Shipping, Receiving and Traffic Clerk Job Description Template

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FreeShipping, Receiving and Traffic Clerk Job Description Template

At a glance

What it is
A Shipping Receiving and Traffic Clerk Job Description is a formal written document that defines the duties, responsibilities, reporting structure, required qualifications, and employment conditions for a warehouse or logistics clerk role. This free Word download gives employers a structured, legally defensible starting point they can edit online and export as PDF to attach to an offer letter or employment contract.
When you need it
Use it when posting a new position, onboarding a replacement hire, or formalizing an informal role that has grown beyond its original scope. It is also required when the position is subject to a collective bargaining agreement or when HR needs a documented baseline for performance reviews.
What's inside
Position title and department, summary of the role's purpose, itemized duties covering inbound and outbound shipments, documentation and record-keeping requirements, equipment operation, reporting lines, required and preferred qualifications, physical demands, compensation range, and employment classification.

What is a Shipping Receiving and Traffic Clerk Job Description?

A Shipping Receiving and Traffic Clerk Job Description is a formal written document that defines the full scope of duties, required qualifications, physical demands, compensation classification, and reporting structure for a warehouse logistics role responsible for processing inbound and outbound freight. It identifies the specific tasks the clerk performs — verifying deliveries against purchase orders, preparing bills of lading, scheduling carrier pickups, and maintaining inventory records in an ERP or WMS — and records the terms under which those tasks are expected to be performed. When signed by both the employee and the hiring manager, it functions as a legally recognized acknowledgment of job requirements and creates a documented baseline for performance management, disciplinary proceedings, and accommodation analysis.

Why You Need This Document

Operating without a documented job description for a shipping and receiving role creates four concrete risks. First, without task-level duty statements, HR cannot issue a defensible written warning or support a termination for cause when performance problems arise. Second, omitting FLSA classification language exposes the employer to back-pay liability — up to three years of unpaid overtime under a willful-violation finding — if the role is later determined to be non-exempt without documented acknowledgment. Third, inaccurate or missing physical demands language undermines every fitness-for-duty decision and ADA accommodation analysis the employer may need to make. Fourth, the absence of confidentiality obligations leaves vendor pricing, customer addresses, and inventory data unprotected if a clerk discloses them after separation. This template gives employers a structured, legally defensible starting point that addresses all four gaps in under 30 minutes.

Which variant fits your situation?

If your situation is…Use this template
Hiring a clerk focused exclusively on inbound freight verificationReceiving Clerk Job Description
Hiring a clerk focused exclusively on packing and outbound shipment processingShipping Clerk Job Description
Hiring a forklift-certified operator with receiving duties combinedForklift Operator Job Description
Hiring a supervisor overseeing a team of shipping and receiving clerksWarehouse Supervisor Job Description
Engaging a logistics coordinator on a contract rather than employment basisIndependent Contractor Agreement
Posting the role externally as part of a structured hiring processJob Posting Template
Onboarding the hired clerk with formal employment termsEmployment Contract

Common mistakes to avoid

❌ Vague duty statements that cannot support performance management

Why it matters: When a clerk consistently misses shipment deadlines or makes documentation errors, HR needs task-level descriptions to issue a written warning or support termination for cause.

Fix: Replace phrases like 'assists with shipping' with specific, measurable actions such as 'prepares and prints all outbound shipping labels by 2:00 PM each business day.'

❌ Omitting the FLSA exemption classification

Why it matters: Without documented non-exempt status, the employer has no written basis to defend an overtime claim — back-pay liability under a willful violation runs up to three years.

Fix: Add an explicit compensation and classification section stating 'Non-Exempt — eligible for overtime at 1.5× regular rate for hours worked beyond 40 per workweek.'

❌ Understating physical requirements to broaden the applicant pool

Why it matters: If the documented maximum lift is 25 lbs but the job regularly requires 50 lbs, you cannot enforce fitness-for-duty standards or deny accommodation requests on the documented job requirements.

Fix: Survey the incumbent or conduct a physical demands analysis before finalizing the document — record the actual maximum, not a conservative estimate.

❌ Signing the job description after the employee's start date

Why it matters: Post-start signatures create a fresh-consideration problem — courts may find the employee received nothing new in exchange for the acknowledgment, undermining its enforceability.

Fix: Execute the signed job description on or before the employee's first day and retain the original in the personnel file alongside the signed offer letter.

❌ Listing preferred qualifications as required

Why it matters: Requirements that are not genuinely necessary narrow the applicant pool and may create disparate-impact exposure under Title VII, the ADEA, or provincial human rights legislation.

Fix: Audit each qualification and ask: 'Could someone succeed in this role without this?' If yes, move it to preferred — and document your reasoning.

❌ No confidentiality or data-handling language

Why it matters: Shipping clerks handle customer addresses, vendor pricing, and inventory data daily. Without documented obligations, termination for data disclosure is harder to defend and trade-secret claims are weakened.

Fix: Include a brief confidentiality clause and reference the company's broader data-handling policy by name so the obligation is clearly communicated at hire.

The 9 key clauses, explained

Position Title, Department, and Reporting Line

In plain language: Identifies the exact job title, the department the role sits within, and the direct supervisor or manager the clerk reports to.

Sample language
Position Title: Shipping, Receiving, and Traffic Clerk | Department: Warehouse Operations / Logistics | Reports To: [WAREHOUSE MANAGER TITLE], [DEPARTMENT NAME]

Common mistake: Using a generic title like 'Warehouse Associate' when the role has specific carrier coordination duties — this creates FLSA misclassification risk and makes the description useless for performance management.

Position Summary

In plain language: A 3–5 sentence overview of the role's core purpose — what the clerk does, who they support, and what outcomes they are accountable for.

Sample language
The Shipping, Receiving, and Traffic Clerk is responsible for the accurate and timely processing of all inbound and outbound freight at [COMPANY NAME]'s [LOCATION] facility. The clerk coordinates with carriers, verifies shipment documentation, maintains inventory records in [ERP SYSTEM], and escalates discrepancies to [SUPERVISOR TITLE].

Common mistake: Writing a position summary so broad it applies to any warehouse role. A vague summary undermines disciplinary proceedings when performance falls short of expectations.

Core Duties and Responsibilities

In plain language: An itemized list of the specific tasks the clerk performs daily, weekly, and periodically — covering receiving, shipping, documentation, and carrier coordination.

Sample language
Essential duties include: (a) inspecting and verifying all inbound shipments against purchase orders and packing slips; (b) preparing and processing bills of lading, shipping labels, and customs documents for outbound freight; (c) entering receipt and shipment transactions into [ERP SYSTEM] within [X] hours of processing; (d) scheduling carrier pickups and coordinating dock appointments.

Common mistake: Listing duties at too high a level ('handles shipping and receiving') without task-level specificity. When a performance issue arises, vague duty statements cannot support a corrective action plan or termination for cause.

Equipment Operation Requirements

In plain language: Identifies the physical equipment the clerk must be certified or trained to operate — forklifts, pallet jacks, hand trucks, label printers, and scanning devices.

Sample language
Employee must be capable of operating: electric pallet jack, hand truck, shrink-wrap machine, barcode scanner ([MODEL / SYSTEM]), and label printer. Forklift certification [required / preferred] within [X] days of hire.

Common mistake: Omitting equipment requirements and then citing inability to operate equipment as grounds for termination — courts and labor boards require the duty to have been documented at hire.

Required and Preferred Qualifications

In plain language: Separates the minimum qualifications a candidate must have to be considered from additional skills or credentials that are advantageous but not mandatory.

Sample language
Required: High school diploma or GED; minimum [X] years of shipping and receiving experience; proficiency in [ERP / WMS SYSTEM]; ability to lift up to [X] lbs. Preferred: OSHA 10 certification; experience with LTL freight; bilingual English/Spanish.

Common mistake: Listing preferred qualifications as required. This narrows the applicant pool unnecessarily and may create disparate-impact exposure under Title VII or equivalent provincial human rights codes.

Physical Demands and Working Conditions

In plain language: Documents the physical requirements of the role — lifting capacity, standing duration, environmental conditions — to satisfy ADA essential-functions analysis and workers' compensation documentation.

Sample language
This position requires: standing and walking for up to [X] hours per shift; lifting, carrying, and moving items weighing up to [X] lbs; working in a warehouse environment with [temperature range] and exposure to dust, noise, and moving equipment.

Common mistake: Understating physical demands to attract more applicants. If the actual job requires lifting 50 lbs and the description says 25 lbs, the employer cannot enforce fitness-for-duty standards or deny accommodation requests on factual grounds.

Compensation, Classification, and Schedule

In plain language: States the pay rate or salary range, FLSA exemption status, scheduled hours, and shift details.

Sample language
Compensation: $[X.XX]–$[X.XX] per hour | Classification: Non-Exempt (hourly, eligible for overtime) | Schedule: [SHIFT — e.g., Monday–Friday, 6:00 AM – 2:30 PM] | Location: [FACILITY ADDRESS].

Common mistake: Omitting the FLSA classification entirely. Without it, the employer has no documented basis for refusing overtime claims and may face back-pay liability covering up to three years under the FLSA's willful-violation standard.

Confidentiality and Data Handling Obligations

In plain language: Defines the clerk's obligation to protect confidential shipment data, vendor pricing, customer information, and internal inventory levels.

Sample language
Employee shall maintain the confidentiality of all shipment data, customer addresses, vendor pricing, and inventory records encountered in the course of duties. Disclosure of such information to unauthorized parties is grounds for immediate termination.

Common mistake: Skipping confidentiality language for a non-desk role. Shipping clerks routinely handle customer addresses, vendor contracts, and proprietary SKU data — exposure is real and the omission is common.

Acknowledgment and Signature Block

In plain language: Records that the employee has read, understood, and agreed to the job description as a condition of employment or continued employment.

Sample language
I have read and understand the duties and requirements described in this Job Description. I acknowledge that this document does not constitute a contract of employment and that my employment remains [at-will / subject to applicable notice provisions]. Employee Signature: __________________ Date: __________ | Manager Signature: __________________ Date: __________

Common mistake: Omitting the at-will or notice disclaimer from the signature block. Without it, a signed job description can be introduced as evidence of an implied employment contract in wrongful termination proceedings.

How to fill it out

  1. 1

    Enter the position title, department, and reporting line

    Use the exact job title that will appear on the offer letter and payroll records. Confirm the department name and the direct supervisor's title with HR before finalizing.

    💡 Consistent titling across the job description, offer letter, and employment contract prevents ambiguity in disciplinary proceedings.

  2. 2

    Write a specific position summary

    Describe what the clerk does, what systems they use (ERP, WMS, carrier portals), and what outcomes they own. Keep it to 3–5 sentences and avoid generic language.

    💡 Reference the specific facility location and ERP system by name — it signals to candidates that the description reflects the actual role.

  3. 3

    List duties at the task level

    Break down each core function into specific, observable actions — 'verifies inbound shipments against purchase orders and flags discrepancies within 2 hours' rather than 'handles receiving.' Aim for 8–12 itemized duties.

    💡 Task-level specificity is your defense in a wrongful termination claim — you need to show the employee was told exactly what was expected.

  4. 4

    Specify equipment and system requirements

    List every piece of physical equipment and every software system the clerk must operate. Note whether certification is required at hire or must be obtained within a defined period after starting.

    💡 For forklift operation, include the certification standard (OSHA 29 CFR 1910.178) rather than just the word 'certified.'

  5. 5

    Separate required from preferred qualifications

    Required qualifications are non-negotiable minimums. Preferred qualifications are desirable but not disqualifying. Review each item to confirm it is genuinely necessary and not inadvertently exclusionary.

    💡 Run the required qualifications list past your legal or HR team for disparate-impact analysis before posting externally.

  6. 6

    Document physical demands accurately

    State the maximum lifting weight, duration of standing, shift temperature range, and any repetitive motion requirements. Match these to the actual job conditions, not an idealized version.

    💡 Accurate physical demands documentation is the foundation of any accommodation request analysis under the ADA or equivalent provincial legislation.

  7. 7

    State compensation, classification, and schedule

    Enter the pay range, confirm non-exempt status, and specify the shift hours and facility address. Cross-reference the pay range against your jurisdiction's current minimum wage and any applicable prevailing-wage laws.

    💡 Publishing a pay range is legally required in several US states (CA, CO, NY, WA) and Canadian provinces (BC, PEI) — check current requirements before posting.

  8. 8

    Obtain signatures before the employee's first day

    Have both the employee and the hiring manager sign and date the document before or on day one. File the executed copy in the employee's personnel record.

    💡 Include a line confirming the document is not an employment contract — this protects you if an employee later claims the job description created implied tenure.

Frequently asked questions

What is a shipping receiving and traffic clerk job description?

A shipping receiving and traffic clerk job description is a formal document that defines the duties, qualifications, physical requirements, compensation classification, and reporting structure for a warehouse logistics role. It serves as the authoritative reference for hiring, onboarding, performance management, and — when signed — as an acknowledgment of the terms under which employment is offered.

What duties should be listed in a shipping and receiving clerk job description?

Core duties typically include inspecting inbound shipments against purchase orders and packing slips, processing bills of lading and customs documents, scheduling carrier pickups and dock appointments, entering transactions into an ERP or WMS, maintaining shipping and receiving logs, operating material handling equipment, and escalating discrepancies to the supervisor. The more task-specific each duty is, the more useful the description becomes for performance management and disciplinary proceedings.

Is a job description a legally binding contract?

A job description is generally not a contract of employment in most jurisdictions, but it can be used as evidence of what the employer represented the role to be. To prevent a signed job description from being interpreted as an implied contract, include a disclaimer in the signature block stating that the document does not constitute an employment contract and that the employment relationship remains at-will or subject to applicable notice provisions.

Does a shipping and receiving clerk need to be classified as non-exempt?

In most cases, yes. Shipping, receiving, and traffic clerk roles typically involve manual, non-supervisory work that does not meet the FLSA's executive, administrative, or professional exemption tests. Most clerks in this category are entitled to overtime pay at 1.5× their regular rate for hours over 40 per week. Misclassifying this role as exempt can result in back-pay liability covering up to three years of unpaid overtime.

What physical demands should be documented for this role?

Document the maximum lifting weight (commonly 50–75 lbs for warehouse roles), duration of standing and walking per shift, temperature range of the working environment, exposure to noise and moving equipment, and any repetitive motion requirements such as bending, reaching, or gripping. Accurate documentation is the foundation for ADA accommodation analysis and workers' compensation claims.

Do I need to publish a pay range in the job description?

Pay range disclosure is legally required in several US states including California, Colorado, New York, and Washington, and is increasingly required in Canadian provinces such as British Columbia and Prince Edward Island. Even where not legally required, including a pay range significantly improves applicant quality and reduces time-to-fill. Check your jurisdiction's current requirements before posting externally.

How often should a shipping and receiving clerk job description be updated?

Review and update the job description whenever the role's duties change materially — such as when a new ERP system is implemented, carrier requirements change, or the volume of shipments increases significantly. At minimum, review all job descriptions annually during the performance cycle. An outdated description creates risk in disciplinary proceedings when the actual role has evolved beyond what is documented.

What is the difference between a shipping clerk and a traffic clerk?

A shipping clerk focuses on preparing and processing outbound freight — packing, labeling, generating bills of lading, and coordinating pickups. A traffic clerk focuses on carrier selection, rate negotiation, freight routing, and compliance with carrier requirements. In smaller operations, one person performs both functions; this combined role is what the shipping, receiving, and traffic clerk job description covers.

Should the job description be signed by the employee?

Yes. An employee signature confirms the individual received, read, and understood the documented duties and requirements. This is particularly important for physical demands (supporting accommodation and fitness-for-duty analysis), equipment requirements (supporting disciplinary action if certification obligations are not met), and confidentiality obligations. Obtain the signature before or on the first day of work to avoid fresh-consideration complications.

How this compares to alternatives

vs Warehouse Supervisor Job Description

A warehouse supervisor job description covers team leadership, scheduling, safety compliance, and KPI accountability — duties that typically qualify for an FLSA administrative or executive exemption. The shipping and receiving clerk description covers non-supervisory, task-level operational duties for a non-exempt hourly role. Use the supervisor description for any position that directs the work of two or more employees.

vs Employment Contract

A job description documents role scope, duties, and qualifications — it is a reference document, not a binding agreement. An employment contract creates legally enforceable obligations covering compensation, IP assignment, confidentiality, non-compete, and termination. Both documents are needed: the job description defines what the employee does; the employment contract defines the legal terms under which they do it.

vs Independent Contractor Agreement

An independent contractor agreement engages a self-employed individual for logistics work without creating an employment relationship — no benefits, no tax withholding, no overtime entitlement. A job description is used for employees. Misclassifying a shipping and receiving clerk as a contractor triggers payroll tax liability, back-pay exposure, and workers' compensation penalties in most jurisdictions.

vs Job Offer Letter

An offer letter confirms the role, compensation, and start date to secure a candidate's acceptance. A job description defines the full scope of duties, qualifications, and physical requirements. The offer letter references the job description but does not replace it — both documents should be signed before the employee's first day.

Industry-specific considerations

Manufacturing

High-volume inbound raw materials and outbound finished goods require precise receiving verification, ERP integration, and strict carrier compliance documentation.

Retail and E-commerce

Peak-season volume surges and multi-carrier parcel processing make FLSA overtime classification and task-level duty documentation especially important for this industry.

Wholesale Distribution

LTL freight coordination, cross-docking, and pallet-level receiving accuracy are core duties; traffic clerk responsibilities are more prominent than in direct-to-consumer operations.

Healthcare and Medical Supply

Chain-of-custody documentation, temperature-controlled shipment handling, and FDA-regulated product receiving require additional compliance language in the duties section.

Jurisdictional notes

United States

Shipping and receiving clerk roles are almost universally non-exempt under the FLSA, requiring overtime at 1.5× for hours over 40 per week. Physical demands documentation must align with ADA essential-functions standards. Several states — California, Colorado, New York, and Washington — require a pay range in any public job posting. OSHA 29 CFR 1910.178 governs forklift certification requirements referenced in the duties section.

Canada

Each province sets its own Employment Standards Act minimums for overtime thresholds, which vary from 40 to 44 hours per week. The job description must reflect physical demands accurately to support accommodation obligations under provincial human rights codes. Quebec employers must provide a French-language version of the job description under the Charter of the French Language. British Columbia and Prince Edward Island require pay range disclosure in job postings.

United Kingdom

UK employers must provide a written statement of employment particulars within two months of hire; the job description is typically attached to or incorporated by reference into that statement. Working Time Regulations 1998 set the 48-hour average working week limit, relevant for high-volume distribution shifts. Physical demands disclosures must be consistent with Equality Act 2010 reasonable adjustment obligations.

European Union

The EU Transparent and Predictable Working Conditions Directive requires written information on job duties and working conditions within seven days of the start date. Working time, rest period, and maximum shift rules are governed by the Working Time Directive (2003/88/EC) and vary in implementation by member state. GDPR applies to employee data handled in the course of the role, including customer addresses and vendor information processed by the clerk.

Template vs lawyer — what fits your deal?

PathBest forCostTime
Use the templateStandard domestic shipping and receiving clerk hires at a single facility with straightforward duties and no collective bargaining agreementFree20–30 minutes
Template + legal reviewMulti-site employers, roles with forklift or hazmat certification requirements, or facilities subject to OSHA inspection$150–$400 (HR consultant or employment lawyer review)1–2 days
Custom draftedUnionized facilities, federally regulated industries (DOT, FDA), or cross-border roles with Canadian or EU employment obligations$500–$2,0003–7 days

Glossary

Bill of Lading (BOL)
A legal document issued by a carrier that records the type, quantity, and destination of freight being shipped — required for both inbound and outbound shipments.
Purchase Order (PO)
A buyer-issued document authorizing a purchase; the shipping and receiving clerk matches incoming goods against the PO to verify accuracy.
Packing Slip
A document included with a shipment listing the contents, quantities, and SKUs — used by the receiving clerk to confirm what was actually delivered.
FLSA Classification
The Fair Labor Standards Act designation of a position as exempt or non-exempt, determining whether the employee is entitled to overtime pay for hours worked beyond 40 per week.
ADA Essential Functions
The core tasks of a job that a qualified individual must be able to perform, with or without reasonable accommodation, as required by the Americans with Disabilities Act.
ERP System
Enterprise Resource Planning software (e.g., SAP, Oracle, NetSuite) used to log receipts, manage inventory levels, and process shipping transactions in real time.
Freight Broker
A licensed intermediary who arranges the transportation of goods between shippers and carriers, often coordinated by the traffic clerk.
Carrier Compliance
Adherence to the documentation, labeling, weight, and scheduling requirements imposed by freight carriers such as UPS, FedEx, or LTL trucking companies.
Chain of Custody
A documented record of every person or entity that has handled a shipment from origin to destination, used to resolve loss or damage claims.
Non-Exempt Employee
An employee entitled to overtime pay at 1.5× their regular rate for hours worked beyond 40 in a workweek under the FLSA — most shipping and receiving clerk roles fall into this category.

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