Employee Guide
Getting Started with MeetFika
Make the most of your check-ins with your manager and take ownership of your professional growth.
MeetFika is built so every check-in picks up where the last one left off. Your prep, your context, and your career goals carry forward — so each conversation is about what's actually happening, not what someone forgot since last time.
Setting Up Your Account
If your manager invited you
- 1Check your email for an invitation from MeetFika.
- 2Click the link to accept.
- 3Create your password and set up your profile.
- 4Complete onboarding — you'll land on your dashboard.
If you're setting up a new team
- 1Sign up at the MeetFika login page.
- 2Create your profile.
- 3Create your team and invite members.
- 4Complete onboarding.
Understanding the Dashboard
- Upcoming check-ins — your scheduled check-ins with your manager(s), sorted by date. Completed and cancelled check-ins move to History.
- Prep for Check-in button — every upcoming check-in card has a green Prep for Check-in CTA. One click takes you straight to the prep form, so you don't need to open the check-in first.
- Action Items widget — a quick summary of your outstanding follow-ups, showing total count, items assigned to you, and overdue items. Click it to open the full Action Items tracker. (Starter shows 3 rows; Member unlocks unlimited)
- Personal Tasks widget — your own private to-do list, separate from team follow-ups. (Starter: up to 3 active; Member: unlimited)
Click any check-in card to open it, or use the Prep for Check-in button to jump directly into the prep form.
Preparing for a Check-In
Preparation is the single most valuable thing you can do to make your check-in productive. MeetFika gives you a structured Prep form to fill out before each check-in.
Talking Points
Topics you want to discuss, each tagged with a priority. Topics auto-sort by priority so the most urgent items float to the top — you don't need to reorder manually.
Each topic also has an optional notes field — use it to add context, links, or a short draft of what you want to say so nothing gets lost between now and the check-in.
Examples
- "Need clarity on Q3 priorities before I start on the next phase"
- "Want to discuss the team lead opportunity mentioned last week"
- "Would like feedback on the client presentation I led on Tuesday"
Status Updates
Share what you've been working on since the last check-in. Each item has a checkbox.
Blockers
A free-text field. List each blocker on its own line so your manager can quickly scan them.
Sentiment Scores
Rate yourself on four dimensions, each on a 1-5 scale:
| Metric | What It Means | 1 (Low) | 5 (High) |
|---|---|---|---|
| Workload | How much is on your plate | Very light | Overwhelmed |
| Stress | Your current stress level | Relaxed | Very stressed |
| Engagement | How connected you feel | Disengaged | Highly engaged |
| Confidence | How confident in your role | Uncertain | Very confident |
- Submit your prep before the check-in (ideally a few hours to a day ahead).
- You can edit your prep after submitting it, up until the check-in is completed.
- Prep is optional but strongly recommended.
During and After a Check-In
| Section | What's There | Can You Edit? |
|---|---|---|
| Your Prep | Talking points, status updates, any blockers, sentiment | Yes (until completed) |
| Shared Workspace | Collaborative notes and action items | Yes |
During the check-in
- Walk through your talking points together.
- Discuss blockers and agree on how to resolve them.
- Add to the Shared Notes as you go.
- Create Follow-Up action items.
After the check-in
- Your manager marks the check-in as Completed.
- The next check-in is automatically scheduled.
- Revisit any completed check-in from History.
Sentiment — Why It Matters
Your sentiment scores are more than a checkbox — they form a trend line over time.
You
See your own trends on your sentiment dashboard, helping you reflect on patterns. Available on every plan, including Starter.
Your manager
Spots changes early — a stress spike or engagement drop signals a deeper conversation.
Team admins
See aggregated (not individual) health metrics to understand team-wide trends.
Your Sentiment Insights Card
When you submit a prep with sentiment scores, MeetFika produces a small insights cardon your dashboard that names what your numbers are saying — in your voice, about you. The same scores always produce the same reading, so you and your manager are working from the same picture.
What you'll see
Things like "Your stress has stayed high for three check-ins" or "Engagement is climbing back up after a dip last month." Each insight may include a short "Say:"prompt — a one-line opener you can use to raise it in your next check-in if you want.
Starred Goals & Starred Moments
Starring is how you flag the things worth keeping in front of you and your manager — before the check-in (starred goals) and during it (starred moments).
Starred Career Goals on Prep
On any career goal, hit the star to pin it. Pinned goals auto-prepend to your next prep form as a chip badged From career goal, so the conversation about your growth doesn't depend on you remembering to bring it up. Either of you can unstar it from the live check-in.
Starred Moments in the Live Check-In
During the check-in, either of you can star talking points, status updates, blockers, or follow-ups. They collect into a Starred for Review panel grouped by source, visible to both of you.
Starred moments persist into your annual review as candidate evidence — so the wins and conversations you flagged during the year are right there when your manager sits down to write the review.
Follow-Ups & Action Items
Follow-ups are tasks created during a check-in that need to happen afterward.
Description
What needs to be done
Assignee
You or your manager
Due date
When it should be done
Status
Open or completed
- Check off follow-ups as you complete them — it keeps the record accurate.
- If a follow-up is blocked or needs reassigning, bring it up in your next check-in.
- Incomplete follow-ups carry forward automatically — when your manager completes a check-in, any open items appear in your next one.
- Your follow-up completion rate is visible to your manager and factors into reviews.
Action Items Tracker
The Action Items page gives you a single view of all your outstanding follow-ups — without having to open each check-in individually.
| Column | Description |
|---|---|
| Date Recorded | When the follow-up was originally created (even if carried over) |
| Action Item | The task description, with a link to the source check-in |
| Assignee | "You" for items you own, or your manager's name for items they own |
| Due Date | The target date, highlighted in red if overdue |
- Filter tabs — switch between All, My Items (assigned to you), and Delegated (assigned to your manager).
- Complete from the tracker — check off items directly without opening the check-in.
- Deduplication — if an item carries over across multiple check-ins, it appears only once.
Viewing Your History
- Completed check-ins listed in reverse chronological order.
- Sentiment trends — visual charts showing how your scores have changed over time.
- Follow-up completion rates — what percentage of your action items have been closed.
Use History to prepare for annual reviews, track your progress, and identify recurring blockers or patterns.
Employee Private Notes
My Notes is your private notebook, scoped per manager relationship. It's the employee-side counterpart to the Manager Private Space — only you can see what you write here. Your manager has no view into it, ever.
- One note per manager relationship — if you have a primary and a dotted-line manager, you get a separate note for each, and they don't overlap.
- Use it for things you want to remember to bring up but aren't ready to put on a prep yet — a half-formed concern, a draft of a difficult conversation, a list of small wins to mention later.
- It auto-saves as you type. Nothing is shared until you copy it into a prep, talking point, or career goal.
Career Goals
- 1Navigate to Career Goals and click New Goal.
- 2Fill in a title, description, category (Technical, Leadership, Business, or Personal), and target date.
- 3Track progress (0-100%), add milestones, and update the status as you go.
Examples of well-structured goals:
Earn a project management certification
Steps: (1) Research PMP vs. CAPM, (2) Enroll in a prep course, (3) Complete practice exams, (4) Pass the exam
Target: September 30
Lead the department's new hire onboarding program
Steps: (1) Shadow the current lead, (2) Draft an updated checklist, (3) Get manager approval, (4) Run the next cohort independently
Target: June 15
Improve public speaking and presentation skills
Steps: (1) Join Toastmasters, (2) Present at two team meetings this quarter, (3) Track feedback after each
Target: December 31
- Goals can be linked to your relationship with a specific manager.
- Discuss goal progress during check-ins to stay aligned.
- Goal progress is included in annual reviews.
Annual Reviews
At review time, your manager creates a review that covers a defined period. MeetFika aggregates a year of check-in data into the raw material — sentiment trends, follow-ups, goals, starred moments, shared notes — so your manager has the full picture in front of them when they sit down to write:
- Your status updates and accomplishments.
- Sentiment trends and the patterns flagged across the period.
- Follow-up completion rates.
- Career goal progress.
- Shared notes and starred moments from your check-ins.
| Section | What It Covers |
|---|---|
| Accomplishments | Key things you achieved during the period |
| Demonstrated Strengths | Patterns of strong performance |
| Areas of Focus | Where there's room for growth |
| Development Plan | Recommended next steps |
- View finalized reviews — once your manager marks a review as Final, it appears on your Reviews page.
- You cannot see drafts — your manager works on drafts privately before sharing.
- Use reviews for growth — treat the review as a roadmap, not a report card.
Your Team Page
- Your Manager(s) — your primary and any dotted-line managers.
- Your Direct Reports — if you also manage people, they appear here.
This page is primarily for visibility. Your manager handles relationship changes (transfers, dotted-line assignments, etc.).
Account Settings
- Update your profile — change your name or job title.
- Change your password — update your login credentials.
- Notification preferences — placeholder for a future release. Email reminders and weekly digests aren't sent yet; the settings will go live when the feature ships.
Plans: Starter & Member
Your MeetFika experience is shaped by your personal subscription. You start on Starter — everything you need to participate in check-ins, log blockers, and track your own sentiment trends. When you want to go deeper, upgrade to Member for $12/month and unlock unlimited personal features. Your Member subscription is yours — it works across every team you join.
| Feature | Starter | Member ($12/mo) |
|---|---|---|
| Personal Tasks | Up to 3 active | Unlimited |
| Career Goals | Up to 2 active | Unlimited |
| Wins (accomplishments log) | Up to 8 logged | Unlimited |
| Action Items (your view) | First 5 visible | Unlimited |
| Your Sentiment Dashboard | Full access | Full access |
| Your Sentiment Insights Card | Full access | Full access |
| Your Check-in History | Last 60 days | Unlimited — every check-in, forever |
| Check-in Participation | Full access | Full access |
| Submit Prep & Sentiment | Full access | Full access |
| Ad-hoc Check-ins (Direct Report-initiated) | 3 lifetime | 2 per month |
To upgrade to Member, visit Settings > Billing. You can cancel any time from the Stripe customer portal.
Tips for Getting the Most Out of Your Check-Ins
Between check-ins
- Treat your prep as a living document. As things come up during the week — a question, a win, a frustration — add it right away.
- Check the Action Items page to track your outstanding follow-ups in one place.
Before the check-in
- Give your manager time to read your prep — a few hours to a day ahead.
- Prioritize ruthlessly. Mark the most important items as High.
- Be specific about blockers — "I need help" is less actionable than "I need approval from finance, submitted 3 days ago."
During the check-in
- Lead with your highest-priority item.
- Take shared notes together — a mutual record you can both reference.
- Create follow-ups with clear owners and deadlines.
After the check-in
- Check off follow-ups as you complete them.
- Update your career goals if anything discussed changes your plans.
- Reflect on your sentiment honestly for the next check-in.
Over time
- Look at your History periodically — patterns can reveal things you wouldn't notice day-to-day.
- Keep career goals current. Archive completed or abandoned goals.
- Use your check-in as your space. Bring the topics that matter to your growth and wellbeing.
- Use Ctrl+K to quickly navigate anywhere in MeetFika.
Quick Reference
| Page | What You'll Find There |
|---|---|
| Dashboard | Your upcoming check-ins and Action Items widget |
| Action Items | Your outstanding follow-ups with filters and completion (Starter shows 3; Member unlimited) |
| My Notes | Private notes per manager relationship (only you can see these) |
| Prep | Pre-check-in form for talking points, updates, blockers, sentiment |
| Check-In | Full check-in workspace with shared notes and follow-ups |
| History | Archive of past check-ins with sentiment trends |
| Career Goals | Your professional development objectives and milestones |
| Reviews | Finalized annual reviews from your manager |
| Team | Your manager(s), reports, and team directory |
| Settings | Profile, password, and notifications |
Need help? Reach out to your manager or team admin, or contact MeetFika Support