Information
Personnel Section
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Associate Name:
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ID Number
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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. Starts assignment on the voice system without undue delay and speaks clearly to reduce repetition of commands.
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2. Travels to pallet area to obtain pallet using the most direct route.
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3. Request assignment at printer and is present when labels print to ensure he has the correct ones.
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4. Travels to selected pick location in most direct route possible.
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5. Parks lift next to pick location, aligns pallet with pick bay to reduce walking distance.
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6. Reads voice check digit to confirm the correct pick location during dismount and walking to pick slot.
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7. Selects and confirms correct amount of cases in smooth and continuous motion.
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8. Operator places cases on pallet without multiple touches or movements, cases are inside pallet and interlock other cartons.
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9. Places destination label on the bottom front corner of pallet in progress.
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10. Place cases upright on pallet and minimise walking around pallet to place cases.
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11. Selects all cases within two bays without moving equipment.
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12. Walks jack to next slot if travelling less than 4 bays, rides if travelling more.
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13. If inventory issue exist, follow appropriate warehouse procedures to resolve.
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14. Wraps pallet with 6 wraps and no more than 9, in a tight pattern from bottom of pallet to top.
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15. Places destination label on top right corner of completed pallet.
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16. Proceeds to designated staging area in direct route, depositing pallet in the correct lane requested on Destination label.
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17. Proceeds to next assignment in an efficient manner.
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Stop Time:
Safety Elements
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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. Associate is wearing appropriate PPE
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2. Associate completed a MHE pre-start checklist.
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3. Associate follows the site traffic management procedures e.g. correct direction in aisle, keeps to one side aisle.
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4. Associate uses horn at corners and doorways or when near other associates or pedestrians.
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5. Associate gives way to pedestrians and other MHE operators.
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6. Associate retrieves cases from 'B' level with a pick hook if necessary, in a safe manner.
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7. Associate uses correct manual handling techniques e.g. straight back, bent knees.
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Was the Safety Engagement a Positive Reinforcement or a Behavioural Correction?
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Safety Behaviour discussed (include discussion notes)
Performance Estimate
Procedures Elements
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Scoring Procedures Elements
Below (B) = less than 0 Meet (M) = greater than 0 but less than +10 Exceed (E) = greater than +10 -
1. Associate only closes out the task after he physically completed the task.
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2. Associate has 'signed out' voice equipment in the appropriate register.
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3. Associate follows the sites break/rest regime and uses the correct break codes.
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4. Trash receptacle and pick hook mounted on pallet mover and are used appropriately.
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5. Associate can explain what to do in the event of an incident.
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6. Associate follows battery change procedures correctly.
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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Do you have any suggestions or ideas that could help improve our business
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Associate Signature:
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Supervisor Signature:
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Quality Audit by Managers
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CMO Quality Feedback
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Manager Signature:
