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Forklift operator evaluation form 2026

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Click ‘Get Form’ to open the forklift operator evaluation form in the editor.
Begin by entering the Operator Name, ID No., and Date of Evaluation at the top of the form. This information is essential for identifying the operator being evaluated.
In the Equipment Operated section, specify the type of equipment that was used during the evaluation. This helps in assessing specific operational skills.
Evaluate Operator Behaviors by marking Good, Fair, Poor, or N/A for each behavior listed. Provide comments where necessary to give context to your evaluations.
Follow the checklist items under 'Perform the Operators Daily Checklist' and mark your observations accordingly. Ensure you assess each action thoroughly.
Complete sections on Picking up a load, Traveling, Putting Down A Load, and Parking by evaluating each step as per the guidelines provided in the form.
Finally, both Evaluator and Operator should sign at the bottom of the form to confirm completion and understanding of the evaluation results.

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How often should a forklift operator be evaluated?

The evaluation should include a review of the operators training records, observation of their driving skills, and an assessment of their ability to conduct pre-use inspections and perform basic maintenance tasks.

Who certifies that an operator of a forklift has been trained?

Yet, it is solely the employers responsibility to certify that employees are fully equipped with the appropriate training for their job duties and can safely execute these tasks. OSHAs stance is clear: the employer shall certify.

What is a performance review for a forklift operator?

Certifies that the operator has successfully completed training and operating of a Powered Industrial Truck (PIT) and is competent to perform all the duties and responsibilities safely. Complies with 29 CFR 1910.178(I)(6) Certification. Valid for 3 years from the evaluation completion date.

What is a forklift evaluation?

Departments are to evaluate forklift operators at least once every three years. The evaluation consists of observing the forklift operator conducting routine tasks to determine if the operator is performing safely. The forklift operator evaluations can be documented on the Forklift Training and Evaluation Form.

Who can evaluate a forklift operator?

Background: 29 CFR 1910.178(l)(2)(iii) states: All operator training and evaluation shall be conducted by persons who have the knowledge, training, and experience to train powered industrial truck operators and evaluate their competence.