Creating a contract

A contract links a contractor to a client and sets the rates and dates that drive their timesheets and your invoices.

Create a contract

Go to Dashboard → Contracts → New contract and fill in:

• Contractor and Client — pick from your existing lists (see Adding clients and approvers and Inviting contractors if you haven't added them yet)
• Pay rate (£) — what the contractor is paid
• Charge rate (£) — what the client is invoiced
• Rate unit — Per hour or Per day
• Start date and End date
• Status — Draft, Active or Ended. Only Active contracts appear for the contractor to submit time against.

Pay and charge rates are two separate fields on purpose — Templio doesn't assume a fixed margin.

Self-billing (if enabled for your account)

If self-billing is switched on for your workspace, the contract form shows a Generate self-billing invoice (HMRC §14) checkbox. Where it isn't yet switched on, the checkbox is shown disabled as "coming soon" — contact us if you need it turned on early.

IR35 and AWR tracking

Once a contract exists, its IR35 status and Agency Workers Regulations (AWR) 12-week clock are tracked automatically from its dates — see Compliance documents, IR35 and AWR.