Available for the following HR classic 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.
How to update an employee's Kiwisaver details
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.
Available for the following plan: Employment Lite, Employment Plus, Employment Unlimited
Available for the following classic HR plans: Standard, Premium, Platinum
Available for the following Payroll classic plans: Standard, Premium
Available for the following user access levels: Employee , Admin
- Click the People menu.
- Click the Employees List submenu.
- Select the employee that needs their details updated.
- Select the Pay & compensation tile.
- 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.
Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR classic plans: Free, Standard, Premium, Platinum
- Click the People menu.
- Click the Employees List submenu.
- Select the employee that needs their details updated.
- Select the Pay & compensation tile.
- 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.
Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR classic plans: Free, Standard, Premium, Platinum
- Click the People menu.
- Click the Employees List submenu.
- Select the employee that needs their details updated.
- Select the Pay & compensation tile.
- 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.
Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR classic plans: Free, Standard, Premium, Platinum
- Click the People menu.
- Click the Employees List submenu.
- Select the employee that needs their details updated.
- Select the Pay & compensation tile.
- 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.
Explore relevant content
- Manage an employee's tax code declaration This feature allows you to 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.
- Edit employment details This feature is where you update your employee's employment details, for example, changing their primary or secondary manager.
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