Scope
Specify who is covered (employees, contractors, volunteers), which vehicles are included, and whether commuting is covered.
A formal policy reduces safety risks, establishes consistent disciplinary steps, supports insurance claims, and documents employer due diligence. It helps HR and fleet teams enforce expectations, defend against liability, and meet regulatory or contractual obligations where safe vehicle operation is required.
Proper role separation ensures consistent enforcement, preserves privacy for incident records, and helps demonstrate reasonable care in risk management.
Specify who is covered (employees, contractors, volunteers), which vehicles are included, and whether commuting is covered.
Define key terms such as 'excessive speed,' 'work time,' 'company vehicle,' 'telemetry event,' and 'at-fault incident' for clarity.
State baseline expectations (obey posted limits, local law compliance) and any reduced limits for certain zones or vehicle types.
Describe how drivers report citations or incidents, required timelines, and documentation such as citation copies or telematics reports.
Provide progressive sanctions tied to severity and frequency, from counseling to suspension, retraining, or termination.
Require defensive driving, periodic retraining, and use of technology or route planning to reduce speeding risk.
| Automation Setting | Recommended Configuration |
|---|---|
| Authentication Method | Email + SMS code or SSO for employee identity verification |
| Field Types | Use required text fields, date, and signature blocks |
| Conditional Fields | Show investigation fields only when 'Citation issued' is checked |
| Retention Setting | Auto-archive signed records to HR folder for retention |
Confirm encryption, role-based access, and any BAA or compliance addenda required for sensitive industries before enabling production workflows.
Report citations or incidents within 24 hours of occurrence
Supervisor documents preliminary findings within 3 business days
Conduct meeting within 7 calendar days of report
Allow employee 14 calendar days to submit appeal
Review and update policy at least once every 12 months
Policy drafted and legal-approved before distribution
Employees receive policy and sign acknowledgments
Ongoing telematics and incident data review
Assess incident trends and update policy as needed
A large real estate firm standardized driver rules and required online acknowledgment for all agents.
A healthcare provider centralized incident reporting and required driver retraining after violations.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |