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1. Outside of Luma
The following are optional, but recommended, steps for a supervisor to take before starting a performance appraisal in the Luma system.
GET ORGANIZED
Organize all documentation from review period.
Request a self-evaluation from the employee.
Collect feedback from others who work with the employee.
DRAFT YOUR APPRAISAL
Consider using a Word doc template to draft your performance appraisal outside of the Luma system. This will make entering the information easier later.
REVIEW WITH YOUR MANAGER
Send the draft appraisal to your upline manager for review and rating approval.
REVIEW WITH THE EMPLOYEE
Meet with the employee (face-to-face is preferred) to go over the draft appraisal and give them a chance to provide feedback. You can also discuss goals for the upcoming review period.
2. Performance Appraisals in Luma
Click on the steps below for short videos reviewing each step of the performance appraisal process in Luma.
SUPERVISOR
UPLINE MANAGER
5. Upline manager acknowledges consolidated appraisal
SUPERVISOR
6. Supervisor submits appraisal to employee
EMPLOYEE
7. Employee acknowledges consolidated appraisal
SUPERVISOR
8. Supervisor acknowledges appraisal to finalize