Employee & Workforce Management

Manage your team with
clarity and control

Detailed employee profiles, certification tracking, availability, automated compliance forms and role-based permissions — the workforce management layer that keeps every roster, timesheet and pay run accurate.

One Source of Truth

Every employee, one organised profile

Everything about a team member lives in one place — entered once and used everywhere. The details that feed rosters, timesheets and payroll stay together, so nothing is re-keyed and nothing drifts out of date.

Contact & emergency details — kept current by employees themselves through a guided details form
Positions & pay rates — the roles someone can work and what each pays, feeding rosters and timesheets automatically
Payroll-ready records — bank account, KiwiSaver and IRD details captured once for accurate pay runs
Bulk import — bring your whole team across from a spreadsheet with the AI import wizard
RosterMates workforce management screen showing employee profiles and team management tools
The Toolkit
Everything staff management should cover

Six pieces that work together — and with your rosters, timesheets and payroll.

Employee profiles

Contact, emergency, employment and payroll details in one record — searchable, organised, and shared across every part of the platform.

Certifications & expiry reminders

Track First Aid, Food Safety, licences and any credential your industry needs. Set expiry dates and get reminders before they lapse.

Availability & work patterns

Staff set recurring availability and one-off unavailability in the app, and rosters flag conflicts before you publish — not after.

Automated compliance forms

Training sign-offs, reviews and safety checks go out on a schedule you set — daily to monthly — and every submission is tracked per employee.

Roles & permissions

Custom roles decide exactly who can edit rosters, approve leave, see pay or manage staff — control without micromanaging.

Multi-location staff

Share employees across sites with one profile and one app login, while each location keeps its own rosters and approvals.

Compliance On Autopilot

Nothing gets missed — because nothing is manual

In aged care, an expired certification is a compliance breach. In hospitality, an unsigned training record is a liability. RosterMates turns both into a background process: build the form or credential once, set the schedule, and the system does the chasing.

Forms can be built by hand or generated by AI from a plain-English description, assigned to one person or the whole team, and set to recur for training rounds, performance reviews or certification renewals. Managers see who has and hasn't completed each round at a glance.

Explore Digital Forms
Compliance overview
First Aid — Sarah M.Valid until March 2027
Current
Food Safety — Deli team2 certificates expire within 30 days
Reminder sent
Quarterly review formsNext round goes out automatically on the 1st
Scheduled
Onboarding pack — new hire3 of 4 forms completed
In progress
Entered once, used everywhere

Employee data isn't a separate database — it's the foundation the rest of RosterMates runs on.

ProfilePositions, rates, availability
RosterOnly qualified, available staff
TimesheetsHours at the right rates
PayrollPaid to the right account
Workforce management questions
A complete employee management layer under your rosters: detailed staff profiles (contact and emergency details, positions and pay rates, and the bank, KiwiSaver and IRD details payroll needs), availability and work patterns, certification tracking, custom compliance forms with automatic scheduling, and role-based permissions — all included in the flat per-employee price.
Yes. Record credentials like First Aid, Food Safety or licences against each employee, set expiry dates, and get reminders before they lapse — so no one is rostered into a role their certification no longer covers.
Yes. Build a form once — training sign-offs, performance reviews, safety checks, onboarding packs — then assign it on a recurring schedule (daily, weekly, fortnightly or monthly). RosterMates creates and assigns each round automatically and tracks every submission against the employee's record.
Yes. Staff keep their own contact and emergency details current through a guided employee details form, and update their availability from the mobile app — so managers always roster from accurate information instead of chasing paperwork.
You create custom roles and grant each one exactly the permissions it needs — edit rosters, approve leave, evaluate timesheets, see pay, manage employees and more. Department managers can run their own areas while sensitive information stays restricted to the people who should see it.
Yes. Employees can belong to one location or be shared across several, with one profile and one app login. Each location keeps its own rosters, timesheets and approvals, while shared staff move between them without duplicate records.