How to integrate Notion with freee HR to add employee information to freee HR when it is registered in Notion

If you could automate a workflow that registers new employees in Notion and also registers them in freee HR, don't you think it would help reduce the workload?
This kind of task is a routine operation, and if there are many, it can become quite a burden. By introducing automation, it can lead to a reduction in the manual work that was previously done, thereby reducing the workload.
This time, we will introduce an app integration using Notion and freee HR!

Recommended for:

・Those managing employees with both Notion and freee HR
・Those who want to simplify routine tasks related to employee procedures after joining
・Those who want to facilitate collaboration between teams using Notion and teams using freee HR

Benefits and Examples of Integrating Notion and freee HR

Benefit 1: Reducing the Burden of Data Entry

With this integration, employee data newly registered in Notion will automatically be registered in freee HR.
This eliminates the need for manual entry, potentially reducing the time spent on data entry. Additionally, since there is no need to enter the same information twice while switching between both tools, it is expected to reduce the workload.
Especially when there are many new employees to register, this benefit may be more noticeable.

Benefit 2: Simplifying Information Sharing

Have you ever forgotten to register a new employee in freee HR after registering them in Notion? This can lead to poor data management and may hinder the smooth operation of members using freee HR.
By implementing this integration, you only need to register employee information in Notion, making such situations less likely to occur.
For example, if the HR department or management uses Notion and the general affairs department or team leaders use freee HR, data sharing should become smoother.

Benefit 3: Improving Operational Efficiency

The integration of Notion and freee HR allows for the quick sharing of employee information. This is expected to facilitate the smooth progression of subsequent processes after employee registration.
For instance, leaders or educators in the assigned department can easily transition to the next phase, such as preparing for onboarding.
Since it becomes possible to understand when employee data is registered in Notion without needing to notify each time, it may lead to a shortened workflow and improved efficiency.

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Now, let's introduce the flow of connecting apps using Yoom.

[What is Yoom]

How to Create a Notion and freee HR Integration Flow

This time, we will automate the process of "adding employee information registered in Notion to freee HR" using the following template.

First, let's register for Yoom.
1. Click "View Details" on the top banner
2. Click "Try this template" at the bottom of the transitioned screen
3. Register for Yoom

※ If you have already completed registration, the login screen will be displayed, so please log in.

The integration flow this time is broadly divided into the following processes.

・Integrate Notion and freee HR with My Apps
・Set up Notion
・Set up registration to freee HR
・Turn on the trigger button and confirm the integration operation between Notion and freee HR

First, we will perform the My Apps integration.

Step 1: Integrate Notion and freee HR with My Apps

Once Yoom registration is complete, the Flowbot template will be copied to "My Projects".
When the display appears as shown in the image, please select "My Apps" from the menu on the left.

Next, click the new connection button at the top right.

Integration of Notion and Yoom

1. Prepare Notion
‍In order to integrate Notion and Yoom, you need to prepare Notion at this stage.

<span class="mark-yellow"></span>The fields that need to be set are as follows.<span class="mark-yellow"></span>

・Last Name
・First Name
・Last Name Kana
・First Name Kana
・Date of Birth → YYY-MM-DD format
・Date of Joining → YYY-MM-DD format
・Salary Method
・Basic Salary

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2. Search
‍Search for Notion and click the Notion icon.

3. Access Request

The access request will be displayed as shown in the image.
Check and click "Select Page".

4. Select Page

The page you created in Notion will be displayed.
Select the page you prepared earlier and click "Allow Access".‍

5. Integration Complete

Return to the Yoom screen, and if the above display appears, the integration is complete.

Integration of freee HR and Yoom

1. Search

Enter freee HR in the search box and click the freee HR icon.

2. Log In

You will be taken to the start of the app integration page. Scroll down.

After confirming the content, click "Allow".

Return to the Yoom screen, and if the above display appears, the integration is complete.

Next, copy the template to My Projects and create a Flowbot.
Please copy the Flowbot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try this template" on the transitioned page
3. Register for Yoom
* If you have already registered, the login screen will be displayed, so please log in. Step 2: Setting up to launch Notion 1. Open My Project
Open "My Project" from the menu on the left side of the screen.
2. Open the copied template
‍Click "【Copy】Add to freee HR when employee information is registered in Notion".
3. Select App Trigger Click on the Notion icon's "When a record is registered".
The title and other settings are complete, so press Next.‍ 4. Set the trigger activation interval
Set the activation interval.
You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Please note that the shortest activation interval varies depending on the plan. 5. Enter ID Enter the database ID.
Enter the ID of the database that manages the employee data you want to register with freee HR.
Follow the supplement at the bottom of the box and copy & paste from the Notion URL.‍ 6. Run the test Once the input is complete, press the test button. If the test is successful as shown in the image, it is complete. Click Save. Step 3: Setting to retrieve data from Notion 1. Operate the database Click on the Notion icon's "Retrieve Record (ID Search)".
Scroll down.‍ 2. Database integration Enter the database ID again. Click the box.
The integrated database will be displayed as shown in the image.
Click and insert the database that manages the employee data to be registered with freee HR. Press Next.‍ 3. Set conditions for the record you want to retrieve
Click the box on the right. Select the red frame.
Notion data will be displayed as shown in the image.
Click and insert "Object ID" from among them. 4. Run the test Once the conditions for the record you want to retrieve are set, press the test button.
If the test is successful as shown in the image, it is complete. Click Save. Step 3: Setting to register with freee HR 1. Integrate with the app Click on the freee HR icon's "Create Employee".
The title and other settings are complete, so press Next.‍ 2. Set required fields
You will be taken to the page shown in the image. Fill in the required fields. First, enter the office ID. Click the box.
The office ID will be displayed as shown in the image, so select the ID you want to add Notion employee data to.
Scroll down the screen, and there are other required fields. Set these as well.
First, click the box. Select the red frame "Retrieve Record". Notion data will be displayed in a list.
Click the data that matches the box name.
If you can input as shown in the image, it is complete.
Enter other required fields in the same way.‍ 3. Run the test
Scroll down the screen and press the test button. If the test is successful, it is complete. Click Save.‍ 4. Turn on the trigger When the flowbot creation is complete, the display shown above will appear. The trigger is initially set to OFF, so turn it ON. Flowbot template used this time
Add to freee HR when employee information is registered in Notion

Other Examples of Automation Using freee HR

There are many other examples of automation using freee HR in Yoom, so here are a few introductions.

1. Update the Notion Employee Management Table When Employee Information in freee HR is Updated

It also supports updates. By using it in conjunction with this template, it will be easier to maintain data accuracy.

2.Add employees to the Notion employee management table when they are registered in freee HR

You can also add data from freee HR to Notion. Centralizing data management can be expected to improve operational efficiency.

3. Create a page in Notion when an employee is registered in freee HR

By creating a page in Notion, it is possible to manage and edit detailed information and evaluations of employees.

Summary

The integration of Notion and freee HR labor management is expected to simplify the registration process for new employees.
This may reduce the workload and improve work efficiency.
Yoom allows for app integration without programming. It is easy to implement even for those who have given up on automation before, so please take this opportunity to try it out.