Integrate freee HR Labor with OCR to register an employee in freee HR Labor after reading a resume with OCR.
How to Utilize AI Operations
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2024/11/14
Integrate freee HR Labor with OCR to register an employee in freee HR Labor after reading a resume with OCR.
n.watanabe
HR personnel, are you spending too much time processing resumes and registering employee information? During the new graduate and mid-career recruitment seasons, the burden of manually entering a large number of resumes increases, raising the risk of errors.
The solution to this problem is automation using Yoom and freee HR Labor. By using OCR functionality to read resume information and register it automatically, you can significantly reduce the burden of data entry. This not only allows you to efficiently process a large number of resumes but also prevents errors, creating an environment where you can allocate time to other important tasks. In this article, we will introduce specific methods to start this automation.
Recommended for these individuals
HR personnel who want to efficiently register and manage employee information with freee HR Labor
HR personnel who need to process a large number of resumes in a short time during new graduate or mid-career recruitment
Those who want to prevent errors and data inconsistencies from manual entry and seek accurate data registration
HR personnel of companies with multiple locations nationwide who want to standardize the onboarding process
Recruitment personnel of small and medium-sized enterprises who want to streamline recruitment operations with limited staff
Benefits and Examples of Integrating freee HR Labor with OCR Functionality
Benefit 1: Streamlining Data Entry and Reducing Work Time
The flow of reading resumes with OCR and automatically registering them in freee HR Labor streamlines the traditional manual data entry process.
<span class="mark-yellow">This process is expected to significantly reduce the time spent on data entry.</span> Especially when processing many resumes during the recruitment season, smooth registration becomes possible. This allows HR personnel to be freed from data entry tasks and focus on high-value tasks such as following up with candidates and preparing for interviews.
This efficiency is a significant benefit for companies facing labor shortages or recruitment teams operating with a small number of people.
Benefit 2: Improving Data Accuracy and Preventing Errors
By capturing the content of resumes directly with OCR and registering it in freee HR Labor, human errors associated with manual entry can be minimized.
<span class="mark-yellow">Accurate registration of information such as names, addresses, and contact details can prevent issues in subsequent operations.</span> Accurate data registration can also lead to efficiencies in payroll calculations and social insurance procedures. The ability to maintain consistently high accuracy even with large volumes of data is a major strength.
As a result, the overall reliability of operations is improved, and unnecessary correction work and costs can be reduced.
Benefit 3: Speeding Up Onboarding and Standardizing Operations
The flow of instantly registering resume data in freee HR Labor contributes to speeding up the entire onboarding process.
<span class="mark-yellow">Quick registration of information allows for smooth progression of tasks such as creating employment contracts and handling social insurance procedures.</span> Additionally, automation enables consistent processes across all locations, promoting operational standardization throughout the company.
Especially for companies with multiple locations, the ability to reduce procedural discrepancies at each location and unify HR operations is a significant advantage. This can potentially lead to improved employee satisfaction post-onboarding and increased operational efficiency across the company.
How to Create a Flow to Read Resumes with OCR and Register Employees in freee HR Labor
Let's proceed with setting up the flow using Yoom. This flow involves "reading resumes with OCR and registering employees in freee HR Labor."
Link Yoom with freee HR and Labor Management as My App
Copy Template
Detailed Flow Settings
Turn Trigger ON
Even without programming knowledge, let's use Yoom and AI features to streamline your work.
<span class="mark-yellow">Please note that AI operations are features available only in some paid plans.</span>
If you are on a non-eligible plan, the operations of the flow bot you set will result in an error, so please be careful. Eligible paid plans come with a two-week free trial period, during which you can use restricted apps and AI features (operations).
[What is Yoom]
Step 1: Link freee HR and Labor Management as My App
First, let's link the app you will use this time with Yoom. After logging into Yoom, click "+ New Connection" from "My Apps" in the left menu.
When the "New App Connection" window opens, search for freee HR and Labor Management. Enter the ID and password you normally use to log in to freee HR and Labor Management.
After entering your login information, click "Allow". If the My App link is successful, it will be displayed in the list.
Once confirmed up to this point, the My App link is complete. Next, we will proceed with detailed settings, so please copy the template from the banner below.
Step 2: Set Up Form Trigger
The initial setup is the "Resume Submission Form". Specify the format of the resume using Yoom's form.
Make sure to allow the attachment of resumes and input of other necessary information.
You can set input formats such as dates, long text, and checkboxes to gather necessary information for document submission. Once the necessary settings are made, click "Preview Page" to check how the page will look.
<span class="mark-yellow">Don't forget to set the required fields.</span> You can also set the message to be displayed after submitting the resume.
Enter messages as needed, such as "We will contact you within a few weeks." or "Please check XX after submitting your resume." Next, enter values for testing purposes.
Enter test items in the "Acquired Values" section. At this time, all required fields must be filled in.
<span class="mark-yellow">Since the resume information will be loaded in the next settings, please attach a resume with test information entered.</span> Once the settings are complete, click "Save" to complete the trigger setup.
Step 3: Set Up Resume Text Recognition
Next is "Read Text from Images/PDFs". On the first page, set up the actions.
You can change the title to something more understandable later. Keep the action as "Read Resume" to match this flow and proceed to the next step.
Next, set up the AI to read the resume.
Specify the file to read
Set the content to read
Select the AI to use
These are the three settings.
By default, 12 items are set for the content to read, so enter any additional necessary information. Note that the maximum file size that can be read is 7MB.
Once everything is entered, click "Test" to read the information from the resume attached for testing.
If the test is successful, the output values will be reflected. Note that items not entered on the resume (in this case, the phone number) will proceed without being acquired.
Once confirmed, click "Save" to complete the settings for reading the resume.
Step 4: Set Up Employee Information Creation
The final setup is "Create Employee". On the first page, the account information for freee HR that is linked with My Apps is reflected.
If necessary, change the title to something more understandable and proceed to the next step. On the next page, set the details of the content to be registered in freee HR.
Select the output obtained from the previous settings. Once all fields are filled, click "Test" to check if it is reflected in freee HR.
If the information is successfully registered, click "Save" to complete all settings. Finally, turn the trigger ON.
Now, the resume information is read and automatically registered as an employee. The flow set this time is as follows.
Examples of Other Automations Using freee HR and Labor and OCR Functionality
Centralized Management of Employee Information to Achieve Operational Efficiency
Reflect Employee Registration in SmartHR When Registered in freee HR and Labor
By automatically linking employee registration from freee HR and Labor to SmartHR, you can reduce manual input tasks across multiple tools. This helps minimize the risk of input errors and maintain the accuracy of employee information. As centralized information management progresses, time savings and operational efficiency can be expected.
Quickly Grasp Registration Information and Smoothly Respond
Notify Employee Registration in freee HR Management via Google Chat
With the system that automatically notifies Google Chat when a new employee is registered, it becomes easier for the entire team to share information. This is expected to facilitate prompt responses and task management, reducing concerns about missed registrations.
Contribute to Reducing Time and Errors in Invoice Processing
Read Invoices with AI-OCR upon Email Receipt and Notify via Slack Automatically process invoices received via email using AI-OCR and notify via Slack, reducing the need for manual data entry. This is expected to shorten work time and lower the risk of missing invoice content verification.
Summary
By integrating Yoom with freee HR, you can streamline the process of registering resumes and ensure accurate, error-free management.
The setup is simple even without programming knowledge, making it accessible for anyone to use with confidence. This automation reduces the workload, allowing you to focus on important tasks such as interview preparation and candidate follow-up. Why not start by signing up for Yoom for free and trying the two-week trial? With simple setup, you can take the first step towards improving work efficiency.
The person who wrote this article
n.watanabe
I have been an SEO writer for 5 years and have continued to write under the motto “easy to read” and “easy to convey.”
I want to bring the convenience of Yoom, which can be linked to apps without programming knowledge, to many people!
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated. With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.
Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.