Appraisal: LH Yard / Sales Assistant
Definitions: Yard Foreman = Employee Sales Manager = Supervisor Regular appraisals are a communication tool that helps clarify for employees and their managers what job duties are required, what excellent performance means, how to achieve excellent performance, and at what level the employee is currently performing at. Evaluations help employees determine where they need to strive or try harder. Ultimately, appraisals help the whole organization to perform better; they ensure company success and that we all continue to enjoy working at American Stone for years to come.
Maintains a friendly and casual tone with customers while staying focused. If there are many customers who need assistance, the employee is capable of keeping a friendly and non-stress attitude while helping as many customers as possible. Is able to deal with upset customers. Courteous towards customers and co-workers. Positive about the company; seeks to promote the company, support co-workers (never “passing the buck”). The following refers to number of occurrences during the evaluation period. Speaking negatively of an employee to a customer is never permitted; this is to be distinguished from speaking critically, but constructively, out of customer view with fellow employees about behaviors that need adjustment or improvement.
Communication Skills Under Pressure *
Able to Weigh the Balance between Chatty and Business-Focused Conversation *
Professional and Positive Attitude *
U-Haul Dealer Operations
Knowledge of U-Haul Equipment *
Create new reservations accurately by phone or in person (CSF) *
Use of Electronic Scheduling Log (ESL) *
Dispatching outgoing rentals *
Safe Move / Safe Tow *
Receiving returned rentals *
Complete level 1 inspections on all equipment. *
U-Haul Sales Items
U-Haul Sales Items: Knowledge of Moving Supplies
Product Knowledge *
Selling Moving Supplies *
Effectively “multitask,” jumping from one task to the next with little or no down time.
Keeps conversations on the clock with co-workers business-oriented as much as comfortably reasonable to make the best use of time.
Co-Worker Communications *
Product Knowledge and Location
Understands what products will meet customers’ needs and where these are located.
Product Knowledge and Location *
Employee understands and follows the steps of the “Action Selling” model.
Action Selling *
Follow the “Internet Use” policy, as outlined in the “Communications and Productivity” Knowledge article.
Internet Use *
Cell Phone Use
Follow the “Cell Phone Use” policy, as outlined in the “Communications and Productivity” Knowledge article.
Cell Phone Use *
Follow the “Attendance Policy” as outlined in the “Communications and Productivity” Knowledge article. Specifically, business hours are: 8:00 - 6:00 during the summer; 8:00 - 5:30 during the winter; 9:00 - 4:00 Saturday in the summer; 10:00 - 2:00 Saturday in the winter. It’s required you work 40 hours during your scheduled times for this full-time position.
Times In and Out *
Number of Hours *
Grooming and Attire
Follow the “Grooming and Attire” Policy.
Grooming and Attire *
Keep a clean and orderly work space (yard and warehouse) whereby every item has an appropriate place and that everything gets put back in its place by the end of the day.
Office Orderliness *
Maintain the workstation supplies in stock. Keep the work area orderly, items clean, and stocked at the designated quantities.
Workstation Stocked with Adequate Supplies on a Daily Basis *
Restroom Cleanliness and Stock
Clean restrooms as needed and stock is maintained for a pleasant and inviting shopping experience.
Restroom cleanliness *
Restroom stock *
Yard Cleaning, Stock and Organizing
Re-stack, Restock, Face or organize product as needed to maintain a pleasant and inviting shopping experience. Clean any trash immediately. The ideal scenario is that there is rarely a customer complaint. Employee addresses problems immediately as they arise, or within 15 minutes; or by placing a caution sign or tape up immediately, and addressing the problem within the hour.
Stock and Purchasing
The Yard Foreman is responsible for advising purchasing of low stock levels and ensuring the retail yard is adequately stocked from back-stock when product is available.
Retail Yard Pricing
Prices are maintained correctly.
Retail Yard Pricing *
Yard Equipment Operation
Yard personnel are required to at least have the training necessary to operate all equipment, and when required to do so, should follow all OSHA safety standards.
Forklift, Loader, Excavator and other Equipment Operation *
Microsoft Word Knowledge (and Google Docs Equivalent) *
Microsoft Excel Knowledge (and Google Docs Equivalent) *
Follow through and complete tasks on time or by deadline.
Keeping Deadlines *
Attend and participate in the weekly sales meeting by sharing personal successes/failures, questions or concerns, comments on agenda topics, etc. These measures are for the 3 months prior to this evaluation.