How to link freee HR Labor with Kaonavi to automatically add employees to Kaonavi when they are registered in freee HR Labor

How to Create a Connection Flow between freee HR and Labor and KAO Navi

Step 1: My App Integration between freee HR and Labor and KAO Navi

If you are using it for the first time, please check First Time Yoom.

1. Once you log in to your Yoom account, register the app you will use.

If you do not have an account, please create one on the Yoom Account Issuance Page first.

Click "My Apps" and select "New Connection".

2.Select freee HR and Labor and log in with the corresponding account.
Once the registration of freee HR and Labor is complete, click the "New Connection" button again to register KAO Navi.

3.Once registration is complete, the icons for freee HR and Labor and KAO Navi will be displayed in My Apps.
Be sure to check that the icons for the registered freee HR and Labor and KAO Navi are displayed correctly.
For detailed registration instructions for KAO Navi, please refer to the link below.

KAO Navi My App Registration Method

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Step 2: Selecting a Template and Preparing the Storage Location

This time, we will create a flow called [Add to KAO Navi's Employee Management Table when an Employee is Registered in freee HR and Labor].
By utilizing this flow, you can add employees to KAO Navi's employee management table when they are registered in freee HR and Labor.
With HR data being updated correctly, administrators can check each employee's information in a timely manner, speeding up business decision-making.
Additionally, it helps prevent misunderstandings and mistakes based on outdated information, contributing to overall productivity improvement.

1. Click "Try it" from the link below.

2. When the following display appears, the template copy is successful.

Step 3: Set a trigger to activate when employee information is registered in freee HR

1. Follow the steps and click on the flow icons in order to set them up.
‍Each icon has a "!" mark, so click on them in sequence to proceed.
First, click on "When employee information is registered (Webhook)" at the top.

2. You can freely change the title.
Enter the account information to link with freee HR.
Select "When employee information is registered (Webhook)" as the trigger action.
Once the input is complete, click "Next".

3. Copy the Webhook URL and configure it in the management screen.
Refer to the following link for detailed settings.

Set up Webhook in freee

Once the setup is complete, click Test.
If no errors occur, save it.

Step 4: Set an action to retrieve employee information in freee HR

1. Return to the flow. Next, click on the "Retrieve employee information" icon.

2. You can freely set the title.
Enter the account information to link with freee HR.
Select "Retrieve employee information" as the action.
Once the input is complete, click "Next".

3. Configure each field.
Clicking on each field will display the output from freee HR.
Once the input is complete, click Test and save if there are no issues.

Step 5: Set an action to register members in Kaonavi

1. Return to the flow. Next, click on the "Register members" icon.

2. You can freely set the title.
Enter the account information to link with Kaonavi.
Select "Register members" as the action.
Once the input is complete, click "Next".

3. Set the employee number and name as desired.
Then, fill in each field.
Clicking on the field will display the output from freee HR, so select the appropriate one from there.

4. Optionally, you can also set the affiliation (concurrent position).
Clicking on the field will display candidates.
Select the appropriate one.
Once the input is complete, click Test and save if there are no issues.

5. This completes the flow of 【When an employee is registered in freee HR, they are also added to the employee management table in Kaonavi】.

Step 6: Test and Confirmation

Once the setup is complete, the following screen will be displayed. Click the "Turn on Trigger" button. This will activate the flow bot.

By using Yoom's template, you can complete the setup easily without the need for complex configuration work.
Try this convenient flow from the link below.

Examples of Other Automations Using freee HR

There are many other examples of automation using freee HR in Yoom, so here are a few introductions.

1. This is a flow where when employee information in freee HR is updated, the employee management sheet in Microsoft Excel is also updated.
This template is useful for those who want to automate data update tasks in Microsoft Excel.
It eliminates the hassle of updating the same information twice, leading to improved work efficiency.

2. This is a flow where a record is registered in kintone when an employee is registered in freee HR.
If you are using another app like kintone for internal management while using freee HR, you will need to re-enter information from freee HR when linking it to other apps. As a result, input omissions and human errors are more likely to occur.
By using this flow, you can eliminate the mistakes and effort that occur during manual work.

3. This flow updates the employee management sheet in Google Sheets when employee information in freee HR is updated.
This template is recommended for those who want to save time and cost by automating the update process.
Since the information in Google Sheets is automatically updated, information can be communicated more quickly between departments.

Summary

With the integration of freee HR Labor and Kaonavi, it is now possible to automatically reflect the information from freee HR Labor in Kaonavi.
Even those without programming knowledge can use Yoom to seamlessly integrate multiple apps and streamline operations.
Automate repetitive tasks that were done manually and proceed smoothly with daily tasks.