasted filling in case details that are no longer relevant

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

optimize our time to close and reporting metrics

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
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