How to register an employee in freee HR when a record is registered in Wkintone by linking kintone and freee HR

In recent years, streamlining operations and ensuring data accuracy have become critical challenges for companies.
Particularly in the HR department, managing employee information is essential in daily operations.
This time, we will introduce a method to achieve automatic data registration by integrating kintone with freee HR.
This integration is expected to reduce manual tasks and improve data accuracy, creating an environment where you can focus on other tasks.
This blog will explain in detail how to improve operational efficiency through automatic data registration.
Please use it as a reference.

Benefits of Integrating kintone with freee HR

1. Improved Operational Efficiency

By automating this flow, manual data entry becomes unnecessary.
As a result, employees are freed from input tasks, allowing them to secure time for more strategic work.
Consequently, overall operational efficiency is improved, and productivity is expected to increase.
For example, in the HR department, the situation where each employee's information was manually entered into freee HR will no longer require registration tasks due to automation.
As a result, HR personnel can focus on other tasks such as recruitment activities, leading to improved overall operational efficiency.

2. Enhanced Data Accuracy

Automation ensures consistent data transfer from kintone to freee HR, reducing human errors during manual input.
Accurate data management helps prevent troubles caused by errors.
For instance, in the general affairs department, when new employee information is entered into kintone, it will automatically be registered in freee HR, reducing manual input tasks.
Additionally, input errors and duplication of personal information are less likely to occur, enabling accurate labor management and leading to smooth payroll calculations and social insurance procedures.

[About Yoom]

This time, we will introduce how to create a flowbot for [Registering an employee in freee HR when a record is registered in kintone].

How to Create a Connection Flow between kintone and freee HR

First, please visit the official Yoom website and create an account.
If you already have an account, please log in.
Yoom Account Creation Page

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Step 1: Connect kintone and freee HR to My Apps

1) After logging into your Yoom account, register the apps you will use.
Click on "My Apps" and select "New Connection."

2) Select the app you want to register and log in with the account used for each app.
Once the first app is registered, click "New Connection" again to register the second app.

3) Once registered, icons will appear in My Apps.
Check if the icons for the two registered apps are displayed.

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This time, we will create a flow where [when a record is registered in kintone, an employee is registered in freee HR].
The creation process is as follows:

・Copy the template

・Create a trigger in kintone for "when a record is registered."

・Then, operate the database in kintone and set an action for "Retrieve Record."
・Next, set an action for "Create Employee" in freee HR.

・Finally, turn it ON so that the trigger activates.

Step 2: Select and Copy the Template

1) Open the template above and click the "Try this template" icon.

2) The following display will appear.

Click the icons with "!" on the right in order to set up the operations.
The title and details can be edited by clicking on them, so please change them as needed.

Step 3: Set the Trigger

Click "App Trigger When Record is Registered (Webhook Trigger)".

Step 4: Set the kintone Action (Webhook)

1) Select the action "When Record is Registered (Webhook Trigger)" and click "Next".

2) Send a Webhook event and click test, then "Save" after the test is successful.

Step 5: Set the kintone Action (Database Operation)

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1) Return to the flow and click the "Operate Database Retrieve Record" icon.

2) Select the action "Retrieve Record" and enter the database ID.
If the app is linked, you can select from the options.
Once you have completed the entry, click "Next".

3) Enter the conditions for the record you want to retrieve.
If the value can be obtained in the trigger test, you can use the kintone output information for input.
Select from the options so that the record number = {{Record ID}}.
Once the entry is complete, click "Save".

Step 6: Set the freee HR Action

1) Return to the flow and click the "Create Employee" icon.

2) Select the action "Create Employee" and click "Next".

3) Enter the required fields.
The office ID can be selected from the options.

Also, if the value can be obtained in the record retrieval test in Step 5, you can use the kintone output information for input.
Select from the options as needed, and once the entry is complete, click "Save".

This completes the flow of "Register an Employee in freee HR when a Record is Registered in kintone".

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Step 7: Test and Verify

Once you have completed the setup, the following display will appear, so click "Turn ON Trigger".
Start the flow bot and verify that it works correctly.

Here is the template used this time

Other Automation Examples Using kintone and freee HR

Yoom also offers automation templates using kintone and freee HR, which we would like to introduce.
Please utilize these templates according to the business tasks you wish to automate and the combination with the apps you are currently using.

1. Create a Quote in freee Invoices When a Record is Added to kintone
This template is a flow that automatically creates a quote in freee Invoices when a record is added to kintone.
It eliminates the manual effort of creating quotes and is expected to improve work efficiency.
Additionally, automation can help prevent human errors such as entry mistakes.

2. When an employee is registered in freee HR, add a record to kintone and notify Slack
‍This flow adds a record to kintone and notifies Slack when a new employee is registered in freee HR.
By linking freee HR and kintone, there is no need to manually register employee information in kintone.
By linking with Slack, it is expected to prevent missing out on the latest information and sharing.

3. Update the employee management table in kintone when employee information in freee HR is updated
This is a flow where updates to employee information in freee HR are automatically reflected in the employee management table in kintone.
This eliminates the need for manual work and is expected to improve operational efficiency.
Additionally, it can prevent omissions in update tasks and reduce the burden of management work.

Summary

With the integration of kintone and freee HR, simply registering new employee information in kintone eliminates the need for manual data entry, potentially improving operational efficiency.
Additionally, automation can prevent human errors, leading to improved data accuracy.
Improved data accuracy may also help prevent issues related to payroll calculations and social insurance procedures.
In this way, the integration of kintone and freee HR can balance speed and accuracy in operations, potentially facilitating smoother HR processes for companies.

With Yoom, you can easily create automated workflows without specialized knowledge.
Please consider implementing it.