Forklift Operator Evaluation Form
Employee's name
*
First Name
Last Name
Evaluator name
First Name
Last Name
Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Operator Behaviors
Preuse Inspection
*
Rows
Good
Fair
Poor
N/A
1. Follow the Operator's Daily Checklist
1
2
3
4
2. Look for damage
5
6
7
8
3. Document all findings on the checklist
9
10
11
12
Comments
Picking Up a Load
*
Rows
Good
Fair
Poor
N/A
1. Square up on the center of the load
13
14
15
16
2. Stop with the fork tips about 1 foot from the load
17
18
19
20
3. Clear personnel from the area near the load
21
22
23
24
4. Level the forks; then slowly drive forward until the load contacts the carriage
25
26
27
28
5. Lift the load carefully and smoothly until it is clear
29
30
31
32
6. Tilt the mast back slightly to stabilize the load
33
34
35
36
7. Look over both shoulders
37
38
39
40
8. After out and stopped, lower the load to travel height
41
42
43
44
Comments
Traveling
*
Rows
Good
Fair
Poor
N/A
1. Do not raise or lower the load and forks while traveling
45
46
47
48
2. Maintain a safe speed
49
50
51
52
3. Observe all traffic rules, warning signs, floor load limits and overhead clearances
53
54
55
56
4. Keep arms and legs inside the forklift
57
58
59
60
5. Follow other vehicles at a safe distance
61
62
63
64
6. Slow down when cornering
65
66
67
68
7. Use the horn to alert others
69
70
71
72
8. Travel with the load facing uphill while on a ramp or incline
73
74
75
76
9. Stop smoothly
77
78
79
80
Comments
Putting Down A Load
*
Rows
Good
Fair
Poor
N/A
1. Make sure there is sufficient clearance for the load
81
82
83
84
2. Clear personnel from the area near the load
85
86
87
88
3. Square up to the location; then stop about 1 foot away
89
90
91
92
4. Raise the load to placement level
93
94
95
96
5. Move slowly forward
97
98
99
100
6. If the load is on a pallet, lower it into position and lower the forks further
101
102
103
104
7. Look over both shoulders before backing out
105
106
107
108
8. Back straight out until the forks have cleared
109
110
111
112
9. Lower the forks to traveling position
113
114
115
116
Comments
Parking
*
Rows
Good
Fair
Poor
N/A
1. Fully lower the forks
117
118
119
120
2. Neutralize the controls
121
122
123
124
3. Set the brakes
125
126
127
128
4. Turn off the power
129
130
131
132
5. If parked on an incline, block the wheels
133
134
135
136
6. Park only in authorized areas
137
138
139
140
Comments
Fueling and Battery Recharging
*
Rows
Good
Fair
Poor
N/A
1. Turn the engine off
141
142
143
144
2. Keep a fire extinguisher nearby
145
146
147
148
3. Use the proper Personal Protective Equipment (PPE)
149
150
151
152
4. Follow safe fueling and battery recharging procedures
153
154
155
156
5. Clean up spills immediately
157
158
159
160
Comments
Final Evaluation
Based on my evaluation, the operator:
*
HAS successfully completed the evaluation and is qualified to operate a forklift truck.
HAS NOT demonstrated competence in operating a forklift truck.
Evaluator Signature
*
E-signature
Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Operator Signature
*
E-signature
Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Submit
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