NotionとHRMOSの連携イメージ
How to Integrate Applications

2024/11/06

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

m.i

Wouldn't it be convenient if the registration of new employees could be automated when managing employee information with Notion and conducting HR evaluations with HRMOS?
The more employees there are, the more time and effort it takes.
The solution to such concerns is the integration of Notion and HRMOS.
This article will explain in detail the specific integration methods and their benefits.
By utilizing this automation, let's reduce the workload of the HR department and improve operational efficiency.

Please read to the end.

Benefits of Integrating Notion and HRMOS

Benefit 1: Reduce Data Entry Costs

By using this flow, manual data entry becomes unnecessary, reducing the workload of the HR department.
Especially for companies with a large number of employees, automating this process allows staff to work efficiently while reducing the risk of input errors.
Manual data entry consumes a lot of human resources, which often leads to additional costs.
However, if this is automated through system integration, you can maintain consistency and accuracy of information without the hassle of input, ultimately leading to cost reduction.
Furthermore, by reducing input tasks, staff can focus on more strategic work, which can lead to improved operational efficiency and productivity across the organization.
Such efficient operations can accommodate future increases in personnel, making it highly cost-effective and helpful in building a sustainable business structure.

Benefit 2: Streamline Onboarding Processes

With employee information newly registered in Notion being timely reflected in HRMOS, the onboarding process proceeds quickly and smoothly.
Centralized management of employee information allows not only the HR department but also all related departments to access the same up-to-date information, enabling quick preparation.
Additionally, onboarding after the usual entry process involves many departments, each needing to grasp new employee information at different times, but with automated information integration, it is expected that the procedures of each related team can proceed at a unified timing.
This allows new employees to access necessary resources without waste and receive efficient training.
As a result, streamlining the onboarding process may contribute to early catch-up and increased engagement of new employees.

How to Create a Notion and HRMOS Integration Flow

So far, we have introduced the benefits of integrating Notion and HRMOS.
Let's quickly proceed with the integration using the app Yoom!
Once the registration of My Apps is complete, create the "Add to HRMOS when employee information is registered in Notion" flow bot.

[What is Yoom]

This time, the steps are as follows.
Let's set it up together!

  • Integrate Notion and HRMOS with My Apps.
  • Copy the template "Add to HRMOS when employee information is registered in Notion".
  • Trigger: Set "When a page in a specific database is created or updated" in Notion.
  • Set "Retrieve Record (ID Search)" and "Register Employee" in HRMOS.
  • Set "Update Record (ID Search)" in Notion, turn on the trigger, and you're done.

Step 1: My Apps Integration

Integrating My Apps first will make the subsequent setup smoother.
First, let's integrate Notion and Yoom that you are using.
Select My Apps → New Connection from the left side of the Yoom page.

Please search for Notion.
Once logged in, please check the page you want to access.
(This is to display the page you want to add in the subsequent database integration.)

Next, integrate with HRMOS.
Please refer to here for app integration.
If Notion and HRMOS are displayed in My Apps, it's OK.

Step 2: Set Triggers and Actions

This time, we will use this template.
Open the template page and click "Try this template".
If you are using Yoom, please log in, or if you are new, please register as a member.
Once completed, the template is automatically copied to your workspace.
The template name can be changed as needed.
Click My Projects on the left to display the template you just copied.
Click the ellipsis (...) on the right and select Edit.

Things to Prepare

A test page in Notion where employee information is registered.
The "HRMOS Employee ID" is used to reflect what was obtained in the last action.

First, let's set up the app trigger.
Select "When a page in a specific database is created or updated".
Please check if there are any mistakes in the account information.
Proceed without changing the trigger action.

  • Trigger Activation Interval: You can choose from intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
    ※ The selectable intervals may vary depending on the plan.

Test it, and if the Notion object information is reflected in the output, save it.
Next, click "Retrieve Record (ID Search)".
Please link the database.

Set the conditions for the record you want to retrieve from the output as follows.

Test this as well, and if employee information is retrieved in the output, save it.
Next, click "Register Employee".
Check the account information to be linked and proceed.
Set the required fields from the output as follows.

Set the remaining fields as well.

Set the non-required fields according to your needs.

Test this as well, and if the HRMOS "Employee ID" is displayed in the output, save it.
Next, click "Update Record (ID Search)".
As before, please link the database.
Proceed to the next step and set the conditions for the record you want to update from the output as follows.

This time, we will only update the HRMOS Employee ID, so please set it as follows.

Test this as well, and if successful, save it.
Let's check on the HRMOS side.

The employee is registered!
Let's also check on the Notion side.

The HRMOS Employee ID is reflected.
Finally, turn on the app trigger.
Thank you for your hard work on the setup.
Even someone like me who is not familiar with programming was able to set it up easily.

Here is the flowbot used this time ↓

Other Automation Examples Using HRMOS

Additionally, Yoom offers templates using HRMOS, so let me introduce a few!

1.Register in HRMOS when employee information is added to Google Sheets flow.

If you manage employee information with multiple apps, registering new employees in each one can be cumbersome.
By using this automation, you can automatically register in HRMOS using the information from the spreadsheet.

2.This is a flow to update HRMOS when employee information is updated in Google Sheets.

By using this in conjunction with the previous flow, you can automate the entire process from registration to updating employee information.
This helps prevent communication errors due to outdated contact information.

3.When an email is received, search for the employee in HRMOS and register a new user in HRMOS Attendance flow.

By simply having the employee send an email to the specified email address, registration to HRMOS Attendance can be automated.
Additionally, if integrated with the chat application in use, completion of registration can also be automatically notified.

Summary This time, we introduced the "Add to HRMOS when employee information is registered in Notion" flow bot. By integrating Notion and HRMOS, the efficiency of HR department operations will improve, and the employee onboarding process will proceed smoothly. This automation is considered an important step in building a sustainable operational system that can flexibly respond to workforce growth as the company expands. To achieve efficient HR management, please take advantage of the integration between Notion and HRMOS. You can register for Yoom for free from here. → Start
The person who wrote this article
m.i
I have experienced finance-related work for about 3 years since I graduated as a new graduate. Due to the industry, there are so many tasks that are done manually, and I came across Yoom when I thought that if automated, I could do more other work. I'm impressed every day by the convenience of Yoom while writing a blog. I try to make the structure easy to understand.
Tags
Automation
Integration
Notion
HRMOS
Automatic
Related Apps
App integration
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