How to link freee HR Labor with TOKIUM so that when an employee is registered in freee HR Labor, they are also registered in TOKIUM

Step 1: Connect freee HR and TOKIUM to My Apps

First, register freee HR and TOKIUM in My Apps to connect them to Yoom.

1. Select "My Apps" on the left side of the Yoom management screen and click "+ New Connection".

2. On the next screen, search for freee HR and TOKIUM and proceed to the next screen.

For freee HR:

・After logging in, click "Allow" on the following screen to complete the registration in My Apps.

For TOKIUM:

・Enter the account name and access token, then click "Add" to complete the registration in My Apps.

3. Copy the template to connect freee HR and TOKIUM.

・Open the link below.

・Clicking "Try this template" will complete the copy.

Step 2: Setting up the trigger for freee HR

Set up the trigger action that will start the flow.
This flow is triggered when employee information is registered in freee HR.

1. Select "My Projects" in the Yoom management screen and click "Register employees in TOKIUM when registered in freee HR [Copy]".
*The template title can be changed on the next screen.

2. Click "App Trigger When Employee is Registered (Webhook)".

3. Confirm the account linked with freee HR and click "Next".
*Other items are set by default.

4. Set the Webhook URL in freee HR, register an employee for testing, and click "Test".
*The method to set the Webhook URL is explained on this help page.
*Details of triggers supported by freee HR can be checked here.

5. If the test is successful, the employee ID, office ID, target year, and target month will be displayed in the output.
If there are no issues, save it.

Step 3: Setting to retrieve employee information from freee HR

1. Click "Retrieve Employee Information to Integrate with App".

2. Confirm the account linked with freee HR and click "Next".
*Other items are set by default.

3. Set the items to retrieve employee information and conduct a test.
*Select the office ID from the "Candidates" displayed when you click the frame.
*Set other items from the "When Employee is Registered (Webhook)" output displayed when you click the frame. (Values are displayed in double brackets)

4. If the test is successful, employee information will be displayed in the output.
Add the email address to the output from "+Add Value to Retrieve" and save it.
*The method to add an email address is explained on this help page.

Step 4: Setting to register employee information in TOKIUM

1. Click "Register Employee to Integrate with App".

2. Confirm the account linked with TOKIUM and click "Next".
*Other items are set by default.

3. Set the employee information to be registered in TOKIUM.
*If blank, select the corresponding item from the "Retrieve Employee Information" output displayed when you click the frame. (Values are displayed in double brackets)
*The password is assumed to be set as a temporary initial password, such as the employee number or the date of the day. (If the initial password is constant, you can also enter it directly)

4. Set additional information and department information as needed.
*Select the corresponding item for additional information from the "Retrieve Employee Information" output displayed when you click the frame. (Values are displayed in double brackets)
*Select the above two items for department information from the "Candidates" displayed when you click the frame. If there are no candidates, it will be displayed as shown in the detailed diagram at the bottom right.

5. Conduct a test, and if successful, employee information will be registered in TOKIUM.
If there are no issues, save it.

6. When the trigger is turned ON, employees will be automatically registered in TOKIUM each time they are registered in freee HR.

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

Other Automation Examples Using TOKIUM

There are many other examples of automation using TOKIUM in Yoom, so here are a few to introduce.

1. Upload invoice files to freee accounting when an invoice is registered in TOKIUM

When an invoice is registered in TOKIUM, you can automatically upload the file to freee accounting.
This integration reduces manual saving tasks and improves data consistency between tools.
As a result, it is expected to improve operational efficiency.

2. Upload the invoice file to Google Drive when an invoice is registered in TOKIUM

Invoices registered in TOKIUM can be automatically uploaded to Google Drive.
This integration reduces the risk of missing invoice storage and the effort required for storage, allowing the person in charge to focus on other tasks.

3. Notify Chatwork when expenses are registered in TOKIUM

You can automatically notify Chatwork when expenses are registered in TOKIUM.
With this integration, you can smoothly notify relevant parties of the completion of expense registration, ensuring subsequent tasks proceed smoothly.

Summary

When using freee HR and TOKIUM, repeated entries, human errors, and time lags tend to become issues.
Integration between tools can be an effective means of solving these issues, as it allows for the automatic registration of employee information.
The integration of freee HR and TOKIUM can be achieved without coding by using Yoom, and it can be easily implemented by following the steps outlined in this article.
Take this opportunity to automate the registration of employee information and improve operational efficiency.