Before You Begin
A performance sheet is created automatically for each participant when a cycle launches. The sheet does not need to be manually created — it is generated from the cycle configuration.
Who fills the sheet is determined by the Talent Goals step setting in Step 5: Work Flow. The admin sets this to Talent or Manager before launching the cycle.
The components visible on the sheet (Goals, Competencies, Training Needs) depend on what was enabled in Step 2: Cycle Components.
Overview
The sheet opens as a single page showing all enabled components in one view: Goals at the top, followed by Competencies, then Training Needs at the bottom. The admin cannot change who fills the sheet after the cycle has launched.
Who Creates the Sheet
The Talent Goals step in the workflow controls who is responsible for filling the performance sheet:
Talent: The talent logs in and fills their own sheet. They add their goals, see their assigned competencies, and add any training needs.
Manager: The manager fills the sheet on behalf of the talent. The talent may receive an Acknowledge step afterward, where they review and confirm the content; depending on how the workflow is configured.
Opening the Sheet
If the talent fills the sheet: Once the review cycle starts, a task is added to Things To Do on the main dashboard, under the My To Dos tab. Click the task to open the sheet directly (they receive an email notification if enabled by the Admin).
If the manager fills the sheet: From the dashboard, open the Things To Do section and go to the Team To Dos tab. If the task isn't visible there, click See All Tasks to find it.
Goals Section
The Goals section is where talent-level goals are added for this cycle. This section only appears if Smart Goals was enabled in Step 2.
Adding a Goal
Click Add New Goal to open the goal creation form. Fill in the following fields:
Goal Title: A clear name for the goal. Example: "Increase Customer Satisfaction".
Goal Alignment: If Goal Alignment is enabled in Step 3, select a parent department or division goal to link this goal to. If Require Alignment is ON, this field is mandatory before the goal can be saved.
KPIs: If KPIs are enabled in Step 3, the admin can enable Static KPIs, Numerical KPIs, or both, so you may see one type or the other, or both together:
Static KPI: a text description of what is being measured (e.g., "Improve service quality").
Numerical KPI: Measurement, selecting the unit (Percentage, Currency, or Number), Target Value (the numeric target to reach by the end of the cycle), and Start Value (optional), the baseline value at cycle start.
Weight: If Goals Weight is enabled in Step 3, assign a percentage weight to this goal. The total weight across all goals must equal 100%.
Click Create Goal to save.
Goals are set by the person filling the sheet (talent or manager) not by the admin. The admin controls weight rules and KPI types through Step 3 settings, but the actual goal content is entered on the sheet.
Competencies Section
The Competencies section lists the competencies assigned to this talent based on their job role or level. This section only appears if Competencies were enabled in Step 2.
Competencies are pre-assigned by the admin in Step 3: Competencies Settings. The person filling the sheet cannot add or remove competencies they are fixed for the cycle.
For each competency:
Weight: Set by the admin in Step 3. The person filling the sheet sees the weight but cannot change it, unless the admin has instead configured the sheet-filler to add the weight themselves.
KPI — If competency KPIs are enabled, the person filling the sheet can add a KPI (a text description of how the competency will be measured/demonstrated) for each competency.
Training Needs Section
The Training Needs section captures the learning content linked to this talent's performance. This section only appears if Training Needs was enabled in Step 2.
Training Needs have no weight, they do not contribute a percentage to the score formula in the same way goals or competencies do. If Training Needs auto-scoring is enabled in Step 7, Lumofy calculates the Training Needs score automatically based on completion data from connected learning.
📝 Note: Auto-scoring only works for training needs added from the Lumofy content library. Training needs added manually have no completion data for Lumofy to track, so they are not included in auto-scoring.
There are two ways to add training needs:
Add Manually
Click Add Manually to enter a training need without linking to an existing course or pathway in the system:
Training Need Title — Describe the learning need. Example: "Advanced Excel Training".
Type — Choose whether this is Academic or Professional.
Click Add Training to save.
Select from Library
Click Select from Library to link the talent to existing learning content already in Lumofy:
Add Courses — Browse and select one or more courses from the content library.
Add Pathways — Browse and select learning pathways.
Add Sessions — Browse and select live sessions.
Each item can be searched or filtered by title, level, or provider. Select the content and click Add to attach it to the Training Needs section.
Submitting the Sheet
Once all sections are complete, click Submit Sheet at the top right of the page.
Before submitting:
If Goals Weight is enabled, verify that the total weight of all goals equals 100%. The system will block submission if the total does not add up.
Review all competencies and training needs are filled as required.
You can save your progress at any point by clicking Save as Draft. The sheet remains in draft state and does not advance in the workflow until you submit.
What Happens After Submission
The Manager is the only role that can be configured as an approver. Admins cannot be added as an approver of the sheet itself.
If talent filled the sheet:
If an Approval step is configured, the sheet goes to the manager for approval.
The manager may approve it, edit it, or send it back to the talent for revision.
If the manager filled the sheet:
Submission is final, there is no further approval step.
The admin may add an Acknowledgment step, where the talent views and formally confirms the content the manager submitted on their behalf.
Both approval and acknowledgment steps are controlled entirely by the workflow. The sheet creator cannot change the post-submission path.
FAQ
Can I edit the sheet after submitting?
Can I edit the sheet after submitting?
Not directly. If a manager is configured as the approver and sends the sheet back, you can edit and resubmit it.
What if the total goal weight does not reach 100%?
What if the total goal weight does not reach 100%?
The system blocks submission until the total weight equals 100%. Adjust the weight values on individual goals until the total is correct.
Can the talent see the sheet if the manager filled it?
Can the talent see the sheet if the manager filled it?
included in the workflow, the talent can view and acknowledge the sheet. Without an Acknowledge step, the talent does not interact with the sheet directly.
Who receives the sheet after submission?
Who receives the sheet after submission?
The only role that can receive the sheet after submission is the manager, and only if an approval step is configured for the cycle. Admins can still view the talent performance sheet.