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Templio help

Help centre

Guides for running your agency on Templio — from your first contract to your monthly invoice run.

Getting started

Getting started with Templio
What happens when you sign up and run through the onboarding wizard.

People

Adding clients and approvers
Record who you place contractors with, and who signs off their hours.
Inviting contractors
Contractors sign in with a magic link — they never need a Templio password.

Contracts

Creating a contract
Set the pay rate, charge rate and dates that drive timesheets and invoices.

Timesheets & approvals

How contractors submit timesheets
What a contractor sees week to week, from logging hours to resubmitting a rejection.
Approving and rejecting timesheets
External approver email links, batch approval, rejection reasons and the 48-hour reminder.

Invoicing

Invoicing and credit notes
How approved timesheets turn into self-bills and client invoices, and how to correct one.
Connecting Xero
Push approved invoices to your ledger as drafts instead of exporting them by hand.

Compliance

Compliance documents, IR35 and AWR
The document vault, IR35 status per contract, and the AWR 12-week clock.

Billing

Billing, trial and subscription
The 14-day no-card trial, what happens after it, and how to manage or cancel your plan.

Still stuck? Contact support.

Templio

Timesheets, invoicing and compliance for UK recruitment agencies. Data stored in London.

Product

Timesheet software Pricing Security Changelog Help

Compare

vs Timesheet Portal vs ETZ

Guides

All guides AWR 12-week rule Self-billing invoices PAYE vs umbrella company

Legal

Privacy Terms DPA Support Cookies

Support

Templio is a product of VectisFlow Limited, registered in England and Wales, company no. 14990157.

Help centre — Templio