About this template
A Forklift Operator Evaluation Form is essential for safety managers, supervisors, and operations leads working in warehouses, manufacturing plants, and construction sites. This template provides a structured way to assess the competency, safety compliance, and operational skills of forklift drivers during daily routines or periodic reviews. It covers critical operational phases including pre-use inspections, picking up loads, traveling, putting down loads, parking, and battery recharging or fueling.
By systematically reviewing each operator, safety teams can pinpoint skill gaps, prevent workplace accidents, and ensure compliance with OSHA and internal safety protocols. Maintaining detailed records of equipment operator performance helps protect workers and reduces equipment damage in high-traffic industrial environments. With Doc2Form, you can instantly turn this structured evaluation into a ready-to-use Google Form, share it with floor supervisors, and securely archive responses for compliance audits.
Key features
- Assess pre-use inspections and daily equipment checks.
- Rate handling skills from load pickup to safe parking.
- Track fueling, battery recharging, and maintenance protocols.
- Document final qualification status and sign-offs.
- Mobile-friendly format for evaluations directly on the warehouse floor.
Use cases
Annual or periodic safety performance reviews for certified forklift …
Annual or periodic safety performance reviews for certified forklift drivers.
New hire onboarding and practical skills verification.
Post-incident operational audits and retraining assessments.
Routine pre-shift machinery and safety compliance checks.
What this form collects
- Employee Full Name (Short answer)Enter the first and last name of the operator being evaluated.
- Evaluator Full Name (Short answer)Enter the name of the supervisor or safety officer conducting the evaluation.
- Evaluation Date (Date)Select the date when this practical evaluation took place.
- Pre-use Inspection Rating (Linear scale)Rate the operator's thoroughness in conducting pre-start checks (fluid levels, tires, brakes, horns).
- Pre-use Inspection Comments (Paragraph)Provide specific observations regarding the pre-use inspection.
- Picking Up a Load Rating (Linear scale)Rate the operator's approach, mast positioning, fork leveling, and load centering.
- Picking Up a Load Comments (Paragraph)Note any areas for improvement or commendation during load retrieval.
- Traveling Rating (Linear scale)Rate speed control, pedestrian awareness, horn usage, and stability while moving.
- Traveling Comments (Paragraph)Note observations on driving habits, turning, and aisle navigation.
- Putting Down a Load Rating (Linear scale)Rate accuracy and safety when placing loads onto racks or stack positions.
- Putting Down a Load Comments (Paragraph)Provide comments on placement precision and mast control.
- Parking Rating (Linear scale)Rate proper shutdown procedures, lowering forks, setting the parking brake, and key removal.
- Parking Comments (Paragraph)Note any deviations from standard shutdown and parking protocols.
- Fueling & Battery Recharging Rating (Linear scale)Rate adherence to safety rules during LPG cylinder exchange or battery charging.
- Fueling & Battery Recharging Comments (Paragraph)Note any safety observations related to power replenishment.
- Operator Qualification Status (Multiple choice)Indicate the final determination of the operator's assessment.
- Evaluator Acknowledgment (Short answer)Please type your full name to confirm you conducted this evaluation.
- Operator Acknowledgment (Short answer)Operator: Type your full name to acknowledge receipt and review of this evaluation.
FAQ
How do I use this template with my team?
Simply click to convert this template into a Google Form using Doc2Form. You can then share the form link with shift supervisors or safety officers to complete during operator assessments.
Can I customize the evaluation criteria?
Yes. Once the form is generated in your Google Drive, you can fully edit questions, add custom rating scales, or include specific site guidelines.
Is this form suitable for OSHA compliance records?
Yes, this template captures the core competencies and inspection checkpoints required for standard industrial truck operator evaluations, helping you maintain clear documentation for safety audits.
How are signatures collected?
The form includes text fields for operators and evaluators to record their names and verification dates. You can also prompt users to link to signed PDF acknowledgment forms if required by company policy.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.