How to integrate Microsoft Teams with freee HR Labor and apply for overtime in freee HR Labor when a message is posted in Microsoft Teams

By integrating Microsoft Teams with freee HR, you can achieve greater efficiency in operations and improve the accuracy of labor management.
In particular, in the overtime application process, there are significant benefits for both employees and managers. By automatically reflecting application data in freee HR when a message is posted in Microsoft Teams, the cumbersome manual input is eliminated, and the flow from application to approval is streamlined.
This article provides a detailed introduction to the benefits of this integration and how to use Yoom for integration.

[What is Yoom]

Recommended for

・Managers who want to streamline overtime management
・Employees of companies that use Microsoft Teams regularly
・HR personnel who prioritize the accuracy of labor management

Benefits and Examples of Integrating Microsoft Teams with freee HR

Benefit 1: Save time by reducing effort

By integrating Microsoft Teams with freee HR, you can reduce the effort required for overtime applications and improve operational efficiency.
For example, you can set up a system where when an employee sends an overtime application message in Microsoft Teams, the content is automatically reflected in freee HR. This can reduce the need for manual input and transcription of application forms, potentially reducing the effort required for applications.
With this integration, overtime applications can be processed smoothly, allowing managers to quickly review application content and save time.

Benefit 2: Centralized information management

By integrating Microsoft Teams with freee HR, you can centrally manage information related to overtime applications. When applying for overtime, you often have to log into a separate system and manually enter data, right?
With this integration, the content posted in Microsoft Teams is automatically transferred to freee HR, and all applications are centrally managed. Not only does this allow for smooth overtime applications, but it also helps prevent duplicate data entry and errors.
Furthermore, since applications are updated in a timely manner, managers can always check the latest overtime information, enabling appropriate management of working hours.

Benefit 3: Error reduction through automation

The integration of Microsoft Teams with freee HR automates the overtime application process, which is expected to reduce human errors.
For example, when an employee applies for overtime in Microsoft Teams, the application is automatically processed based on pre-set templates and check items, preventing incorrect information from being transferred to freee HR.
This can reduce common manual input errors such as numerical input mistakes and omissions in filling out fields, ensuring that working hours data is accurately reflected. As a result, managers will have less need to recheck application content, and employees will see their application content accurately reflected, reducing the need for later corrections and improving the smoothness of operations.

How to Create a Flow for Integrating Microsoft Teams with freee HR

Let's create a flow together using a template to "apply for overtime in freee HR when a message is posted in Microsoft Teams"!

The template we will use this time can be copied by clicking "Try it" on the banner below.

Before Getting Started

The integration flow is broadly divided into the following processes.

・Register Microsoft Teams and freee HR Management as My Apps
・Set up for when a message is sent to Microsoft Teams
・Use branching to identify the sender and extract data from text
・Create an overtime application in collaboration with freee HR Management

If you do not have a Yoom account, please issue an account from the "Yoom Account Issuance Page" below.
For basic operations of Yoom, please check "First Time Yoom".

Yoom Account Issuance Page

First Time Yoom

Now, let's get started together!

※Notes※

・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail.
・Branching is a feature (operation) available with the Mini Plan or higher. If you are on the Free Plan, the operation of the flow bot you have set will result in an error, so please be careful.
・Paid plans such as the Mini Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
・AI operations are features available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation of the flow bot you have set will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).

Step 1: Integrate Microsoft Teams and freee HR Management as My Apps

(1) After logging into Yoom, select "My Apps" from the left column and click "+ New Connection".

(2) From the list of new connections in My Apps, click on Microsoft Teams.
(3) On the Microsoft Teams sign-in screen, enter your account and log in.

(4) Next, integrate freee HR Management. Similarly, click on freee HR Management from the list of new connections in Yoom.
(5) Log in with your email address and password, and if there are no issues, click "Allow" at the bottom.

Once the integration is complete, Microsoft Teams and freee HR Management will be registered in Yoom's My Apps.

This completes the My Apps registration.
Next, let's set up triggers using templates!

Step 2: Setting Up When a Message is Sent to Microsoft Teams

(1) We will use the template introduced earlier. Click "Try it" on the banner below to copy it.

Click on "When a message is sent to the channel" in the app trigger.

(2) From the "Select linked account and action" screen in Microsoft Teams, verify that there are no errors in the account information linked with Microsoft Teams, keep the trigger action as "When a message is sent to the channel," and click "Next."

(3) From the "App Trigger API Connection Settings" screen, select the trigger activation interval.
Select the trigger activation interval from the dropdown menu: 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Note: The shortest trigger activation interval varies depending on the plan, so please be aware.

Scroll down and select the team ID and channel ID from the options.

Once the selection is complete, click "Test" at the bottom, and if no errors occur, click "Save."

Step 3: Use branching to identify the sender and extract data from text

(1) Next, use branching to determine if the sender matches a specific employee.
Click on "Determine if the sender matches a specific employee."

(2) From the "Specify Branch Conditions" screen, select the operation and output from the dropdown menu.

Operation: Select "When a message is sent to the channel"
Output: Select "Sender Name"

By selecting the sender name as the output, you can detect posts from specific employees and create overtime requests. If you want to add branch conditions, click "+ Add Branch Condition" to do so.

Once the selection is complete, click "Save."
(3) Next, extract data from the text.
Click on "Extract data from text."

(4) From the "Select Action" screen, click "Change."

Select the conversion type according to the number of characters in the text.

Once the selection is complete, click "Next."
(5) From the "Set Details" screen, enter the text to be extracted. By selecting from the output as shown in the image, you can reference information from Microsoft Teams.

Scroll down and directly enter the items you want to extract, confirming with the red line. Once the entry is complete, click "Test," and if no errors occur, click "Save" at the bottom.

Step 4: Create an overtime request by linking with freee HR

(1) Next, create an overtime request by linking with freee HR.
Click on "Create Overtime Request."

(2) From the "Select linked account and action" screen in freee HR, verify that there are no errors in the account information linked with freee HR, keep the action as "Create Overtime Request," and click "Next."

(3) From the "API Connection Settings" screen, enter each item.
・Business ID, Application Route ID, Approver User ID: Select from options
・Target Date: Select from date
・Scheduled Start Time, Scheduled End Time: Select from output

Once the selection is complete, click "Test" at the bottom, and if no errors occur, click "Save."
(4) Finally, click "Turn on Trigger."

This completes the flow bot for "Submit an overtime request in freee HR when a message is posted in Microsoft Teams."

Other Automation Examples Using Microsoft Teams and freee HR

At Yoom, we have other examples of automation using Microsoft Teams and freee HR, and we would like to introduce a few of them.

1. Detecting Missed Attendance from the Previous Day in freee HR and Notifying Microsoft Teams

By utilizing this flow, you can notify Microsoft Teams of any missed attendance from the previous day at a specified time. This allows you to quickly identify any unprocessed attendance. Additionally, by checking Microsoft Teams, you can avoid the hassle of accessing freee HR each time, thus improving work efficiency.

2. Notify Microsoft Teams when an employee is registered in freee HR

This flow automatically notifies Microsoft Teams when an employee is added to freee HR. This allows for immediate information sharing with the relevant department and helps prevent any omissions in sharing. Additionally, the content of the notifications in Microsoft Teams can be freely customized.

3. Notify Microsoft Teams when employee information is updated in freee HR

When employee information is updated, a notification is automatically sent to Microsoft Teams. This allows for immediate response to changes in employee information, which is expected to improve the efficiency of HR personnel.
Additionally, since direct communication can be conducted on Microsoft Teams, it will be useful for information sharing and strengthening collaboration among team members.

For those who want to check templates using Microsoft Teams and freee HR Labor, please visit the following site.

List of Flowbot Templates Using Microsoft Teams

List of Flowbot Templates Using freee HR Labor

Summary

The integration of Microsoft Teams and freee HR Labor seems to offer many benefits, such as streamlining the overtime application process, improving work efficiency, and reducing errors.
In particular, by automating the application process, employees are freed from tedious data entry tasks, and managers can achieve centralized information management and speedy approvals. This leads to more efficient and accurate labor management across the company, contributing to the creation of a better workplace environment.
For companies aiming to reduce workload and enhance management transparency, the integration of Microsoft Teams and freee HR Labor can be considered a very effective solution.