Weekly Safety Check
Employee Name
Equipment inspected
Hazards reported
Manager sign-off
Submit Form
AI
Form Builder
Create a safety checklist form
I've built a 5-field form with date, name, and 3 checklist items.
AI-Powered Forms

Digital Forms Built for
Your Workforce

Create, assign, and track employee forms in minutes — from safety checklists to onboarding documents — powered by AI and built into your existing RosterMate workflow.

From Template to Submission in Three Steps

RosterMate Forms removes the friction from collecting information — build once, assign to anyone, track everything automatically.

1. Build Your Template

Describe your form to our AI assistant or build it manually. Add text fields, checkboxes, dropdowns, and signatures — then save as a reusable template.

2. Assign to Employees

Assign forms to individuals or bulk-assign to your entire team. Set due dates and choose one-off or recurring schedules — weekly safety checks, monthly reviews, and more.

3. Track Submissions

See who's submitted, who's pending, and who's overdue — all from your dashboard. Review answers, add notes, and keep a complete submission history per employee.

Describe It — AI Builds It

No more starting from scratch. Chat with RosterMate's AI assistant to generate form templates in seconds. Tell it what you need — a health and safety checklist, an induction form, a vehicle inspection — and it creates the fields for you.

  • Generate complete form templates from plain-English prompts
  • Supports text, checkboxes, dropdowns, ratings, and signatures
  • Edit, reorder, and duplicate fields with drag-and-drop ease
  • Save as reusable templates — build once, assign endlessly
AI Form Builder
Describe your form to get started
AI Generated

I've created a 5-field vehicle safety checklist with date, driver name, odometer reading, and two inspection checklists.

Date Inspection Date
Text Driver Name
Number Odometer Reading
Check Lights, tyres, wipers OK

Assign to Anyone, Schedule Recurring Forms

Assign forms to individual employees, entire teams, or everyone at once. Set a due date, pick a recurrence pattern, and RosterMate takes care of the rest — sending reminders and tracking who's responded.

  • Individual, team, or bulk assignment in a single click
  • Recurring schedules — weekly, fortnightly, monthly
  • Automatic reminders as due dates approach
  • Aligns with employee start dates for onboarding forms
Weekly Safety Check 4 assigned
JT
James T.
Floor Supervisor
SR
Sarah R.
Team Leader
Pending
MK
Mike K.
Operator
Overdue
LN
Lisa N.
Operator

All the Tools to Run Your Forms Programme

From first template to completed submission record, every tool you need is built into RosterMate.

Template Library

Save unlimited form templates and reuse them across your whole team — no rebuilding from scratch each time.

Submission Tracking

Real-time status for every form assignment — submitted, pending, or overdue — all visible from one central dashboard.

Recurring Schedules

Automate regular compliance forms — daily sign-offs, weekly inspections, monthly reviews — without any manual reassignment.

Bulk Assignment

Assign the same form to your entire workforce with one action — ideal for company-wide compliance or policy acknowledgements.

Submission Review

Read each employee's answers in full, leave manager notes, and keep a searchable history of all past submissions.

AI-Powered Creation

Describe your form in plain English and let the AI generate the fields — then fine-tune to match your exact requirements.

Frequently Asked Questions

Common questions about RosterMate's Forms feature

Managers and administrators with the Forms permission can create, edit, and manage templates, as well as assign forms to employees. Standard employees can only view and complete forms assigned to them.
Yes. When assigning a form you can choose a recurring schedule — daily, weekly, fortnightly, or monthly — and RosterMate will automatically create new assignments on that schedule without any manual intervention.
Forms support a wide range of field types including short text, long text, number, date, single checkbox, multiple choice, dropdown selection, and rating scales. You can mark any field as required to ensure complete submissions.
Yes. Each employee profile shows a complete history of all forms they have been assigned and submitted. Managers can review individual submission answers, filter by status, and add notes to any submission record.
No. Simply type a description of what you need in plain English — for example, "a daily equipment safety checklist" — and the AI will generate a complete template with appropriate fields. You can then review, edit, and save it as a reusable template in seconds.