Add SmartHR to your AI agent
SmartHR is a cloud human resources platform for managing employee records, organization data, payroll documents, and HR workflows.
- Things your agent can do in SmartHR
- 116
Things your AI can do in SmartHR
Your FormWise AI can handle any of these in SmartHR — on its own, without you needing to click a button.
Bulk Create Payslips
Create up to 100 sensitive payslip entries in one SmartHR payroll group. The connected API access token must have payroll Update permission and any applicable employee-field Update permissions.
Create Department
Create a SmartHR department. The connected API access token must have the department resource Update permission.
Create Employee
Create an employee using the documented SmartHR employee fields. The connected API token must have employee resource and field Update permissions.
Create Employee Custom Field Template
Create an employee custom-field template. The connected API token must have the custom employee field resource Update permission.
Create Employee Custom Field Template Group
Create an employee custom-field template group.
Create Employee Dependent
Create a dependent for one employee using the documented family fields. The connected API token must have the required family and employee-field Update permissions.
Create Employment Type
Create a SmartHR employment type. The connected API access token must have the employment type resource Update permission.
Create Grade
Create a SmartHR grade. The connected API access token must have the grade resource Update permission.
Create Job Category
Create a SmartHR job category. The connected API access token must have the job category resource Update permission.
Create Job Title
Create a SmartHR job title. The connected API access token must have the job title resource Update permission.
Create Payroll
Create a sensitive SmartHR payroll group. The connected API access token must have payroll Update permission.
Create Payslip
Create a sensitive employee payslip in one SmartHR payroll group. The connected API access token must have payslip resource Update permission, and employee-field Update permissions may constrain writable data.
Show 104 more things it can do
Create Recruitment Type
Create a SmartHR recruitment type. The connected API access token must have the recruitment type resource Update permission.
Create Tax Withholding
Create a sensitive SmartHR tax-withholding group in the unconfirmed state. The connected API access token must have tax-withholding-group Update permission.
Create Tax Withholding Slip
Create a file-backed or field-backed sensitive tax-withholding slip for an employee in one SmartHR tax-withholding group. The connected API access token must have the tax-withholding-slip resource and applicable employee-field Update permissions.
Create User SAML Configuration
Create the SAML SSO account configuration for one SmartHR user. The tenant must have SAML SSO enabled, and the connected API access token must have the user resource Update permission.
Create Webhook
Create a SmartHR webhook configuration for future employee and dependent events. Matching events can send data to the configured destination, so confirm the URL, event selections, payload exposure, and secret token before calling. The connected API access token must have the webhook resource Update permission.
Delete Employee
Permanently delete one employee by SmartHR employee ID. This requires the employee resource Update permission on the connected access token.
Delete Employee Custom Field Template
Delete one employee custom-field template by ID. This permanently deletes all employee values set for the template. SmartHR rejects deletion when the field has a scheduled employee update whose effective date has not arrived.
Delete Employee Custom Field Template Group
Delete one employee custom-field template group by ID. This also permanently deletes every custom-field template in the group and all values set for those templates. SmartHR rejects deletion when a group field has a scheduled employee update whose effective date has not arrived.
Delete Employee Dependent
Permanently delete one dependent and their sensitive family data from an employee record. This cannot be undone.
Delete Employment Type
Delete one SmartHR employment type by ID. SmartHR does not allow deletion of a system-standard employment type or one referenced by a scheduled employee update whose effective date has not arrived. The connected API access token must have the employment type resource Update permission.
Delete Grade
Delete one SmartHR grade by ID. A grade referenced by a scheduled employee update whose effective date has not arrived cannot be deleted. The connected API access token must have the grade resource Update permission.
Delete Job Category
Delete one SmartHR job category by ID. A job category referenced by a scheduled employee update whose effective date has not arrived cannot be deleted. The connected API access token must have the job category resource Update permission.
Delete Job Title
Delete one SmartHR job title by ID. A job title referenced by a scheduled employee update whose effective date has not arrived cannot be deleted. The connected API access token must have the job title resource Update permission.
Delete Payroll
Permanently delete one sensitive SmartHR payroll group by ID. The connected API access token must have the payroll resource Update permission.
Delete Payslip
Permanently delete one sensitive SmartHR payslip from its payroll group. The connected API access token must have the payslip resource Update permission, and employee fields may also require Update permission.
Delete Recruitment Type
Delete one SmartHR recruitment type by ID. A recruitment type referenced by a scheduled employee update whose effective date has not arrived cannot be deleted. The connected API access token must have the recruitment type resource Update permission.
Delete Tax Withholding
Permanently delete one sensitive SmartHR tax-withholding group by ID. The connected API access token must have the tax-withholding-group resource Update permission.
Delete Tax Withholding Slip
Permanently delete one sensitive SmartHR tax-withholding slip from its tax-withholding group. The connected API access token must have the tax-withholding-slip resource Update permission, and employee fields may also require Update permission.
Delete User SAML Configuration
Delete the SAML SSO account configuration for one SmartHR user. The tenant must have SAML SSO enabled, and the connected API access token must have the user resource Update permission.
Delete Webhook
Permanently delete one SmartHR webhook configuration by ID. The connected API access token must have the webhook resource Update permission.
Disable User SAML Configuration
Disable the SAML SSO account configuration for one SmartHR user. The tenant must have the SAML/SSO option enabled, and the connected API access token must have the user resource Update permission.
Discontinue Department
Irreversibly discontinue one SmartHR department as of its final active date. The date must be in the past. SmartHR rejects discontinuation when a scheduled employee update references this department or a descendant; the connected access token must have department Update permission.
Download Batch Job Attachment
Download the binary file for a SmartHR batch-job attachment. SmartHR deletes the provider attachment five minutes after it is retrieved, so use the returned offloaded file reference for subsequent work.
Enable User SAML Configuration
Enable the SAML SSO account configuration for one SmartHR user. The tenant must have the SAML/SSO option enabled, and the connected API access token must have the user resource Update permission.
Finalize Payroll
Finalize one sensitive SmartHR payroll group. The connected API access token must have the payroll-group resource Update permission.
Get Batch Job
Get one SmartHR background batch job by ID, optionally embedding its attachments. The access token needs the corresponding resource Reference permission.
Get Department
Get one SmartHR department by its department ID.
Get Employee
Get one employee by SmartHR employee ID, with optional comma-separated field selection. The access token needs employee Reference permission, and returned attributes may be limited by employee-field Reference permissions.
Get Employee Custom Field Template
Get one employee custom-field template by ID. Set embed to group to include the custom field group that contains the template.
Get Employee Custom Field Template Group
Get one employee custom-field template group by ID. Set embed to templates to include the custom field templates belonging to the group.
Get Employee Dependent
Get one dependent belonging to an employee.
Get Employee Input Form
Get one SmartHR employee information-collection form by ID, preserving its nested field groups, fields, and embedded custom-field definitions.
Get Employment Type
Get one SmartHR employment type by its employment type ID.
Get Grade
Get one SmartHR grade by its grade ID.
Get Job Category
Get one SmartHR job category by its job category ID.
Get Job Title
Get one SmartHR job title by its job title ID.
Get Mail Format
Get one SmartHR mail format by ID, optionally embedding the employee information-collection forms that use it.
Get Payment Period
Get one SmartHR payroll payment period by its payment period ID.
Get Payroll
Get one sensitive SmartHR payroll group by ID. The access token needs payroll Reference permission, and returned data may contain sensitive financial information.
Get Payslip
Get one highly sensitive SmartHR payslip from a payroll group. The access token needs payslip Reference permission, and returned employee fields may be permission-filtered.
Get Recruitment Type
Get one SmartHR recruitment type by its recruitment type ID.
Get Tax Withholding
Get one highly sensitive SmartHR tax-withholding group by ID. The access token needs tax-withholding-group Reference permission.
Get Tax Withholding Slip
Get one highly sensitive SmartHR tax-withholding slip from a tax-withholding group. The access token needs tax-withholding-slip Reference permission, and employee fields may be permission-filtered.
Get User
Get one SmartHR user account by user ID with an optional related object embedded in the response.
Get User SAML Configuration
Get the SAML SSO account configuration for one SmartHR user. This endpoint requires the tenant's SAML/SSO option to be enabled.
Get Webhook
Get one SmartHR webhook configuration by webhook ID.
Invite Employee
Send the documented SmartHR invitation to one employee's configured email address. Repeating the action resends the invitation unless the employee has already accepted it; the inviter must be an administrator.
List Bank Account Settings
List one page of SmartHR bank-account setting definitions. This does not return employee bank-account values.
List Batch Jobs
List one page of SmartHR background batch jobs. Optionally embed attachment metadata for each job.
List Business Establishments
List one page of SmartHR business establishments, optionally embedding the social insurance representative, labor insurance representative, or company.
List Companies
List one page of SmartHR companies with an optional embedded owner.
List Departments
List one page of SmartHR departments using the documented code and sort filters. Returns hierarchy and company details when present.
List Dependent Custom Field Templates
List one page of SmartHR custom-field templates for employee dependents.
List Dependent Relations
List one page of configured SmartHR dependent relationship types.
List Employee Custom Field Template Groups
List one page of employee custom-field template groups. Set embed to templates to include the custom fields belonging to each group.
List Employee Custom Field Templates
List one page of SmartHR employee custom-field templates. Set embed to group to include each template's custom-field group.
List Employee Dependents
List one page of sensitive family and dependent records for a SmartHR employee. The access token needs dependent Reference permission, and returned fields may be limited by employee-field Reference permissions.
List Employee Input Forms
List one page of SmartHR employee information-collection forms with their nested field definitions. Set embed to mail_format to include linked mail formats.
List Employee Maternity and Childcare Leaves
List one page of sensitive maternity and childcare leave records for a SmartHR employee. The access token needs leave-record Reference permission.
List Employees
List one page of employees matching SmartHR's documented employee filters. Employee records contain sensitive HR data; use fields to request only the attributes needed.
List Employment Types
List one page of SmartHR employment types.
List Grades
List one page of SmartHR grades.
List Job Categories
List one page of SmartHR job categories.
List Job Titles
List one page of SmartHR job titles using the documented sort option.
List Mail Formats
List one page of SmartHR mail formats. Set embed to crew_input_forms to include the employee input forms linked to each format.
List Payment Periods
List one page of SmartHR payroll payment periods.
List Payrolls
List one page of sensitive SmartHR payroll groups using payment-date and payment-type filters. The access token needs payroll Reference permission.
List Payslips
List one page of highly sensitive SmartHR payslips in a payroll group. The access token needs payslip Reference permission, and employee fields may be permission-filtered.
List Recruitment Types
List one page of SmartHR recruitment types.
List Tax Withholding Slips
List one page of sensitive tax-withholding slips in a SmartHR tax-withholding group. The access token needs tax-withholding-slip Reference permission, and employee fields may be permission-filtered.
List Tax Withholdings
List one page of sensitive SmartHR tax-withholding groups. The access token needs tax-withholding-group Reference permission.
List Users
List one page of SmartHR user accounts with the documented sort and embed options, invitation status, role, and email-delivery status.
List Webhooks
List one page of SmartHR webhook configurations.
Partially Update Department
Partially update a SmartHR department by ID. The connected API access token must have the department resource Update permission.
Partially Update Employee Custom Field Template
Partially update an employee custom-field template. Elements apply only to enum templates. When a future-dated employee update is pending for the template, SmartHR permits updating only the hint.
Partially Update Employment Type
Partially update a SmartHR employment type by ID. SmartHR does not allow renaming a system preset employment type or updating an employment type used by a pending future-dated employee update. The connected API access token must have the employment type resource Update permission.
Partially Update Payroll
Partially update the administrator-facing and employee-facing names of a sensitive SmartHR payroll group by ID. Both names are required by SmartHR. The connected API access token must have the payroll resource Update permission.
Partially Update User SAML Configuration
Partially update the SAML SSO account configuration for one SmartHR user. The tenant must have SAML SSO enabled, and the connected API access token must have the user resource Update permission.
Partially Update Webhook
Partially update a SmartHR webhook by ID. Changing its destination or event selections can redirect future employee and dependent data externally, so confirm them before calling. The connected API access token must have the webhook resource Update permission.
Publish Payroll
Irreversibly publish one sensitive SmartHR payroll group immediately or at a scheduled time within one month, optionally notifying employees. The connected API access token must have payroll Update permission.
Remove Employee Departments
Remove all department assignments from one employee using the documented SmartHR endpoint. This requires the employee resource and field Update permissions assigned to the connected access token.
Reopen Payroll
Reopen one sensitive SmartHR payroll group. Reopening a published payroll may also unpublish it. The connected API access token must have payroll Update permission.
Replace Department
Replace a SmartHR department through PUT. Omitted optional attributes are deleted; use the partial-update action to preserve attributes that are not being changed. Departments with pending employee updates in their hierarchy cannot be updated.
Replace Employee Custom Field Template
Replace an employee custom-field template through the documented PUT operation. Omitted optional attributes are deleted; use the PATCH action to preserve attributes that are not being changed. Existing dropdown elements omitted from elements are also deleted.
Replace Employee Custom Field Template Group
Replace an employee custom-field template group through the documented PUT operation. Omitted optional attributes are deleted; use the PATCH action to preserve attributes that are not being changed.
Replace Employment Type
Replace a SmartHR employment type through PUT. Attributes omitted from the PUT contract are deleted; use the partial-update action to preserve them. System-standard employment types and employment types used by pending employee updates cannot be changed.
Replace Grade
Replace a SmartHR grade by ID using full PUT semantics. The PUT contract allows name and rank to be omitted. Grades used by pending future-dated employee updates cannot be changed. The connected API access token must have the grade resource Update permission.
Replace Job Category
Replace a SmartHR job category by ID using full PUT semantics. The PUT contract allows name to be omitted. Job categories used by pending future-dated employee updates cannot be changed. The connected API access token must have the job category resource Update permission.
Replace Job Title
Replace a SmartHR job title by ID using full PUT semantics. The PUT contract allows name and rank to be omitted. Job titles used by pending future-dated employee updates cannot be changed. The connected API access token must have the job title resource Update permission.
Replace Recruitment Type
Replace a SmartHR recruitment type by ID using full PUT semantics. Name is required for the complete replacement. Recruitment types used by pending future-dated employee updates cannot be changed. The connected API access token must have the recruitment type resource Update permission.
Replace Tax Withholding
Replace a sensitive SmartHR tax-withholding group by ID using full PUT semantics. Name, status, and year are all required for the complete replacement. Finalized tax withholdings cannot be updated. The connected API access token must have the tax-withholding-group resource Update permission.
Replace Webhook
Replace a SmartHR webhook through PUT. Omitted optional attributes are deleted; use the partial-update action to preserve attributes that are not being changed. Changing its destination or event selections can redirect future employee and dependent data externally, so confirm them before calling.
Start Dependent Import Job
Start an asynchronous SmartHR dependent-data import from a Base64-encoded CSV or Excel file. This creates a background job that processes sensitive family HR data; the connected API access token must have the corresponding resource and employee-field Update permissions.
Start Employee Export Job
Start a SmartHR background job that exports employee information using an existing custom download format. A successful 201 response only confirms that the asynchronous job was registered; use the batch-job actions to monitor it and retrieve any resulting attachment. The connected access token must have the required resource and employee-field Update permissions.
Start Employee Import Job
Start a SmartHR background job that inserts or updates employees from a sensitive base64-encoded CSV or Excel file. The connected API access token must have the required resource and employee-field Update permissions.
Update Employee
Update the supplied documented fields of one employee by SmartHR employee ID.
Update Employee Custom Field Template Group
Update one or more supplied fields of an employee custom-field template group.
Update Employee Dependent
Update the supplied fields of one dependent belonging to an employee.
Update Grade
Update the supplied fields of a SmartHR grade by ID. Grades used by pending future-dated employee updates cannot be changed. The connected API access token must have the grade resource Update permission.
Update Job Category
Update the supplied fields of a SmartHR job category by ID. Job categories used by pending future-dated employee updates cannot be changed. The connected API access token must have the job category resource Update permission.
Update Job Title
Update the supplied fields of a SmartHR job title by ID. Job titles used by pending future-dated employee updates cannot be changed. The connected API access token must have the job title resource Update permission.
Update Recruitment Type
Update a SmartHR recruitment type by ID. Recruitment types used by pending future-dated employee updates cannot be changed. The connected API access token must have the recruitment type resource Update permission.
Update Tax Withholding
Update the supplied fields of a sensitive SmartHR tax-withholding group by ID. SmartHR does not allow updates after the group is fixed. The connected API access token must have the tax-withholding-group resource Update permission.
Update Tax Withholding Slip
Update a sensitive SmartHR tax-withholding slip. The full body is required: structured updates require the complete identity, payer, tax-year, and payment body, and sparse field updates are rejected by SmartHR. Confirmed slips cannot be updated, and switching between file-backed and field-backed data requires deleting and recreating the slip. The connected API access token must have the tax-withholding-slip resource Update permission.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once SmartHR is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in SmartHR, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches SmartHR for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive SmartHR work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect SmartHR to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find SmartHR in your connected apps
Inside FormWise, go to Settings → Connected Services and look for SmartHR.
- 3
Hit "Connect"
Click "Connect SmartHR" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in SmartHR
Build a quick AI Agent (it's like writing instructions, not code), and pick the SmartHR actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of SmartHR for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your SmartHR workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other SmartHR users had before signing up
Do I need to know how to code?
Not even a little. If you can use SmartHR today, you can set this up. You'll connect SmartHR, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your SmartHR login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect SmartHR or delete everything any time.
What happens when SmartHR updates their app?
We handle it. When SmartHR adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting SmartHR takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like SmartHR — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About SmartHR on FormWise
SmartHR is a cloud human resources platform for managing employee records, organization data, payroll documents, and HR workflows.
Connect SmartHR once and your FormWise AI gets 116 things it can do inside it. That means your AI can handle the SmartHR work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to SmartHR? Take a look at smarthr.jp.
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Stop doing the SmartHR work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.