freee人事労務とSlackの連携イメージ
How to Integrate Applications

2024/11/18

How to link freee HR Labor with Slack to receive notifications in Slack when employee information is updated in freee HR Labor

a.ohta

Are you able to quickly notice when employee data has been updated? Also, if you need to share updates to employee information with other members, are you able to collaborate smoothly?
If you want to manage employee data more efficiently, let's integrate freee HR and Labor with Slack and introduce automation.
This automation should make it easier to prevent overlooking information. Additionally, tasks that used to be cumbersome may be simplified.

Recommended for

Companies using both freee HR and Labor and Slack
・Those who want to share updates to employee information in freee HR and Labor with members via Slack
・Those who want to quickly grasp updates to employee information in freee HR and Labor
・Those who do not want to miss updates to employee information in freee HR and Labor

Benefits and Examples of Integrating freee HR and Labor with Slack

Benefit 1: Enables Quick Sharing of Updated Data

With this integration, when employee data is updated in freee HR and Labor, a notification will be sent to Slack. This makes it easier for stakeholders to quickly grasp the information and respond based on the updated data.
For example, in cases of employee transfers or position changes, notifications sent to team leaders or the department to which the employee is transferred can facilitate smooth handovers.
Being able to respond quickly in this way allows for more relaxed preparation, potentially eliminating the need to rush tasks under time pressure.

Benefit 2: Easier Prevention of Overlooking Information

If updates to employee information are notified via Slack, it becomes easier to prevent overlooking them.
For instance, when an email notifying of employee information updates arrives, it may easily get buried without being checked. However, unlike email, Slack is primarily a communication tool for internal members, so notifications are likely to be checked.
Even if a check is missed, other members in the same channel may respond on your behalf.

Benefit 3: Reduction of Notification Tasks

When there are updates to employee information in freee HR and Labor, notifications are likely being done manually. By introducing this integration, notification tasks can be reduced, potentially easing the workload.
For example, during periods with many new hires, additions and updates to employee information occur frequently. It can be confusing whether it's an addition or an update, and it may be unclear whose information should be notified.
By introducing this integration, there is a high expectation of being freed from such hassles and reducing the effort involved in notification tasks.

Now, let's introduce the flow of integrating apps using Yoom.
First, register with Yoom.
Yoom offers a two-week trial. You can actually operate it and check the usability.

[What is Yoom]

This time, we will automate "notifying Slack when employee information is updated in freee HR and Labor" using the template below.

How to Create a freee HR and Slack Integration Flow

The integration flow this time is broadly divided into the following processes.

・Integrate freee HR and Slack with My Apps
・Set up freee HR
・Configure notifications to Slack
・Turn on the trigger button and verify the integration between freee HR and Slack

Step 1: Integrate freee HR and Slack with My Apps

After completing the registration with Yoom, please select "My Apps" from the menu on the left.

Next, click the new connection button at the top right.

Integration between freee HR and Yoom

1. Search

Enter freee HR in the search box and click the freee HR icon.

2. Log in

Log in to freee HR.

You will be redirected to a page called Start App Integration. Scroll down.

After checking the content, click "Allow".

Return to the Yoom screen, and if the above display appears, the integration is complete.

Integration between Slack and Yoom

1. Search

Enter Slack and click the Slack icon.

2. Enter Required Information

A screen like the above will be displayed, so select the channel where you want to post the translated message from the dropdown.
Then, click "Allow".

The screen will automatically switch to Yoom, and if the above display appears, the integration is complete.

Step 2: Copy the Template

Next, please copy the template to be used this time.

1. Click "View Details" on the top banner
2. Click "Try this template" at the bottom of the migrated screen
3. If you haven't registered with Yoom yet, please register

* If you have already registered, the login screen will be displayed, so please log in.

Once the Flowbot template is copied to "My Projects", the above display will appear.

You will be taken to a page like the image, so let's proceed with detailed settings.

Step 3: Launch Settings for freee HR

1. Open My Projects

Open "My Projects" from the menu on the left side of the screen.

2. Open the copied template
Click "【Copy】Notify Slack when employee information is updated in freee HR".

3. Select App Trigger

Click on the freee HR icon "When employee information is updated".
Since the title and other settings are complete, press Next.

4. Webhook Event Reception Settings

Follow the image content to set up the Webhook.
By setting up the Webhook, you will receive real-time notifications on Slack when employee information is updated in freee HR.
For detailed setup instructions, please see here.
Additionally, for information on what actions in freee HR trigger the Flowbot, please see here.

5. Execute Test

Once the Webhook setup is complete, perform a test employee update in freee HR.
Then return to the Yoom screen and click the test button in the image above.
If "Test Successful" is displayed, press Save.

Step 4: Set Up Notifications to Slack

1. Connect with the App

Click on the Slack icon "Send a message to the channel".
Since the title and other settings are complete, press Next.

2. Set the Channel ID for Posting

Set which channel to notify about employee information updates.

Click the box to display a list of channels, and select the channel where you want to receive update notifications.
By selecting, it will be inserted into the box, and the setup will be complete.

3. Confirm Message Content

Next, set the message to be posted on Slack.
Since the setup is already complete, only make corrections if you want to add a message.

4. Execute Test

Press the test button at the bottom of the screen.
If "Test Successful" is displayed, the setup is complete. Press Save.

5. Turn On the Trigger

Once the Flowbot creation is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON.

Flowbot Template Used This Time
Notify Slack when employee information is updated in freee HR

Examples of Other Automations Using freee HR and Slack

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

1. Notify Slack when an employee is registered in freee HR

This time, we automated update notifications, but it also supports registration notifications. Using both should further enhance convenience.

2. If an employee is registered in freee HR, add a record to kintone and notify Slack

This flow adds an employee registration to kintone and also sends a notification to Slack. It is recommended when using kintone for employee management.

3. Update the employee management sheet in Google Sheets when employee information in freee HR is updated

Integration with Google Sheets is also possible. If you are managing employees using different tools, please make use of this feature.

Summary

By integrating freee HR Labor Management with Slack, you can receive real-time notifications when employee information is updated, facilitating quick information sharing. This can potentially reduce notification tasks and improve operational efficiency.
In particular, it should be beneficial in preventing information oversight and in situations where quick responses are required.
By utilizing Yoom, you can achieve app integration without the need for programming, so please give it a try.

The person who wrote this article
a.ohta
After working as a general store manager, I started working from home as an SEO writer. Later, an outsourcing agreement was signed with a marketing startup for about 5 years. Surrounded by students at the University of Tokyo, I held a computer and spent my days studying various business terms and how to use SaaS tools. When I was a general store manager, time was taken over and over again by office work such as sales and inventory management, human resource management, and ordering, etc., and I was unable to serve customers and often missed sales times. Even when outsourcing, there are many detailed tasks such as input, etc., and “can't such monotonous tasks be automated?” I thought so, and I really sympathize with Yoom's vision!
Tags
freee HR 労務
Slack
Automation
Integration
Notification
Related Apps
App integration
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