The KiwiSaver report provides you the details of your employee's KiwiSaver status based on the date range selected.
- Date range: From and to date. You can click on the 'Date range' text to convert to view details at a per 'Pay Run' level.
- Pay Schedule: Defaults to 'All'. You can select the relevant pay schedule via the drop down selection.
- Earnings Location: Defaults to 'All'. You can select the relevant Location via the drop-down selection.
- Employee: defaults to 'All'. You can search by employee name as well.
- Employing entity: defaults to ‘All’. You can select the relevant Entity via the drop-down selection
Once filters have been selected, click on the 'Run Report' button to view KiwiSaver details.
From the results, you are able to display it in a number of ways:
- Expand all: Will show each employee and their locations along with each of the employees KiwiSaver details.
- Collapse all: Will show the total KiwiSaver value for all employees across all locations.
The KiwiSaver report details the employee's KiwiSaver status:
- If enrolled in KiwiSaver, the employee contribution percentage, employer contribution percentage, ESCT amount.
- If the employee has opted out of KiwiSaver, then it will display the opt-out date.
- If on a contribution holiday, the contribution start and end date (if entered) will display.
- If an ESCT Manual Adjustment has been set up (employee level – Pay Run Inclusions or in a payrun) the amount will be itemised.
- ESCT Total $ will include the ESCT Manual Adjustment
You are also able to export this report to CSV, Excel and PDS by clicking on the corresponding buttons.