Information

Personnel Section

  • Associate Name:

  • ID Number:

  • Employee Status:

  • Prepared by

  • Observation Date / Start Time:

Reason for Observation

  • New Employee

  • New Job Assignment

  • Job Performance Review

  • Other (Describe)

  • Other reason for observation

Skill in Methods

Method Grades

  • 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

  • 1. Logs into VMU without undue delay

  • 2. Confirm assignment on the VMU without undue delay

  • 3. Travels to selected location in most direct route possible

  • 4. Ensures location is correct and raises forks to the needed height without undue hesitation

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

  • 6. Operator does a visual check of the pallet to verify pallet is in a good condition

  • 7. Travels to replenishment location in the most direct route possible

  • 8. Scans pallet label and location

  • 9. Removes left over cartons from previous replenishment pallet and places onto new replenishment pallet

  • 10. Removes empty pallet from replenishment location and places empty pallet into designated area

  • 11. Cut wrap before placing it into location

  • 12. Pallet is placed straight in location and at proper depth in bay without undue hesitation

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

Safety Elements

  • 1. Associate is wearing appropriate PPE

  • 2. Operator did not hit racking, pallets and other MHE during task

  • 3. Operator uses horn when entering or exiting room or aisle, correct direction down aisle and keeps to one side of aisle

  • 4. Operator uses RF scanner in a safe manner and places RF scanner into holder correctly

  • 5. Operator gives way to pedestrians and other MHE operators

  • 6. Operator uses hydraulic functions safely

Performance Estimate

Procedures

  • 1. Pre Operational Check completed

  • 2. Operator has their swipe card and licence

  • 3. Operator follows Americold's prescribe break / rest regime and logs correct break codes

  • 4. Operator complies with keeping work area tidy by disposing of plastic and rubbish in appropriate bins

  • 5. Operator explains process when there is an incident

  • 6. Operator follows battery change procedures

  • 7. Operator seeks assistance from Team Leader or Team Manager when inventory issues exist

  • Stop Time:

  • Delay Minutes (observed)

Performance Grades

  • 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

  • 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

  • Effort Characteristics:
    Below = slow, not best effort, slow motion
    Meet = steady, enthusiastic, average
    Exceed = fast, focused, sometimes too much

  • 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, 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

  • Performance Estimate =

  • Actual Performance from LMS

Coachable Moment

Procedures

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) Focus discussion on solution

  • Was a Coachable Moment Observed:

  • Coachable category:

  • Coachable Behavior (Additional notes about employee's performance during this observation)

  • Follow-Up required:

  • Planned date for Follow-up:

  • Do you have any suggestions or ideas that could help improve our business?

  • Associate Signature:

  • Supervisor Signature:

  • Quality Audit by Managers

  • CMO Quality Feedback

  • Manager 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.