How to integrate Microsoft Teams with freee HR to request paid leave in freee HR when a message is posted in Microsoft Teams

The frequency of paid leave applications is not that high, but if the procedure is complicated, it takes time each time, doesn't it? However, by integrating Microsoft Teams and freee HR, it is possible to simplify the employee's paid leave application process and improve work efficiency. This article explains how to apply for paid leave in freee HR when a message is posted on Microsoft Teams. Recommended for: - Those who are already using Microsoft Teams and freee HR but want to further streamline their operations - Administrators who want to simplify the employee paid leave application process in various work environments - Those who use multiple tools and want to centrally manage business processes - Business owners who aim to reduce the effort and time required for paid leave applications and alleviate the burden on employees - Those who want to digitize and automate HR operations by utilizing API integration Benefits and Examples of Integrating Microsoft Teams and freee HR Benefit 1: Reducing Procedure Time By automating the manual paid leave application process, the burden on both employees and HR personnel can be reduced. Normally, paid leave applications can take several hours to days, from filling out the form by the employee, submitting it to the HR department, and getting approval after confirmation. By making it possible to apply just by sending a message on Microsoft Teams, the time to focus on work increases, contributing to improved productivity. For example, if a sales employee wants to apply for paid leave between field visits, they no longer need to return to the office or handle the procedure via email. By simply posting in the predefined format on Microsoft Teams, the application is automatically submitted to freee HR, and they only need to wait for approval from their superior, allowing them to spend time on other tasks. Benefit 2: Improved Convenience With the increase in remote work, the ability for employees to easily apply for paid leave from anywhere is very suitable for modern work styles. The dependency on physical office documents and limited internal networks is eliminated, allowing for smooth procedures. For example, if an employee working from home needs to take leave due to a child's sudden fever, they can immediately send an application using the chat function of Microsoft Teams. Additionally, if they want to check past application details, they can quickly search for the necessary information by accessing Microsoft Teams. Benefit 3: Centralization of Information Microsoft Teams is already used as a communication tool for daily operations in many companies. By conducting paid leave applications on the same platform, it seamlessly integrates with other business communications and task management. Moreover, employees no longer need to navigate multiple systems, reducing the likelihood of information discrepancies or missed confirmations. For example, if a team member needs to take leave during a project, the paid leave application made using the chat function of Microsoft Teams is simultaneously shared with other members. This allows for smooth adjustments and task allocations without the need for separate communications. Now, let's explain how to apply for paid leave in freee HR when a message is posted on Microsoft Teams using the no-code tool Yoom. [About Yoom] How to Apply for Paid Leave in freee HR When a Message is Posted on Microsoft Teams By using the Microsoft Teams API to receive posted messages and leveraging the AI operations provided by Yoom to extract necessary items, it is possible to apply for paid leave by referencing the extracted results using the API provided by freee HR. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily achieved without programming knowledge. This time, the process is as follows. Let's set it up together! - Integrate Microsoft Teams and freee HR as My Apps. - Copy the template. - Set up the Microsoft Teams trigger at the start of the flow and the subsequent freee HR operation settings. - Turn on the trigger button and verify the operation of the integration flow between Microsoft Teams and freee HR.

Step 1: Integrate My App

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

Search for Microsoft Teams.
Please log in with your email address and password.

※Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.

Next, search for freee HR and log in with your freee ID.

If Microsoft Teams and freee HR are integrated into My App, it's OK.

Step 2: Set Triggers and Actions

Open the template page and click 'Try this template'.

If you are using Yoom, please log in, and if you are new, please register as a member.
If you proceed as is, the template will be automatically copied to the workspace.
Please change the template name as needed.
Click on My Projects on the left to display the template you just copied.
Click on the ellipsis (...) on the right and select Edit.
Now, let's set up the app trigger.
Select "When a message is sent to the channel".
Check your account information and proceed.

Trigger interval: You can choose from intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
*The selection of trigger intervals varies depending on the plan.

Proceed to Microsoft Teams and make a test post to the configured channel.
(This time, due to a full day off, the acquisition time is blank.) *For full day off, morning off, or afternoon off → Leave the acquisition start and end times blank.
Only for half-day or hourly leave, please enter the time.
Return to the Flowbot settings and conduct a test.
Save it once the content of the talk is reflected in the output as shown below.
Next, click on "Command Operation".
By setting the sender's name, you can detect posts from specific employees and create leave requests.
In this flow, please set the sender's name of the employee making the leave request in Microsoft Teams. *AI Operation is a feature available only in the Team Plan and Success Plan.
For other plans, the operation of the configured Flowbot will result in an error, so please be careful.
Paid plans offer a 2-week free trial.
Next, click on "Extract data from text".
The conversion type is set by default, so proceed to the next step.
Conduct the test as is.
Test and save it once the output is obtained as shown below.
Next, select "Create Leave Request".
Check for any errors in the account information and proceed.
Let's set the required fields.
The part labeled {{Item Name}} should be selected from the output as shown below. Let's set the remaining items as well.
Once all settings are complete, conduct a test.
Save it if successful. Let's check on the freee HR side.
The request has been successfully submitted.
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 Microsoft Teams and freee HR

Additionally, Yoom offers templates using Microsoft Teams and freee HR, so let me introduce a few!

1.Submit an overtime request in freee HR when a message is posted in Microsoft Teams flow.

This is the flow for overtime requests.
It frees you from the double task of contacting your supervisor and submitting a request.

2.This is a flow to notify Microsoft Teams when employee information is updated in freee HR.

It eliminates the hassle of manually notifying every time employee information is updated.
By using this flow, notifications are sent automatically, which seems to facilitate subsequent tasks smoothly.

3.This is a flow to detect missed attendance from the previous day in freee HR and notify Microsoft Teams.

This will notify you of any missed attendance from the previous day.
Notifications are only sent when there are missed attendances, making it easier to correct them.

Summary

This time, we introduced the flow bot "Apply for Paid Leave in freee HR when a Message is Posted in Microsoft Teams".
By integrating Microsoft Teams with freee HR, it is possible to significantly streamline the paid leave application process.
Reducing processing time, improving convenience, and centralizing information can alleviate the burden on employees and are expected to enhance productivity.

Please refer to the steps in this article to integrate Microsoft Teams with freee HR and support flexible working styles.