Page Comparison

KiwiSaver Status Option

Description

Ineligible

Indicates that the payee is not eligible to be a KiwiSaver member. This might apply if, for example, the payee is working on a temporary work permit. This status also applies to all payees who have not provided an IRD number.

Active Member

Indicates that the payee is already an active KiwiSaver member and therefore does not need to be automatically enrolled or opted in.

Opting-in

Indicates that the payee:

• is not already an active KiwiSaver member

• is eligible to join KiwiSaver

• is not eligible for automatic enrolment

• is choosing to opt into KiwiSaver.

Casual/Temp Employee

Indicates that the payee:

• is not already an active KiwiSaver member

• is a casual or temporary employee who is employed for a maximum of 28 days or works assignments that are a maximum of 28 days in duration.

Eligible for Auto Enrolment

Indicates that the payee:

• is eligible to join KiwiSaver

• is not already an active KiwiSaver member

• will be employed/working assignments for a duration that exceeds 28 days.

How to Add a KiwiSaver Opt-Out Date

On the Payee Entry screen, navigate to the KiwiSaver Details section.

2.

In the Opt-Out Date field, select the date on which the payee has opted out of KiwiSaver.

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 3. Otherwise, skip to step 5.

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 4. Otherwise, skip to step 5.

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 is displayed at the top of the screen to indicate that your changes were saved.

How to Add a KiwiSaver Savings Suspension

On the Payee Entry screen, 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 is displayed at the top of the screen to indicate that your changes were saved.