Holded Team Component
Holded Team Component connects your flow to the team module of your Holded account. With a single component you can work with your employees’ records and with their working-time entries: look them up, create them, correct them, and clock in or out.
It is useful to automate staff tasks that are done by hand today, such as adding a new hire or clocking in from another tool the team already uses.
When to use it
- Someone joins the company and you want to add them to Holded from the hiring form.
- Your team works from a chat and you want them to clock in and out by sending a message.
- You want a weekly report with the whole team’s working-time entries.
- Someone forgot to clock in and you want to correct their entry.
Configuration
You need a Holded Task API credential with your Holded account’s API key. See Credentials.
| Field | What it does |
|---|---|
| Credential (required) | The Holded Task API credential used to access your account. |
| Resource | The kind of data you work with: Employees or Employees' Time-tracking. Default: Employees. |
| Operation | What you do with that data. The list changes with the chosen Resource. See Resources and operations. |
When you choose the resource and the operation, the component shows only the fields that operation needs. All of them are required.
Resources and operations
Employees
| Operation | What it does | Fields |
|---|---|---|
List | Returns all employees. | |
Create | Adds an employee. | Name, Lastname, Email |
Get | Returns an employee’s record. | Employee ID |
Update | Changes an employee’s name, last name or email. | Employee ID, Name, Lastname, Email |
Delete | Deletes an employee. | Employee ID |
Employees’ Time-tracking (working-time entries)
| Operation | What it does | Fields |
|---|---|---|
List all time-trackings of all employees | Returns the whole team’s working-time entries. | |
Get specific time-tracking | Returns one entry. | Time Tracking ID |
Update time-tracking | Changes an entry’s start and end time. | Time Tracking ID, Time Stamp Start, Time Stamp End |
Delete time-tracking | Deletes an entry. | Time Tracking ID |
List all time-trackings of a single employee | Returns one employee’s entries. | Employee ID |
Create time-tracking for an specific employee | Creates an entry for an employee with its start and end time. | Employee ID, Time Stamp Start, Time Stamp End |
Employee clock-in | Clocks an employee in right now. | Employee ID |
Employee clock-out | Clocks an employee out right now. | Employee ID |
Output
The Response output returns Holded’s answer as text: the details of the item you worked with, the list of items for the operations that list, or a confirmation for those that delete or clock in and out.
You can connect the result to an agent so it can interpret it, or to a messaging component to confirm the clock-in to the person. The component can also be connected to an Agent as a tool. See Tool Mode.
Example
A shop wants its sales assistants to clock in and out by writing “in” or “out” in the team chat.
- The message reaches the flow with the Holded ID of the person who wrote it.
- If the message is “in”, add Holded Team Component with the
Employees' Time-trackingresource and theEmployee clock-inoperation; if it is “out”, withEmployee clock-out. - In Employee ID enter the person’s ID.
- Connect Response to a messaging component that confirms the clock-in or clock-out.
Related components
- Holded Projects Component: projects, tasks and logged time.
- Holded CRM Component: funnels, leads and bookings.
- Factorial HR Component: staff management with Factorial.