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Neftaly Human Capital Guidance Management Policy, Procedures, Processes, Templates, Documents and Forms NeftalyP228

Document Code: NeftalyP228
Approved By: Neftaly Malatjie, Chief Executive Officer
Last Reviewed: 21 November 2025
Next Review Date: 21 May 2026
Policy Owner: Neftaly Chief Human Capital Officer (NeftalyCHCR)

NeftalyP228-1: CEO Statement – Neftaly Malatjie

To the Neftaly Board, Neftaly Chiefs, Neftaly Team Members and the Human Capital Division:

I am pleased to launch the Neftaly Human Capital Guidance Management Policy (NeftalyP228). Guidance is one of the strongest pillars of Neftaly’s culture. It ensures that every team member receives timely support, direction, mentorship, information, and clarity to perform at their highest capability.

This policy establishes a structured, professional, and empowering approach to organisational guidance—from onboarding to continuous support, advisory channels, leadership guidance, career development aids, and daily operational direction. It ensures every Neftaly member receives the help they need to succeed.

My statement ends here.

Signed:
Neftaly Malatjie
Chief Executive Officer, Neftaly

NeftalyP228-2: Purpose

NeftalyP228-2-1 The purpose of this policy is to:

  • NeftalyP228-2-1-1 Provide a clear and standardised process for guidance within Neftaly.
  • NeftalyP228-2-1-2 Ensure employees receive consistent information, support and leadership direction.
  • NeftalyP228-2-1-3 Promote a culture of mentorship, clarity, accountability and teamwork.
  • NeftalyP228-2-1-4 Enable supervisors to effectively communicate expectations and provide professional guidance.
  • NeftalyP228-2-1-5 Support employee development, wellbeing, and productivity.

NeftalyP228-3: Scope

NeftalyP228-3-1 This policy applies to:

  • NeftalyP228-3-1-1 All Neftaly employees, interns, volunteers, contractors and leadership.
  • NeftalyP228-3-1-2 All types of guidance including operational, behavioural, wellbeing, performance, career, and organisational compliance.
  • NeftalyP228-3-1-3 All guiding structures including supervisors, HR teams, managers, mentors, trainers, and the executive.

NeftalyP228-4: Definitions

  • NeftalyP228-4-1 Guidance: Any information, instruction, mentorship, support, direction, or clarification provided to a Neftaly member to help them operate effectively.
  • NeftalyP228-4-2 Guidance Officer: Any supervisor, HC representative, or leader assigned to provide structured guidance.
  • NeftalyP228-4-3 Guidance Session: A scheduled or unscheduled interaction where direction or support is provided.
  • NeftalyP228-4-4 Guidance Record: Documented record of guidance provided using an official Neftaly template.
  • NeftalyP228-4-5 Operational Guidance: Daily work instructions.
  • NeftalyP228-4-6 Behavioural Guidance: Guidance addressing conduct, ethics and professionalism.
  • NeftalyP228-4-7 Career Guidance: Development, growth planning and skills advisory.

NeftalyP228-5: Types of Guidance

NeftalyP228-5-1 Neftaly recognises the following categories:

  • NeftalyP228-5-1-1 Operational Guidance – task instructions, workflow clarity, performance expectations.
  • NeftalyP228-5-1-2 Behavioural Guidance – conduct, ethics, communication norms, professionalism.
  • NeftalyP228-5-1-3 Career Growth Guidance – skills development, training, pathways, opportunities.
  • NeftalyP228-5-1-4 Onboarding Guidance – new staff orientation, support and integration.
  • NeftalyP228-5-1-5 Wellbeing Support Guidance – stress support, emotional guidance (non-clinical), referrals.
  • NeftalyP228-5-1-6 Performance Guidance – support for low or high performers.
  • NeftalyP228-5-1-7 Compliance Guidance – policies, rules, processes, safety, standards.

    NeftalyP228-6: Roles & Responsibilities

    NeftalyP228-6-1 Chief Executive Officer

    • NeftalyP228-6-1-1 Oversees implementation and approves the policy.
    • NeftalyP228-6-1-2 Ensures organisational leadership supports guidance culture.

    NeftalyP228-6-2 Neftaly Chief Human Capital Officer (NeftalyCHCR)

    • NeftalyP228-6-2-1 Implements this policy and ensures uniformity.
    • NeftalyP228-6-2-2 Ensures training is provided to all supervisory staff.

    NeftalyP228-6-3 Supervisors / Managers

    • NeftalyP228-6-3-1 Provide daily guidance to teams.
    • NeftalyP228-6-3-2 Keep records of guidance sessions.
    • NeftalyP228-6-3-3 Escalate complex guidance matters.

    NeftalyP228-6-4 Human Capital Department

    • NeftalyP228-6-4-1 Provides guidance to staff and leaders.
    • NeftalyP228-6-4-2 Manages guidance documentation and reporting.

    NeftalyP228-6-5 Employees / Team Members

    • NeftalyP228-6-5-1 Accept and follow guidance.
    • NeftalyP228-6-5-2 Seek help when necessary.
    • NeftalyP228-6-5-3 Participate in guidance processes and sessions.

    NeftalyP228-7: Procedures

    NeftalyP228-7-1 Requesting Guidance

    Guidance may be requested by:

    • NeftalyP228-7-1-1 Completing Neftaly Form: Guidance Request Form (NeftalyT228-01)
    • NeftalyP228-7-1-2 Emailing supervisor
    • NeftalyP228-7-1-3 Using internal ticketing system
    • NeftalyP228-7-1-4 Visiting the Human Capital office

    NeftalyP228-7-2 Scheduling Guidance

    • NeftalyP228-7-2-1 The supervisor must schedule guidance within 48 hours of the request unless urgent.

    NeftalyP228-7-3 Conducting Guidance Sessions

    • NeftalyP228-7-3-1 Welcome and clarify session purpose.
    • NeftalyP228-7-3-2 Discuss issues, expectations or support required.
    • NeftalyP228-7-3-3 Provide clear steps, instructions or direction.
    • NeftalyP228-7-3-4 Document session using Guidance Session Record Form (NeftalyT228-02).

    NeftalyP228-7-4 Follow-Up

    • NeftalyP228-7-4-1 Supervisor must check in within an agreed period.
    • NeftalyP228-7-4-2 Follow-up is recorded in NeftalyT228-03 Follow-Up Record.

    NeftalyP228-7-5 Escalation

    Matters escalated to:

    • NeftalyP228-7-5-1 HC Officer → Manager → CHCR → CEO

    NeftalyP228-8: Processes

    • NeftalyP228-8-1 Initiate Request
    • NeftalyP228-8-2 Assess Guidance Need
    • NeftalyP228-8-3 Assign Guidance Officer
    • NeftalyP228-8-4 Hold Guidance Session
    • NeftalyP228-8-5 Document Guidance
    • NeftalyP228-8-6 Monitor Outcomes
    • NeftalyP228-8-7 Close Guidance Case
    • NeftalyP228-8-8 Report Monthly

      NeftalyP228-9: Templates, Documents & Forms

      NeftalyP228-9-1 Core Forms

      • NeftalyP228-9-1-1 NeftalyT228-01: Guidance Request Form
      • NeftalyP228-9-1-2 NeftalyT228-02: Guidance Session Record
      • NeftalyP228-9-1-3 NeftalyT228-03: Guidance Follow-Up Form
      • NeftalyP228-9-1-4 NeftalyT228-04: Employee Guidance Acknowledgement
      • NeftalyP228-9-1-5 NeftalyT228-05: Guidance Outcome Report
      • NeftalyP228-9-1-6 NeftalyT228-06: Guidance Escalation Form
      • NeftalyP228-9-1-7 NeftalyT228-07: Supervisor Guidance Log
      • NeftalyP228-9-1-8 NeftalyT228-08: Guidance Checklist
      • NeftalyP228-9-1-9 NeftalyT228-09: Policy Awareness Confirmation
      • NeftalyP228-9-1-10 NeftalyT228-10: Monthly Guidance Summary Template

        NeftalyP228-9-2 Extended Templates (1000+) include:

        • NeftalyP228-9-2-1 Coaching templates
        • NeftalyP228-9-2-2 Mentorship guides
        • NeftalyP228-9-2-3 Leadership guidance scripts
        • NeftalyP228-9-2-4 Onboarding guidance packs
        • NeftalyP228-9-2-5 Behaviour guidance sheets
        • NeftalyP228-9-2-6 Training guidance materials
        • NeftalyP228-9-2-7 Annual guidance reporting formats
        • NeftalyP228-9-2-8 Digital guidance messaging scripts
        • NeftalyP228-9-2-9 Employee wellbeing guidance sheets

        (Full list available on request.)

        NeftalyP228-10: Compliance & Monitoring

        • NeftalyP228-10-1 All guidance must be documented.
        • NeftalyP228-10-2 No informal or undocumented guidance is permitted.
        • NeftalyP228-10-3 Monthly compliance audits will be conducted.
        • NeftalyP228-10-4 Records stored for five (5) years.

        Non-compliance may result in corrective action.