How to Automatically Add Last Month's Attendance Information from KING OF TIME to Microsoft Excel Every Month
How to Integrate Applications
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2024/12/02
How to Automatically Add Last Month's Attendance Information from KING OF TIME to Microsoft Excel Every Month
k.ueno
For those managing employee attendance, monthly data entry tasks can feel burdensome. Utilizing Yoom to integrate KING OF TIME with Microsoft Excel can prevent errors and time wastage from manual data transfer, making it beneficial for companies aiming to streamline attendance management. This automation allows personnel to focus on more important tasks, potentially enhancing productivity.
Recommended for:
- HR personnel at companies using KING OF TIME and Microsoft Excel
- Those looking to reduce the time spent on monthly attendance data aggregation
- HR departments aiming to reduce human error and improve work accuracy
- Personnel seeking to alleviate the burden of data entry tasks in labor management
- Companies interested in business automation through system integration using APIs
Benefits and Examples of Integrating KING OF TIME with Microsoft Excel
1. Reduction of Human Error
Manually transferring attendance information to Microsoft Excel carries a high risk of input errors and is burdensome for personnel. By implementing this automation flow, KING OF TIME data can be automatically added to Microsoft Excel, minimizing human error. For example, previously, transcription errors could occur when entering KING OF TIME information into Microsoft Excel, but with the automation flow, data accuracy can be maintained. With fewer errors, the burden on the staff of the responsible department is reduced, allowing them to focus on their work with peace of mind.
2. Elimination of Verification Tasks
Manually transferring information from KING OF TIME to Microsoft Excel and verifying its accuracy each month requires time and effort. Automating this process allows data to be managed accurately, potentially allowing the time saved to be allocated to other important tasks. For example, by reducing the time labor personnel spend on data transcription and smoothing collaboration with other departments, unnecessary verification tasks related to attendance can be eliminated, potentially improving overall work efficiency.
3. Reduction of Work Time
Manually entering attendance information each month can take several hours, especially in companies with many employees. Automating this process can shorten the time spent on data entry, allowing personnel to proceed with other tasks with ease even during busy periods. For example, by smoothing the end-of-month closing tasks, personnel can complete processing faster than before, potentially allocating the freed-up time to other important tasks.
[About Yoom]
Now, let's create a flowbot using the template "Add last month's attendance information from KING OF TIME to Microsoft Excel every month."
How to Create a Flow for Integrating KING OF TIME and Microsoft Excel
The process to complete the flow will proceed as follows:
・Integrate KING OF TIME and Microsoft Excel with My Apps ・Copy the template ・Check the trigger action, set KING OF TIME, and verify the loop action, followed by setting each operation in Microsoft Excel ・Turn on the trigger and confirm the actual activation
Now, let's proceed with the new connection of the apps to be integrated.
・Integrate KING OF TIME and Microsoft Excel with My Apps
(1) First, connect KING OF TIME to My Apps. After logging into your Yoom account, click "My Apps" on the left column and search for KING OF TIME from "New Connection".
Search for and click the KING OF TIME app icon. For more information on how to register KING OF TIME with My Apps, please check this page.
(2) Follow the displayed content, enter "Account Name" and "Access Token", and click [Add]. The first connection to KING OF TIME is now complete.
(3) Next, integrate the Microsoft Excel app. Select Microsoft Excel in the same way as registering KING OF TIME with My Apps.
(4) After clicking the Microsoft Excel app icon, you will transition to the sign-in screen, but if you are logged into your Microsoft365 account, no further action is needed, and the connection will be completed as is. (If not logged in, please click the account you wish to connect.)
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
If the settings are done correctly, you will be redirected to the My Apps screen of your Yoom account. Now, both 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" 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.
The setup flow consists of four actions, including branching actions.
・Check Trigger Content
(1) First, check the content of the schedule trigger.
From the left side of the Yoom account screen, click "【Copy】Add last month's attendance information to Microsoft Excel every month in KING OF TIME" from My Projects.
After clicking, the template content will be displayed as shown in the screen below.
(2) Click on the trigger "When it becomes 9 AM on the 1st of every month".
(3) As an example, we have set it to "Operate at 9 AM on the 1st of every month". You can customize the content by changing the date and time, so set it according to your operation.
(4) After checking the settings or changing them as desired, click [Save].
・KING OF TIME Settings
(1) Next, click on the second action "Get a list of monthly attendance data".
(2) Enter the account information to be linked and click [Next].
(3) In the fields where you set date and time information such as "Year and Month", click the input bar to quote and set information from [Date] as shown in the screen below. If you want to set "Last Month", click the arrow for "Last Month" under [Date] and select the desired information from the expanded options.
(4) For "Affiliation Code", click the input bar as shown in the screen below, and the content based on the account information will be expanded as 'Candidates', which you can quote.
(5) After entering the information, click [Test], and if there are no issues, click [Save]. In this step, you can obtain the following information as output. The output information can be quoted and utilized in the subsequent steps, as noted by "This value can be used in other operations."
・Check Loop Action
(1) The third loop action is already set. Click "Command Operation" and check the settings.
(2) As shown in the screen below, this template specifies the first 'List of Employee Identification Keys', the second 'List of Total Work Counts', and the third 'List of Weekday Work Counts' as the repeat targets for the output of "Operation: Get a list of monthly attendance data" → "Output".
Please set "Operation" and "Output" as needed according to the situation. (Up to 15 repeat target outputs can be set.)
(3) After checking the settings or changing them as desired, click [Save].
※ The "Repeat the same process" operation is a function (operation) available in plans above the team plan. In the case of the free plan, the operation of the flow bot being set will result in an error, so please be careful. ※ Paid plans such as the team plan can be tried for free for two weeks. During the free trial, you can use restricted apps and AI functions (operations).
Please also check the page below for the "Repeat the same process" operation.
(1) Finally, click on the fourth action "Add a record".
(2) After entering the information of the Microsoft Excel account you want to link, scroll down and fill in the "Database Integration" section. You can quote information from the linked account as shown in the image below. (For example, quoting the drive ID from the file storage location.)
(3) "Item Name" and other information can also be quoted. After entering the fields, click [Next].
(4) On the next screen, set to add a new record to the specified table in Microsoft Excel. Enter the fields for "Values of the record to be added". As shown in the screen below, the obtained output can also be utilized.
(5) After entering the information, click [Test], and if there are no issues, click [Save]. This completes the setup.
・Turn on Trigger
A display indicating that all settings are complete will appear, so click "Turn on Trigger".
Here is the template used this time
Other Examples of Automation Using KING OF TIME
There are many other examples of automation using KING OF TIME in Yoom, so here are a few introductions.
Add Information Registered in kintone to KING OF TIME
This flow is recommended for those who want to improve data accuracy. By simply registering in kintone, the same content is added to KING OF TIME, so when you register work hours, the information is quickly reflected. Additionally, it reduces input errors and leads to improved operational efficiency.
Add Employee Information to KING OF TIME When Registered in Notion
By using the registration of employee information in Notion as a trigger, information can be automatically added to KING OF TIME, reducing the time spent on manual data entry. This helps maintain the accuracy of shared information and prevents human errors, thereby facilitating smoother business operations.
Detect Missed Punches from the Previous Day in KING OF TIME and Notify Google Chat
This flow has the advantage of quickly identifying missed punches, allowing for swift action and accurate management of attendance data even when missed punches occur. It may reduce errors in payroll calculations and improve employee satisfaction.
Summary
By automating KING OF TIME and Microsoft Excel, human errors can be reduced, allowing personnel to focus on more important tasks. This can lead to increased productivity across the company and enable strategic use of resources. For companies aiming to streamline attendance management, proper attendance management can lead to better understanding of employee work conditions and improved payroll accuracy, making this app integration a highly useful tool.
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.
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