Are you spending too much time on employee attendance management? This time, we will introduce a method to automate the process of detecting attendance omissions with freee HR and notifying the relevant employees via Slack. This automation eliminates the need for manual checks and improves the efficiency of attendance management. It can be easily implemented without programming, reducing the burden of work and aiming for smoother labor management.
Recommended for
・Administrators who use both Slack and freee HR and want to improve the efficiency of attendance management ・HR personnel who find attendance management for remote work complicated ・Managers who want to reduce the burden of attendance correction work before the deadline
Benefits and Examples of Integrating freee HR and Slack
Benefit 1: Streamlining Attendance Confirmation
By automating the detection and notification of attendance omissions from the previous day, it reduces the burden on administrators and allows for smooth reporting to the relevant employees. This prevents omissions from being discovered at the end of the month or just before the deadline, which can complicate responses. Additionally, quick attendance corrections become possible, further streamlining labor management and allowing administrators to focus more on other tasks.
Benefit 2: Preventing Troubles in Advance
With a system that automatically checks for attendance omissions, employees and administrators are no longer forced to deal with irregular responses. Omissions in attendance data can impact other tasks, such as having to interrupt current work. The automatic detection and notification functions can resolve such issues early. Moreover, since attendance omissions are processed without accumulation, it reduces the risk of hindering the progress of the entire team's work, contributing to smooth business operations.
Benefit 3: Transparency of Attendance Status
In companies with remote work or multiple locations, managing the attendance of all employees tends to become complicated. However, with the notification function, a system is established to centrally manage the attendance status of all employees, making it easier for administrators to check the situation even from a distance. This allows for smooth understanding of attendance regardless of location, enabling management that can accommodate flexible working styles.
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How to Create a Workflow for Integrating freee HR and Slack
Here, we will explain the steps for app integration. The general flow is as follows:
・Integrate freee HR and Slack with My Apps ・Copy the template ・Set triggers including freee HR and configure actions in Slack ・Set the trigger to ON and complete the preparation for flow operation
If you are already registered with Yoom, please log in. If not, register for free and proceed with the setup.
Step 1: Integrate freee HR and Slack with My Apps
First, integrate freee HR and Slack with My Apps. After logging into Yoom, click "My Apps" on the left side of the screen and proceed with the setup from "+New Connection".
Next, search for freee HR and click on it. Then, sign in with the account you want to use.
On the next screen, allow integration with Yoom. Similarly, search for Slack and click on it.
On the next screen, enter the Slack workspace URL and click "Continue".
On the next screen, sign in to Slack.
On the next screen, specify the channel to post to and click "Allow". This completes the My Apps integration.
Next, let's copy the Flowbot template. Log in to Yoom and click "Try it" on the banner below.
When "Template has been copied!" is displayed, click "OK" to complete the copy.
Step 2: Set the Trigger
Next, set the schedule trigger. Click on "At 9 AM every day".
Set the title and schedule. The title can be edited to any text you like. You can choose the schedule setting from "Specify Date", "Specify Day of the Week", or "Cron Settings". This time, it is set to "9 AM every day" as shown in the image. * For Cron settings, please see here.
In the date specification, you can set it as "What day and what time of each month". The image is set to "9 AM on the 15th of each month".
In Cron settings, you can specify more detailed dates and times. The image is set to "Execute at 5:30 on the 1st and 15th of each month". Once each setting is complete, click "Save".
Step 3: Set Information Retrieval
Next, set up to retrieve information from freee HR and Labor. Click on "Retrieve Clock-in Data".
Edit the title and check the account information. Make sure the account selected in "Account Information Linked with freee HR and Labor" is correct. The "Title" can be edited as desired. On the other hand, do not change the "Action" and click "Next".
Next, set where to retrieve the information from. Click on the "Office ID" and "Employee ID" fields to select candidates from freee HR and Labor information. For "Clock-in Date to Retrieve", since we are checking yesterday's attendance, click the field and select "%Y-%m-%d" from "Date" and "Yesterday". Once each setting is complete, click "Test" to check if the information is reflected in the output. Finally, click "Save".
Next, check the branching. Click on "Command Operation". * Branching is a feature (operation) available in plans above the mini plan. If you are on the free plan, the operation of the flow bot you have set will result in an error, so please be careful. * Paid plans such as the mini plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
In the branching settings, edit the title as desired, do not change the other settings, and click "Save".
Step 4: Set the Action
Next, set the Slack action. Click on "Send a message to the channel".
As before, edit the title as desired and check the account. Do not change the action and click "Next" to proceed.
Next, set the Slack channel ID and message. For "Channel ID to Post", click the field to select Slack channel candidates. The "Message" can be entered as desired. You can also add mentions by referring to the annotations. Once each item is set, click "Test" to check if the message is sent. If there are no issues, click "Save".
Click "Turn on Trigger" to complete the flow operation preparation. Now, when an attendance omission is detected in freee HR and Labor, a notification will be automatically sent to Slack.
Other Automation Examples Using freee HR
1. Clock In/Out on freee HR When Posting to LINEWORKS Attendance Bot
This flow automatically records clock-in and clock-out times when attendance information is posted to the attendance bot. This eliminates the need to operate multiple apps, leading to smoother clock-in and clock-out processes.
2. When an employee is registered in freee HR, also register a record in kintone
This is a flow where employee registration is synchronized through app integration, streamlining data management. Information management can be conducted with a single app operation, enabling improved accuracy and centralized data management.
3. Update the Employee Management Table in Kaonavi when Employee Information in freee HR is Updated
This is also a flow where employee information updates are automatically synchronized. Recommended for companies that frequently use freee HR and Kaonavi.
Summary
By integrating freee HR and Labor Management with Slack, you can expect improved efficiency and accuracy in attendance management. Utilizing the automatic notification feature can reduce manual tasks and prevent issues before they occur, thereby easing the workload. Yoom's integration feature is easy to implement without the need for programming, allowing anyone to start effortlessly.
Why not take this opportunity to aim for smoother labor management?
The person who wrote this article
s.miyamoto
I have approximately 5 years of experience in the customer success industry for foreign companies.
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