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(s) and reviews storage location

  • 4. Verifies pallet is in good condition for storage

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

  • 6. Confirms location is correct

  • 7. Raises forks to needed height without undue hesitation

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

  • 9. Lowers forks to travel height without undue delay

  • 10. Scans location to complete putaway task

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

  • 1. Confirm assignment on the VMU without undue delay

  • 2. Travel to location in most direct route possible

  • 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 a visual check of pallet to verify pallet is in good condition

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

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

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

  • 10. Swap pallets in pickline if needed to bring partial to front

  • 11. Scans pallet label and location

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

  • 1. Confirms assignment on the VMU without undue delay

  • 2. Operator scans LPN and places label in a secure location for later use

  • 3. Operator selects efficient picking order and start location

  • 4. Travels to pallet area to obtain correct asset type using most direct route possible

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

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

  • 7. Parks lift next to pick location and aligns pallet with pick bay to reduce walking distance

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

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

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

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

  • 12. Selects all cases within two days without moving equipment

  • 13. Enters in picked quantity on VMU and proceeds indirect route to next pick location

  • 14. If count back, operator accurately counts remaining quantity and enters incorrect quantities

  • 15. If inventories issues exist, follow appropriate warehouse procedures to resolve

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

  • 17. Places LPN label on top right corner of completed pallet

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

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

  • 1. Confirms assignment and proceeds to location without undue delay

  • 2. Operator travels to pick path in the most direct route with forks at 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 a visual check of pallet to verify case quantities are correct, wrap and pallet are in good condition

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

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

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

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

  • 1. Receive assignment from Supervisor / Ops desk

  • 2. Prepare trailer for loading

  • 3. Open dock door and apply dock plate

  • 4. Enter preloading info as directed by VMU

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

  • 6. Obtain and scan pallet for loading

  • 7. Travel directly to loading door and scan door as loading

  • 8. Place product on truck

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

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

  • 1. Log into VMU

  • 2. Sign into receiving on the VMU

  • 3. Scan into correct receipt door

  • 4. Verify pallet on line (temperature, date code, item number)

  • 5. Enter correct information into VMU (scan barcode on product if available)

  • 6. Follow put away procedures

  • 7. Place pallet incorrect location, straight and at proper depth

  • 8. Scan correct location barcode

  • 9. Return to production line

  • 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

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