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Shipping and receiving clerk job description template

The Shipping and Receiving Clerk manages the physical and administrative receipt, verification, staging, and dispatch of all inbound and outbound shipments for [ORGANIZATION_NAME]. A free, ready-to-edit job description for Canadian employers: duties, qualifications, skills, working conditions and performance measures.

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Table 1: Position Identification

Field Value
Job title Shipping and Receiving Clerk
Reports to [REPORTS_TO_TITLE]
Direct reports None
Employment type [EMPLOYMENT_TYPE]
Work schedule [WORK_SCHEDULE]
Location [WORK_LOCATION]
Overtime eligibility [OVERTIME_ELIGIBILITY]
NOC code [NOC_CODE]
Salary range [SALARY_RANGE_MIN] to [SALARY_RANGE_MAX]
Effective date [EFFECTIVE_DATE]
Last reviewed [LAST_REVIEWED_DATE]

1. Position Summary

The Shipping and Receiving Clerk manages the physical and administrative receipt, verification, staging, and dispatch of all inbound and outbound shipments for [ORGANIZATION_NAME]. This role serves as the central operational control point on the loading dock, ensuring incoming inventory matches purchase orders, outgoing orders meet packaging and carrier specifications, and inventory data remains accurate in [HRIS_NAME] or the local inventory management system. By maintaining strict verification standards, safe dock practices, and efficient material handling, the incumbent protects the organization against stock discrepancies, transit damage, and dispatch delays. The position directly impacts customer delivery satisfaction, internal production continuity, and overall warehouse safety.


2. Key Responsibilities

2.1 Inbound Freight Receiving and Inspection (20% of Time)

  • Offload freight carriers, courier vans, and transport trucks safely using designated material handling equipment.
  • Inspect all incoming cartons, crates, and pallets for external physical damage, leaks, or seal tampering before signing carrier bills of lading.
  • Reconcile physical delivery counts against packing slips, purchase orders, and waybills, recording any shortages, overages, or damages immediately.
  • Log received items into the inventory tracking system within [N_BUSINESS_DAYS] business hours of dock arrival to maintain accurate stock availability.

2.2 Outbound Order Staging, Packaging, and Dispatch (25% of Time)

  • Pick, assemble, pack, and secure finished goods or outgoing transfers according to packing lists and customer specifications.
  • Select appropriate protective packaging, pallets, strapping, and shrink-wrap to prevent damage during transit.
  • Generate shipping labels, address tags, dangerous goods documentation if applicable, and commercial transport documentation.
  • Coordinate dock appointments and hand over staged freight to assigned freight carriers and parcel couriers within established shipping cut-off times.

2.3 Inventory Control and Location Management (15% of Time)

  • Transfer verified incoming materials from the dock staging area to designated storage bins, racks, or departmental holding areas.
  • Update bin location records and inventory counts in the system to reflect physical movements accurately.
  • Conduct weekly cycle counts and participate in periodic physical inventory audits as directed by [REPORTS_TO_TITLE].
  • Flag dead inventory, unlabelled goods, and stock level anomalies to [OWNER_OR_MANAGER] for timely reconciliation.

2.4 Documentation and System Administration (15% of Time)

  • File signed bills of lading, customs paperwork, carrier receipts, and vendor packing slips in accordance with company record-keeping standards.
  • Process return merchandise authorizations (RMAs) and vendor returns, ensuring tracking numbers and credit documentation are logged.
  • Calculate freight weights, dimensions, and declared values to obtain competitive shipping quotes or schedule specialized logistics services.
  • Forward completed receiving paperwork to accounting or the office administrator within [N_BUSINESS_DAYS] business days to support timely vendor invoice processing.

2.5 Material Handling Equipment (MHE) Operation and Staging (10% of Time)

  • Operate manual and electric pallet jacks, hand trucks, dock levelers, and forklifts in compliance with provincial occupational health and safety standards.
  • Complete and log mandatory pre-shift safety inspection checklists for all assigned material handling equipment.
  • Report mechanical defects, battery charging issues, or equipment damage immediately to [SUPERVISOR_TITLE].
  • Maintain clear and unobstructed traffic lanes, pedestrian walkways, and emergency exits across the dock area.

2.6 Shipping Supplies and Dock Inventory Control (5% of Time)

  • Monitor stock levels of packaging materials, including corrugated boxes, stretch wrap, packing tape, strapping, pallets, and shipping labels.
  • Submit purchase requests for replenishment supplies to [REPORTS_TO_TITLE] before stock falls below minimum operational thresholds.
  • Stack, organize, and inspect empty wooden and plastic pallets, removing broken pallets from circulation to eliminate safety hazards.

2.7 Dock Safety, Housekeeping, and Hazardous Materials (10% of Time)

  • Maintain a clean, organized, and debris-free dock area, sweeping floors and disposing of packaging waste continuously throughout the shift.
  • Handle hazardous or regulated materials in strict compliance with Workplace Hazardous Materials Information System (WHMIS) requirements and Transport Canada dangerous goods guidelines where certified.
  • Wear all designated personal protective equipment, including [REQUIRED_PPE], at all times within active warehouse and dock zones.
  • Report all workplace injuries, near-misses, and dock hazards immediately to [FIRST_AID_CONTACT] and [SUPERVISOR_TITLE].

3. Qualifications & Experience

Table 2: Role Qualifications and Prerequisites

Requirement Area Required Qualifications Preferred Qualifications
Formal Education Secondary school diploma (Ontario OSSD, British Columbia Dogwood, or provincial equivalent). Post-secondary coursework in supply chain, logistics, or warehouse operations.
Professional Experience Minimum 1 year of shipping, receiving, warehouse, or logistics operations experience. 2 to 3 years of shipping and receiving experience within [INDUSTRY] or a high-volume dock.
Equipment Certification Valid operator certification for counterbalance forklift or reach truck, or ability to obtain within [PROBATION_PERIOD]. Current certification on multiple material handling classes (e.g., walkie, order picker, reach truck).
Regulatory Credentials Current WHMIS certification, or completion during orientation. Transportation of Dangerous Goods (TDG) certification.
System and Software Skills Basic computer literacy; familiarity with email, spreadsheet navigation, and web-based courier portals (e.g., Canada Post, FedEx, UPS). Hands-on experience with dedicated Enterprise Resource Planning (ERP) or Warehouse Management Systems (WMS).
Language Requirements Functional English language proficiency (reading shipping labels, safety signs, packing slips, and writing discrepancy logs). Bilingual English/French verbal and written proficiency where required by regional operational needs.

4. Competencies

Table 3: Core Behavioural and Functional Competencies

Competency Definition Behavioural Indicators
Attention to Detail & Verification Maintains precise accuracy when comparing physical stock against complex alphanumeric documentation. Cross-checks part numbers, quantities, and serial codes systematically; identifies subtle packaging damage; rejects incorrect shipments without cutting corners.
Safety Mindset & Compliance Prioritizes personal safety and the physical safety of coworkers above operational speed. Wears [REQUIRED_PPE] consistently; conducts pre-operational equipment checks; reports dock hazards promptly; observes safe lifting techniques.
Time Management & Prioritization Organizes daily dispatch and receiving tasks to meet tight courier cut-offs and urgent internal supply requests. Sequences daily work according to carrier departure times; balances receiving intake with outbound order packaging without missing scheduled deadlines.
Digital & Record Accuracy Operates software applications and digital scanners accurately to maintain trustworthy inventory records. Logs receipts and shipments into the system promptly; ensures zero missing tracking numbers or lost bills of lading; double-checks entered data.
Customer & Team Communication Interacts professionally with external truck drivers, couriers, sales staff, and internal shop personnel. Communicates freight status clearly; handles delivery disputes calmly; alerts internal teams immediately when inbound production materials arrive.
Practical Problem-Solving Identifies shipping discrepancies, damaged freight, or missing stock and initiates standard resolution steps. Isolates damaged goods in designated holding areas; documents physical condition with photographs; contacts carriers or supervisors with clear factual summaries.

5. Working Conditions & Performance Measures

5.1 Physical Demands and Working Conditions Analysis

Table 4: Physical Demands and Working Conditions Analysis

Demand Category Frequency Description and Operational Requirements
Heavy Lifting and Carrying Frequent Lifting, lowering, and moving packages and cartons weighing up to [MAX_LIFT_WEIGHT_KG] unassisted; using two-person team lifts or mechanical aids for heavier loads.
Standing and Walking Continuous Standing on concrete warehouse flooring, walking across dock lanes, and mounting/dismounting material handling equipment throughout the shift.
Bending, Stooping, and Reaching Frequent Bending, crouching, reaching overhead, and twisting while picking orders, packing crates, wrapping pallets, and loading freight vehicles.
Material Handling Equipment Frequent Operating manual pallet jacks, powered walkies, and motorized lift trucks in tight staging areas and dock bays.
Temperature and Climate Frequent Exposure to variable seasonal temperatures, cold drafts, outdoor weather, and humidity when exterior dock doors remain open during loading.
Noise and Vibration Frequent Exposure to industrial warehouse noise, delivery vehicle diesel engines, reversing alarms, air tools, and forklift motor vibration.
Personal Protective Equipment Continuous Mandatory use of [REQUIRED_PPE] (such as CSA-approved steel-toe footwear, high-visibility vest, and safety glasses) in all operational dock areas.
Travel and On-Call Demands Rare Role is based permanently at [WORK_LOCATION]; travel is typically not required; occasional pre-authorized overtime may apply during peak seasonal volume.

5.2 Key Performance Indicators (KPIs)

Table 5: Key Performance Indicators

Performance Measure Operational Definition Target Standard Assessment Frequency
Inbound Dock-to-Stock Time Elapsed time between carrier delivery and completed system inventory receiving. 100% of standard deliveries received and logged within [N_BUSINESS_DAYS] business days. Monthly
Outbound Dispatch Accuracy Percentage of shipments dispatched with correct items, exact counts, correct labelling, and proper carrier paperwork. 99.0% error-free dispatch rate based on customer claims and carrier re-bills. Monthly
Shipping Documentation Compliance Completeness of bills of lading, customs documents, and receiving proof slips filed without missing signatures. 100% compliant documentation filed daily; zero unbilled freight due to administrative error. Quarterly
Inventory Cycle Count Accuracy Variance between physical inventory counts and recorded system stock in designated dock holding areas. Physical count variance below 1.0% on assigned cycle count audits. Quarterly
Dock Safety and Housekeeping Score Adherence to daily equipment inspection logs, PPE standards, clear exit pathways, and clean staging areas. Zero safety infractions or unlogged equipment checks during monthly walk-through audits. Monthly

6. Career Path

6.1 Typical Prior Experience

Candidates entering this role typically possess prior experience in the following operational areas:

  • General Warehouse Associate / Labourer
  • Order Picker / Packer
  • Retail Stock Clerk / Inventory Merchandiser
  • Delivery Driver / Courier Helper

6.2 Potential Progression Roles

With demonstrated competence, technical skill development, and strong performance, an incumbent may advance into the following positions within [ORGANIZATION_NAME]:

  • Lead Hand / Dock Coordinator
  • Warehouse Supervisor / Logistics Coordinator
  • Inventory Control Specialist
  • Purchasing and Logistics Assistant

7. Position Acknowledgement

This job description outlines the primary duties, operational responsibilities, and physical demands required for the Shipping and Receiving Clerk role at [ORGANIZATION_NAME]. It is not designed to be a comprehensive inventory of all tasks or projects that an employee may perform. Operational conditions, customer volumes, and organizational requirements may necessitate modifications to specific tasks and responsibilities, which will be communicated with reasonable operational notice.

Employee Acknowledgement: I acknowledge that I have received, reviewed, and understand the contents of this job description. I confirm that I am able to perform the essential duties and meet the physical demands of this role, with any accommodation required under applicable human rights legislation in accordance with human rights legislation.

Employee Name: ________

Employee Signature: _________

Date: [DD-MMM-YYYY]


Manager Sign-Off:

Manager Name: [MANAGER_NAME]

Manager Signature: __________

Date: [DD-MMM-YYYY]


What to fill in

Placeholder What to enter Who provides it Required?
[ORGANIZATION_NAME] Operating name of the business Business Owner / HR Yes
[REPORTS_TO_TITLE] Direct supervisor title (e.g., Warehouse Manager, Operations Lead) Hiring Manager Yes
[SUPERVISOR_TITLE] Operational supervisor title for daily reporting and maintenance Hiring Manager Yes
[OWNER_OR_MANAGER] Small business owner or senior operational manager title Operations Lead Yes
[MANAGER_NAME] Full name of the reviewing and signing manager Hiring Manager Yes
[EMPLOYMENT_TYPE] Employment basis (e.g., Full-Time Permanent, Part-Time, Temporary) Hiring Manager Yes
[WORK_SCHEDULE] Working hours, shift pattern, and break structure Hiring Manager Yes
[WORK_LOCATION] Physical address or plant facility location Hiring Manager Yes
[OVERTIME_ELIGIBILITY] Overtime status under [PROVINCE] employment standards (e.g., Eligible, or Not eligible under a managerial or other exclusion) HR / Management Yes
[NOC_CODE] Relevant 2021 National Occupational Classification code HR / Recruiter Yes
[SALARY_RANGE_MIN] Minimum hourly wage or annual base rate HR / Business Owner Yes
[SALARY_RANGE_MAX] Maximum hourly wage or annual base rate HR / Business Owner Yes
[EFFECTIVE_DATE] Date this job description comes into operational effect HR / Operations Lead Yes
[LAST_REVIEWED_DATE] Date this document was last audited and updated HR / Operations Lead Yes
[PROBATION_PERIOD] Length of employment probationary period HR / Business Owner Yes
[N_BUSINESS_DAYS] Operational turnaround or receiving window in days/hours Operations Lead Yes
[INDUSTRY] Specific business sector or industry context Business Owner Yes
[MAX_LIFT_WEIGHT_KG] Maximum unassisted lifting threshold in kilograms Safety / Operations Yes
[REQUIRED_PPE] Mandatory safety equipment (e.g., CSA Grade 1 boots, vest) Safety / Operations Yes
[FIRST_AID_CONTACT] Designated certified workplace first aid attendant Safety / Operations Yes
[HRIS_NAME] Name of warehouse management software or internal system IT / Operations Yes

Official sources

Government and professional sources this template was checked against.

This template is general information for Canadian employers, not legal advice. Employment standards, human rights and privacy rules differ by province. Check them before you use it.

Questions

What does a shipping and receiving clerk do?

The Shipping and Receiving Clerk manages the physical and administrative receipt, verification, staging, and dispatch of all inbound and outbound shipments for [ORGANIZATION_NAME]. This role serves as the central operational control point on the loading dock, ensuring incoming inventory matches purchase orders, outgoing orders meet packaging and carrier specifications, and inventory data remains accurate in [HRIS_NAME] or the local inventory management system. By maintaining strict verification standards, safe dock practices, and efficient material handling, the incumbent protects the organization against stock discrepancies, transit damage, and dispatch delays. The position directly impacts customer delivery satisfaction, internal production continuity, and overall warehouse safety.

What should a shipping and receiving clerk job description include?

A short summary of the role, the main duties with a rough share of time, required and preferred qualifications, the skills you'll assess, working conditions and physical demands, and how performance is measured. State the pay range and who the person reports to. This template covers all of it; fill in the highlighted blanks and remove anything that doesn't apply.

Can I use this template for free?

Yes. Download it as a Word file, copy the text, or print it. Staffkin can also turn it into a prescreen and interview guide for the same role.

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