■Overview
This is a flow to create an NDA using HRMOS information and send it via freee Sign.
By using a trigger with a Chrome extension, you can directly activate the trigger from HRMOS.
With Yoom, you can easily integrate between apps without programming.
■Recommended for
1. Those who manage employee information with HRMOS
・HR personnel managing employee information
・Those who use HRMOS information regularly to proceed with their work
2. Those who manage NDAs with freee Sign
・Those who create and send NDAs based on HRMOS information
・Those who want to streamline by integrating HRMOS and freee Sign
■Benefits of using this template
Manually sending NDAs through freee Sign for employee information managed in HRMOS is cumbersome.
Additionally, when performing tasks manually, there is a possibility of address errors, which may hinder business operations.
In this flow, you can automate the creation and sending of NDAs in freee Sign by activating the Chrome extension trigger from the HRMOS employee detail page.
After adding new or mid-career employees to HRMOS, you can quickly create and send NDAs, thereby improving work efficiency.
Moreover, the worry of address errors when sending NDAs is eliminated, reducing the burden on the person in charge.
■Notes
・Please integrate HRMOS and freee Sign with Yoom.
・For the method of integrating HRMOS with My Apps, please refer to here.
・For the method of setting up triggers using the Chrome extension, please refer to here.