This article details how a company can add job roles to more than one cardholder simultaneously.  This function is also known as a bulk award.

Note: Job roles can only be awarded to a cardholder where the cardholder has a primary, secondary or approved associated relationship with the company.  It cannot be used for cardholders who are associated via a swipe relationship.

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This instruction applies to the following RIW System User Roles:

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

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Step 1: Log in to the RIW System

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

Step 2: Add Job Roles to Multiple People shortcut

From the Main Dashboard, click on the Job Roles menu and then Add Job Role to Multiple People shortcut.

Step 3: Search for cardholders

Complete the search criteria fields to find the cardholders individually, or click on Search (with no fields entered) and the entire workforce will be surfaced.  

Using more search criteria will narrow down the search and return fewer, more relevant results.

Step 4: Choose cardholders

From the search results, highlight a cardholder and click the Add button.  The cardholder's details will then appear in the Selected People box.

Repeat this step until all the cardholders that are to be awarded the job role appear in the Selected People box.

Step 5: Job Role 

Select the job role type tab for the job role to be added, either Job Roles or Employer Job Roles.

Step 6: Select job role and start date

Start to type the name of the job role in the Job Role field to provide a list of available options to choose from. Select the required job role, and then a Start Date to apply this to the selected people.

When the job role information has been completed, click on the Add button.

Step 7: Confirmation

A confirmation Result screen will display, advising the job role has been successfully assigned to the cardholders. Click Ok to confirm.

The job role has now been applied to the cardholders.

Note: Please remember that while a job role can be added to a cardholder profile, a cardholder must also hold the current competencies that fulfil the requirements of the job role.  To check whether a cardholder meets the requirements of the job role, please refer to the RIW Knowledge Centre article How does a company check if a cardholder is missing competencies to fulfil a job role

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RIW Knowledge Centre Article Link:

https://support.riw.net.au/support/solutions/articles/51000167425

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