Information

Personnel Section

  • Employee

  • Prepared by

  • Location

  • Conducted on

  • Document No.

Reason for Observation

  • Job Performance Review

  • New Job Assignment

  • New Employee

  • Other

  • Specify

Skill in Methods

  • Not Observed (NOB) = Activity not observed
    Below (B) = Somewhat clumsy, fumbles, hesitations (loses time)
    Meet (M) = Steady, average (neither gains or loses time)
    Exceed (E) = Safely reduces motion, quick (gains time)

  • Select task. (Add notes by touching questions.)

  • 1. Receiving assignment from Supervisor / Ops desk

  • 2. Prepare trailer for unloading

  • 3. Open door and apply dock plate

  • 4. Unload multiple pallets in batches to nearest staging area

  • 5. Perform breakdown / pallet exchange if necessary

  • 6. Check product condition

  • 7. Check product temperature (nose, middle, tail)

  • 8. Enter product information into VMU

  • 9. Apply pallet tags

  • 10. When unloading complete, retract dock plate and close dock door

  • 11. Complete inbound paperwork

  • 12. Report directly to supervisor / Ops desk for next task without delay

  • 1. Confirm assignment on the VMU without delay

  • 2. Travel to staging location in most direct route

  • 3. Scans the pallet and reviews storage location

  • 4. If traveling with two pallets, press F5 to scan additional pallet

  • 5. Verifies pallet is in good condition for storage

  • 6. Operator travels to storage location in most direct route with forks at proper travel height

  • 7. Confirms location is correct

  • 8. Raises forks to needed height without undue hesitation

  • 9. Places pallet correctly in location. Pallet is placed straight in location and at proper depth in bay

  • 10. Lowers forks to travel height without undue delay

  • 11. Scans location to complete putaway task

  • 12. Proceeds to next assignment as directed in an efficient manner

  • 1. Travel to pickline in most direct route possible

  • 2. Scan pickline location needing replened

  • 3. Travel to directed location in most direct route possible

  • 4. Obtains pallet and scans label confirming pallet selected is correct

  • 5. Operator does visual check of pallet to verify pallet is in good condition

  • 6. Travels to deposit location in most direct route possible

  • 7. If inventory issues exists, follow appropriate warehouse procedures to resolve

  • 8. Places pallet correctly in location. (Straight and at proper depth in bay)

  • 9. Scans deposit location

  • 10. Proceeds to next assignment as directed and without undue delay

  • 1. Confirms assignment on the VMU without undue delay and fills out shipping label accurately

  • 2. Operator selects efficient picking order and start location

  • 3. Travels to empty pallet area to obtain correct asset type, using the most direct route available

  • 4. Travels to selected pick location in most direct route possible

  • 5. Operator scans to verify location and pallet are correct before picking cases

  • 6. Parks lift next to pick location, aligns pallet with pick bay to reduce walking distance

  • 7. Cut and remove plastic wrap as necessary to start pick

  • 8. Operator selects and confirms correct amount of cases in smooth and continuous motion

  • 9. Operator places cases on pallet without multiple touches or movements

  • 10. Builds shippable ready pallet with one piece of wood

  • 11. Selects all cases within two bays without moving equipment

  • 12. Enters in picked quantity on VMU and proceeds in direct route to next pick location

  • 13. If count back, operator accurately counts remaining quantity and enters in correct quantities

  • 14. If inventory issues exist, follow appropriate warehouse procedures to resolve

  • 15. Once complete wraps pallet with six wraps and no more than nine, in a tight pattern from bottom to top

  • 16. Scans shipping label and places label on top right corner of completed pallet

  • 17. Proceeds to designated staging area in direct route depositing pallet in the correct lane requested on VMU

  • 18. Scans the correct stage location to complete the pick and proceed to next assignment in an efficient manner

  • 1. Reviews assignment and fills out shipping label, proceeds to location without undue delay

  • 2. Operator travels to pick path in most direct route with forks that proper travel height

  • 3. Confirms location is correct and raises forks to needed height without undue hesitation

  • 4. Obtains pallet and scans label confirming pallet selected is correct

  • 5. Enters case count and/or count back as directed by VMU

  • 6. Operator does visual check of pallet to verify case quantities are correct and that wrap and pallet are in good condition

  • 7. Operator places shipping label on pallet and scans label

  • 8. Wraps pallet if needed and follows appropriate procedures for missing/damaged cases

  • 9. Verifies pallet is shippable ready, fully wrapped, and labels applied

  • 10. Proceeds to designated staging area in direct route, depositing pallet in the correct lane requested by VMU

  • 11. Scans the correct stage location to complete the pick and proceeds to next assignment in an efficient manner

  • 1. Receive loading assignment

  • 2. Enter preloading info as directed by VMU

  • 3. Verify trailer is secure. (glad hand and wheel chock)

  • 4. Open dock door and applied dock plate

  • 5. Perform all pallet transfers and pallet changes as directed if applicable

  • 6. Verify product is in good condition and address damages

  • 7. Obtain and scan pallet for loading

  • 8. Verify pallet is wrapped, secure and load ready. Correct if necessary

  • 9. Travel directly to loading door and scan door, place pallet on truck

  • 10. Return directly to staging location to obtain next pallet

  • 11. Repeat items 7 through 10 without delay

  • 12. When loading is complete, retract dock plate and close dock door

  • 1. After receiving move sheets from supervisor, proceeds directly to move location

  • 2. Obtain sand scans pallet to be rewarehoused

  • 3. Operator does a visual check of pallet to verify it is in good condition

  • 4. If any inventory issues exist, follow appropriate warehouse procedures to resolve

  • 5. Travels to deposit location in most direct route possible

  • 6. Places pallet correctly in location. (Straight and at proper depth in bay)

  • 7. Scan deposit location

  • 8. Proceeds to next assignment as directed in efficient manner

  • Task title

  • 1. Obtains all necessary materials efficiently without delay

  • 2. Uses most direct route to task

  • 3. Completes all necessary steps efficiently

  • 4. Accurately complete all documentation / entries for task

  • 5. Efficiently acquire and log into next task

Performance

Performance Estimate

  • Scoring Performance Estimate
    Below = Less than 0
    Meet = Greater than 0 but less than +10
    Exceed = Greater than +10

    Enter notes on why, by touching category.

  • Skill in Methods

  • Skill characteristics:
    Below = Somewhat clumsy, adds motion, fumbles, hesitation, errors.
    Meet = Follows methods, proficient, consistent, steady, average.
    Exceed = Precise and smooth, quick ensure, reduces motions

  • Effort Level

  • Effort characteristics:
    Below = Slow, not best effort, slow motion
    Meet = Steady, average
    Exceed = Fast, enthusiastic, focused

  • Time Utilization

  • Utilization characteristics:
    Below = Does not try to avoid delay, exceeds delay allowances, stops working to talk
    Meet = Minimizes delay by following the methods. Stays on task.
    Exceed = Eliminates delay by eliminating motion. Always successful at avoiding delay

  • Was this an on standard task?

  • Performance Estimate:

  • Actual Performance:

Safety

Safety

  • Were there any safety concerns observed during this audit?

  • Remember to always be watching for situations that could potentially become safety concerns. Be proactive and make sure we are providing all our employees with the knowledge and equipment to ALWAYS be safe. Safety first!

  • Address safety issues immediately.

  • Select categories that apply.

  • Describe concern

Coachable Moment

Coachable Moment

  • Review Coachable Behavior with associate

    5-Step Coaching Model
    1. Convey positive intent
    2. Describe behavior and actions observed
    3. State impact of desired coachable behavior(s)
    4. Ask associate to respond
    5. Focused discussion on solution

  • Was a Coachable moment observed?

  • Coachable category:

  • Coachable Behavior (Additional notes about employees performance during the observation)

  • Follow-Up required:

  • Planned date for Follow-Up:

  • Associate Signature:

  • Supervisor Signature:

  • Quality Audit by Manager

  • CMO Quality feedback

  • Managers signature

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.