Help Centre

Help & User Guide

Everything you need to get started with RotaMate

1

Sign In

Enter your email address on the login page. We'll send you a magic link — no password needed. Click the link in your email to sign in.

2

Complete Your Profile

After your first login, go to your profile page and add your name and phone number.

3

Navigate the Dashboard

Use the sidebar to access different sections of the platform:

  • Dashboard — Overview
  • Rota Cycles — Scheduling
  • Staff — Team management
  • Homes — Locations

Rota Cycles

A rota cycle is a scheduling period (weekly, fortnightly, or monthly). Each cycle contains shifts that need to be filled with staff members.

Shift Generation

The system automatically generates shift assignments based on staff availability, certifications, experience levels, and hour limits.

Approval Workflow

Once a rota is generated, it enters "submitted" status. A manager can then approve or reject it. Approved rotas become active.

Availability

Staff members can submit their availability for upcoming periods. The rostering system uses this information when generating assignments.

Super Admin

Full system access. Can manage all tenants, service providers, homes, staff, and settings.

Platform Admin

Manages the entire platform. Full access to Filament admin panel.

Group Admin

Manages a service provider. Can create homes, manage staff, generate rotas.

Home Manager

Manages a specific care home. Can approve rotas and manage operations.

Staff

Care workers. Can view shifts, submit availability, and manage their profile.

Trial

View-only access for 7 days. Created automatically for unregistered emails.

Enter your email on the login page and we'll send you a magic link. Click the link in the email and you'll be signed in automatically. The link expires after 15 minutes.

Check your spam/junk folder. If it's not there, wait a minute and try again. Make sure you entered the correct email address.

Yes! When you sign in with an email that isn't registered, we create a trial account with 7 days of view-only access.

Ask your organisation's administrator to create an account for you. They can assign you the right role and access level.

Group admins and home managers can approve rotas. Staff members can view proposed rotas but cannot approve them.

Still Need Help?

Our support team is here to help you get the most out of RotaMate.

Contact Support

support@rotamate.co.uk