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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 Guest
Created on Jul 13, 2021

Separate POA Documents and Name Them a Certain Way (Client #, Client Name, POA Type)

No description provided
Impact - Which group does this impact? Payroll Operations
Delivery Date Sep 3, 2021
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  • Admin
    Kyle Russell
    Reply
    |
    Jul 19, 2021

    Timing for this is important since the PDFs have already been created by the time of submission which is when the ClientID is obtained so we may need to rename the PDFs in DMS or wherever they are stored.

  • Admin
    Kyle Russell
    Reply
    |
    Jul 19, 2021

    POAs need to be named using the client ID - each needs to be a separate file. [ClientID] [Client Legal Name] - [FileName = StateAbbrev[SUI] or SWT]