How does a company apply a leave date to a job role?


A leave date can be applied to a job role when the role is no longer required to be undertaken by a cardholder.  Leave dates can be applied to primary, secondary and associated cardholders.



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 My People 

Click on the Search for My People shortcut available on the Main Dashboard, or from the People tab.




Step 3: Search for My People

Search filters are available to refine the list of cardholders displayed. All cardholders are displayed by default when clicking the Search button without any filtering.


Depending on your RIW User Role permission, you may be able to filter by first name, surname, RIW number, Company, Relationship, Project or Site.


Use the page options underneath the list to view more or less records per page and to navigate to the required page. Columns can be sorted by clicking on the column title.




Please be careful with using common data that may generate a large number of results.


Step 4: Select cardholder to view and edit

Highlight the required cardholder record from the list and click on the Edit button to view the cardholders information.




The cardholders core information will then be displayed.



Step 5: Job Roles tab

Select the Job Roles tab located on the left hand side of the screen.  Once the job roles are displayed, highlight the role and click on the Edit button.



Step 6: Edit Job Role

Complete the Edit Job Role dialogue box by entering the Leave Date. Click the Save button.




Step 7: Job Role confirmation if job role is current and valid

If the job role is current and valid (i.e. it is surfaced in the Show Current Roles Only search and has a tick in the valid column), then the leave date will be applied automatically.  


If the job role leave date is in the past, the applied leave date can be verified by clicking on the Show All radio button and clicking Search.   The job role will now show as not valid (i.e. it has a cross in the valid column).  


If a future leave date has been applied, then the job role will remain valid until the specified leave date.  An RIW System notification will also be sent to the cardholder and the relevant RIW System User that a leave date has been applied.


Step 8: Job Role confirmation if job role is current and not valid

If the job role is current and not valid (i.e. it is surfaced in the Show Current Roles Only search and has a cross in the valid column), then the Edit Job Role screen will appear when a leave date is applied.  To confirm that the job role should be edited (that is, apply the leave date), please click Confirm.


If the job role leave date is a date in the past, the applied leave date can be verified by clicking on the Show All radio button and clicking Search.   The job role will still show as not valid (i.e. it has a cross in the valid column).  


If a future leave date has been applied, then the job role will remain valid until the specified leave date.  An RIW System notification will also be sent to the cardholder and the relevant RIW System User that a leave date has been applied.



RIW Knowledge Centre Article Link:

https://support.riw.net.au/support/solutions/articles/51000163950




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