Information
Personnel Section
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Associate Name:
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RFNumber
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Employee Status:
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Prepared by
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Observation Date / Start Time:
Reason for Observation:
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New Employee
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New Job Assignment
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Job Performance Review
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Other (Describe)
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Other reason for observation
Skill in Methods
Method Grades
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Not Observed (NOB) = activity not observed
Below (B) = somewhat clumsy, fumbles, hesitations (loses time)
Meet (M) = steady, proficient, average (neither gains or loses time)
Exceed (E) = safely reduces motion, quick, smooth (gains time)
Method Steps
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1. Confirms assignment on the VMU without undue delay and fills out shipping label accurately.
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2. Operator selects efficient picking order and start location.
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3. Travels to empty pallet area to obtain correct platform type using a direct route.
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4. Travels to selected pick location in most direct route possible.
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5. Operator scans to verify location and pallet are correct before picking cases.
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6. Parks lift next to pick location, aligns pallet with pick bay to reduce walking distance.
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7. Places cases upright on customer pallet and minimizes walking around pallet for case placement.
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8. Builds shippable ready pallet with one platform.
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9. Selects all cases within two bays without moving equipment.
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10. Enters in picked quantity on VMU and proceeds in direct route to next pick location.
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11. if count back, operator accurately counts remaining quantity and enters in correct quantities.
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12. If inventory issue exist, follow appropriate warehouse procedures to resolve.
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13. Once complete, wraps pallet with 6 wraps and no more than 9, in a tight pattern from bottom of platform to top.
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14. Scans shipping label and places label on top right corner of completed pallet.
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15. Proceeds to designated staging area in direct route, depositing pallet in the correct lane requested on VMU.
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16. Scans the correct stage location to complete the pick and proceeds to next assignment in an efficient manner.
Safety Elements
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Safety remarks required
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Scoring Safety Elements
Below (B) = does not comply and/or understand
Meet (M) = understands and performs most of the time
Exceed (E) = understands and performs all the time -
1.
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2.
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3.
Performance Estimate
Performance Grades
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Scoring Performance Estimate
Below (B) = less than 0 Meet (M) = greater than 0 but less than +10 Exceed (E) = greater than +10 -
Skills in Methods
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Method Characteristics:
Below = somewhat clumsy, adds motion, fumbles, hesitation, errors
Meet = follows methods, proficient, consistent, steady, average
Exceed = precise and smooth, quick and sure, reduces motions, smart, perfection -
Effort Level
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Effort Characteristics:
Below = slow, not best effort, slow motion
Meet = steady, enthusiastic, average
Exceed = fast, focused, sometimes too much -
Time Utilization
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Utilization Characteristics:
Below = does not try to avoid delay, exceeds delay allowances, stops working to talk
Meet = minimizes delay by following the methods, continues working while talking, sometimes successful at avoiding delay
Exceed = eliminates delay by eliminating motion, always works - never talks, always successful at avoiding delay
Overall Performance Score
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Performance Estimate =
- 20
- 10
- 0
- -10
- -20
- -30
Coachable Moment
Review Coachable Behavior with associate
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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) Focus discussion on solution -
Was a Coachable Moment Observed:
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Coachable category:
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Coachable Behavior (Additional notes about employee's performance during this observation)
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Follow-Up required:
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Planned date for Follow-up:
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Associate Signature:
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Supervisor Signature:
