Internal Applications Request Form

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

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Status Shipped
Enhancement, Defect/Bug Enhancement Request
Created by Anna Ra
Created on Apr 14, 2023

RELATED REQUESTS

Compliance: Client Services: Approval Process: Bank Change - SPOC Support

As Heartland compliance team, we have no consistent way track client services bank change requests that require leadership approval. This opens up Heartland as a company to financial, reputation, and monetary risk as Heartland Payroll Reps to make changes without any automated tracking for supervisor approval associated to to meet the global audit demand. If we were able to leverage existing SF case approval functionality, we could provide an audit trail for sensitive tasks as well as reduce expenses mitigating the financial and reputation of Heartland as a company.

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

  • Currently today the clients services rep is contacted by a client to complete a bank change. The client services rep is supposed to notify the manage to have them verify the changes being made. This is done on an honor system today. There is also a process to submit a direct deposit change form but we are not sure if this is leveraged today and the understanding is this form is just attached as a PDF to the initial request.
Risk Frequency 5 Rampant: Once to several times a day
Opportunity Frequency 5 Rampant: Once to several times a day
Impact 5 Affects profit to client / Critical risk avoided / Strategic Opportunity achieved
Strategic Initiative HCM/Payroll Optimization
Delivery Date Jun 22, 2023
Implementation Strategy Beta group
  • Attach files