> ## Documentation Index
> Fetch the complete documentation index at: https://support.visualcare.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Payroll Requirements for Data Export

> Configure pay levels, worker pay rates, and Xero accounting codes before exporting payroll

Watch the video walkthrough, then follow the steps below.

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</Frame>

<Steps>
  <Step title="Configure pay levels">
    Pay levels are labels used to help you identify each worker's pay classification. They do not affect calculations - they are purely descriptive.

    1. Go to **Settings**
    2. Select **Settings** again
    3. Scroll to the **Finance** section
    4. Scroll to the bottom of the page and locate **Pay Levels**

    You will see pay levels labeled generically as R1, R2, R3, and so on (up to 48 levels).

    **Add descriptive labels**

    1. Click **Edit** on a pay level
    2. Enter a meaningful label such as:
       * CAS Level 1 - Pay Point 3
       * CAS Level 2 - Pay Point 1
    3. Click **Save**

    This makes it much easier later when assigning pay levels to workers.
  </Step>

  <Step title="Assign pay rate levels to workers">
    1. Go to **Workers** → **Profile**
    2. Open a worker's profile
    3. Navigate to the **Finance** tab

    **Set the pay rate level**

    1. Click **Update Pay Levels and Rates**
    2. Select the correct pay level using the descriptive labels you created
    3. Choose a **From Date** (must be before today)
    4. Click **Update**

    This updates all future rates for that worker from the chosen date onward.
  </Step>

  <Step title="Map workers to Xero using the accounting code">
    The **Accounting Code** connects Visualcare workers to Xero for payroll export. Anywhere you see Accounting Code in Visualcare, think of it as a mapping code to Xero.

    1. In the worker's **Finance** tab, scroll to the bottom
    2. Open the **Accounting Code** dropdown
    3. Select the correct Xero record:
       * **Employees** → mapped to Xero Employees
       * **Suppliers** → mapped to Xero Contractors (Contacts)
    4. Choose the matching Xero name
    5. Click **Save**
  </Step>

  <Step title="Sync workers from Xero (if needed)">
    If a worker was created in Xero but is not appearing in the **Accounting Code** dropdown:

    1. Click **Sync Code from Xero**
    2. Visualcare will import any newly created employees or suppliers
    3. Re-open the **Accounting Code** dropdown - the worker should now appear
  </Step>
</Steps>
