Staff paperwork, minus
the paper
Inductions, pre-start checklists, incident reports and policy sign-offs — built in minutes with AI help, assigned to the right people, completed on their phones, and tracked until done.
Build Once, Assign Forever, Chase Nobody
The lifecycle of a form in RosterMates is three steps — and only the first one takes any effort.
1. Build the Template
Describe the form to the AI, upload an existing document for it to convert, or build field by field yourself. Text, checkboxes, dropdowns, ratings — save it as a reusable template.
2. Assign It Out
One person, a team, or the whole company in a single action. Add a due date, make it one-off or recurring — the weekly pre-start check assigns itself from then on.
3. Watch It Complete
Submitted, pending, overdue — status per person on one dashboard, with reminders doing the chasing. Answers are stored against each employee's history.
Say What You Need — the AI Drafts It
The blank page is the hardest part of every form, so skip it. Tell the assistant what you're after — a site induction, a food safety checklist, a vehicle pre-start — and a complete draft appears with sensible fields, ready to adjust.
- Full templates generated from a plain-English sentence
- Upload an existing paper form and let the AI digitise it
- Edit, reorder and duplicate fields before saving
- Saved templates are reusable across every team and site
I've created a 5-field pre-start checklist with date, driver name, odometer reading and two inspection checklists.
Assigned to the Right People, On Repeat
Send a form to one person, a whole area, or everyone. Give it a due date, set the recurrence, and RosterMates handles the sending, the reminders and the scoreboard of who's done it.
- Individual, team or company-wide assignment in one click
- Daily, weekly, fortnightly or monthly recurrence
- Automatic reminders as due dates approach
- Onboarding packs aligned to each new starter's first day
The Whole Forms Toolkit, Built In
No add-on subscription, no separate forms product — it's all part of RosterMates.
Template Library
Unlimited saved templates shared across teams and sites — the induction pack gets built exactly once.
Submission Tracking
Submitted, pending, overdue — live status for every assignment on one dashboard, no chasing by memory.
Recurring Schedules
Daily sign-offs, weekly inspections and monthly reviews reassign themselves on schedule, forever.
Bulk Assignment
Policy acknowledgements and company-wide declarations go to everyone in a single action.
Submission Review
Open any submission, read the answers, add manager notes — the history stays searchable per employee.
AI-Powered Creation
Describe it or upload it — the AI turns a sentence or an old paper form into a working digital template.
Common questions about RosterMates' Forms feature