Before You Start
This guide is for Managers in Lumofy
Your manager actions live on your Home
Some actions, such as assigning goals and calibration, appear only when your Admin enables them in a performance cycle
Overview
As a Manager, Lumofy gives you one place to support your team and stay on top of your own work. Your Home separates your personal tasks from your team tasks, surfaces what needs your attention, and links to your team, your learning, and your performance.
Where You Work
Your Home has two tabs at the top of the main panel:
My To-dos: your own tasks, such as feedback you owe or learning to complete.
My Team: the actions you take for the people who report to you.
Each tab shows a Things To Do list with the items waiting on you and their due dates. You can open an item from the list, or select View All to see everything. Performance cycle prompts also appear as notifications, for example "A check-in is required for your team," with a button to start the action.
The right side of your Home shows your profile, My Manager, My Peers, and My Team, so you can reach your people quickly.
What You Can Do
Give feedback and run check-ins
Provide feedback on your peers and team, and run check-ins to review your team's progress and give feedback on their goals.
Review and approve
Review your team's performance, including their goals, competencies, and appraisals, and approve their performance sheets as part of a performance cycle.
Assign goals and calibrate
Assign or cascade goals to your team, and calibrate your team's scores so results are fair and consistent.
📝 Note: Assigning goals and calibration appear only when your Admin enables them in the performance cycle. If you do not see them, they are not part of your current cycle.
View your team and your own growth
See your team and each person's progress, and access your own learning through Development Pathways and Learning Hub, track your results in My Performance, and check your standing on the Leaderboard.
FAQs
Where do I find my manager tasks?
Where do I find my manager tasks?
On your Home, in the My To-dos and My Team tabs.
What is the difference between My To-dos and My Team?
What is the difference between My To-dos and My Team?
My To-dos holds your own tasks, and My Team holds the actions you take for the people who report to you.
Why don't I see goal assigning or calibration?
Why don't I see goal assigning or calibration?
They appear only when your Admin includes them in the performance cycle, and only once their step in the cycle is active. If they are not part of your current cycle, or their time has not come yet, you will not see them.
How do I start a check-in?
How do I start a check-in?
You start a check-in from your My Team tab. Open the item in the Things To Do list and select Start Check-In.
Where do I review my team's performance?
Where do I review my team's performance?
In the My Team tab during a performance cycle, where you can review goals, competencies, and appraisals and approve performance sheets.