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Would you like to integrate Kaonavi with OneDrive to streamline your HR operations?
This article introduces a flow that automatically creates a folder for each employee when they are registered in Kaonavi.
This will facilitate smooth management of employee data and make onboarding preparation easier.
Furthermore, reducing manual tasks can mitigate the risk of human error.
Integrating Kaonavi with OneDrive can reduce the workload of the person in charge.
For example, when an employee is registered in Kaonavi, a folder for each employee can be automatically created in OneDrive.
This allows HR personnel to be freed from the manual task of creating folders and focus on other tasks.
Additionally, managing data related to each employee becomes easier, and the effort to search for data can be eliminated.
Moreover, managing employee data in the cloud can be useful for urgent responses or remote work situations.
To ensure a smooth onboarding process, integrating Kaonavi with OneDrive is recommended.
Automating the creation of folders in OneDrive based on employee data from Kaonavi is effective when preparing for onboarding and checking necessary documents.
For example, by utilizing this automation during onboarding, documents such as employment contracts and onboarding agreements can be stored in folders for each employee.
This allows HR personnel to prepare for onboarding without rushing, even during peak onboarding periods.
Additionally, if training materials and necessary documents are uploaded before onboarding, new employees may be able to start their work smoothly from day one.
Integrating Kaonavi with OneDrive to automate the creation of folders for each employee can prevent human errors.
When folders are created manually as before, there is a possibility of duplicate creation or omission.
By automating folder creation, you can prevent document loss and duplicate folder creation.
For example, by storing materials created by project managers in their own folders, document loss can be prevented, and confirmation tasks can be carried out smoothly.
This automation may prevent manual errors and lead to accurate data management.
We will introduce how to use Yoom to integrate and automate Kaonavi with OneDrive.
[What is Yoom]
This time, we will introduce how to set up the following template: "When an employee is registered in Kaonavi, create a folder for each employee in OneDrive."
By using this template, you don't need to set up automation from scratch, which is convenient.
Read the following screen display and click "OK".
When the following screen is displayed, check the "Title" and "Description".
If changes are needed, you can make them from the following screen.
First, to set up Kaonavi, click "When member information is registered".
The following screen will be displayed, so please check the settings.
When the following screen is displayed, click the red frame to copy the Webhook URL.
Move to the Kaonavi management screen.
Log in to Kaonavi and click in the order of "Admin Menu > Public API v2 Information > Webhook > Settings > Add Webhook".
Paste the Webhook URL you copied earlier into the "URL" field, check "Register member information", and click "Save".
Return to the Yoom screen, send a Webhook event, or execute the trigger event and click "Test" → "Test Successful" → "Save".
Next, to set up OneDrive, click "Create Folder".
*Microsoft 365 (formerly Office 365) has a home plan and a general business plan (Microsoft 365 Business), and if you are not subscribed to the general business plan, authentication may fail.
The following screen will be displayed, so please check the settings.
When the following screen is displayed, set the "Drive ID".
Click the setting area, and candidates will be displayed in the red frame, so select the appropriate candidate.
Scroll and set the following required items.
Next, set the "Folder Name".
By using OneDrive output as shown below, automatic folder name setting is possible.
It is created with an employee number as an example, but please set it as you like.
Once the setup is complete, click "Test" → "Test Successful" → "Save".
Finally, click "Turn on Trigger" to complete the automation setup.
Check if the flow bot starts correctly.
Here is the template used this time.
1. This is a flow that automatically creates a folder in OneDrive when a client is registered in Notion.
You can also create a folder for each client.
By managing data in OneDrive for each client, you can prevent data loss.
2. This is a flow that automatically uploads attachments received in Outlook to OneDrive.
It saves the trouble of manually uploading attachments, preventing the risk of forgetting to save documents.
This automation is recommended for those who want to automatically save purchase orders and invoices.
3. This flow automatically creates a folder in OneDrive and sends a message to Slack at a specific schedule.
It is recommended for automating routine tasks, especially when storing large amounts of data.
Sending a message via Slack makes data sharing easier.
By integrating Kaonavi with OneDrive to automatically create folders for each employee, document management may become more efficient.
This can streamline onboarding processes and document verification tasks, and is also expected to prevent human errors.
Additionally, it may reduce the burden on HR personnel, allowing them to focus on core tasks.
Consider utilizing automation as part of your business improvement efforts.
Yoom's automation can be easily experienced without any coding, so if you're interested, please register for free here.
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