Before You Start
This guide is for Managers in Lumofy
Both the approval and the review tasks appear in your My Team tab during a performance cycle
Approval applies only to goals your Talent create themselves; goals you assign do not go through this approval
Overview
As a Manager, you work with your team's goals in two stages of a performance cycle. First, when your Talent set their own goals, you review and approve them. Later, when the review step begins, you rate your team's performance across the cycle's performance areas.
📝 Note: Approval applies only to goals your Talent create themselves. Goals assigned by a manager are not approved this way.
Approve Your Team's Performance Sheet
When your Talent set their own goals and submit their performance sheet, an approval task appears in your My Team tab. You review the sheet, then approve it or send it back for edits.
Go to your Home and select the My Team tab.
Open the approval task for a team member. Their performance sheet opens under My Performance > [cycle] > [name] goals.
Review the sheet's sections: Goals, Competencies, and Training Needs. Each item shows its details, such as weight, target, and due date.
Select the comment icon on any item to leave feedback or suggestions.
Select Approve to approve the sheet, or Reject & Send Back to return it to the Talent for edits.
💡 Tip: To flag only specific items, use Require Changes, select the items that need editing, and add a comment so the Talent knows what to adjust.
Review and Rate Performance
When the review step begins, the Performance Review opens so you can rate your team. Your team is listed on the left with a Review Progress indicator and tabs for all, reviewed, and pending. The performance areas are on the right.
What you review
You rate your team across the performance areas that apply to the cycle:
Goals and Competencies: always part of the review.
Training Needs: included only when auto-scoring is disabled.
Appraisals and Potential: included only when they are enabled in the cycle components and added to the review scope.
Rate each item
Select a team member from the Talents list.
Open a performance area, such as Goals, on the right.
For each item, answer the rating question, for example "How do you rate the talent's performance on this goal?", by selecting a score from 1 to 5. Each score shows a label, such as "Below Expectations", with a short description.
In the Comment field, share your thoughts on the item.
Select Submit & Next to save and move to the next item.
Continue through each area and each team member until your review is complete.
💡 Tip: Select AI Assist to help draft a comment for one item, or AI Assist All to draft across the review.
FAQs
Where do I approve and review my team's goals?
Where do I approve and review my team's goals?
Both tasks appear in your My Team tab during the cycle.
What do I review during the review step?
What do I review during the review step?
Goals and Competencies, plus Training Needs when auto-scoring is disabled, and Appraisals and Potential when they are enabled in the cycle components and the review scope.
How do I rate a goal?
How do I rate a goal?
Select a score from 1 to 5 for the rating question, add a comment, and select Submit & Next.
Can AI help me write the review?
Can AI help me write the review?
Yes. Use AI Assist for a single item or AI Assist All to draft across the review, then adjust the text.
How do I track what is left to review?
How do I track what is left to review?
The Review Progress indicator and the pending tab show how many team members and items still need review.