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Update employee KiwiSaver details

Updated

Available for the following plans: Lite, Plus, Unlimited HR, Essentials, Engage, Elite, Unlimited HR+Payroll
Available for the following HR plans: Free, Standard, Premium, Platinum
Available for the following user access levels: Employee, Manager, Admin

KiwiSaver is a voluntary retirement savings scheme. Employees can contribute through payroll or directly to their provider. Employers must check eligibility, enrol new employees if required, and manage deductions and contributions.

In the Employee File module, you can update KiwiSaver details and select an enrolment status, such as automatic enrolment, savings suspension, or ineligibility. You can also download the KS2 form, which is the KiwiSaver deduction form.

Getting started

Update KiwiSaver details

  1. Click the People menu.
  2. Click the People list submenu.
  3. Select the employee whose details need to be updated.
  4. Go to the Pay & Compensation tile.
  5. Click the KiwiSaver tab.
  6. Complete the following fields:
    • KiwiSaver enrolment option:
      • Automatically enrol:
        • Employee contribution.
        • Employer contribution.
      • Opt in:
        • Employee contribution.
        • Employer contribution.
      • Savings suspension:
        • Expiry date.
      • Opt out:
        • Opt out date.
      • Not enrolled.
      • Ineligibility:
        • Reason for ineligibility:
          • Not a citizen/permanent resident.
          • Not normally living in New Zealand.
          • Under 18 years of age.
  7. Click the Save button.

Download the KS2 form

Important

The KS2 form is available in the employee file of all employees onboarded to the platform starting 10th March 2026. This feature is only supported for employees added via the Onboard route, but is not supported for those added via Quick Add.

  1. Click the People menu.
  2. Click the People list submenu.
  3. Select the employee whose KS2 form you need.
  4. Go to the Pay & Compensation tile.
  5. Click the KiwiSaver tab.

  6. Click the Download KS2 Form button.

    Helpful Hint

    This downloads a PDF of the employee's KS2 form. Please note that the form reflects your employee's initial contribution rate from employment start, which may not match your current rate.

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