Auto enrolling employees in KiwiSaver

You must automatically enrol all employees who meet these three conditions:

• They start as a new employee in the education sector.
• You employ them for more than 28 days.
• They are eligible to enrol in KiwiSaver.

Follow this process to auto enrol an employee who you pay through the education service payroll:

1. Work out if employment term is more than 28 days
2. Give your employee the right information and forms
3. Collect your employee's completed forms and check them
4. Work out if they are eligible
5. Copy the forms then post them to your pay centre
6. Tell your employee when deductions will start

If you pay your employee through an independent payroll:

• read about KiwiSaver differences in the education sector
• follow the KiwiSaver employer guide KS4. 

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Work out if employment term is more than 28 days

Use the length of the employment agreement, not the number of days your employee will work during their contract.

An employment term of more than 28 days means you have either:

• given your new employee an employment agreement that has an end date more than 28 days after the start date, or
• extended your employee's agreement so their new end date is more than 28 days after the start date.

If your employee's employment term is more than 28 days,
give them information and forms for KiwiSaver. 

Give your employee the right information and forms

Give your employee a:

• KiwiSaver employee information pack KS3 (which includes a KiwiSaver deduction form KS2)
• KiwiSaver Information Assessment Form ESP29.

We recommend you do this when you send them their employment agreement to sign. Otherwise, you must give them the KiwiSaver information pack KS3 within seven days of them starting work.

Collect your employee's completed forms and check them

Your employee must return the:

• KiwiSaver deduction form KS2 (which is in the back of the KiwiSaver employee information pack KS3)
• KiwiSaver Information Assessment Form ESP29.

For new employees, collect these at the same time you collect your employee's tax forms and bank account details.

Check these forms are complete and your employee has signed and dated them.

Work out if they are eligible

Use the information your employee have given you on the KiwiSaver Information Assessment Form ESP29 to work out if they are eligible.

Your employee is eligible to enrol in KiwiSaver if they are:

• a New Zealand citizen, or entitled to live in New Zealand indefinitely
• living or normally living in New Zealand
• over 18 and under the age of eligibility for NZ Super
• not already a KiwiSaver member.

More about eligibility
KiwiSaver Information Assessment Form ESP29

Copy the forms then post them to your pay centre

Place the copy of the completed KiwiSaver deduction form KS2 and KiwiSaver Information Assessment Form ESP29 on your employee's file.

Post the original copy of these forms to your pay centre.

Do not post the forms if you have assessed that your employee is not eligible: file them.

Tell your employee when deductions will start

Your pay centre will start KiwiSaver deductions in the pay period after the cut-off date for which they receive the forms.