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Documentation Index

Fetch the complete documentation index at: https://docs.shorpay.com/llms.txt

Use this file to discover all available pages before exploring further.

If you’d rather not click through payroll every cycle, Shor can run it for you. Two toggles in Settings → Payments control how hands-off your payroll becomes.

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The Two Toggles

Automatic Funding

When enabled, your linked bank account is automatically debited to cover upcoming payment obligations. Funds are transferred the evening before payments are due so they settle overnight.

Automatic Payments

When enabled, pending payments for eligible contracts are processed automatically on their due date, with no manual confirmation needed.
Both are off by default and require your explicit opt-in.

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Turning Automation On

1

Connect a Bank Account

Automation requires a connected funding source. Go to Finance → Connections and confirm you have an active bank connection.
2

Open Settings → Payments

From your workspace settings, go to the Payments tab.
3

Toggle Automatic Funding

Turn on Automatic Funding first. This is the debit side: money moves from your bank into your Shor virtual account before the pay date.
4

Toggle Automatic Payments

Turn on Automatic Payments. Once the funds are in place, Shor processes the underlying payments on the due date.
You can turn either toggle off at any time. Changes apply to future cycles; anything already in flight follows the setting that was active when it kicked off.

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What Requires Human Approval

Not every step gets automated. Some things always need a human in the loop:
Milestone approval is always manual: you (or an approver) review the submitted deliverable before anything is paid. Once you mark a milestone complete, auto-pay can release the resulting payment automatically if enabled on that contract.
PAYG contractors submit timesheets for your approval. Those approvals are always manual: Shor won’t pay hours you haven’t approved. Once a timesheet is approved, the resulting payment can flow through auto-pay if enabled on that contract.
Bonuses, commissions, reimbursements, and ad-hoc payments still go through the manual payment flow. The wizard surfaces them in Finance → Payments.
When a new contract activates, the first scheduled payment surfaces on the Payroll page so you can sanity-check before it processes. After that, subsequent cycles auto-process if auto-pay is on.

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Per-Contract Control

Beyond the workspace-level toggles, you can override auto-pay per contract from the Payroll page. This is useful for situations like:
  • A contractor you want to review every time before paying
  • A new hire whose payments you want to eyeball for the first couple of cycles
  • A sensitive payment you want to always approve manually

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What to Watch For

Funding Cutoffs

Automatic funding needs your bank to clear debits in time. Keep an eye on the bank you connected, especially if you switch primary accounts.

Bank Detail Changes

If a worker updates their bank details, Shor pauses the next payment for them so you can confirm. Auto-pay resumes once the new details are verified.

Failed Payments

Auto-pay doesn’t silently retry failures. Anything that fails stays on the Payroll page with an error badge, waiting for you to fix and retry.

Insufficient Funds

If your virtual account runs low, the next auto-fund debit may fail. Shor emails you before and after, and pauses subsequent payments until funding is healthy again.

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Visibility

Automated payments appear in the same Finance → Payments and Finance → Transactions views as manual ones, with the same detail: amount, rate, reference, destination, timestamps. You can filter, sort, and export them exactly the same way.

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Turning Automation Off

Flip either toggle off in Settings → Payments at any time. From that point, payroll returns to manual mode for new cycles. Any payments already scheduled for auto-processing finish on their existing setting.

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Next Steps

Payroll

How the Payroll page works day-to-day.

Funding

Connect and manage funding sources.