Workday Goals and WorkBoard are powerful tools designed to help organizations streamline and achieve their objectives and key results (OKRs). By integrating these two systems, HR Admins can ensure that personal and team goals are consistently aligned across platforms, providing a seamless experience for performance reviews and progress tracking. This integration offers significant benefits by keeping the two systems in sync, thereby allowing WorkBoard OKRs to be readily available for Workday Performance Reviews. Both solutions support the concept of "Personal" and "Team" Goals/OKRs, enhancing the clarity and alignment of organizational goals.
Available Now
Syncing WorkBoard Personal OKRs to Workday Personal Goals & Milestones
This integration enables the automated syncing of WorkBoard Personal OKRs to Workday Personal Goals and Milestones. Follow these steps to set up the integration:
- HR Admin Integrates with Workday Goals from their WorkBoard Integration Page
- Navigate to the Integration Page in your WorkBoard account.
- Select the option to integrate with Workday Goals.
- Follow the prompts to authenticate and authorize the connection between WorkBoard and Workday. - HR Admin Defines the Cutoff % Progress Values
- Within the integration settings, define the cutoff percentage progress values that will map to the Workday Goal Completion Statuses.
- 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 can be set based on quarterly, bi-annual, or annual periods, depending on your organizational time period configuration in WorkBoard. - WorkBoard Syncs Goals Nightly
- Once the setup is complete, WorkBoard will automatically sync the goals every night.
- The Personal Objectives and Key Results in WorkBoard will be mirrored as Personal Goals and Milestones in Workday.
Details of the Syncing Process:
WorkBoard Personal Objective to Workday Personal Goal
- A Personal Objective created in WorkBoard is mirrored as a Personal Goal in Workday.
WorkBoard Personal Key Results to Workday Milestones
- Key Results associated with a WorkBoard Personal Objective are mirrored as Milestones under the corresponding Workday Personal Goal.
This synchronization ensures that individual contributions and progress are accurately reflected in both systems, facilitating better performance tracking and review processes.
Coming Soon
Syncing Workday Personal Goals to WorkBoard Personal Objectives
This upcoming feature will allow HR Admins to sync Workday Personal Goals back to WorkBoard as Personal Objectives. This two-way sync will provide a complete cycle of goal management between the two platforms.
Syncing WorkBoard Team OKRs to Workday Personal Goals & Milestones
Soon, the integration will support syncing WorkBoard Team OKRs with Workday Personal Goals and Milestones. This feature will enable team objectives and key results to be reflected in Workday as individual goals and milestones, enhancing visibility and accountability at the team level.
Syncing Workday Personal Goals & Milestones to WorkBoard Team OKRs
Another upcoming feature will allow syncing of Workday Personal Goals and Milestones with WorkBoard Team OKRs. This will help ensure that personal achievements and milestones contribute directly to the broader team objectives, fostering better collaboration and goal alignment.
By leveraging these integrations, organizations can enhance their performance management processes, ensuring that goals are aligned, tracked, and reviewed seamlessly across both Workday and WorkBoard.