Lumofy | لوموفاي

A complete guide to Lumofy's Performance Management tool what it is, how it works, and what you can do with it as an admin.

Performance Management Overview

Everything you need to set up the foundation of a performance cycle: the name, timeline, who participates, and AI settings.

Performance Cycle Creation: 1. Cycle Details

Choose which performance components to include in this cycle: Smart Goals, Competencies, Appraisal, Training Needs, and Potential Rating.

Performance Cycle Creation: 2. Selection Component

Configure how Smart Goals work in this cycle: alignment, goal types, KPIs, weights, and limits.

Performance Cycle Creation: 3.1 Smart Goals Configuration

Assign which competencies apply to each job level in this cycle and set their weights.

Performance Cycle Creation: 3.2 Competencies Configuration

Build the appraisal form for this cycle: add question sections, create questions, and optionally set weights per section.

Performance Cycle Creation: 3.3 Appraisal Configuration

Define how reviewers submit scores and configure the rating labels for this cycle

Performance Cycle Creation: 4. Rating Settings

Build the review workflow for this cycle: add steps, assign roles, and set timelines for each stage.

Performance Cycle Creation: 5. Workflow

Define how individual scores are calculated and how they combine into a final performance score.

Performance Cycle Creation: 6. Score Formula

Configure automatic score calculation for Training Needs and connected data sources.

Performance Cycle Creation: 7. Auto Scoring

Set expected score distributions across rating labels to establish performance benchmarks for this cycle.

Performance Cycle Creation: 9. Bell Curve

Configure which email notifications are sent to participants, managers, and cycle owners at each stage of this cycle.

Performance Cycle Creation: 8. Email Settings

Monitor progress, track completion rates, send reminders, and manage ongoing review cycles.

Managing Active Cycles

Set department or division goals at the cycle level and cascade alignment down to individual talent goals.

Goal Alignment & Cascading

Understand the structure of a performance sheet, who fills it, and how goals, competencies, and training needs are added before submission.

Creating a Performance Sheet

Understand how the approval step works, who can approve, and what approvers can do when reviewing a submitted performance sheet.

Approval

Learn when talents are asked to acknowledge content on their performance sheet and what the acknowledgment step involves.

Acknowledgment

Run structured follow-up sessions between managers and their team members to track goal progress and leave feedback throughout the cycle.

Check-ins

Understand how the Manager Review step works how managers rate each talent's goals one by one, add justifications and comments, and submit completed evaluations during the cycle.

Manager Reviews

Understand how the Self Review step works how talents rate their own performance on each goal and how managers use those ratings as context during the Manager Review step.

Self Reviews

Use AI to generate a draft justification during the Manager Review step to help managers write evaluations faster and more consistently.

AI Review Assistance

Understand what an Appraisal is, where it fits in a performance cycle, and how reviewers answer it.

Appraisals

Understand how calibration sessions work how admins and cycle owners create sessions, review talent scores with full context, and adjust ratings before the cycle closes.

Performance Calibration

Understand how the Appeal step works how admins configure it, how talents submit appeal requests, and how admins review and resolve each appeal before the cycle closes.

Appeal Management

Understand how action items work how admins and managers add step-by-step guidance to a talent's goals, and how talents track and complete those steps during the cycle.

Action Items

Understand how admins send a performance sheet back to a talent for edits, and what the talent sees and can do once the sheet is returned.

Return Sheet Process

Understand how admins reset a talent's performance sheet what gets archived, how to set the reset scope, and what the talent sees and does after the reset.

Reset Sheet Process

Explore the analytics tabs available inside a performance cycle to review score distributions, track goal progress, analyze talent potential, and monitor cycle completion in real time.

Performance Insights

Mohamed Shantory

Abdelrahman Tarek

Performance Management

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