How to Opt-Out an Employee from Kiwisaver

The IRD requires that employees opt-in to KiwiSaver for the first two weeks of their new employment. After those two weeks, an employee has eight weeks to opt-out of KiwiSaver.

The instructions below will show you how to set the employee as opted-out of their KiwiSaver, as well as saving them time by submitting their information for them.

From "home", select "Employee Settings", then "Employee Details".

Select the employee on the left-hand side and then select "KiwiSaver" under "Other Details".

A new window will pop up. Ensure the correct employee is listed and then select "Add".

Select "Opt-Out" and enter the "Effective Date".

Select "Payback by IRD", and enter the relevant bank account details for the employee, so that they are returned their owed payment, select "Save".

Navigate to "Report Centre", "IRD Filing", then "Employment Detail Dashboard".

Submit the employee’s updated information.

The KiwiSaver opt-out process is now complete.