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When you click, an image like the one below will appear, so press OK.
When the following screen is displayed, let's check the "Title" and "Description".
If changes are needed, click on the relevant part to make changes.
※This template is a flow bot for one sender to make their own overtime application. If you want to apply for overtime for multiple people, you can either create separate flow bots for each or change the command operation to "Branch" or "Switch destination" to handle up to 15 people in one flow.
To set up Slack first, click "When a new message is posted to the channel".
After clicking, make the following settings.
"Title" → Can be changed as needed
"Account information to link with Slack" → Check if the account is correct
"Trigger action" → When a new message is posted to the channel
Once the setup is complete, click "Next".
Let's check the message to be sent on Slack.
For overtime application in freee HR, the required items are "Start time", "End time", "Reason for application".
Therefore, make sure to write clearly so that these three can be extracted by AI from the message content.
It is recommended to set the sending format as follows.
※Please enter the time in the format 【18:00】.
Let's set up the API connection.
"Trigger interval" → Please set
※The trigger interval can be selected from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. Please note that the shortest trigger interval varies depending on the plan.
"Channel ID" → Set the dedicated channel for overtime application from the candidates
※By adding further branching after the trigger, it is possible to separate routes using the chat content without specifying a channel.
Once the setup is complete, execute "Test", and if successful, click "Save" to complete.
Next, set up the "Branch".
※Branching is a feature available with the Mini Plan or higher (operation). Please note that if you are on the Free Plan, the operation of the flow bot you have set will result in an error. Paid plans such as the Mini Plan offer a 2-week free trial.
As mentioned earlier, only those who are linked with freee HR in this flow can apply for overtime, so we will determine whether they are eligible through branching.
Click "Determine if the sender matches a specific employee" and proceed with the setup.
Since you are using a template, the setup is basically complete.
In the branching condition part, please set the Slack sender ID (user ID) of the employee applying for overtime in this flow.
※The user ID can be checked on Slack.
Once the setup is complete, click "Save".
Set up the action to extract the necessary items for the overtime application from the post content.
※AI operations are a feature available only with the Team Plan and Success Plan. Paid plans such as the Team Plan and Success Plan offer a 2-week free trial.
Click "Extract data from text" and enter the details on the following screen.
"Target text" → Message body
"Items to extract" → Start time, End time, Reason for application
Since the message body changes with each flow activation, use the output.
※For more information about the output, please see here.
After completing the setup, execute "Test", and if successful, click "Save".
Set up freee HR "Create Overtime Application".
"Title" → Can be changed as needed
"Account information to link with freee HR" → Check if the account is correct
"Action" → Create overtime application
Once the setup is complete, click "Next".
When the following screen is displayed, proceed with the detailed settings.
"Office ID" → Select from candidates
"Target date" → Select "Today" when the flow is activated in the following format
Use the output of the values extracted earlier for "Scheduled start time", "Scheduled end time", and "Reason for application".
Enter the output from "Extract data from text" displayed in the candidates below.
"Application route ID" → Please select from candidates
"Approver's user ID" → Set as needed
Once the setup is complete, execute "Test", and if successful, click "Save".
Finally, click "Turn on trigger" to complete the automation setup.
Let's check whether the flow bot is activated correctly.
Thank you for setting up!
There are many other examples of automation using Slack and freee HR on Yoom, so here are a few to introduce.
1.Notify Slack when an employee is registered in freee HR
The first example is a flowbot that notifies Slack when a new employee is registered. Automatic notifications eliminate the need for manual alerts, facilitating smooth information sharing.
2.Notify Slack when employee information is updated in freee HR
Next is a flow bot that automatically notifies Slack when registered employee information is updated. This allows you to quickly learn about changes such as employee addresses or account information, facilitating a smooth start to subsequent tasks.
3.Detect attendance omissions from the previous day with freee HR and notify on Slack
Lastly, we introduce a flow bot that automatically notifies Slack of attendance omissions from the previous day. By setting up this flow for employees with a high risk of attendance omissions, such as newly hired employees, you can quickly point out any omissions, which seems to lead to accurate attendance information management!
By integrating Slack with freee HR, automating the overtime application process may improve operational efficiency and transparency. This can lead to reduced management costs and strengthened compliance with laws and regulations. Additionally, incorporating a smoother application method makes it easier to apply and verify, potentially reducing the workload for both applicants and managers. The ability to integrate without coding is also appealing, as it allows easy implementation even for those without confidence in their IT skills.
Try incorporating Yoom into your actual operations and experience how much more efficient your current processes can become!
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