Driver assessment form

Evaluate a driver’s skills on a supervised drive before they use company vehicles alone.

Use it on screen
Driver assessment formBefore the driveOn the roadResultLicense valid for the…🚚
How to use itAn experienced assessor rides with the driver on a set route, scores each area and decides whether the driver is approved, needs training or is not approved.

Who uses the driver assessment form and when

A practical assessment shows how someone drives your vehicles on your kind of routes, which a license alone does not.

Commercial driving can have specific licensing and testing requirements. This form supports, but does not replace, those requirements.

13 items. Fill it in on screen or print a copy.

Before the drive

On the road

Result

Putting the driver assessment form to work

  1. Use the same route for everyone.
  2. Choose an experienced assessor.
  3. Give feedback right after the drive.
  4. Schedule retraining if needed.
  5. Reassess after incidents.

The driver assessment form in practice

A delivery company assesses a new driver on a 40-minute route with residential and highway driving. She scores well but reverses without checking mirrors twice. She gets a short training session and is approved after a second drive.

What the driver assessment form protects you from

For commercial motor vehicles over 10,000 lb in interstate commerce, FMCSA rules require a road test or an accepted equivalent before driving. For any vehicle, a signed assessment helps defend against claims that an unqualified driver was put behind the wheel.

Filled-in sample

License Class D, valid to 2029, no restrictions
Vehicle 16 ft box truck, under 26,001 lb
Pre-trip Done; missed lift gate latch
Mirrors and following distance 4 of 5, good gaps on the highway
Backing 2 of 5; backed to dock without getting out to look
Decision Training needed; backing drill, then retest
Signatures Assessor Glen and Andrea, Nov 3

Fresh Route Produce Delivery in Louisville scored Andrea low on backing only, so the training is a single drill, not a full course. The vehicle line shows why a CDL was not needed.

What trips people up

Variations for different teams

Home care and field visitsFocus on residential streets, parking near homes and safe phone use for navigation.
Delivery and box trucksAdd loading, height clearance awareness and use of spotters when reversing.
Quick winAsk the driver to talk through what they see for a few minutes during the drive. It shows how they read the road better than watching alone.

What people ask about the driver assessment form

Is this a legal test?

No. It is an internal assessment.

How often should drivers be assessed?

At hire and periodically, or after incidents.

Who can assess?

An experienced, trained driver or manager.

Is the drive paid time?

Yes.

What does a DOT road test require?

Federal rules require drivers of commercial motor vehicles to pass a road test, or hold a CDL accepted in its place, before driving. The test covers the pre-trip inspection, coupling where relevant, placing the vehicle in operation, turning, braking and backing. The employer keeps a signed certificate of road test in the driver file.

How often should a driver’s motor vehicle record be checked?

For drivers covered by FMCSA rules, employers must review each driver’s motor vehicle record at least once a year. Many insurers ask for annual checks on all drivers, including vans and cars. Some employers also enroll in state services that alert them to new violations.

Related resources

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Useful next steps

Paperless forms and e-signatures

Employees can fill in and sign forms like this in the EZTime app, and the signed copy lands in their digital employee file. Book a demo to see it with your team.

Disclaimer: This template is general information to adapt to your own workplace. It is not legal, safety or compliance advice and does not replace inspections, training or requirements set by law, regulators, manufacturers or your insurer. Check the rules that apply to you with a qualified professional.