Appraisal: SN Non-CDL Driver / Yardhand
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.
Customer Communications
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.
You communicate well under pressure, consistently without apparent stress. You react positively, even to the most difficult customers in a solution-oriented manner. *
Additional comments:
You're able to engage customers in rapport-building chat, while serving as many as possible. *
Additional comments:
You always greet customers professional, in a friendly manner, promote the company and speak well of co-workers. *
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Safe Operation and Practices
Safe Operation and Practices: This section covers safe decision-making that hopefully leads to no vehicle accidents or customer property damage. When delivering product, it's important to note that the driver makes the ultimate decision about whether they can, in a safe manner, dump product. Even when the customer insists conditions are safe, the driver must understand their decisions have the ultimate authority because they have experience that helps them better understand than the customer does what is truly safe and won't result in property or vehicle damage. Drivers should handle customers who disagree with them in a diplomatic manner. And when uncertain, call their supervisor.
Regarding driving duties, you operate the vehicle safely and have not damaged the vehicle during evaluation period. *
Additional comments:
You've not damaged any customer property during the evaluation period: includes driveways, yards, and personal property. *
Additional comments:
You have a valid driver’s license, medical card and insurance papers in your possession at all times. *
Additional comments:
You always have customers sign the BOL, “delivery form with damage waiver” before the truck is unloaded, when possible. Or you follow the correct procedure when a customer is not available. *
Additional comments:
You adequately secure any product (or covers rock loads) to ensure no one in route incurs property damage [to their car]. *
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Daily Inspection Report
During the days the driver is driving, s/he should completes a DOT Driver’s Inspection Report and turn in the completed report. If any items are marked as defective or requiring maintenance, the driver should mark that the item requires action, and if possible, fix the problem themselves, or report the problem to their supervisor so that it may be fixed.
If there are any reported problems, the driver may not drive the vehicle until these problems are resolved.
After a problem is resolved, the supervisor should sign off on the Driver's Inspection Report that the action to resolve the problem was completed.
You have completed the Daily Inspection Report (DIR) accurately every day you've driven, and report any issues. Any issues you can resolve you do. *
Additional comments:
Paperwork and Driving Record Up to Date
You turn in your time record on time, every pay period. *
Additional comments:
You submit a MVR copy and medical card annually to your manager. *
Additional comments:
You immediately (within 1 business day) report personal or business tickets and citations to supervisor. *
Additional comments:
Knowledge and Care in Handling Product
Ensures proper loading and transportation of items so that product doesn't get broken or damaged, and remains in as excellent a condition as what the customer believes they've purchased. See the following Knowledge article on details of how to stack and transport different times of rock:
http://erp.american-stone.com/?db=american_stone#id=151&view_type=form&model=document.page&menu_id=344&action=418
This includes an understanding of what equipment to use in handling product, whether it be by hand, by dump, by forklift or by some other piece of equipment.
You demonstrate knowledge and care in maintaining product in transport (on your truck and during the delivery process) in optimum condition.
Additional comments:
You handle loaders, forklifts and other equipment in a manner that does not damage product.
Additional comments:
Personal Safety
Personal Safety: All drivers must have and utilize proper safety equipment including steel-toed shoes, gloves, etc., and follow safe operating procedures to minimize the risk of personal injury.
You have the required safety equipment and use it as required. *
Additional comments:
You always follow standard safety procedures and have never been injured during the appraisal period. *
Additional comments:
Multitasking
Effectively “multitask,” jumping from one task to the next with little or no down time.
You are an excellent multi-tasked, capable of switching from one thing to another with little down-time. *
Additional comments:
Co-Worker Communications
Keeps conversations on the clock with co-workers business-oriented as much as comfortably reasonable to make the best use of time.
With co-workers you are mostly business while you're on the clock. You tend to use your slack-time to promote sales. *
Additional comments:
Product Knowledge and Location
Understands what products will meet customers’ needs and where these are located.
You know all of American Stone products, how they meet customers' needs, and whether they're located. *
Additional comments:
Action Selling
Employee understands and follows the steps of the “Action Selling” model.
Action Selling *
Additional comments:
Sales Meeting Attendance *
Additional comments:
Sales Meeting Participation *
Additional comments:
Internet Use
Follow the “Internet Use” policy, as outlined in the “Communications and Productivity” Knowledge article.
You use the internet appropriately for business-related use. *
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Cell Phone Use
Follow the “Cell Phone Use” policy, as outlined in the “Communications and Productivity” Knowledge article.
You use your cell phone for business use only, unless in the case of a family emergency. *
Additional comments:
Attendance
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.
You time in an out on time, according to your schedule. *
Additional comments:
You work all of the required hours for your job. *
Additional comments:
Grooming and Attire
Follow the “Grooming and Attire” Policy.
You come to work in appropriate attire, looking professional. *
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Workplace Orderliness
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.
Your office / work space is orderly, and by the end of the day you've put everything back where it belongs. *
Additional comments:
Restroom Cleanliness and Stock
Clean restrooms as needed and stock is maintained for a pleasant and inviting shopping experience.
There's rarely a customer complaint when you're in charge of restroom cleaning. You address any issues immediately as they arise. *
Additional comments:
The restroom is stocked if/when you're on bathroom duty. *
Additional comments:
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.
You address any yard messes that pose safety issues immediately or place a caution sign or tape up, and address it within a timely manner. *
Additional comments:
You keep products as orderly as humanly possible, given you also need to attend to other duties. You use any spare time to organize and face product, as required. *
Additional comments:
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.
Given the product is available, you ensure the retail yard is adequately stocked. *
Additional comments:
You recognize when products are low and recommend purchasing in a timely manner. *
Additional comments:
Retail Yard Pricing
Prices are maintained correctly.
When a pricing discrepancy is discovered, you're on it with updating signage, etc. *
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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.
You're highly skilled with all equipment -- forklifts, loaders and any others -- and you observe all OSHA standards. You could even train others. *
Additional comments:
Software Knowledge
You're able to use Google Docs as it relates to your job. *
Additional comments:
Microsoft Excel Knowledge (and Google Docs Equivalent) *
Additional comments:
Keeping Deadlines
Follow through and complete tasks on time or by deadline.
You're able to keep deadlines with little reminder from your supervisor. *
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Sales Meetings
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.
You attend the meetings for your job position, 100% of the time, come prepared, and participate actively. *
Additional comments: