A free suite of HR and employee-relations templates to help Transport Managers, managers and operators handle driver issues consistently, fairly and in line with best practice.
We appreciate the complexities of managing a fleet and ensuring driver compliance and safety. To support you in fostering a culture of safety, responsibility, and efficiency within your organisation, we have developed a suite of essential tools and documents. Best of all, these resources are free to download.
Our documents are designed to assist Transport Managers, managers and operators in streamlining their processes, reinforcing company policies, and addressing both minor and major issues effectively. Explore and download these resources to enhance your operational protocols and uphold the highest standards of safety and compliance.
| Document | What it is used for | Download |
|---|---|---|
| Informal Discussion Document (IDD) | Address minor infractions through constructive discussions. Helps you document informal conversations about issues such as vehicle cleanliness, speeding, and more. | Download (PDF) |
| Investigation Script | A guide to conducting thorough and fair investigations into incidents or complaints, ensuring all relevant information is collected and analysed. | Download (PDF) |
| Disciplinary Script | Navigate formal disciplinary actions with clarity and consistency. Outlines the steps and considerations for addressing serious infractions. Use once you have completed a thorough investigation. | Download (PDF) |
| Suspension Script | Guide and script to allow managers to formally suspend drivers or colleagues. | Download (PDF) |
| Example Infringement Management Matrix | A guide on how to manage persistent and serious infringements, to ensure consistency and management controls. | Download (PDF) |
| Monthly ETM Checklist | A four-weekly checklist for External Transport Managers to review operator compliance. | Download (DOCX) |
Handling driver conduct, infringements and disciplinary matters consistently is a core part of protecting your Operator Licence. A clear, documented process shows the Traffic Commissioner that issues are managed fairly and that effective management controls are in place. The infringement matrix in particular pairs well with structured tachograph analysis and infringement reporting, so persistent offenders are identified and addressed early.
If you would like ongoing support, our External Transport Manager service can take day-to-day compliance off your hands, and our DVSA-style compliance audits will pinpoint where your systems need tightening.
Contact us for any HR or ER queries, especially those related to the transport and logistics industry. We're based in Leeds, LS11 5HL — call 0113 534 8006 or email support@theftc.co.uk. Opening hours: Mon–Fri 9:00–18:00, Sat 9:00–16:00, Sun closed. Get in touch with our team and we'll help you handle it properly.
Book a free, no-obligation consultation and we'll talk through exactly what your fleet needs — no pressure, no jargon.
