Buddy Shift Evaluation Form

Message Subject *

Team Leader & Staff Member Information

Team Leader/Senior Staff Member *

New Staff Member Name *

Dates of Buddy Shifts *

Region *

Buddy Shift Day *

Daily Checklist Confirmation

Introduced new starter to client, explained their role and the buddy shift structure (Days 1, 2 & 3) *

Walked through the cleaning sequence for this client's home *

Demonstrated use of all products *

Demonstrated use of all equipment *

Demonstrated the colour coding system *

Demonstrated welfare form completion in ServiceM8 *

Explained the quality standard *

Explained the 90-minute rule *

New starter observed then assisted under guidance *

Explained what a first visit is, how it works and why we do it *

Walked through the Risk & Safety Assessment form and how to complete it *

Completed walkthrough of apps — ServiceM8, Slack, Staff Portal *

Confirmed all apps are downloaded on their phone and they are logged in *

Confirmed new starter has returned their payroll form *

Explained how pay works and to report any schedule differences before pay run *

Confirmed new starter has received course invitations and reminded them to complete before end of buddy shifts *

Notes / observations *

Performance Review

New starter led the full shift independently *

Cleaning sequence followed correctly without prompting *

Products and equipment used correctly and safely *

Colour coding followed correctly throughout *

Welfare form completed independently in ServiceM8 *

90-minute rule observed *

Client interaction was professional and appropriate *

Apps used independently — Slack check in/out and ServiceM8 *

Course progress checked with new starter — both on track to be done by Day 3 *

Gaps or concerns discussed with new starter before leaving *

Notes / observations

Performance Review

New starter completed full shift independently with no prompting *

All products, equipment, and colour coding used correctly *

Welfare form completed independently in ServiceM8 *

90-minute rule observed *

Live app demonstration completed on new starter's own phone — SM8, Slack, Staff Portal *

All three apps confirmed downloaded, logged in, and operational *

Odoo Onboarding Course confirmed complete *

Emotional & Cultural Safety Course confirmed complete *

Equipment and kit issue organised or handover date confirmed *

New starter informed about post-buddy shift course — Bianca will send the course invitation *

Notes / observations

Performance Review

Did the cleaner arrive on time? *

Was the cleaner appropriately presented? *

Rate the cleaner’s attention to detail *

Were all tasks completed to standard? *

Did the cleaner follow instructions and ask questions when needed? *

Professionalism & Communication

Did the cleaner engage professionally with the client and team? *

Any concerns about attitude, communication, or reliability? *

Growth & Progress

What improvements were observed since the last shift? *

What areas still need development? *

Would you recommend this cleaner to continue buddy shifts or progress to independent work? *

Submission

TL / Senior Staff Member Name (typed signature) *

Date Submitted *