How to Add Manual Transaction

Table of Contents

Step-By-Step Instructions

This document provides step-by-step instructions for changing the customer view on the Taskistic platform.

Step 1: Visit the Taskistic Platform

  1. Open your web browser.
  2. Visit the Taskistic platform by navigating to https://yourdomain.taskistic.com

Step 2: Navigate to the Payroll Section

  1. Once you have logged in, look at the left sidebar of the Taskistic dashboard.
  2. In the left sidebar, click on the “Payroll” tab.

3. The “Payroll Dashboard” will appear.

Step 3: Access the Manual Transaction Dashboard

  1. In the “Payroll Dashboard,” click on the “Manual Transaction” tab.

2. The “Manual Transaction Dashboard” will appear.

Step 4: Add a New Transaction

2. Click on the “Add Transaction” button.

2. A form popup will appear

3. The selected transactions will appear.

Step 5: Fill in Transaction Details

  1. In the form, fill in the following details:
    1. Punch Type
    2. Employee
    3. Punch Date
    4. Approve
    5. Description

Step 6: Apply the Transaction

  1. After filling in all required fields, click the “Apply” button.
  2. The Manual Transaction will be added successfully.