...
To add new KiwiSaver details, follow the procedure below.
How to Add KiwiSaver Details | |||
If you do not have the relevant payee record open on in On the Payee Entry screen, use the Portal > Pay > Payee > Payee Maintenance screen to search for and open the relevant payee record.On the Payee Entry screen, click the KiwiSaver Details tab. The Add/Edit KiwiSaver Details dialog box opens. | |||
2. | In the KiwiSaver Status field, select the option that applies to the payee regarding their eligibility and current KiwiSaver status. The options are: Eligible for Auto Enrolment – select this option if the payee meets the criteria for being automatically enrolled into KiwiSaver on commencement of employment Active KiwiSaver Member – select this option if the payee is already KiwiSaver member at commencement of employment Casual/Temp Employee – select this option if the payee is a casual/temp who works assignments of 28 days or less and is therefore not eligible for auto-enrolment but can choose to opt-in. Opting In – select this option if the payee is not eligible for automatic enrolment and is not an active KiwiSaver member but is choosing to opt-in Ineligible – select this option if the payee is ineligible to join KiwiSaver. For more information about payees’ eligibility for KiwiSaver, please refer to the KiwiSaver Employer Guide (KS4). If the payee's status is Casual/Temp Employee or Ineligible, skip steps 43-6 5 of this procedure. | ||
3. | In the Employer Contribution Rate field, select the relevant rate at which employer KiwiSaver contributions will be paid. | ||
4. | Click Continue Employer Contribution if the employer KiwiSaver contributions are to continue to accrue if the payee takes a savings suspension. Skip this step if employer contributions are to cease while the payee is on a KiwiSaver holiday. | ||
5. | If the payee is choosing to opt into KiwiSaver, click next to select a date in the Opt-in Date field and select the date on which the payee has chosen to opt in. 
Skip this step if the payee's KiwiSaver status is anything but Opting-In. | ||
 6. | At the top of the Payee Entry screen, click Save. A confirmation message opens is displayed at the top of the screen to indicate that the payee has been saved successfullyyour changes were saved. | ||
**How to Add a KiwiSaver Opt-Out Date
If the payee has been automatically enrolled into KiwiSaver or was already an active member at commencement of employment they can choose to opt-out of KiwiSaver.
A payee can only be opted out if their KiwiSaver status is Eligible for Auto Enrolment or Active KiwiSaver Member.
How to Add a KiwiSaver Opt-Out Date | |
If you do not have the relevant payee record open on in the On the Payee Entry screen, use the Portal > Pay > Payee > Payee Maintenance screen to search for and open the relevant payee recordnavigate to the KiwiSaver Details section and click View ? The Add/Edit KiwiSaver Details dialog box opens. | |
On Payee Entry screen, click the KiwiSaver Details tab. | |
Next to the Opt-Out Date field, click and use the calendar control to select the date on which the payee has opted out of the KiwiSaver scheme. Because a payee cannot opt out of KiwiSaver earlier than 14 days after commencing employment, the date selected in this field must be at least 14 days after the employment start date and must not be a future date. The opt-out date must also be later than the Last Used Date of the Payee record, if the payee has already been paid. If the opt-out date is more than 56 days after the payee's employment start date, the Late Opt-our Reason field is enabled, in which case continue to step 4. Otherwise, skip to step 6. | |
In the Late Opt-Out Reason field, select the reason that best describes why the payee is opting out more than 56 days after commencing employment. Alternatively, select the Other option if none of the reasons apply. If you selected the Other option, continue on to step 5. Otherwise, skip to step 6. | |
In the Late Opt-Out Other Reason field, key in a textual description of why the payee is opting out more than 56 days after commencing employment. | |
At the top of the Payee Entry screen, click . A confirmation message opens to indicate that the payee has been saved successfully. | |
...