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Onboarding Guide - Telleroo

New to Telleroo? This guide gives you an overview of the process, payment scheduling, and security checks that keep your transactions safe.

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Written by Chloe Pease
Updated over 3 weeks ago

Sign-Up & Account Setup

To get started with Telleroo, complete the sign-up form:

Setup Time: Approx. 1–2 weeks, depending on how quickly you respond to any document requests.

Communication about the account being set up, along with the login details, will typically go to the Director. From there, they’ll be able to set up any additional users as needed.

📖 For detailed setup steps, refer to:


Existing Telleroo users

If you already have an existing Telleroo account, you can link this to PayFit so that we can take care of your payments on your behalf.

To get started, please have a director (as listed on Companies House for the company) send a signed, headed letter to compliance@telleroo.com with the following wording:


I request on behalf of [CLIENT NAME] that PayFit has access to our Telleroo account to submit payments for our approval.

I understand that this means they will be able to access all past payments.

I have read and agreed to Telleroo’s terms and conditions found here for each of these companies (https://www.telleroo.com/terms-conditions).

I understand that PayFit would be able to submit payments for approval and see all payment details from the past and future on behalf of [CLIENT NAME] Telleroo account and I am happy to proceed with this.


Once your Telleroo account is linked with PayFit, notify our team — we’ll confirm everything is ready to go.

Upload & Trust Check

Once payroll has been run in PayFit, your payment file will be processed in Telleroo and we will schedule payments for your employees' payday.

We submit the payment amounts by 12pm the day after you run payroll. If you pay your employees before 12pm, please finalise your payroll 2 business days before your actual pay day.

This triggers Telleroo’s Trust Check, which you must review before approving payments.

Telleroo Trust Check: Payment Security

Telleroo runs automated checks to help protect your payments. These may result in recipients being flagged within the system, typically shown using the format outlined below or you may receive an email from Telleroo questioning a payment.

This can happen if, for example, an unusually large payment is being made to an existing employee, or if an account is flagged due to discrepancies between the submitted details and the bank’s records.

These include:

1️⃣ New or Updated Recipient Flags

Triggered if a recipient is:

  • New (never paid before), or

  • Has updated name or bank details since their last payment

2️⃣ Confirmation of Payee (CoP)

This validates the recipient’s account name with their bank:

  • Full Match – name matches the account

  • Partial Match / No Match – name doesn’t fully match, but you can still proceed

Please double check these entries to avoid issues

Note:

  • No Match payments may be reviewed or cancelled by Telleroo’s compliance team for security.

  • If cancelled, you’ll be notified by email and can retry with updated details.

  • The account name used for CoP comes from the payment file uploaded from PayFit.

  • If there are any changes to employee account details that will affect the payment upload file, please do factor in the time we’ll need on our side to re-sync with Telleroo accordingly.

Approval Process

Once you’ve reviewed the trust check and are satisfied with the payment details, you can approve the payments within Telleroo. Approvals are usually required by the Director however you can set up additional approvers if you prefer to. Payments will then be released as scheduled.

Final Tips

  • Review flagged recipients in advance to prevent delays.

  • Large payments to new or updated suppliers may require extra verification.

  • Always confirm recipient details if flagged or unmatched.

Please keep in mind that any mismatches flagged during the payment process may cause delays.

For this reason, we recommend running your first payroll at least two working days before payday to allow time for any potential issues to be addressed.

If a payment needs to be amended and reprocessed within PayFit, we’ll need sufficient time to update the details and re-sync with Telleroo.

Alternatively, if you're short on time, you may choose to process the payment manually outside of Telleroo.


Additional Onboarding Telleroo Resources

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