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					Job Description: Over the Road (OTR) Driver
Division: Department: Reports To: Job Summary Drives tractor-trailer truck over long distances to customer locations on an assigned route. Follows company policies and DOT restrictions and documentation procedures. Demonstrates courteous, professional, and reliable behavior at customer locations. Must possess a Class A Commercial Driver’s License. Must be able to pass pre-hire drug screen, DOT physical, credit check, driving record review, criminal background check, and driving test. OTR EF Transit Vice President, EF Transit Salary Grade: FLSA Status: Approved Date: C Nonexempt

Essential Functions
Essential functions include, but are not limited to, the following: Transport Duties * Drives tractor-trailer truck to customer locations; reads maps and follows written and verbal geographic directions * Adheres to DOT-mandated weight and hours-of-service regulations; balances trailer weight by sliding tandems on axles * Maneuvers tractor-trailer into unloading positions; unhooks/hooks up trailer to tractor; arranges bulkhead materials; may include restacking spilled loads at customer locations * Maintains telephone and/or radio contact with dispatcher for route updates; reports delays or irregularities relating to transport of products; communicates with drivers for traffic and weather condition updates * Adheres to Monarch, EF Transit, and customer rules, regulations, and safety procedures for driving, lifting, loading, and equipment usage; adheres to procedures in case of injury, accident, or theft Administrative Duties * Arrives 15 minutes prior to dispatch time; reviews assigned route and identifies destinations; assesses inventory on trailer for accuracy and proper loading * Ensures load records (i.e., bill of lading) are accurate and available for inspection; provides or obtains documentation from customer upon delivery * Performs pre- and post-trip inspection of tractor and trailer to ensure safe and proper functioning; records damage in equipment or vehicle condition; completes logs, trip reports, and other EF Transit or DOT-mandated record-keeping requirements * Provides basic tractor-trailer maintenance (i.e., refuels, cleans interior/exterior, sweeps trailer of unwanted debris; ensures basic repairs) and protects against hazardous conditions (i.e., takes full preventative measures when fuel is spilled); helps deliver and/or pick up tractors at service locations Customer Service * Provides basic customer service by developing and maintaining working relationships with shipping/receiving and dock personnel * Moves drop trailers at the request of customers

Minimum Qualifications
* High School Diploma/GED * Class A commercial driver's license * Ability to operate a manual transmission * At least 21 years of age

Preferred Qualifications
* 2 years of previous tractor trailer driving experience * Ability to read, write, speak, and comprehend English language * Ability to add, subtract, multiply and divide using a calculator

Performance Management

OTR Driver 8/10/2008

Supplementary Information
Tools/Equipment * Pin puller * Vice grips * Hammer * Screwdriver * Air gauge * Flashlight * Cleaning supplies Personal Protective Equipment * Gloves * Steel-toed boots * Protective eyewear (where necessary) * Hardhat (where necessary) Physical Demands While performing duties of this job, the employee is required to lift/carry an average of 50 lbs. (e.g., bulkhead, dunnage) on a frequent basis. The employee is regularly required to use physical strength to pull pins/slide tandems. The employee is required to sit for long periods of time and to climb in and out of trailers. Additional physical demands that the employee is required to engage in on a regular basis are: standing, walking, squatting, bending, twisting, reaching, balancing, and grasping. Working Conditions While performing duties of this job, the employee must be able to perform manual tasks in varying conditions, including rain, snow, and excessive heat or cold. The employee is required to maneuver a tractor trailer combination and engage in defensive driving in varying weather and traffic conditions. The employee is required to maintain alertness over long periods of monotonous conditions, including night or daytime shifts.

Performance Management

OTR Driver 8/10/2008

Performance Evaluation: Over the Road (OTR) Driver
Evaluation Guidelines Performance management is a continual process designed to foster communication between managers and employees. Managers are encouraged to discuss specific accomplishments and areas that require improvement on an ongoing basis. Performance management includes goal setting, coaching and feedback, recognition, performance improvement and discipline, and performance evaluation. One month prior to this review, ask the employee to complete this form to detail how well he or she has met his or her objectives for this review period. Ask the employee to be prepared to discuss his or her achievements, accomplishments, responsibilities, and future goals—and how those goals will affect department objectives as well as corporate objectives.

Definition of Performance Ratings 4 3 2 Exceeds performance expectations Exceeds some performance expectations Meets performance expectations Meets some performance expectations Does not meet performance expectations

      

Goes above and beyond, consistently exceeding expectations High performance behaviors Meets all basic requirements and exceeds some expectations High performance behaviors Meets all basic requirements Average performance behaviors

1 Less than 1

Meets some, but not all, expectations; needs improvement in quality/quantity of work

 Low performance behaviors  Performs significantly below expectations; performance action required.  Low performance behaviors
2007 Merit Increase Schedule

4 3 2 1 Less than 1

Exceeds performance expectations Exceeds some performance expectations Meets performance expectations Meets some performance expectations Does not meet performance expectations

2 cents per mile 1.5 cents per mile 1 cents per mile 0.05 cents per mile N/A

Employee Name

Today’s Date

Date of Hire

Evaluator

Review Period
March–September

Type of Evaluation:

Goal Review

Performance Management

OTR Driver 8/10/2008

Competency Review—September
Complete this section based on your direct observations and knowledge of this employee’s performance compared to the target behaviors for each job competency. In the comment sections, use specific examples to support or illustrate your rating. Comments must be given for all competencies. Competency Cognitive Skills—Communication Competency Cognitive Skills—Learning/Numerical Ability Competency Cognitive Skills—Planning/Problem Solving Competency Conscientiousness—Reliability/Rule Following Competency Conscientiousness—Safety Competency Conscientiousness—Work Ethic Competency Customer Service Competency Organizational Citizenship Rating Competency Cognitive Skills—Communication Cognitive Skills—Learning/Numerical Ability Cognitive Skills—Planning/Problem Solving Conscientiousness—Reliability/Rule Following Conscientiousness—Safety Conscientiousness—Work Ethic Customer Service Organizational Citizenship 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Rating 0.00 Rating 0.00 Rating 0.00 Rating 0.00 Rating 0.00 Rating 0.00 Rating 0.00 Rating 0.00 X Weight = Weighted Ratin 0.125 0.125 0.125 0.125 0.125 0.125 0.125 0.125 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

Total Rating (sum of weighted ratings)

Performance Management

OTR Driver 8/10/2008

Performance Improvement Plan (any areas scoring a 1 or below)
If an employee receives scores of 1 or below in any competency, discuss specific areas for performance improvement and arrive at mutually agreed-upon action plans/goals for the coming performance period. Action Plan/Goal Follow-Up Date

Employee Acknowledgment
By signing this form, you confirm that you have discussed this review in detail with your manager. Signing this form does not necessarily indicate that you agree with this evaluation.

Employee Signature

Date

Manager Signature

Date

Performance Management

OTR Driver 8/10/2008

Career Development Goals
Discuss with the employee specific areas for career development and arrive at mutually agreed-upon action plans for the coming performance period. Career Development Goal Action Plan Follow-Up Date

Employee Acknowledgment
By signing this form, you confirm that you have discussed this review in detail with your manager. Signing this form does not necessarily indicate that you agree with this evaluation.

Employee Signature

Date

Manager Signature

Date

Performance Management

OTR Driver 8/10/2008

Compensation Summary and Employee Acknowledgment
Employee Name
0

Today’s Date
1/0/1900

Date of Hire

Evaluator
0

Review Period
March–September Goal Review

Type of Evaluation:

Compensation Overview
Current base pay rate Merit increase percentage Merit increase dollar amount New base pay rate Bonus amount (if applicable)

#N/A #N/A #N/A

Employee Acknowledgment
By signing this form, you confirm that you have discussed these changes with your manager.

Employee Signature Manager Signature

Date Date

Performance Management

OTR Driver 8/10/2008

Cognitive Skills—Communication
The degree to which one is able to adequately convey and receive messages and maintain open exchanges of information through speech and writing. Behavior # Low Performance Behaviors Average Performance Behaviors 0 1 2 Does not pay attention to what others Pays attention to what others are saying. are saying. Exhibits difficulty when responding to others' questions. Does not keep appropriate parties informed; does not notify supervisor of important issues when needed or required. Does not speak clearly and logically. Does not complete paperwork and written documentation in a timely or legible manner. Makes several errors in paperwork and written documentation. Responds appropriately to others' questions. High Performance Behaviors 3 4 Actively listens to what others are saying and asks for clarification when needed. Expertly responds to others' questions, providing detailed explanations when needed. Comments Score Weight 0.20 Total Score

1 2

0.00
0.20

0.00
0.30

3

Makes some effort to keep appropriate Proactively keeps appropriate parties parties informed; notifies supervisor of informed; quickly notifies supervisor important issues when needed or required. of important issues when needed or required. Speaks clearly and logically. Displays exceptional speech clarity and logic. Usually completes paperwork and written Consistently completes paperwork documentation in a timely and legible and written documentation in a timely manner. and legible manner. Usually completes paperwork and written Consistently completes paperwork documentation accurately. and written documentation with a high degree of accuracy.

0.00
0.10 0.10

4 5 6

0.00 0.00 0.00 0.00

0.10

Cognitive Skills—Communication

Overall Rating

1.00

Performance Management

OTR Driver 8/10/2008

Cognitive Skills—Learning/Numerical Ability
The degree to which one effectively and efficiently learns and utilizes the required job knowledge, skills, and information. Behavior # Low Performance Behaviors 0 1 Requires considerable time to learn job content (e.g., codes, procedures, rules, policies, products) and acquire certifications/licensure. Applies little effort to obtain new product or job-relevant knowledge. Requires considerable time to master driving skills; struggles with difficult or unfamiliar driving situations. Requires frequent assistance or repeatedly makes errors when working with numbers (e.g., calculating costs, handling money, counting inventory). Average Performance Behaviors 2 Learns job content (e.g., codes, procedures, rules, policies, products) and acquires certifications/licensure at a reasonable pace. Accepts opportunities to obtain new product or job-relevant knowledge. Masters driving skills at a reasonable pace; handles most difficult or unfamiliar driving situations with ease. Requires occasional assistance or makes an occasional error when working with numbers (e.g., calculating costs, handling money, counting inventory). High Performance Behaviors 3 4 Learns job content (e.g., codes, procedures, rules, policies, products) and acquires certifications/licensure quickly and easily. Takes the initiative to obtain new product or job-relevant knowledge. Masters driving skills quickly and easily; expertly handles difficult or unfamiliar driving situations with ease. Accurately works with numbers (e.g., calculating costs, handling money, counting inventory) without assistance from others. Comments Score Weight 0.25 Total Score

1 2 3

0.00
0.25 0.25

0.00 0.00

0.25

4

0.00

Cognitive Skills—Learning/Numerical Ability

Overall Rating

1.00

0.00

Performance Management

OTR Driver 8/10/2008

Cognitive Skills—Planning/Problem Solving
The degree to which one plans various steps/tasks in one’s work processes, manages time, and navigates through unexpected situations. Behavior # Low Performance Behaviors 0 1 Illogically organizes route and paperwork. Misjudges time and resources needed when planning; makes poor choices when prioritizing demands. Average Performance Behaviors 2 Reasonably organizes route and paperwork. Develops fairly accurate estimations of time and resources needed when planning; prioritizes demands, but may not consider all relevant factors when doing so. Generally monitors delivery progress against time in most situations. Shows some level of adaptability and requires little assistance when unexpected situations arise. Foresees simple problems and plans accordingly. High Performance Behaviors 3 4 Efficiently organizes route and paperwork. Develops accurate estimations of time and resources needed when planning; effectively prioritizes demands according to urgency and importance. Effectively monitors delivery progress against time. Easily adapts to handle unexpected situations with minimal or no assistance. Foresees simple and complex problems, and plans accordingly. Quickly and independently generates alternative approaches and thinks through consequences when making decisions. Comments Score Weight 0.10 0.10 Total Score

1 2 3 4 5

0.00 0.00

Does not monitor delivery progress against time. Requires assistance and struggles to adapt when unexpected situations arise. Does not foresee simple problems.

0.10 0.30

0.00 0.00 0.00

0.30

6

Makes decisions without thinking Requires some guidance, but usually through alternatives or consequences. generates alternative approaches and considers consequences when making decisions.

0.10

0.00

Cognitive Skills—Planning/Problem Solving

Overall Rating

1.00

0.00

Performance Management

OTR Driver 8/10/2008

Conscientiousness—Reliability/Rule Following
The degree to which one does what is expected of him/her and can be depended upon to adhere to one’s schedule and work requirements. Behavior # Low Performance Behaviors 0 1 Violates rules, instructions, and/or policies because following them may be inconvenient. Average Performance Behaviors High Performance Behaviors 2 3 4 Follows rules, instructions, and/or policies Follows all rules, instructions, and/or even though it is inconvenient to do so. policies completely, even though it may be very difficult to do so. Comments Score Weight 0.15 Total Score

1

0.00
0.20

2

3

Does not complete record keeping Completes record keeping requirements in Completes record keeping requirements in a timely and accurate a timely and accurate manner with requirements in a timely and accurate manner. minimal reminders. manner without the need for reminders. Does not follow procedures (e.g., Generally follows procedures (e.g., Follows procedures (e.g., product product rotation, checking inventory, product rotation, checking inventory, rotation, checking inventory, collecting empty keg containers, etc.) collecting empty keg containers, etc.) for collecting empty keg containers, etc.) for performing the job even with performing the job with minimal for performing the job without guidance from others. guidance. guidance from others.

0.00
0.20

0.00

4

Often misses work or arrives late without adequate justification or notification.

Generally comes to work when expected and arrives on time; provides adequate notification otherwise.

Displays an exceptional attendance record and can be counted on to arrive at work on time.

0.30

0.00
0.10

5 6

Is slow to complete route; often has excessive overtime without appropriate explanations. Displays an unprofessional appearance (e.g., untidy or inappropriate attire).

Completes route efficiently most of the time; provides adequate justification if overtime is needed. Displays a professional appearance (e.g., appropriate uniform) most of the time.

Consistently completes route efficiently; avoids excessive overtime at all costs. Displays a professional appearance (e.g., appropriate uniform) all of the time.

0.00 0.00 0.00

0.05

Conscientiousness—Reliability/Rule Following

Overall Rating

1.00

Performance Management

OTR Driver 8/10/2008

Conscientiousness—Safety
The degree to which one adheres to and promotes the safety procedures for all relevant domains of the job. Behavior # Low Performance Behaviors Average Performance Behaviors 0 1 2 Does not follow safety procedures for Most of the time, follows safety maintaining and driving the truck. procedures for maintaining and driving the truck with minimal reminders. Does not follow safety procedures for Most of the time, follows safety lifting and loading cases. procedures for lifting and loading cases with minimal reminders. Does not follow safety procedures for using equipment on the job, including but not limited to forklifts, dollies, and other mechanical equipment. Most of the time, follow safety procedures for using equipment on the job, including but not limited to forklifts, dollies, and other mechanical equipment, with minimal reminders. High Performance Behaviors 3 4 Follows safety procedures for maintaining and driving the truck without reminders and even when inconvenient. Follows safety procedures for lifting and loading cases without reminders and even when inconvenient. Follows safety procedures for using equipment on the job, including but not limited to forklifts, dollies, and other mechanical equipment, without reminders and even when inconvenient. Comments Score Weight 0.40 Total Score

1

0.00
0.05

2

0.00
0.20

3

0.00

4

Does not follow procedures for dealing with job-related injuries or accidents. Does not appear to understand the importance of adhering to safety guidelines.

5

Follows procedures for dealing with job-related injuries or accidents without reminders and even when inconvenient. Appears to understand the importance of Appears to understand the one’s own adherence to safety guidelines. importance of not only one’s own, but others’ adherence to safety guidelines; advises others of safe practices.

Most of the time, follows procedures for dealing with job-related injuries or accidents with minimal reminders.

0.30

0.00
0.05

0.00

Conscientiousness—Safety

Overall Rating

1.00

0.00

Performance Management

OTR Driver 8/10/2008

Conscientiousness—Work Ethic
The degree to which one displays initiative, pride, focus, and accountability, and generally works hard while on the job. Behavior # Low Performance Behaviors 0 1 Reacts defensively or emotionally to stress and setbacks; is unable to put aside concerns to get the job done. Average Performance Behaviors 2 Handles stress and setbacks, but may show signs of frustration or emotion from time to time; maintains the focus needed to get the job done. Accepts responsibility for mistakes made on the job when confronted by others. For example, accepts responsibility for discrepancies in payments collected from customers when asked by someone. High Performance Behaviors 3 4 Takes a calm and constructive approach to stress and setbacks; puts aside personal concerns and focuses on getting the job done with ease. Informs others when he/she has made a mistake and openly accepts responsibility for it, regardless of the consequences. For example, informs others when there is a discrepancy in payments collected from customers and is accountable for the situation. Starts work immediately and exerts a great amount of effort. Makes ethical decisions, displaying genuine integrity even when it is difficult to do so. Maintains work area and/or truck in excellent conditions. Comments Score Weight 0.20 Total Score

1

0.00
0.20

2

Does not accept responsibility for mistakes made on the job. For example, is not accountable for discrepancies in payments collected from customers.

0.00

3 4 5

Delays the start of work and exerts a minimal amount of effort. Makes decisions based on the easiest or most personally rewarding course of action without regard for ethics. Generally does not maintain a clean work area and/or truck.

Usually starts working upon arrival and exerts an adequate amount of effort. Makes ethical decisions, displaying integrity when it is easy to do so.

0.20 0.20

0.00 0.00

For the most part, can be counted on to maintain a clean work area and/or truck.

0.20

0.00 0.00

Conscientiousness—Work Ethic

Overall Rating

1.00

Performance Management

OTR Driver 8/10/2008

Customer Service
The degree to which one is oriented towards serving the customer and actively attends to customer needs despite difficulties. Behavior # Low Performance Behaviors 0 1 Shows little or no interest in providing assistance to customers; shows favoritism when determining which customers to assist. Does not show sufficient concern for the customer's needs. Loses control and/or responds inappropriately when faced with difficult individuals. Shows no enthusiasm when interacting with a customer. Rarely follows up with customer to ensure that concerns are resolved. Average Performance Behaviors 2 Provides customer assistance relevant to the situation, if little or no personal sacrifice is involved; treats customers equally most of the time. Demonstrates some concern for customer needs. Tolerates difficult individuals and responds tactfully. High Performance Behaviors 3 4 Goes out of one’s way, within reason, to provide relevant assistance in spite of personal costs; consistently treats all customers fairly and equally. Demonstrates authentic concern for customer needs. Defuses and resolves a tense situation by responding to a customer with tact, empathy, and patience. Comments Score Weight 0.20 Total Score

1 2 3 4 5 6

0.00
0.10 0.25

0.00 0.00

Delivers beverage cases and/or kegs with mistakes or delays.

Shows enthusiasm when interacting with a Shows persistent enthusiasm when customer. interacting with a customer, even under difficult conditions. Follows up with customer to ensure that Follows up with customer to ensure concerns are resolved. that concerns are quickly resolved; watches out for signs of additional concerns. Generally delivers beverage cases and/or Delivers beverage cases and/or kegs kegs in a timely and accurate manner. in a timely and accurate manner despite setbacks.

0.25

0.00 0.00

0.10

0.10

0.00 0.00

Customer Service

Overall Rating

1.00

Performance Management

OTR Driver 8/10/2008

Organizational Citizenship
The degree to which one is a loyal, team-oriented employee and displays a positive attitude towards work, others, and the organization as a whole. Behavior # Low Performance Behaviors 0 1 Provides minimal assistance to other Drivers and company personnel. Avoids opportunities to take on additional responsibilities. Displays a poor attitude and is inflexible towards changes in demands and schedule. Shows disrespect or a lack of understanding for diversity in people and opinions. Resists direction from authority. Average Performance Behaviors 2 Provides assistance to other Drivers and company personnel when it does not require personal sacrifice. Accepts additional responsibilities when asked. Displays a reasonable attitude and tolerates changes in demands and schedule. Shows a general understanding of and respect for diversity in people and opinions. Accepts direction from authority. High Performance Behaviors 3 4 Provides assistance to other Drivers and company personnel in spite of personal costs. Seeks out and volunteers for additional responsibilities. Displays a positive attitude and quickly adapts to changes in demands and schedule. Fosters a deep appreciation for diversity in people and opinions. Trusts authority. Embodies and promotes Monarch Beverage’s mission and principles. Comments Score Weight 0.20 Total Score

1 2 3 4 5 6

0.00 0.00 0.00 0.00

0.20 0.40

0.05

0.05 0.10

0.00 0.00 0.00

Appears unconcerned or unfamiliar Maintains awareness of and adheres to with Monarch Beverage's mission and Monarch Beverage's mission and principles. principles.

Organizational Citizenship

Overall Rating

1.00

Performance Management

OTR Driver 8/10/2008


				
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