Module – Initial Orientation

As I have emphasized before, Driver training is the most important aspect of establishing a safety conscious carrier. This module provides the most detailed guide and policies necessary to on-board new drivers.

How to conduct Driver on-boarding (initial orientation), training (inspection, maintenance, reporting) and evaluation, along with the policies, forms, agreements and letters which are required for hiring and retention. On starting, it's mandatory to familiarize a Driver with the established Policies and provide instruction on how to respond through various situations on the road.

If you have any questions don't hesitate to reach out vanuo@fleetsage.com

Table of Contents

1. Driver Hiring Policy and Retention Strategy - Only Company manager signature is required.
   • No applicant signature needs it. For training sessions and purposes only.
2. Training: Initial Orientation
1. Code of Conduct - sign once on hire by an applicant and company trainer; Saved in driver file; transferred through applicant email address.
2. Communication Policy - sign once on hire by an applicant and company trainer. Saved in driver file; transferred through applicant email address.
3. FAST Drivers Responsibility, incl. - sign once on hire by an applicant and company trainer. Saved in driver file; transferred through applicant email address.
1. Security (C-TPAT/PIP) Driver Checklist – OUTBOUND – USA – pdf – blank document transferred through applicant email address for every trip completion with driver signature required; driver sends it to operation manager by email.
2. Security (C-TPAT/PIP) Driver Checklist – INBOUND – CAN – pdf – blank document transferred through applicant email address for every trip completion with driver signature required; driver sends it to operation manager by email.
3. 8 Point Container Inspection Checklist – pdf - complete every trip – blank document transferred through applicant email address for every trip completion with driver signature required; driver sends it to operation manager by email.
4. 19 Point Tractor and Trailer Inspection – pdf - complete every trip – blank document transferred through applicant email address for every trip completion with driver signature required; driver sends it to operation manager by email.
5. TT & ST - 17 Points Inspection; Truck & Container Inspection – pdf - blank document transferred through applicant email address for every trip completion with driver signature required; driver sends it to operation manager by email.
6. TT Check List – Trip Inspection – Truck – IN, Out - blank document transferred through applicant email address for every trip completion with driver signature required; driver sends it to operation manager by email.
7. ST Check List – Trip Inspection 2 – Trailer – In, Out - blank document transferred through applicant email address for every trip completion with driver signature required; driver sends it to operation manager by email.
8. Company Seal Procedures – company policy; shared through applicant and trainer emails; both signatures required; it is going driver file follow training completion.
4. Drivers’ Reminder – Post Accident Required Actions – company policy shared through applicant and trainer emails; both signatures required; it is included in driver file following training completion.
• Carrier Initial Accident Report Form – complete on occurrence – blank document transferred through applicant email address; driver completion and name required in case of an accident occurred; it is going to safety manager email address.
5. Drivers’ Reminder – Post Accident Required Actions – company policy shared through applicant and trainer emails; both signatures required; it is included in driver file following training completion.
• Carrier Initial Accident Report Form – complete on occurrence – blank document transferred through applicant email address; driver completion and name required in case of an accident occurred; it is going to safety manager email address.
6. Trucking Co Driver - Independent Contractor Agreement – shared through applicant and trainer emails; both signatures required; it is going owner operator file follow training completion.
7. Trucking Independent Sub-Contractor Agreement - Own Authorities - shared through applicant and trainer emails; both signatures required; it is going owner operator file follow training completion.
8. Owner Operator Maintenance Policy - shared through applicant and trainer emails; both signatures required; it is going owner operator file follow training completion.
9. Interactive Programs: Defensive Driving, Pre-trip Inspection; D & A Program, HOS, Winter Driving, Material Handling, Hazmat, etc. - No applicant signature needs it. For training sessions purposes only. Compliance Training
3. Regulation Section
   1. MTO – ELDT – Mandatory by 2017-07
   1. MTO – Mandatory training for Class A driver’s license applications
   2. Commercial Truck Driver Training Standard (Class A)
   3. MTO – Commercial Truck Driver License
   4. Commercial Drivers’ Licenses in Canada
   2. FMCSA – ELDT – Mandatory by 2022-02
   1. FMCSA - ELDTFinalRulePresentationOverview_revNov2020
   2. FMCSA - ELDT-Applicability-Factsheet_508
   3. Federal Register - Apprenticeship Pilot Program
   4. FMCSA - Drivers' Licenses Requirements – USA
   5. Commercial Driver Licenses Categories in the USA
   For section 3.1 to 3.2.5 - No applicant signature is needed. For training sessions only.
4. Commercial Driver - Training Categories - By 7 Basics – Company standard procedure - No applicant signature needs it. For training sessions purposes only.
5. Training
   1. New Driver Orientation - Regular Applicant – safety manager signature required; it is going through applicant email address for signature; it is going back to safety manager (driver file)
   2. Entry-Level Driver Training – ELDT - safety manager signature required; it is going through applicant email address for signature; it is going back to safety manager (driver file)
   3. Stream #2 - safety manager signature required; it is going through applicant email address for signature; it is going back to safety manager (driver file)
   4. Stream #3 - safety manager signature required; it is going through applicant email address for signature; it is going back to safety manager (driver file)
   5. Authorization - Consent -Trainer (Company Driver) – Trainee – trainer & safety manager signature required; it is going through applicant email address for signature; it is going back to safety manager (driver file)
   6. Authorization - Consent -Trainer (Owner Operator) – Trainee - trainer & safety manager signature required; it is going through applicant email address for signature; it is going back to safety manager (driver file)
   7. Company Training Categories - by 7 Basics - applicant and trainer signature required; included in driver file following completion.
   8. Trainee Evaluation - ELDT, Level #1. #2 - applicant and trainer signature required; included in driver file following completion.
   9. Trainee Evaluation - Stream #2, Level #1. #2 - applicant and trainer signature required; included in driver file following completion.
   10. Trainee Evaluation - Stream #3, Level #1. #2 - applicant and trainer signature required; included in driver file following completion.
6. Canada Customs Regulations - No applicant signature needs it. For training sessions purposes only.
7. US Customs Regulations - No applicant signature needs it. For training sessions purposes only.
8. Drivers' Allowed Items in Cab - safety manager signature required; it is going through applicant email address for signature; it is going back to safety manager (driver file)
   • Company Binder documents, Transponders, Placards, etc. - safety manager signature required; it is going through applicant email address for signature; it is going back to safety manager (driver file)
9. Supplemental Forms/Letters
   1. Owner Operator, Driver Resignation – Copy - No applicant signature needed. it is going through applicant email address for info only.
   2. Vacation - Absence Form – Resignation – blank document transferred through driver (ow. Operator) email address for completion and signature; safety manager approval and signature required. It is going driver file.
   3. Employee Warning Notice - safety manager signature required; it is going through applicant email address for signature; it is going back to safety manager (driver file)
   4. Driver Suspension Letter - safety manager signature required; it is going through applicant email address for signature; it is going back to safety manager (driver file)