SmartHRとWordPressの連携イメージ
How to Integrate Applications

2024/12/09

How to integrate SmartHR with WordPress to automatically add a user to WordPress when an employee is registered in SmartHR

m.wadazumi

Creating users manually every time a new employee joins is not only time-consuming but also helps prevent input errors and omissions. However, by integrating SmartHR with WordPress, you might be able to automate the creation of WordPress users and solve this problem. This could not only reduce the burden on the person in charge but also ensure accurate user creation. Additionally, by creating users in WordPress in advance, you might be able to streamline the onboarding process for new employees. Recommended for: - Those who want to integrate data between SmartHR and WordPress - Those who want to efficiently conduct the onboarding process for new employees - Those with large-scale recruitment who are considering automating their operations Benefits and Examples of Integrating SmartHR and WordPress Benefit 1: Reduce the Administrator's Workload By integrating SmartHR with WordPress, you might be able to reduce the administrator's workload. For example, when new employees join all at once, administrators need to manually register employee information, which takes time and effort. However, once employee information is registered in SmartHR, introducing automation to add it to WordPress could reduce this effort. Moreover, eliminating the need for manual input can help prevent registration omissions and errors. This will be particularly beneficial during periods of increased hiring or when many employees join. Benefit 2: Maintain Data Consistency Automatically reflecting employee data registered in SmartHR in WordPress can ensure smooth integration between the systems. For instance, users can be added to WordPress based on SmartHR's employee data, which helps maintain data consistency. Utilizing SmartHR's data in this way can make user creation easier. As a result, new employees' WordPress usernames and passwords can be standardized, making management easier. Benefit 3: Streamline the Onboarding Process for New Employees Automatically registering new employees' data in WordPress can streamline the onboarding process. For example, if you include the first day's schedule, work rules, and document submission methods in WordPress, new employees can review the data in advance. Furthermore, if you set up WordPress to include questions, it will be easier to respond to inquiries. This can reduce the time spent on individual responses and Q&A, easing the burden on both HR personnel and new employees. We will introduce the automation method using Yoom by integrating SmartHR and WordPress. [About Yoom] How to Create a SmartHR and WordPress Integration Flow This time, we will introduce the setup method for the following template: "Add a user to WordPress when an employee is registered in SmartHR." By using this template, you don't need to set up automation from scratch, which is convenient.
The integration flow is broadly created through the following processes. - Register SmartHR and WordPress as My Apps - Copy the template - Set up the trigger for SmartHR, which serves as the starting point of the flow, and then configure the subsequent WordPress operations - Turn on the trigger button and verify the integration between SmartHR and WordPress If you are not using Yoom, please register for free from [here](https://yoom.fun/members/sign_up?_gl=1*jrwzd7*_gcl_au*MTY3NDQ2MzE2MS4xNzE5MzgyMDY4*_ga*NTcxOTYyNzgyLjE3MTkzODIwNjg.*_ga_663H387CXM*MTcyMjQ4ODg2Ny4xNTEuMS4xNzIyNDkwMzk2LjYwLjAuNjYyMDU0NDY0). If you are already using Yoom, please log in. ### Step 1: Register SmartHR and WordPress as My Apps Please register SmartHR and WordPress as My Apps to connect them with Yoom. Completing the My App registration in advance will allow for smooth automation settings. First, register SmartHR as a My App. Click "My Apps" → "New Connection" on the left side of the Yoom screen. A list of apps will be displayed, so search for SmartHR (OAuth) or use the "Search by App Name" feature. Once the following screen is displayed, extract a part from the SmartHR URL and set the "Subdomain." Next, register WordPress as a My App. Similarly, search for WordPress or find it from the list. When the following screen is displayed, set the "Account Name," "Domain," "Username," and "Password." Once both My App registrations are complete, SmartHR and WordPress will be displayed. ### Step 2: Copy the Template To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".

When the following screen is displayed, check the "Title" and "Description".
If changes are needed, click the relevant section to make changes.
First, to set up SmartHR, click "When an employee is registered".

Step 3: Set the SmartHR trigger that initiates the flow and the subsequent WordPress operation settings

The following screen will be displayed, so please check the settings.

  • "Title" → Can be changed as desired
  • "Account information linked with SmartHR (OAuth)" → Check if the account is correct
  • "Trigger Action" → When an employee is registered

When the following screen is displayed, set the "Subdomain".

The following screen will be displayed, so either send a Webhook event or execute the trigger event and click "Test" → "Test Successful" → "Save".

Next, to set up extracting a specific string from the target string, click "Extract before a specific string".
When the following screen is displayed, check the settings.

  • "Title" → Can be changed as desired

For instructions on how to extract data from text, please check here.

Scroll down and use the SmartHR output to set the "Extraction Target".
This time, we will use the email address to create a WordPress user, so select the email address.
Click the arrow within the red frame to select the output.

Next, click "Specific String".
To set up extracting the string before the "@" symbol, set "@" as the specific string.
Once the setup is complete, click "Test" → "Test Successful" → "Save".

Next, to set up WordPress, click "Create User".
The following screen will be displayed, so please check the settings.

  • "Title" → Can be changed as desired
  • "Account information linked with WordPress" → Check if the account is correct
  • "Action" → Create User

When the following screen is displayed, check the precautions.

Next, set the "Username".
Use the previously set email address to set the username.
Set the "Extracted Value" from the output of "Extract before a specific string".

Scroll down and set the other items.
Use the output from SmartHR and the extraction before a specific string to set them.
Once the setup is complete, click "Test" → "Test Successful" → "Save".

Step 4: Turn on the trigger button and check the integration operation between SmartHR and WordPress

Finally, click "Turn on Trigger" to complete the automation setup.
Check if the flowbot starts correctly and verify the settings.

Here is the template used this time.

Other Automation Examples Using WordPress

1. A flow that automatically notifies Slack when an article is published on WordPress.
Articles posted on WordPress are notified to Slack, allowing you to quickly check the articles.
This automation is recommended for those who want to share articles within the team after publication.

2. This is a flow where posts published on WordPress are automatically added to Microsoft Excel.
Since WordPress data is automatically reflected in Microsoft Excel, there is no need for manual entry.
It is convenient for checking post history as you can verify the data in Microsoft Excel.

3. This is a flow that automatically creates a post in WordPress when the status is updated in Google Sheets.
When approval in Google Sheets is completed or the status is updated, a post is automatically created in WordPress, reducing work time.
It helps prevent human errors such as duplicate posts or missed creations.

Summary

The integration of SmartHR and WordPress may reduce the burden on HR personnel.
Manual user creation can be burdensome and time-consuming, but automation can alleviate this burden.
This allows for consistent data registration while maintaining data consistency, making it easier to create users.
Additionally, the elimination of manual user creation can lead to a more efficient onboarding process.

By all means, let's utilize Yoom to prevent human errors and aim to improve work efficiency.

The person who wrote this article
m.wadazumi
I've been working as a writer since my job in child welfare, and I'm currently writing a blog on Yoom. While being surprised by the work efficiency improvements that can be made with Yoom, I would like to share that excitement with everyone and contribute to society. I'll tell you about application integration and automation that even I, who has zero programming knowledge, can do.
Tags
Integration
Automatic
Automation
SmartHR
WordPress
Related Apps
App integration
No items found.
What is Yoom hyperautomation?
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.
Don't Just Connect Apps—Automate Everything
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.
Learn more about Yoom
Helpful Materials
I understand Yoom! 3-piece set of materials
Download materials
Understand in 3 minutes! Yoom service introduction materials
Download materials
Find out by Before After! Yoom Case Study Collection
Download materials
See a list of useful materials