[Notice of UI Terminology Changes]
As part of our sequential updates, we are changing the term "Member" to "User" and "Employee Number" to "User ID" within our help pages. If you still see "Member" or "Employee Number" displayed on your screen, please read them as "User" or "User ID" respectively while using this help guide. For more details on the background of this change, please check this announcement.
As part of our sequential updates, we are changing the term "Member" to "User" and "Employee Number" to "User ID" within our help pages. If you still see "Member" or "Employee Number" displayed on your screen, please read them as "User" or "User ID" respectively while using this help guide. For more details on the background of this change, please check this announcement.
Overview
This page describes the steps to integrate Money Forward Cloud HR Management on the App Catalog page in Josys.
*Integration is not supported if your login is configured via SSO (Single Sign-On).
*If your login is configured via MFA (Multi-Factor Authentication), you will need to temporarily disable it.
Integration Specifications
| Target Plans | Solo Proprietor Plan, Small Business Plan |
|---|---|
| Admin Role for Integration | Owner |
| Integration Method | ID & Password |
| Integration Key | Money Forward ID |
| Capabilities | Account VisualizationAccount Deletion |
| Account Visualization | On LeavePre-hireActiveDeletedResigned |
| Statuses Excluded from Unmanaged IDs | Deleted |
| Available Settings on Provisioning | |
| Available Settings on Deletion | |
| Contract Information | How to check contract information |
| Other Retrieved Items | |
| Retrieved Fields for Visualization |
・Role ・Status ・User ID |
| Retrieved Items for License Management | |
| Common Fields | RoleStatusUser |
| Retrievable Roles | ・Owner ・General User |
| Role Editing |
Obtaining the Business Number
- Log in to Money Forward Cloud HR Management with an
Adminaccount, and click the Company Name in the upper right corner of the screen. - Copy the Business Number of the business you want to integrate with Josys. (Please include the hyphens when copying)
Obtaining the Two-Step Verification Code
If you have MFA (Two-Step Verification) enabled, you must temporarily disable it. After obtaining the following code, please reconfigure your Two-Step Verification settings.
- Log in to https://id.moneyforward.com/me using the user account you will use for the integration.
- Click the Two-Step Verification settings.
- Click "Enable Two-Step Verification."
- Copy the displayed 32-character code (e.g., AAAA AAAA BBBB BBBB CCCC CCCC DDDD DDDD) and click "Next."
- Complete the registration in your authenticator app.
Integrating with Josys
Please enable two-step verification before performing the integration in Josys.
- From the left sidebar of Josys, click "Integrations > App Catalog."
- Search for and click "Money Forward Cloud HR Management."
- The configuration page will appear on the right side.
- Enter the admin's email address, password, business number (including hyphens), and the Two-Step Verification code.
- Click "Next" in the bottom right to complete the integration.