How does a company end an association relationship with a cardholder?


This article details how a company can end an association relationship with a cardholder.  This can be performed when the status in the cardholders Association History is either Pending Approval or Approved.  


Note: A company may only end their own associations with cardholders.  A company may not end the association of their primary cardholders with other companies.  If this is required, then the cardholder can end the association direct in their myRIW, or the other company must end the association.



This instruction applies to the following RIW System User Roles:

  • Advanced Project Admin
  • Employer Admin
  • Employer Admin - No Payment


Step 1: Log in to the RIW System

Go to https://app.riw.net.au and login using your credentials. 


Step 2: Search for People

On the main dashboard, click on the Search for People  shortcut.

 

 

 

Step 3: Search Criteria

Complete search criteria to find the cardholder and click on the Search button.

 

 

Step 4: Highlight Cardholder

From the returned results, highlight the cardholder row and click on the Edit button.

 


Step 5: Association History 

Click on  the Association History tab on the left hand side menu and highlight the association details that are to be removed.  Click the Edit button.



Step 6: End the association

In the Edit Association box, enter an end date and click on Save.



NOTE: Leave dates entered must be today's date or a date in future.  A leave date in the past can not be entered.  When the date is entered, the association will be ended as of midnight of the date entered.  For example, if you put today's date, then the association will end at midnight today.



RIW Knowledge Centre Article Link:

https://support.riw.net.au/support/solutions/articles/51000148626



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