SmartHRとcybozu.com
How to Integrate Applications

2024/10/01

How to integrate SmartHR with cybozu.com Common Management to add employees to the Employee Management Table in cybozu.com Common Management when they are registered in SmartHR

m.i

Managing employee information is one of the important tasks for many companies.
In that regard, if you are using both SmartHR and cybozu.com common management, wouldn't it be great if the employee registration process could be automated?
Realizing this wish is the integration of SmartHR and cybozu.com common management using Yoom.
This article introduces how to automatically register users in cybozu.com common management using the information once employee registration is completed in SmartHR.
Let's save time and improve operational efficiency.

Benefits of Integrating SmartHR and cybozu.com Common Management

1. Improved Data Consistency and Prevention of Transcription Errors

Traditionally, when using multiple applications, it is necessary to register employees in each application.
However, by utilizing this automation, there is no need to manually enter data into cybozu.com common management, reducing the risk of transcription errors from manual input.
Additionally, since the same information is maintained across systems, the most up-to-date data is always preserved.
This is particularly beneficial for companies where new employee information is frequently registered.

2. Leads to Standardization of Internal Processes

By integrating SmartHR and cybozu.com common management, employee data registration is always conducted through the same process.
This reduces different responses by departments or personnel, helping to prevent operational errors and confusion.
Moreover, by automating the flow, consistent operational procedures can be maintained even when new personnel take over.
Especially in tasks like managing employee onboarding and offboarding, which can become complex, incorporating such automation can standardize processes and improve operational efficiency.

What is Yoom?

How to Create an Integration Flow for SmartHR and cybozu.com Common Management

We have introduced the benefits so far.
Now, let's quickly integrate the applications we will use this time with Yoom!
Once the My App registration is complete, we will create a flowbot to "Add employees to the cybozu.com common management employee management table when they are registered in SmartHR."

Step 1: Integrate My App

Integrating My App first will make the subsequent settings proceed smoothly.
First, let's integrate SmartHR and Yoom that you are using.
Select My App → New Connection from the left side of the Yoom page.


Search for SmartHR.
Please refer to this article for registration.

Next, integrate with cybozu.com common management.
Search by app name as before and proceed with the integration.
Once the integrated app is displayed in My App, you're done.

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, log in, and if you are new, register as a member.
As you proceed, the template will be automatically copied to your workspace.
The name of the template can be changed as needed.
Click My Projects on the left, and the template you just copied will appear.
Click the ellipsis (...) on the right and select Edit.

This time, there are two steps.
Let's set them up together!

Let's set up the app trigger.
Select "When an employee is newly registered (Webhook activation)".
The title can be changed to make it easier to understand.
Check the account information to be integrated.
Keep the trigger action as it is and proceed to the next step.
Please refer to this article for Webhook settings.
Before testing, register a test employee in SmartHR.

Test it, and if the SmartHR employee information is reflected in the output, save it.

Next, click "Register Member".
Again, check the account information to be integrated.
Keep the action as it is and proceed to the next step.
Select the required fields from the output as follows.

Set the remaining fields as well.

Please register items such as email address and birthday as needed.
Test this as well, and if there are no issues, save it.

Let's take a look at the cybozu.com common management side.

Let's check the details as well.

It has been successfully reflected!
Finally, turn on the app trigger to complete.
Thank you for your hard work.
Even someone like me who is not familiar with programming was able to proceed easily.
Here is the flowbot used this time ↓

Other Automation Examples Using SmartHR and cybozu.com Common Management

1.When a new employee is registered in SmartHR, add them to Google Sheets as well flow.
If you are managing employee information in Google Sheets, manually entering the data can be time-consuming and labor-intensive.
By using this automation, you can eliminate the hassle of manual entry.

2.This is a flow to retrieve SmartHR employee information that has been updated once a month and update a Google Spreadsheet.
By using it in conjunction with the previous flow bot, you can automate everything from the registration to the updating of employee information.
It operates at a fixed date and time once a month, reducing the manual work required for each update.

3.Update the employee management table on cybozu.com when employee information in freee HR is updated flow.
By using this automation, you can ensure consistency between the information in freee HR and the user information in cybozu.com common management.
Additionally, it prevents situations where you update freee HR but forget to update cybozu.com common management.

Summary

This time, we introduced a flowbot that "adds employees registered in SmartHR to the employee management table in cybozu.com common management".
With this automation, data consistency is maintained, and the effort of manual input is reduced, improving work efficiency.
Additionally, by utilizing Yoom, you can easily create integration flows without any programming knowledge, using a no-code approach.
Please refer to this article and try integrating SmartHR with cybozu.com common management.
You can register for Yoom for free from here. →Get Started

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
SmartHR
cybozu.com Administration
Automatic
App integration
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