Before You Start
This guide is for Managers in Lumofy
The option to add goals appears in your My Team tab only when your Admin has assigned the goal-adding step to managers in the performance cycle workflow
You set goals for one team member at a time, on their performance sheet
Overview
When your Admin sets the goal-adding step to managers, a task appears in your My Team tab to add goals for each team member. Opening it takes you to that person's performance sheet, where you set their goals, competency KPIs, and training needs, then send the sheet to the Talent.
📝 Note: This option appears only when your Admin has enabled manager-assigned goals in the cycle workflow's goal-adding step, and only once that step is active. If you do not see it, adding goals is not your responsibility in the current cycle.
Open the Goal Task
Go to your Home and select the My Team tab.
Open the task to add goals for your team.
Select the team member whose goals you want to set. Their performance sheet opens.
The performance sheet shows the cycle and the person at the top, for example "Q4 2025 Performance Cycle" and "[Name] goals", with Cancel and Send for Talent.
Set Goals
In the Goals section, select the Add Your First Goal field.
Select Set Up Goal to define the goal's details.
Repeat to add more goals.
💡 Tip: Select Ask AI to generate suggested goals you can review and adjust, instead of writing each one from scratch.
Set Competency KPIs
In the Competencies section, expand a competency.
In its KPI field, enter a measurable indicator, for example "improve customer satisfaction".
Add Training Needs
In the Training Needs section, select Add Manually to enter a training need yourself.
Or select Select from Lumofy to choose existing learning from Lumofy.
Send to the Talent
Review the goals, KPIs, and training needs on the sheet.
Select Send for Talent to send the performance sheet to the team member.
⚠️ Warning: Once you select Send for Talent, the sheet goes to the Talent. Review the goals and details before sending.
FAQs
Where do I add goals for my team?
Where do I add goals for my team?
In your My Team tab, open the task to add goals, then select a team member to open their performance sheet.
Why don't I see the option to add goals?
Why don't I see the option to add goals?
It appears only when your Admin has assigned the goal-adding step to managers in the cycle workflow, and only once that step is active.
Can I generate goals with AI?
Can I generate goals with AI?
Yes. Select Ask AI in the Goals section to generate suggested goals, then review and adjust them.
Do I set goals for the whole team at once?
Do I set goals for the whole team at once?
No. You set goals one team member at a time, on each person's performance sheet.
What happens after I send the sheet?
What happens after I send the sheet?
Selecting Send for Talent sends the performance sheet, with its goals, KPIs, and training needs, to that team member.