Appraisal: VC Sales / Mechanic / Yardhand
Follows the posted schedule and utilizes the time clock to record time, make adjustments as needed, and submit timesheets to Manager for approval on a bi-weekly basis.
Times In and Out *
Properly utilizes Time Clock to record, adjust, and submit timesheets.
Grooming and Attire
Follow the “Grooming and Attire” Policy.
Grooming and Attire *
Follow through and complete tasks on time or by deadline.
Keeping Deadlines *
General Vehicle Appearance
Maintains appearance of vehicles.
General Mechanical Aptitude
Consistently uses the correct tool for the job; uses tools adeptly.
Follow generally established procedures and practices for work, reads and follows instructions when needed.
Works safely and carefully.
Has the physical strength and stamina required for the job.
Repairs and Maintenance
Many of these questions are either "Yes" or "No," as anything other than 100% performance can be detrimental. Where the answer is a range from 0 to 10, "10" means excellent performance, "5" average, "1" poor, "0" mean does not perform this function or has not be trained in this function.
Changes oil correctly and on schedule. Performs other maintenance, like u-joint and chassis grease, at this time.
Fills lubricant (every 3 months) or as scheduled.
Changes or capable of changing fuel lines on schedule (every 800,000 miles or as applicable).
Changes or capable of changing the diesel particulate filter on a semi avery 250,000 miles or as needed.
Can service an air driver (every 2 years). Ensures air tanks drained regularly.
Can change radiator hoses as needed (regular maintenance at 600,000 miles).
Can effectively change the battery.
Changes air filters correctly and on schedule.
Adequately maintains steering system, spindles, wheels, fluids, and suspension systems.
Keeps tires and spare in adequate repair; advises when new tires are needed, repairs tires.
Rotates tires as scheduled.
Ensures no leaks to cooling system, repairs leaks. Flushes (every 150,000 mi. or as needed). Maintains fluid levels.
Maintains the hydraulic systems of the dump truck and any other applicable vehicles/equipment.
Conducts repairs on components of electrical system.
Maintains brake pads within acceptable wear ranges. Adjusts, replaces, and repairs brake rotors.
Could find the cause of an oil leak, recommend action, and carry out repairs.
Repairs manual or automatic transmission systems components, gear trains, hydraulic pumps, couplings, as applicable.
Responds to all requests for repairs in timely manner, adequately prioritizing work.
Effective troubleshooter who can determine cause of a reported problem on any vehicles/equipment.
Fixes problems with bodywork on any vehicles/equipment. Does welding as needed to conduct repairs.
Sales team members are required to at least have the training necessary to drive forklifts, and when required to do so, should follow all OSHA safety standards. The period of evaluation for the following occurrences spans from the last evaluation to the current one, or for the last 30 days, whichever is less.
Effectively “multitask,” jumping from one task to the next with little or no down time.
Attention to Detail in Customer Sales and Invoicing
Careful in sales calculations: ensuring that correct product codes are keyed, that customer data —for example: vehicle description, make, model license number, and number of passengers — are recorded in the scale book and carefully consulted when weighing out customers. Steps ensure gross (weight upon checkout) minus tare (weight before loading) accurately reflect the weight of product the customer is leaving with.
Attention to Detail in Customer Sales and Invoicing *
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 *
Appropriate Co-Worker Communications
Keep conversations with co-workers business-oriented as much as comfortably reasonable, to make the best use of time.
Appropriate Co-Worker 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.
Timely in Response to Messages. Employee is timely in responding to e-mail and phone messages from customers.
Customer Maintenance. Employee maintains contacts with assigned customers, contacting customers at a frequency of every:
Team Sales Goals
Same as the Individual sales goal if there’s only one account executive (closer).
Team Sales Goals *
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.
Sales Meeting *
Sales Developer Goals
These goals are more emphasized for the “salesperson.”
Outbound Leads *
Inbound Leads *
Opportunity Conversion. When a lead is qualified and the new potential customer is assigned to a sales professional. *
Retail Yard Pricing
Prices are maintained correctly.
Retail Yard Pricing *
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 *
These objectives are more emphasized for the “sales professional.”
Sales Goal Accuracy. Establish accurate but achievable sales goals for himself/herself that reflect growth over the prior year. *
Individual Sales Goals. If only contributor to closing, this equals the team goal; otherwise, it’s a portion of this goal. *
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.
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 *
Product Knowledge and Location
Understands what products will meet customers’ needs and where these are located.
Uses/Applications. Understands how a product is applied or best used, or which product is the best fit for customer needs.
Location within the Store. Can recall product locations in the store.
Availability/Source. Knows store-level availability, distribution channels, quickly ascertains quantities to supply customers.
Production/Fabrication. Understands how products are manufactured.
Stock and Purchasing
Cashiers are responsible for advising purchasing and ensuring the storeroom is adequately stocked from backstock when product is available.