How to link Slack with freee HR and submit a paid leave request to freee HR using a message posted in Slack

Paid leave applications can be a hassle for both the applicant and the HR personnel who receive them. Wouldn't it be convenient if you could complete the entire paid leave application process with just a chat post? In this article, we will explain how to automatically apply for paid leave in freee HR by using a message posted on Slack as a trigger. By integrating Slack and freee HR, you might significantly streamline the paid leave application process for employees. The setup is very simple, so please stay with us until the end to see how you can automate this process. Recommended for: We highly recommend this integration for the following individuals: - Those who utilize Slack and freee HR - HR personnel looking to streamline the employee paid leave application process - Managers who want to accurately manage team members' schedules - Business owners who want to prevent human errors during applications and enhance the transparency of the application process - IT department personnel who want to facilitate smooth paid leave applications in a remote work environment Benefits and Examples of Integrating Slack and freee HR Benefit 1: Streamlining Work by Reducing Application Efforts By implementing a system where paid leave applications are automatically processed in freee HR triggered by a message post in Slack, you can significantly reduce the time and effort required for manual applications by employees. For example, this would be effective in workplaces with frequent paid leave applications or companies with complex application processes. Additionally, the HR department's task of checking application statuses can be reduced, potentially enabling a swift approval process. This allows both employees and managers to focus on their primary tasks, potentially enhancing the overall productivity of the organization. Benefit 2: Enhancing Transparency and Accuracy of the Application Process When applications are made by sending a message in Slack, automation eliminates human errors. For instance, applicants can easily check whether they have completed their paid leave application amidst their busy schedules by simply reviewing their chat send history. Since the application history is recorded in both Slack and freee HR, both employees and managers can verify accurate information at any time. This transparency can strengthen trust relationships and prevent labor disputes. Additionally, the integration is expected to prevent errors such as omissions in manual application entries or format errors. Benefit 3: Improving Efficiency and Accuracy of Schedule Management By integrating Slack and freee HR, paid leave application information is smoothly reflected in the system, making team-wide schedule management more accurate. For example, if a project member's paid leave is processed through this integration, it becomes easier to smoothly grasp who will be absent and when during the project, facilitating the arrangement of substitute tasks and adjustment of work plans. This system plays an important role in preventing sudden staff shortages and supporting the smooth progress of the entire project. Now, let's explain how to use the no-code tool Yoom to apply for paid leave in freee HR when a message is posted on Slack. [What is Yoom] How to Apply for Paid Leave in freee HR Based on Content Posted on Slack This can be achieved by receiving a message sent to a specified channel in Slack using Slack's API and creating a paid leave application in freee HR based on the content of the message sent in Slack using the API provided by freee HR. Generally, programming knowledge is required to achieve this, but it can be easily accomplished without programming knowledge by using the no-code tool Yoom. The integration flow is broadly divided into the following processes: - Register Slack and freee HR as My Apps - Copy the template - Set up the Slack trigger as the starting point of the flow, followed by command operations and freee HR operations - Turn on the trigger button and verify the integration operation between Slack and freee HR If you are not using Yoom, please register for free from [here](https://yoom.fun/members/sign_up?_gl=1*g14lzx*_gcl_au*MTc4NTI3NDA0MC4xNzMyNDk0NjA4*_ga*MTAwMzEzNjkyNC4xNzMyNDk0NjA5*_ga_663H387CXM*MTczMjQ5OTA5NC4yLjEuMTczMjQ5OTA5NS41OS4wLjIwNDg0MzE4NDY.). If you are already using Yoom, please log in.

Step 1: Connect Slack and freee HR Management to My Apps

First, let's register the apps you will use in My Apps.
Registering in My Apps beforehand will make the flow settings smoother.

Let's start with the Slack registration.
Access My Menu on the left side of the Yoom screen and click the New Connection button on the right side of the screen.

Next, enter Slack in the search window and select "Slack" from the displayed options.
The following screen will appear, so select the channel to connect and click "Allow".

Next, let's connect freee HR Management.
In this connection flow, only those who are registered in My Apps on Yoom can apply for paid leave.
Therefore, please ensure that all employees applying for overtime are registered in My Apps.

Similarly, enter freee HR Management in the search window and select "freee HR Management" from the displayed options.
The following screen will appear, so check the contents to be connected.

Check the business location to be connected and click "Allow" to complete.

If Slack and freee HR Management are displayed in My Apps, the registration is complete.

Step 2: Set the Slack Trigger "When a New Message is Posted to a Channel"

Now, let's proceed with the automation connection!
Click "Try it" on the banner below to copy the flow bot.

Click to display the screen as shown below, then press OK. When the following screen is displayed, check the "Title" and "Description". If changes are needed, you can click on the relevant section to make modifications. Note: This template is a flowbot for a single sender to submit their own paid leave request. If you want to submit overtime requests for multiple people, you can either create separate flowbots for each or modify the command operations to "Branch" or "Switch Destination" to handle up to 15 people in one flow. First, click to set up Slack's "When a new message is posted to a channel". When the following screen is displayed, make the following settings. "Title" → Can be changed as needed "Account information to integrate with Slack" → Check if the account is correct "Trigger Action" → When a new message is sent to the channel Once the setup is complete, click "Next". Let's configure the detailed settings. "Trigger Interval" → Please set it. Note: Triggers can be set at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. The shortest trigger interval varies depending on the plan, so please be aware. "Channel ID" → Select from the candidates and set it. At the same time, check the content of the message to be actually sent to Slack. This time, it was sent in the following format! [Key Points of Setup] There is an operation to extract the necessary items later, so please set the item names accordingly. "Target Date" should be entered in the format "2025-01-01". "Acquisition Unit" must be one of the following: full day "full", half day "half", morning off "morning", afternoon off "afternoon", or hourly off "hour". "Acquisition Start Time" and "Acquisition End Time" must be set for half-day and hourly leave. Note: For other cases, do not set the time. When setting the time, enter it in the format like "18:00". After sending the message on Slack, execute "Test" on the Yoom screen, and if successful, click "Save". Step 3: Set up the command operation and the action to "Create Paid Leave Request" in freee HR Next, set up the "Branch". Note: Branching is a feature available in the Mini Plan or higher. If you are on the Free Plan, the operation of the flowbot you set will result in an error, so please be careful. Paid plans like the Mini Plan offer a 2-week free trial. As mentioned earlier, only those who are integrated with freee HR in this flow can make paid leave requests, 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 basic setup is complete. In the branching condition, set the Slack sender ID (user ID) of the employee who will submit the overtime request in this flow. Note: The user ID can be checked on Slack. Once the setup is complete, click "Save". Extract the necessary items for the paid leave request from freee HR based on the content sent on Slack. Note: AI operations are available only in the Team Plan and Success Plan. Paid plans like 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" → Output of the message body "Items to Extract" → Target Date, Acquisition Unit, Acquisition Start Time, Acquisition End Time, Reason for Request Since the content of the message body changes with each flow activation, use the output. By using the output, you can match the content with each flow activation. For more details on the output, please see [here](https://intercom.help/yoom/ja/articles/8223528-%E3%82%A2%E3%83%97%E3%83%88%E3%83%97%E3%83%83%E3%83%88%E3%81%AB%E3%81%A4%E3%81%84%E3%81%A6). After completing the setup, execute "Test", and if successful, click "Save". Set up the freee HR "Create Paid Leave Request". "Title" → Can be changed as needed "Account information to integrate with freee HR" → Check if the account is correct "Action" → Create Paid Leave Request Once the setup is complete, click "Next". Let's configure the details! First, select and enter the "Office ID" from the candidates. Add the outputs obtained from the action to extract data from text for "Target Date", "Acquisition Unit", "Scheduled Acquisition Start Time", "Scheduled Acquisition End Time", and "Reason for Request". In this test, there are no values for "Scheduled Acquisition Start Time" and "Scheduled Acquisition End Time". However, by adding the output as shown below, it is possible to request hourly or half-day leave. Set the application route from the candidates. If specifying a route, also set the "Approver". Once all settings are complete, execute "Test", and if successful, click "Save". Step 4: Verify the automation between Slack and freee HR Finally, click "Turn ON Trigger" to complete the automation setup. Check whether the flowbot is activated correctly. Thank you for completing the setup!

Other Automation Examples Using Slack and freee HR

There are many other examples of automation using Slack and freee HR in Yoom, so let me introduce a few.

1. Submit an Overtime Request in freee HR When a Message is Posted in Slack

The first example is a flow that automates overtime requests. By ensuring that overtime requests are submitted, a management system can be established to prevent exceeding the monthly overtime limit.

2. Notify Slack when an employee is registered in freee HR

The next introduction is a flow bot that triggers notifications when an employee is registered. It seems useful for keeping team members updated and preventing any information sharing omissions.

3. Detect Missing Attendance from the Previous Day in freee HR and Notify via Slack

The last flow to introduce is the notification of missed clock-ins from the previous day. By setting up this flow for employees who have just joined and are more likely to miss clock-ins, any omissions can be quickly corrected, allowing payroll administrators to use accurate information.

Summary

By integrating Slack with freee HR, you can automate the paid leave application process. This automation is expected to improve operational efficiency and transparency. In particular, it can prevent human errors associated with manual applications, enhance the accuracy of schedule management, and potentially lead to increased productivity across the organization.
We encourage you to incorporate Yoom into your actual operations and experience the efficiency for yourself!