Preparing for the 2027 rules?Read the Employment Rights Act 2025 rota compliance guide

Rest periods & the opt-out·Guaranteed hours & cancellation pay

Every feature, by category

Rota Management is the admin/web app; Rota Sync is the free staff mobile companion. Tags show which Rota Management plan unlocks each feature.

Rota Management

Build. Publish. Prove. — Rota Management, the business app on desktop, web and mobile

Rota Building

Auto-Scheduler

FREE

One-click rota generation respecting rest periods, certifications and hour budgets.

Shift Patterns

FREE

Reusable named shift templates with start and end time.

Shift Checklists

FREE

Custom checklists per shift pattern, ticked off by staff live. Six ready-made sector templates included.

Recurring Tasks

FREE

Jobs that repeat on a schedule independent of any one shift — a weekly fire-extinguisher check, a monthly deep clean. Staff see a task on their shift once it falls due and tick it off; overdue ones raise an alert.

Custom Rota View

STANDARD+

A filterable, printable list of every published assignment across all your clients and sites — useful for a whole-team view or a paper handout.

Availability, Leave & Swaps

Availability & Leave Requests

STANDARD+

Monthly availability submission and time-off requests, with admin-controlled locking — globally or per staff member.

Shift Swaps

STANDARD+

A carer offers a shift to several eligible colleagues at once; first acceptance wins, with optional admin approval before it's final.

Open Shifts

FREE

Post an uncovered shift to the whole team or specific staff; first to claim it in Rota Sync gets it.

Team Leave Calendar

STANDARD+

A read-only, whole-organisation month view of who's off each day.

Regulatory Updates

FREE

A short, authored list of the law that has just changed, shown in the app on every plan, naming the instrument, the commencement date and what an employer has to do.

Compliance Dashboard & Inspection-Pack Export

COMPLIANCE+

One screen summarising notice compliance, WTR breaches and guaranteed-hours status, with a one-click evidence export.

Cancellation Register

COMPLIANCE+

An evidential, tamper-resistant log of every cancelled, curtailed or moved shift and the notice given (ERA 2025 s.3).

Travel-Time NMW Check

PRO

Average hourly rate over a pay period including travel time between different sites on the same day, flagged when it falls below the National Living Wage.

Guaranteed-Hours Tracking

COMPLIANCE+

Compares average scheduled hours against contracted hours to flag qualifying staff (ERA 2025 s.1).

WTR 48-Hour Opt-Out Register

COMPLIANCE+

Records and tracks signed opt-outs from the 48-hour average working week, with full history.

Pre-Publish Compliance Checks

COMPLIANCE+

Warns before publishing a rota that would breach notice periods, rest requirements or working-time limits.

CQC Inspection Report

CARE EDITION

A single exportable report composing DBS/training expiry evidence, staffing-coverage figures and notice/cancellation aggregates, framed against Regulation 12/18 of the 2014 CQC regulations. It is an evidence pack, not a CQC accreditation or a guarantee of inspection outcome.

Certification & Licence Tracking

STANDARD+

DBS, right-to-work, driving licence, training and SIA security-licence expiry. Turn on the blocking rule and an expired credential stops that shift assignment outright, on the server as well as in the app — it is off until you switch it on, so you tidy your records first rather than having half a rota refused. A credential recorded with no expiry date is flagged as needing one where that credential normally carries one, and left alone where it genuinely never expires.

Training Management

FREE

Schedule training sessions — distinct from certification expiry tracking above.

Important Dates

FREE

Per-client date tracking — appointments, family or authority visits, and other one-off staffing requirements — that the auto-scheduler respects.

Time & Pay

Rota Sync Check-In + Geofencing

STANDARD+

Staff clock in/out from their phone; optional geofencing flags an out-of-range check-in for admin review without blocking it.

Check-In/Check-Out Time Tolerance

STANDARD+

Define how much variance from a shift's start/end time counts as "on time," shown purely as information alongside the geofence flag.

Timesheets

STANDARD+

Scheduled vs. actual hours with variance flagging, and a manager approval flow before pay records lock.

Pay Records

STANDARD+

Pence-accurate weekly pay, including overtime, at each staff member's configured rate.

Care & Handover

Structured Handover Notes

COMPLIANCE+

Incident reports, ABC notes, health reports, body maps, and periodic welfare-check entries, captured on shift with photo attachments.

AI Shift & Period Summaries

COMPLIANCE+

AI-generated summaries of handover notes across a shift or date range, always shown alongside the original source notes.

Key Worker Continuity Scheduling

CARE EDITION

Assign a named key worker to a service user; the auto-scheduler then actively favours rostering that key worker onto their shifts.

Admin, Staff & Site Management

App Lock

FREE

Lock Rota Management behind a six-digit PIN. It locks itself after a minute of inactivity and asks for the PIN rather than the full sign-in, and covers its own screen in the task switcher so a rota never sits in a thumbnail. Available on every platform except the web app.

Profile Requests

FREE

Staff update their own contact details and photo in Rota Sync; nothing changes on their record until you approve it. Approve as submitted, amend a value first, or reject with a reason.

Staff Management & Onboarding

FREE

Full staff records with email, phone and address, and one-tap onboarding via an emailed connection link.

Staff Groups & Team Leaders

FREE

Pool staff into per-client scheduling groups, and designate team leaders per service user or organisation-wide.

Clients / Service Users & Sites

FREE

Set up each site you run — a branch, office, home or unit, with its own check-in geofence — and the clients inside it, whether you call them service users, departments or contracts.

Bulk Data Operations

FREE

Import or export your shifts, staff, clients and training in one Excel workbook.

Reports & Exports

STANDARD+

Leave balances and hours-worked tables, exportable to CSV.

Admin Accounts (Office Staff)

FREE

Give colleagues their own office-staff sign-in, separate from your carer/employee register.

Organisation Profile & Settings

FREE

The configuration hub behind most of the features above — sector, leave rules, pay defaults, currency, and admin notification preferences.

Notification Centre

Notification Centre

FREE

A persistent notification inbox, not just a passing alert.

Subscription & Billing

Subscription Management

FREE

Change plan, add staff capacity, or update payment details, without leaving the app.

Demo Account

Demo Account

FREE

Explore a fully set-up organisation with every feature unlocked, with no sign-up and no card.

Rota Sync

Your rota, in your pocket — Rota Sync, free for every member of staff

Getting Linked & Your Rota

Link to Rota Manager

FREE

Connect your account to your employer's organisation.

My Rota & Notifications

FREE

See your upcoming shifts and stay on top of anything that changes.

Availability, Leave & Swaps

My Requests

FREE

Every request you have made in one list — profile edits, holiday, sick leave and shift swaps — each with its status, filterable by type and status, and tapping one opens it.

Availability Submission

STANDARD+

Tell your employer when you can work each month.

Holiday & Sick Leave

STANDARD+

Request time off and see your leave balance.

Shift Swaps

STANDARD+

Offer a shift you can't work to colleagues, or respond to one offered to you.

Available (Open) Shifts

FREE

Claim an uncovered shift your manager has posted.

On Shift

Check-In / Check-Out

STANDARD+

Clock in and out for a shift directly from your phone.

Shift Checklists

FREE

Tick off your shift's checklist as you go.

Recurring Tasks

FREE

Scheduled jobs that fall due on your shift — weekly, monthly or quarterly checks — shown alongside your checklist and ticked off the same way.

Handover Notes

COMPLIANCE+

Log a structured note for the next person on shift.

Personal Toolkit

App Lock

FREE

Lock Rota Sync behind a six-digit PIN, with Face ID or fingerprint if your phone offers it and the PIN always available as the way in. It locks a minute after going to the background and covers its own screen in the app switcher, so a rota or a handover note never appears in a thumbnail.

My Profile

FREE

View the details your employer holds for you and request a change to your name, email, phone, address or photo. Your manager approves each change before it takes effect.

Overtime, night-rate & weekend-premium pay

FREE

Factored automatically into your Reports and pay figures from your employer's configured pay settings — no separate pay-rules screen to set up.

Mileage & expenses

FREE

Log parking, tolls, mileage and other work costs against any of your real shifts, or as a general expense.

Leave tracker

FREE

Annual and sick leave balances, including carry-over from the previous year.

Reports

FREE

Hours, earnings, overtime and holiday pay for any period, broken down by shift type.

PDF & CSV export

FREE

Print or share your schedule and earnings for any date range.

Calendar export

FREE

Writes your shifts to your device's calendar, including Google and Outlook accounts synced to it.

Shift alarms, overtime alerts & rest-time warnings

FREE

A reminder before each shift at the lead time you choose; a warning the evening before a shift takes you past your employer's weekly hours cap; and a flag if a shift leaves you too little rest beforehand.

Decision advisor

FREE

Weighs up a real open shift you're viewing against its effect on your pay, your week, and your rest between shifts.

Rota Sync Pro

AI Assistant

PRO

An AI assistant built into Rota Sync.

AI Rota Scanner

PRO

Photograph a paper or printed rota and have it read into the app.

Salary Calculator

PRO

A five-country salary calculator.

Tax & Deductions in Reports

PRO

Tax and deductions shown in reports (UK PAYE or a global calculator).