NexGeneration
Support Portal

1. 1
   Select your role

   Choose Admin, Client, or Worker at the top of the login form. This helps the system know what level of access you need.
2. 2
   Enter your email address

   Use the full email address your administrator set up for you (e.g. [email protected]).
3. 3
   Enter your password

   Type your password. Passwords are securely encrypted — nobody can see them, including administrators.
4. 4
   Click Sign In

   You will be taken directly to the Dashboard. Your session stays active for 12 hours. After that, you will need to log in again.

1. 1
   Click "+ New Application"

   Button is top right of the Applications page, or use the "+ Quick Add" button in the top bar.
2. 2
   Fill in Personal Details

   Surname, forename, mobile, email, address, postcode, date of birth and NI number.
3. 3
   Select Role Applied For

   Support Worker, Senior Support Worker, Healthcare Assistant, Registered Nurse, Team Leader, or Domiciliary Carer.
4. 4
   Record how they heard about you

   Facebook, Google Search, Indeed, NexGeneration Website, Referral, or Other.
5. 5
   Enter compliance details

   DBS number, expiry date, whether it's on the Update Service, and right to work document type.
6. 6
   Save the application

   Status is set to "New" automatically. The application appears in the register with a red badge on the menu.

1. 1
   Introduction

   Script is provided to read to the candidate. Confirms the interview will take 10–15 minutes and covers experience, eligibility and how shifts work.
2. 2
   Eligibility — Basic Requirements

   Five checkboxes: Enhanced DBS on Update Service, Right to Work proof, two professional references, NMC PIN (nurses only), and childcare disqualification awareness. Tick each one the candidate confirms.
3. 3
   Experience & Background

   Three questions: care settings worked in, mandatory training status, and a scenario question about managing challenging behaviour. Type notes directly into the boxes.
4. 4
   Rates, Pay & Availability

   Pay rates are displayed for you to read out. Record the candidate's preferred shifts and travel information.
5. 5
   Close & Next Steps

   Script for wrapping up the call and booking a face-to-face registration appointment. Documents the candidate needs to bring are listed.
6. 6
   Interviewer Assessment

   Rate the candidate 1–5 stars across 6 areas: Communication, Care Experience, Safeguarding, Scenario Response, Availability, and Overall Impression. Select outcome: Proceed, Not Suitable, or Follow Up.

Use the filter bar at the top of the Staff Database to narrow down results:

• Search box — searches name, role, postcode and area simultaneously
• Role filter — show only one job type at a time
• Status filter — filter by Active, Pending, or Inactive

Click 👁 View on any row to see the full staff profile including shift history and training status. Click ✏️ Edit to make changes.

1. 1
   Click "+ Book Shift"

   Available in all three shift views and also via "+ Quick Add" in the top bar.
2. 2
   Select the date and shift type

   Day Shift, Night Shift, Early, Late, Sleep-in, Waking Night, or Long Day.
3. 3
   Set start and end times

   The system automatically calculates hours when the timesheet is submitted.
4. 4
   Assign a worker and client

   Only Active workers appear in the dropdown. Pay rate auto-fills based on the worker's role.
5. 5
   Set pay and charge rates

   Pay rate (what the worker earns) and charge rate (what the client is billed) are separate fields.
6. 6
   Set status and save

   Confirmed (shift is filled), Pending (not yet confirmed), Missed, or Cancelled.

1. 1
   Click "+ Add Client"

   Top right of the Client Portal page.
2. 2
   Enter organisation details

   Name, care setting type (Residential, Supported Living, Domiciliary, Mental Health, Learning Disabilities, Children's), and CQC rating.
3. 3
   Add contact details

   Primary contact name, phone, email, full address with postcode.
4. 4
   Set charge rates

   Day rate and night rate in £ per hour. These are what you invoice the client — separate from what you pay the worker.

The Open Shift Requests panel shows incoming booking requests from clients. Each request shows the client, date needed, shift times, and role required. Click Assign → to open the Book Shift form pre-linked to that client.

1. 1
   Select worker and client

   Choose from the dropdowns. Only Active staff and Active clients appear.
2. 2
   Set the week starting date

   Always a Monday. Enter the department and unit postcode.
3. 3
   Fill in daily hours

   For each day worked, enter start time, end time, break duration (in minutes), and sleep-in hours if applicable. The daily total calculates automatically.
4. 4
   Check the weekly total

   The weekly total is calculated automatically from all daily totals.
5. 5
   Add signatures

   Type the employee's full name as a digital signature, plus the client supervisor's name and the date.
6. 6
   Click Submit Timesheet

   The timesheet is saved to the database with status "Pending Approval" and appears in the register.

In the Timesheet Register, pending timesheets show two action buttons:

• ✓ Approve — marks the timesheet as Approved and records which admin approved it and when
• ✗ Reject — marks it as Rejected. The worker will need to resubmit a corrected version

The Timesheets badge on the sidebar shows how many are currently awaiting approval.

1. 1
   Go to Settings

   Click ⚙️ Settings in the sidebar, then scroll to User Management.
2. 2
   Click "+ Add User"

   Enter the new user's full name, email address, and a strong initial password.
3. 3
   Select their role

   Admin, Client, or Worker.
4. 4
   Share the credentials

   Tell the new user their email and temporary password. They can log in straight away.

Only workers with status Active appear in shift dropdowns. Check the staff profile and make sure their status is set to Active.

Go to Shift Management → List View, find the shift and click ✏️ Edit. Change the status dropdown to Missed and save. A Dashboard alert will appear automatically.

The badge counts staff with compliance status of "Urgent", "Expired", or "Expiring". A worker is Urgent if their DBS expires within 30 days or if their training completion is below 50%.

Yes — admins can delete any timesheet at any time by clicking the 🗑 icon. However, this is permanent and cannot be undone. Use with care.

Any unsaved form data will be lost. Always click Save before closing. Saved records are stored permanently in the database and will still be there when you return.

This usually means the server application has stopped. Ask your server administrator to run pm2 restart ngs-portal on the server. If the problem persists, check the server logs with pm2 logs ngs-portal.

Add them as a client with status Active and set their charge rates. Then when booking shifts, select them as the client. If they have their own login, create them a client role user account in Settings.

1. 1
   Generate a bcrypt hash of the new password

   node -e "const b=require('bcrypt');b.hash('NewPassword123!',10).then(h=>console.log(h))"
2. 2
   Open the database

   PGPASSWORD=nexgen786@ psql -h localhost -U ngsuser -d ngsportal
3. 3
   Run the update query

   UPDATE users SET password = 'PASTE_HASH_HERE' WHERE email = '[email protected]'; then \q to exit.