An employee’s KiwiSaver settings are configured in Users > Employees > select employee > Tax & Super > KiwiSaver.
You will need to set an eligibility status for the employee by selecting the relevant option from the Eligible for KiwiSaver drop-down list:
- Employees who are eligible for KiwiSaver are set to ‘Yes’
- For ineligible employees, you will need to nominate the relevant reason for their ineligibility
By default, new employees will be set with an eligibility status of 'None'.
The KiwiSaver member checkbox should be ticked for employees who are an existing KiwiSaver member prior to commencement of employment.
To assist with monitoring which employees have been configured, you can refer to the Payroll Readiness Report, which will indicate if the KiwiSaver Eligibility status is not set on an employee profile.
Casual and Temporary Employees
When new employees are reported with a Casual Engagement Type, they are considered as casual or temporary employees and are not automatically enrolled into KiwiSaver.
A casual or temporary employee will be automatically enrolled into KiwiSaver 28 days after their Employment Start Date unless they are opted out by checking the Opted Out checkbox in the employee’s Tax & Super tab.
Opt an Employee Out of KiwiSaver
Employees can be opted out of KiwiSaver between the 14th and 56th day of their employment. This information is sent to the IRD as a Payday Filing Update action,
When the Opted Out checkbox is ticked, you will see a new field where you can enter the date that the Opt Out notice was received.
If the Opted Out checkbox is ticked prior to an employee’s 14th day of employment, the Update action will fail during generation. You will need to wait until the minimum time has passed and regenerate the action.
Employees wishing to opt out of KiwiSaver contributions after 56 days of employment will need to contact IR directly, and will need to provide you with confirmation from IR to stop KiwiSaver deductions.
Employees may request to take a temporary break from making contributions into their KiwiSaver account. If a request is approved by the IRD, both you and your employee will receive a notice that indicates how long the contribution suspension will continue.
Once you receive the notification, you can suspend contributions for the employee by ticking the On Contributions Holiday checkbox in their Tax & Super tab. You’ll also need to enter the Contributions Holiday Start Date and End Date in the provided fields.