Add, Edit or Delete a Contribution Item (NZ)

Overview

If you're processing contributions such as KiwiSaver employer contributions, these are set up in your payroll config. If you do not see this option in Config > Payroll, please contact our support team to have it enabled. 

Add a Contribution Item

To add a contribution item:

1. Go to Config > Payroll > Contributions.

2. Select the Region, if prompted > Create new Contribution.

3. Configure the settings for the contribution item

4. Click Save.

The table below outlines the configuration options you will see when you are creating a contribution item.

Name	The name of the contribution item as it will appear to Administrators
Payslip Name	An optional field to set how the contribution should appear on employee pay advices
Calculation Type	Set as Fixed Value or Percentage: Fixed Value will deduct a specified dollar value when the contribution is added to an employee pay Percentage (%) will calculate a specified percentage of either gross or net wages when the contribution is added to an employee pay. You can select which pay items are included in the percentage calculation using the ‘applies to’ checkbox. Tick the ‘Enabled’ checkbox to make the contribution item available for users to select. Both Calculation Types require a Start Date, but the Finish Date field is optional.
Do not pay on wages	An option to set a wage amount that the total of the pay will need to pass before the contribution will apply. For Percentage based contribution items, you can set a minimum and maximum limit. For Fixed value contributions, you can only set a minimum amount.
Date range applies to	Selecting Pay Period will include the contribution in the pay period that includes the Start Date that has been set. Selecting Pay Date will include the contribution in the first pay run with a pay date that falls after the Start Date that has been set.
Contribution Type	Select from Standard, KiwiSaver, or Superannuation
GL Export Details	Set the Expense and Liability account codes for the contribution item.
EMS Settings	Specifies how the contribution amounts are reported in Payday Filing (Not Applicable, KiwiSaver or Superannuation)

Edit a Contribution Item

To edit a contribution item:

1. Go to Config > Payroll > Contributions.

2. Click the name of the contribution item to open the settings page.

3. Update any fields you require and click Save.

Once a contribution item has been used in payroll, the Calculation Type and Payment Section fields will lock and cannot be edited.

Delete a Contribution Item

To delete a contribution item:

1. Go to Config > Payroll > Contributions.

2. Tick the checkbox to the left of a contribution name.

3. Click With selected contributions… > Delete.

A contribution item can only be deleted if it hasn’t been linked to an employee profile or used in payroll.