Overview
KiwiSaver is a voluntary savings scheme designed to help set up your employees for their retirement. Your employees can make regular contributions from their pay or deposit directly into their scheme provider. Employers need to check if new employees are eligible for automatic enrolment, enrol them if they are, and make KiwiSaver deductions and contributions.
The KiwiSaver details within the Employee File module allow you to edit an employee's KiwiSaver details and specify their enrolment option. When selecting the enrolment status, you can choose from a wide range of options, such as automatic enrolment, savings suspension, and Ineligibility.
Maintain
Select the payroll platform you integrated with for the relevant instructions. If you do not have an integrated payroll product, click the HR Only tab.
Availability
| HR Plan: | Premium | Platinum |
| Payroll Plan: | Standard | Premium |
| User Access: | Employee | Manager | Admin |
This is the default access level per user and whether they have view, edit and delete access, excluding any changes made via our Custom Security feature.
- Click the Personnel menu.
- Click the Employees submenu.
- Select the employee that needs their details updated.
- Click the KiwiSaver tab.
- 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.
- Reason for ineligibility:
- Automatically enrol:
- KiwiSaver enrolment option:
- Click the Save button.
Availability
| HR Plan: | Premium | Platinum |
| User Access: | Employee | Manager | Admin |
This is the default access level per user and whether they have view, edit and delete access, excluding any changes made via our Custom Security feature.
- Click the Personnel menu.
- Click the Employees submenu.
- Select the employee that needs their details updated.
- Click the KiwiSaver tab.
- 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.
- Reason for ineligibility:
- Automatically enrol:
- KiwiSaver enrolment option:
- Click the Save button.
Availability
| HR Plan: | Premium | Platinum |
| User Access: | Employee | Manager | Admin |
This is the default access level per user and whether they have view, edit and delete access, excluding any changes made via our Custom Security feature.
- Click the Personnel menu.
- Click the Employees submenu.
- Select the employee that needs their details updated.
- Click the KiwiSaver tab.
- 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.
- Reason for ineligibility:
- Automatically enrol:
- KiwiSaver enrolment option:
- Click the Save button.
Availability
| HR Plan: | Premium | Platinum |
| User Access: | Employee | Manager | Admin |
This is the default access level per user and whether they have view, edit and delete access, excluding any changes made via our Custom Security feature.
- Click the Personnel menu.
- Click the Employees submenu.
- Select the employee that needs their details updated.
- Click the KiwiSaver tab.
- 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.
- Reason for ineligibility:
- Automatically enrol:
- KiwiSaver enrolment option:
- Click the Save button.
Author recommended
So you have now updated your KiwiSaver details and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:
- HR Employee File: Tax Code Declaration This feature is where you can update your tax code declaration details if they have changed, for example, updating your IRD number right through to changing the source of their income from secondary to primary income.
- HR Employee File: Employment Details This feature is where you can update an employees' employment details if they have changed, for example updating their assigned primary or secondary manager or changing what primary cost centre they fall under.
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