How to link Google Chat with freee HR Labor and apply for overtime in freee HR Labor when a message is posted in Google Chat
How to Integrate Applications
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2024/12/12
How to link Google Chat with freee HR Labor and apply for overtime in freee HR Labor when a message is posted in Google Chat
k.ueno
Google Chat is likely a useful tool for companies, enhancing collaboration between teams and being easy to use. By integrating with freee HR and labor management through Yoom, the overtime application process can be automated, reducing the burden on HR and labor personnel. It may also help prevent overlooking application statuses and improve work efficiency. This article explains how to set up an automated flow easily without coding and its benefits.
Recommended for
・Those using Google Chat and freee HR and labor management ・HR and general affairs personnel who want to streamline the employee overtime application process ・Business owners who want to improve the accuracy of working hours management ・HR personnel who want to properly manage employee work status ・IT personnel who want to automate their company's business processes using API integration
Benefits and Examples of Integrating Google Chat with freee HR and Labor Management
1. Streamlining Applicant's Application Process
By integrating Google Chat with freee HR and labor management, the overtime application process can be automated using chat messages as triggers. For example, previously, when applying for overtime, it was necessary to access freee HR and labor management and apply directly. If accessed after a few days from the previous application, it required the cumbersome task of entering login information and opening the application screen after opening the tab. By conducting this process using a familiar chat tool, the application process can be carried out more efficiently.
2. Reducing Missed Applications
If overtime applications are automatically made in freee HR and labor management after posting a message in Google Chat, it can prevent troubles such as forgetting to apply. For example, those who do not frequently apply for overtime may have to use unfamiliar functions and might forget to apply. By allowing overtime applications to be made using a chat tool used daily, it can prevent any potential trouble of forgetting to apply.
3. Simplifying Processes by Centralizing Application Points
Accurate management of application statuses is essential in daily labor management. For example, in traditional manual management, labor personnel had to handle procedures other than overtime applications and organize employee applications by each used app. By customizing this automated flow, it can be applied not only to overtime applications but also to paid leave applications, and similar flows can be adopted in other apps. If application points can be centralized, new members will not need to learn how to use different apps each time, simplifying the application process and potentially improving work efficiency.
Let's create a flow bot using the template "Submit Overtime Application in freee HR and Labor Management When a Message is Posted in Google Chat."
[What is Yoom]
How to Submit Overtime Application in freee HR and Labor Management When a Message is Posted in Google Chat
By utilizing the Google Chat API, it is possible to automatically submit overtime applications in freee HR and labor management based on the content after posting a message in a specific space for overtime applications within Google Chat. Generally, programming knowledge is required to achieve this, but it can be easily realized without programming knowledge by using the no-code tool Yoom.
The work until the flow is completed proceeds as follows:
・Integrate Google Chat and freee HR and labor management with My Apps ・Copy the template ・Set up Google Chat triggers and check branching actions, and set up each operation in freee HR and labor management ・Turn ON the trigger
If you are not using Yoom, please register for free from here. If you are already using Yoom, please log in.
・Connect Google Chat and freee HR Labor to My Apps
(1) First, connect Google Chat to My Apps. After logging into your Yoom account, click "My Apps" on the left column and search for Google Chat (OAuth) from "New Connection".
(2) The app icon for Google Chat (OAuth) will appear, so click on it.
(3) Click "Sign in with Google" to proceed to the following screen.
(4) Refer to this article to obtain the "Client ID" and "Client Secret" information. After obtaining them, enter the "Client ID" and "Client Secret" information and click [Register]. This completes the connection of Google Chat (OAuth).
・Integration with Google Chat is only possible if you are using Google Workspace. For details, please refer to this page.
(5) Next, let's connect freee HR Labor. Search for and click the app icon for freee HR Labor in the same way as before. This integration flow is designed to allow the submission of overtime status for "those registered with My Apps in Yoom". Therefore, all employees submitting overtime requests need to register with My Apps in Yoom.
(6) You will be taken to a screen to allow integration with the app, so click [Allow] at the bottom of the screen.
After clicking, you will be redirected to the My Apps screen of your Yoom account. Now, the two apps are connected to your Yoom account.
・Copy the Template
After confirming that the new connection of the target app to your Yoom account is complete, click the icon for "Try this template" in the template below.
The template will be copied, so click the "OK" button.
Move to the "My Projects" screen of your Yoom account and check the template content.
There are four setting flows, including branching actions.
・Google Chat Trigger Settings
(1) First, set up the Google Chat that will trigger the action.
From "My Projects" on the left side of your Yoom account screen, click "【Copy】Submit Overtime Request in freee HR when a message is posted on Google Chat".
After clicking, the template content will be displayed as shown in the screen below.
(2) First, click on the trigger "When a message is sent to the space".
(3) Enter the account information for the Google Chat you want to link, and click [Next].
(4) On the next screen, set the "Trigger Interval" and "Space Resource Name". Choose any interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes for the "Trigger Interval". *Note that the trigger interval varies depending on the plan.
(5) After entering the information, click [Test], and if there are no issues, click [Save]. Note: It is necessary to inform users in advance to post to Google Chat in the specified format. In this step, you can obtain the following output. (The content is an example.)
・Check Branching Actions
(1) The second branching action is already set. Click "Determine if the sender matches a specific employee" and check the settings.
As mentioned earlier, only those who have linked with freee HR can apply for overtime, so this action determines if they are a target.
(2) In this template, as shown in the screen below, the branching target output is specified as "Operation: When a message is sent to the space" → "Output: Sender's Resource Name".
*This template is a flowbot for one sender to apply for their own overtime. If you want to apply for overtime for multiple people, you can create separate flowbots or change the command operation to "Branch" or "Switch Destination" to handle up to 15 people in one flow.
Set "Output" and "Branching Conditions" as desired according to the situation. (In this case, it is set to "Determine as a specific employee if the sender's resource name equals the value". It is necessary to set the ID or account name of the employee (sender) who will apply for overtime in advance.)
(3) After checking or optionally changing the settings, click [Save]. Note: By adding more branches, you can set it to automatically determine if it corresponds to an overtime request from the message content without preparing a dedicated space.
・Branching is a feature (operation) available with the Mini Plan or higher. If you are on the Free Plan, the operation of the flowbot 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). ・For more information on branching, please check this page.
・Extract Data from AI
(1) Next, click on the third action "Extract data from text".
(2) This action is already set, so check the content and click [Next]. For the setting method of "Data Extraction (2 Tasks)" using AI, please check this page.
*AI operations are available only with the Team Plan and Success Plan. Paid plans such as the Team Plan and Success Plan offer a 2-week free trial.
(3) Enter the specific text you want to extract using AI in "Target Text". As shown in the screen below, you can quote the information obtained from the previous step as output.
(4) In "Items to Extract", specify the items you want to extract separated by commas (,). After entering the information, click [Test], and if there are no issues, click [Save].
・freee HR Settings
(1) Finally, click on the fourth action "Create Overtime Request".
(2) Enter the account for freee HR you want to link, and click [Next].
(3) For "Office ID", click the input bar to reference the account and quote the obtained information.
(4) In the "Target Date" field, you can quote information from 【Date】. In the screen below, as an example, click "Date" → "Today's Right Arrow" in order to set today's date in the "YYYY-MM-DD" format.
(5) In fields such as "Scheduled Start Time" and "Scheduled End Time", click the input bar to quote the information obtained in the previous step as output, as shown in the screen below.
(6) After entering the information, click [Test], and if there are no issues, click [Save]. This completes the setup.
・Turn ON the Trigger
By clicking the red frame part "Turn ON the Trigger" in the screen below, the flowbot will start automatically.
Here is the template used this time
Other Automation Examples Using freee HR
There are other examples of automation using freee HR on Yoom, so here are a few introductions.
Notify Google Chat When an Employee is Registered in freee HR
This flow is recommended for those who want to quickly understand the registration status among teams. It eliminates the need to manually notify Google Chat of employee registration information, helping to keep up with the latest information and prevent sharing omissions.
If there is a request to correct attendance, update the attendance information in freee HR after approval and notify Google Chat
This flow involves approving the correction request for attendance information submitted via the Yoom form by the person in charge and the supervisor, updating the attendance information in freee HR, and notifying Google Chat. By notifying Google Chat, you can quickly grasp the update status.
Notify Google Chat when employee information is updated in freee HR
Automation of tasks allows for quick response to updates in employee information. By swiftly sharing the latest information, internal work efficiency is improved, leading to smoother operations.
Summary
The integration of Google Chat and freee HR labor introduced this time enables the streamlining of the overtime application process by staff. By adopting this flow, it is expected to reduce the workload of employees and prevent human errors. It can be easily set up with no code, making it possible to implement without special IT skills.
Please take advantage of Yoom to experience automation through app integration.
The person who wrote this article
k.ueno
Until now, as customer support, we have made efforts to resolve users' questions and concerns.
I was moved to learn that by using Yoom, tasks that are becoming increasingly complicated on a daily basis will progress quickly!
From now on, we will continue to distribute content with easy-to-understand content so that people who aim to improve work efficiency can use the service smoothly.
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