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How to Add KiwiSaver Details | |||
On the Payee Entry screen, navigate to the KiwiSaver Details section and click Add at the top of the section. 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 3-5 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, select a date in the Opt-in Date field.
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 is displayed at the top of the screen to indicate that your changes were saved. | ||
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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.
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How to Add a KiwiSaver Opt-Out Date | |||
On the Payee Entry screen, navigate 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 . | |
2. | In 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. 
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 43. Otherwise, skip to step 65. | ||
3. | 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 54. Otherwise, skip to step 65. | ||
4. | 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. | ||
5. | 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 Savings Suspension
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A payee can only go on a savings suspension if their KiwiSaver status is Eligible for Auto Enrolment or Active KiwiSaver Member.
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To add a savings suspension, follow the procedure below.
How to Add a KiwiSaver Savings Suspension | ||||
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 record. | On the Payee Entry screen, click the KiwiSaver Details tab. | Click  A new set of blank suspension start and end dates are added. | Next to the Suspension Start Date field, click and use the calendar control to navigate to the KiwiSaver Details section. | |
2. | At the top of the Suspension Details table, click Add +. A new row is added to the Suspension Details table. | |||
3. | In the (Start Date) From field, select the date on which the savings suspension starts. | |||
4. | 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. | |||
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When you receive notification of the end date of the savings suspension, the date on which the savings suspension concludes can be be selected in the |
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(End Date) To field. |