How to integrate freee HR Labor with SmartHR and register payroll information from freee HR Labor into SmartHR

freee HR and Labor Management and SmartHR are often used as tools to streamline HR and labor management tasks.
However, many company representatives may find that they are unable to sufficiently streamline the registration and management of payroll data even after implementing these tools.
This article explains how to integrate freee HR and Labor Management with SmartHR to register payroll data from freee HR and Labor Management into SmartHR.
By integrating the two, you can achieve not only operational efficiency but also improved accuracy in information management, strengthened compliance, and HR operations that support company growth. Please take a look for reference.

Recommended for:

Those who have implemented freee HR and Labor Management and SmartHR but feel there are challenges in streamlining operations
Those who want to centrally manage payroll data and employee information
Company representatives struggling with manual payroll registration and transcription errors, aiming to strengthen compliance in HR and labor management

Benefits and Examples of Integrating freee HR and Labor Management with SmartHR

Benefit 1: Streamlining Operations and Reducing Human Errors‍

By integrating freee HR and Labor Management with SmartHR, you can automate the transcription and double entry of payroll data, significantly improving operational efficiency. Additionally, the risk of transcription errors and data entry mistakes is reduced.
For example, when calculating monthly payroll and wanting to share payslips with all employees via SmartHR, if freee HR and Labor Management and SmartHR are integrated, a company with 10 employees can save an hour of work time, while a company with 100 employees can save several days. Especially during busy periods like the beginning and end of the month, the integration of both apps not only streamlines operations and reduces human errors but also allows time to focus on interpersonal tasks such as recruitment processes.
In this way, automating the integration from freee HR and Labor Management to SmartHR can reduce the burden on those managing payroll and allow them to focus on strategic tasks that require their attention.

Benefit 2: Centralized Management of Employee Labor Data

By sharing payroll information registered in freee HR and Labor Management with SmartHR, employee labor data can be centrally managed. This will likely make HR decisions smoother.
For instance, when determining raises or bonuses and reviewing an employee's annual income or salary history, if payroll data is automatically registered from freee HR and Labor Management to SmartHR, it can be combined with other attendance data and evaluation information. It also supports retirement allowance calculations for retirees and the submission of payroll information during internal audits.
Thus, centralized management of HR and labor data prevents information dispersion and creates an environment where HR personnel can access necessary information in real-time. Furthermore, reflecting attendance information and onboarding/offboarding data will enhance the transparency of labor data across the company.

Benefit 3: Strengthening Compliance Adherence

The centralized management of HR and labor data through the integration of freee HR and Labor Management and SmartHR offers further benefits, such as "strengthening compliance adherence."
For example, during guidance from the Labor Standards Inspection Office or internal audits, you can more accurately demonstrate the operation status of payroll information compared to manual processes. Especially when handling data that requires consistency, such as payroll amounts, deductions, and attendance, it is easier to transition to responses based on legal requirements. Additionally, since payroll correction histories and past data can be shared and managed with freee HR and Labor Management and SmartHR, the same can be said for inquiries from employees or third-party organizations.
Let's enhance the compliance awareness and reliability of the entire company through the integration of freee HR and Labor Management and SmartHR!

[About Yoom]

How to Register Payroll Information from freee HR and Labor Management into SmartHR

Once payroll is registered in freee HR and Labor Management, it can also be automatically registered in SmartHR via API.
Generally, programming knowledge is required to achieve this, but by using the no-code tool Yoom, it can be easily accomplished without programming knowledge.

The integration flow between freee HR and Labor Management and SmartHR is broadly created through the following processes:

Register freee HR and Labor Management and SmartHR as My Apps
Copy the template
Set the trigger in freee HR and Labor Management, which serves as the starting point of the flow, and configure the subsequent operations in SmartHR
Set up the database and connect the data
Turn on the trigger button and verify the integration operation between freee HR and Labor Management and SmartHR

For those not using Yoom, please register for free here. If you are already using Yoom, please log in.

Step 1: Connect freee HR Labor and SmartHR with My Apps

Let's register My Apps to connect freee HR Labor and SmartHR to Yoom.
By completing the My Apps registration first, the subsequent automation settings will be smoother.

First, register My Apps for freee HR Labor.
Access the My Apps menu on the left side of the Yoom screen and click the New Connection button on the right side of the screen.

Next, enter freee HR Labor in the search window, select it, and click.

When the "Start App Integration" screen appears, scroll to the bottom of the page and click "Allow".

This completes the My Apps registration for freee HR Labor.

Next, proceed to the My Apps registration for SmartHR. As before, search for SmartHR on the New Connection screen of My Apps.

When accessing SmartHR, you will be asked for an access token. Obtain this and return to the "New Registration for SmartHR" screen on Yoom, and add the account name and access token.

For information on how to obtain the SmartHR access token, please refer to the Yoom Help Page. Please refer to it for registration.

If freee HR Labor and SmartHR are displayed in My Apps, the registration is complete.

Step 2: Copy and Set Up the Template

To set up automation, click "Try it" on the banner below.

Please read the following screen display and click "OK".

Check the title on the following screen and change it if necessary.
First, set the schedule trigger. Click "Start at 9:00 on the 1st of every month".

The "Specify Execution Time" screen will be displayed, so adjust the schedule.

"Title" → Can be freely changed
"Schedule Setting" → Enter the desired date and time

In the schedule setting, you can also set the day of the week and Cron in addition to the date and time.
Cron settings allow you to finely adjust the schedule if the execution frequency is high.
For more details, please see here on Yoom's help page.

Once confirmed, click "Save".

Next, set up freee HR.
Click "Get a list of employees from freee HR".

Let's check if there is any discrepancy between the title and the action. Click "Next" at the bottom of the screen to proceed to the API connection settings.

In the API connection settings, select, enter, test, and save the office ID, number of items per page, and page number.

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Return to the Flowbot screen, scroll down, and click "Get Payroll Details" in freee HR.

Also on the following screen, check for any discrepancies between the title and the action. Click "Next" at the bottom of the screen to proceed to the API connection settings.

Select or enter the office ID from the dropdown menu.

Refer to the following screen for the employee ID.
Select in the order of "Output" → "Command Operation" → "Loop Variable of Employee ID List".

Here, enter the values obtained from the data conversion action for "Get the Year of Payroll Details to Retrieve" and "Get the Month of Payroll Details to Retrieve" as output.

Year to Retrieve... Value after conversion of the action to get the year of payroll details to retrieve
Month to Retrieve... Value after conversion of the action to get the month of payroll details to retrieve

Enter the above and click "Test" and "Save".

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Before proceeding to the next action, let's consolidate the freee HR ID and SmartHR ID for each employee.

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Next, set up Yoom. Click "SmartHR Employee ID".

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Set the database app to "Yoom" and the execution action to "Get Record".
For "Database Integration", select the applicable one from the dropdown and click "Next".

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Enter the "Conditions for the Record You Want to Retrieve" and save it if the test is successful. Match with the freee employee ID to obtain the SmartHR ID.

Finally, click "Register Payroll Information" at the bottom of the Flowbot screen.
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Also, make sure that the "Title" and "Action" are unified. Check the required items and click "Next" to proceed to "API Connection Settings".

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In "API Connection Settings", enter and confirm the required items.
For example, enter "Payment Item Name = Item Name Registered in Payroll Items on SmartHR" and "Value = Item Corresponding to Payment Item Name Among Values Obtained from freee HR".
Also, don't forget to "Test" and "Save" at the bottom of the screen.

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Once all items are set, tested, and saved, the following screen will be displayed.

When you turn "Trigger ON", payroll information from freee HR will be automatically registered in SmartHR.

If you have any questions about the flow introduced this time, please also check the help page here.

Other Automation Examples Using freee HR and SmartHR

There are many examples of automation using freee HR and SmartHR in Yoom. Here are a few of them.

1. Registering Employees in TOKIUM When They Are Registered in freee HR

When an employee is registered in freee HR, their information can also be automatically uploaded to TOKIUM. This reduces the effort of data entry, prevents human errors, and facilitates smooth integration of tasks such as onboarding, offboarding, and expense reimbursement, thereby improving the overall operational efficiency of the company.

2. Detect Previous Day's Attendance Omissions with freee HR and Notify on Slack

With freee HR, you can detect previous day's attendance omissions and notify on Slack. This prevents any oversights in attendance management and avoids the risk of accumulating unentered data. Additionally, the accuracy of attendance data improves, reducing the workload for payroll calculations and labor management, leading to smoother overall management operations.

3. Register Employees in SmartHR by Reading Resumes with OCR

You can register employees in SmartHR by reading resumes with OCR.
Since necessary information can be digitized instantly, the onboarding process becomes smoother, and the registration work is streamlined. This allows HR personnel to focus resources on strategic operations and important tasks.

Summary

This time, we introduced how to link freee HR Labor with SmartHR to register payroll information from freee HR Labor into SmartHR.
This automation significantly streamlines the registration and management of payroll information. Not only does it reduce manual errors, but it also enhances overall operational efficiency and strengthens compliance, which can be attractive benefits for company personnel.
With Yoom, which can be operated without any coding, there is no need for specialized skills or programming knowledge. Utilize Yoom effectively to reduce the burden of HR labor tasks and build a scalable system that aligns with your company's growth.

If you would like to try it out, please register for free here.