If your organization uses WorkBoard to align teams and track Objectives and Workday to manage employee records and performance reviews, the native WorkBoard-to-Workday sync gives your organization a seamless flow of data to unlock the best of both systems without the burden of duplicate data entry.
WorkBoard is where alignment and execution happen. Teams set OKRs, track progress in real time, and connect to external data sources. OKRs in WorkBoard give everyone — from individual contributors to senior leaders — a clear line of sight into what matters most and how their work connects to company priorities. Progress is visible, updated continuously, and grounded in real data rather than recalled at review time.
Workday is the system of record for employee profiles and performance review cycles. Once goals are synced from WorkBoard, they flow automatically into those cycles.
The integration gives each part of your organization what they need:
Employees can see all their goals in one place in WorkBoard, knowing their contributions — personal and team — are automatically reflected in Workday for reviews.
Managers walk into performance conversations with a complete picture of each person's progress, spanning individual goals and team-level contributions.
HR teams can trust that Workday goal data is current and aligned with what teams are actually working on.
You choose the scope that fits your organization: Personal OKRs, Team Objectives, Team KR contributions, or any combination.
WorkBoard also supports a reverse sync. When enabled, Workday Personal Goals sync into WorkBoard as Personal Objectives — giving employees a single view of everything they're accountable for. Learn more
Syncing OKRs from WorkBoard to Workday
What can be sync'd?
The integration supports three types of OKR data flowing from WorkBoard to Workday. You can enable any combination based on your organization's needs.
Personal OKRs
Personal Objectives you create in WorkBoard sync to Workday as Personal Goals, with each Key Result appearing as a Milestone. This is ideal for organizations that want employees to manage personal goals in WorkBoard and have them automatically reflected in Workday.
Team Objectives
If you own a Team Objective in WorkBoard, the full Objective syncs to Workday as a Personal Goal with all Key Results under it appearing as Milestones, regardless of who owns each KR. This gives Objective owners a complete view of team execution in their Workday profile.
Team Key Results
If you own or co-own Key Results under a Team Objective that someone else owns, those KRs sync to Workday as Milestones under a Personal Goal named after the parent Objective. This ensures individual contributors see their specific team contributions reflected in Workday even when they don't own the overall Objective.
Sync Scope Configuration
Your organization can choose from the following configurations:
Configuration | Personal Objectives | Team Objectives | Team KRs |
Personal OKRs Only | Yes | No | No |
Team and Personal Objectives | Yes | Yes | No |
Team Objectives & Team KRs | No | Yes | Yes |
Full Sync | Yes | Yes | Yes |
Your CSM or Support team will configure the selected option for your organization.
How Personal OKRs Sync to Workday
When Personal OKR sync is enabled, WorkBoard mirrors your Personal Objectives and Key Results into Workday every night.
What Appears in Workday
I. Goal Details
Goal name: Your Personal Objective name
Description:
Link to the source Objective in WorkBoard (e.g.
Objective #375281)"Maintained by WorkBoard" label
last sync timestamp (e.g.
Synced 3/25/2026, 4:35:19 AM Pacific)
Status: Mapped from progress % via configured breakpoints (e.g.
In Progress - 75%)Due date: Objective end date
Milestones: All KRs under the Objective
II. Milestones
All KRs under the Objective, excluding cascaded children — each with name, due date, and status
How the Mapping Works
A Personal Objective in WorkBoard becomes a Personal Goal in Workday.
Each Key Result under that Objective becomes a Milestone under the corresponding Workday Goal.
Progress updates, due dates, and completion statuses sync nightly.
Example
WorkBoard Personal Objective
Workday Individual Goal Details
Workday Individual Goal Milestones
How Team OKRs Sync to Workday
Team OKR sync is one-way only — from WorkBoard to Workday — and runs nightly. It can be enabled independently or alongside Personal OKR sync.
Two scenarios determine what syncs for a given user:
Scenario 1: You Own a Team Objective
If you are the Objective Owner of a Team OKR, that Objective syncs to Workday as a Personal Goal. All Key Results under the Objective appear as Milestones — regardless of who owns each individual KR. As the Objective owner, you are accountable for the full set of results.
What Appears in Workday
I. Goal Details
Goal name: The Team Objective name
Description:
Link to the team (e.g.
Team #235051)Link to the source Objective (e.g.
Team Objective #375283)"Maintained by WorkBoard" label
Last sync timestamp (e.g.
Synced 3/25/2026, 4:35:45 AM Pacific)
Status: Mapped from progress % via configured breakpoints (e.g.
In Progress - 75%)Due date: Objective end date
II. Milestones
All KRs under the Objective, excluding cascaded children — each with name, due date, and status
Example
WorkBoard Team Objective
Workday Individual Goal Details
Workday Individual Goal Milestones
Scenario 2: You Own or Co-Own Team Key Results
If you own or co-own a KR under a Team Objective but are not the Objective Owner, WorkBoard creates a Workday Personal Goal using the parent Objective's name and includes only your owned or co-owned KRs as Milestones.
What appears in Workday
I. Goal Details
Goal name: The parent Team Objective name
Description:
Link to the team (e.g.
Team #235051)Link to the source Objective (e.g.
Team Objective #375283)"Maintained by WorkBoard" label
Last sync timestamp
Status: Mapped from progress % via configured breakpoints (e.g.
In Progress - 75%)Due date: Objective end date
II. Milestones: Only the KRs you own or co-own — each with name, due date, and status
Example
WorkBoard Team Objective owned by another User
Workday Individual Goal Details
Workday Individual Goal - only 1 Milestone was created
Key Rules
One Goal per Objective: If you own KRs across multiple Team Objectives, WorkBoard creates one Personal Goal per unique parent Objective, each containing only your KRs as Milestones.
No duplicates: If you are the Objective Owner and also own KRs under that same Objective, everything syncs together under one Goal. Your KRs are not synced a second time separately.
Cascaded children excluded: Cascaded child KRs are not included in the Team Objective sync.
Setting Up the Integration
The following steps outline how HR Admins can set up and configure the Team OKR sync. These steps are completed in partnership with the WorkBoard team.
HR Admin Integrates with Workday Goals from their WorkBoard Integration Page
A system administrator in Workday needs to integrate and authenticate a connection with WorkBoard by navigating to the Integration Page in your WorkBoard account and selecting the option to integrate with Workday.
Follow the prompts to authenticate and authorize the connection between WorkBoard and Workday.
HR Admin Defines the Cutoff % Progress Values
Work with the WorkBoard team to define the cutoff percentage progress values that will map to the Workday Goal Completion Statuses; this step needs to be managed in conversation and with the help of the WorkBoard team.
Ensure these values are aligned with the completion statuses configured in your Workday environment (e.g., Not Started, In Progress, Completed).
HR Admin Defines the Time Period(s) for Eligible OKRs
Specify the time periods for which OKRs should be eligible for syncing; this step needs to be managed in conversation and with the help of the WorkBoard team.
This can be set based on quarterly, bi-annual, or annual periods, depending on your organizational time period configuration in WorkBoard.
FAQ
What happens if I own a Team Objective and also own KRs under it?
All KRs sync as Milestones under your Goal via the Team Objective rule. Your KRs are not duplicated separately.What if I own KRs across multiple Team Objectives?
WorkBoard creates one Personal Goal in Workday per unique parent Objective. Each Goal contains only your KRs from that Objective as Milestones.Are cascaded child KRs included?
No. Cascaded children are excluded from the Team Objective sync.Is the sync real-time?
No. The sync runs nightly. Changes made during the day in WorkBoard will appear in Workday the following morning.Can I edit synced Goals in Workday?
Synced Goals are managed by WorkBoard. To update goal names, Key Results, or progress, make changes in WorkBoard and they will sync to Workday overnight.What if I delete an OKR in WorkBoard?
Reach out to your WorkBoard CSM or support team for guidance on how deletions and archiving are handled in the sync.Does the integration change my Workday configuration?
No. WorkBoard does not modify your Workday environment. Synced Goals and Milestones appear just like any other Goals in Workday.