Internal Applications Request Form

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

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Status Accepted
Created by Anna Ra
Created on Jun 7, 2023

RELATED REQUESTS

Compliance: Power of Attorney Management

As a heartland compliance specialist, we do not have a standard way to locate POA across internal departments when trying to execute daily processes. This can create a costly time delay and poor client experience/lack of confidence from the client if there is an outdated or missing POA which then requires the client to fill out additional information and submit for approvals not only by Heartland but external agencies as well. If we were able create a single location on the account within Salesforce this would improve client experience, time to deliver on requests, as well as proactively monitor for outdated and missing information and promoting accountability across payroll operations.

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

When a resolution for tax may require that location of finding the POA before engaging with the agencies.


Tax Implications

  • Online Agencies

    • Require POA on file

      • Not having one can impact timely filings and fees

  • Notices Timelines that will require online filing to meet the date

    • Require POA on file

      • Not having one can impact timely filings and fees

  • Tax Payer Assistance

    • Proactive reviews of rate exchanges

      • Require POA on file
Impact - Processes

  • Atlas processes for collection

  • Payroll Client Doc management

  • Compliance google drive upload

  • POA Change management
Stakeholders - Accountable

Travis Kane
Stakeholders - Consulted

Hannah Taylor, Erica Cranford, Reagan Iler, Joshua Sloan, Chrystal Thomas, Sam Smith, Heather Hayworth, Mick Majors
Risk

This can create a costly time delay and poor client experience/lack of confidence from the client if there is an outdated or missing POA which then requires the client to fill out additional information and submit for approvals not only by Heartland but external agencies as well
Risk Frequency 5 Rampant: Once to several times a day
Opportunity

If we were able create a single location on the account within Salesforce this would improve client experience, time to deliver on requests, as well as proactively monitor for outdated and missing information and promoting accountability across payroll operations.

Opportunity Frequency 5 Rampant: Once to several times a day
Impact 4 Affects Productivity to client / Major risk avoided Major Opportunity achieved
Strategic Initiative HCM/Payroll Optimization
Delivery Date Dec 31, 2023
Implementation Strategy All at once
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