Opting out payroll employees from KiwiSaver

You can complete the steps in this topic to opt payroll employees out of the KiwiSaver savings program.

Note: You should check whether the payroll employee is eligible to opt out of KiwiSaver before completing these steps.

To opt out a payroll employee from of KiwiSaver:

  1. Select Payroll > Payroll Employee Maintenance from the main menu.
    The Set Payroll Search Criteria window is displayed.
  2. Search for the employee payroll record for the staff member. See Searching for payroll employees.
    The Personal tab of the Payroll Maintenance window is displayed.
  3. Click the Declarations tab.
    The Details sub-tab of the Declarations tab of the Payroll Maintenance window is displayed.
  4. Select Not Selected using the New Employee KiwiSaver Status drop-down list, if the payroll employee is a new employee.
  5. Click the KiwiSaver Opt Out sub-tab.
    The KiwiSaver Opt Out sub-tab of the Declarations tab of the Payroll Maintenance window is displayed.
  6. Select the Opt Out of KiwiSaver field.
  7. Select the date the payroll employee opted out of KiwiSaver using the Employee Opt Out Date field.
  8. Select a late opt out reason using the Late Opt Out Reason drop-down list, if the payroll employee is opting out late.
  9. Type an explanation into the Other Late Opt-Out Reason field, if you selected Other Explanation using the Late Opt Out Reason drop-down list.
  10. Click .