Top tips for safe forklift mounting and dismounting

Nick Welch -
Safety First
- 2 Nov 2017 ( #845 )
3 min read
Nick Welch
Nick Welch
Nick Welch is Senior Technical Development Executive for RTITB, the largest forklift training accrediting body in the UK and Ireland, recognised by the HSE, HSA and HSENI.
Many musculoskeletal and other injuries occur when operators are getting on and off forklift trucks. Although mounting and dismounting techniques may vary, depending on the particular truck, the following steps should be considered to reduce the risk of incident or injury.
Before you start

  • Operators must be properly qualified before they even think about driving a truck, but has their training included a demonstration of correct mounting and dismounting? During training, trainees should get on and off a truck under supervision so that their technique can be assessed and corrected.

  • Refer to the manufacturer's operator manual for specific advice on mounting and dismounting the truck. Operators should be suitably trained for the particular truck(s) that they will be using.

  • Conduct routine pre-use inspections before using a forklift. This will include a visual inspection of key parts of the truck that must be done before the truck is mounted.

  • Ensure the required protective clothing is being worn. Hanging jewellery should not be worn and items should be removed from back pockets.


Mounting the truck

  • Check the environment and the floor around the truck. Debris and uneven surfaces can cause slips and trips. Also, be aware of other vehicles, pedestrians and even existing loads on the forks.

  • Check the truck's state of repair and consider how this may affect mounting and dismounting. For example, do you need to take extra care due to erosion on non-slip surfaces?

  • Face the truck when getting on and off. If steps are available, they should be used. Good secure hand and foot holds should be established. Always maintain three points of contact with the truck when mounting/dismounting for stability.

  • Be aware that loose or bulky clothing, such as overalls, can catch when getting on and off the truck.


Once you're in the cab

  • Adopt the correct operating position by using all of the available adjustments. This is important for both safety and ergonomics. The seat, steering column and armrests should never be adjusted when travelling.

  • Sit down in the seat, lean forward and shift hips to the back of the seat to set the spine in correct alignment. Adjust the seat by sliding it forwards so your feet are resting comfortably and the pedals are within easy reach.

  • Raise the seat to a comfortable height, checking for adequate head clearance and maximum vision - ensure that pedals are still within easy reach. Ensure the weight limit setting is correctly adjusted.

  • Adjust the steering wheel so that the steering assistor is within easy reach of either hand at the furthest point away from the body - the aim is to eliminate the need to lean forward. Adjust the backrest to a position slightly tilted backwards to avoid excessive bending of the head and neck.

  • If a safety belt is available, it should be worn. Seatbelts are a legal requirement on most trucks since 2002 and for older trucks with any risk of overturning, operator restraining systems should be installed.

  • Make sure mirrors are adjusted as required. Make sure all areas of the body are within the operator's cabin before the truck starts moving.


Dismounting

  • Ideally, find an even surface for dismount as landing awkwardly can result in injuries. Floor debris or spillages in the area of dismounting could also lead to slips and falls. Of course, check for other traffic before exiting the cab.

  • Never jump down from the truck. Three points of contact should be maintained during dismount for stability and to protect from musculoskeletal injury.



For more information on forklift truck operator training to improve safety and efficiency during mounting and dismounting forklifts, visit www.rtitb.co.uk.
Also Read:
Ask R U OK? Any Day in Trucks & Sheds
Jordan McSweeney
2 minute read
Ask R U OK? Any Day in Trucks & Sheds Your Focus - 14 May 2026 (#1281) This week Australia marked R U OK? In Trucks & Sheds Day on May 12. Jordan McSweeney, communications coordinator with non-profit Healthy Heads Trucks & Sheds, looks at this important campaign.
The deadline to update your training passed three months ago. Are you compliant?
Liam Knight
3 minute read
The deadline to update your training passed three months ago. Are you compliant? Your Focus - 7 May 2026 (#1280) Liam Knight is managing director of the Association of Industrial Truck Trainers (AITT), one of the four founding members of the Accrediting Bodies Association for Workplace Transport (ABA).
How lithium-ion battery packs are powering the next generation of forklifts
Jaesung Choi
3 minute read
How lithium-ion battery packs are powering the next generation of forklifts Your Focus - 23 Apr 2026 (#1278) Jaesung Choi is a product manager with Bobcat. He has 15 years of experience spanning engineering, strategy, and product management in the material handling industry.
For more unique stories and expert insights: read our industry blogs
Blog articles provide perspectives and opinions and therefore may contain inaccurate or incomplete information. Forkliftaction Media accepts no responsibility for errors or omissions. If you feel that significant facts are overlooked, or have a different viewpoint on a topic addressed, we invite you to open a conversation in our Discussion Forums.

Are you recruiting? Find your ideal candidate among a diverse range of materials handling professionals:

Forkliftaction's JOB MARKET

Inside The News
In this week’s Forkliftaction News , it’s financial reporting season and German equipment maker Jungheinrich reports a “very significant” EBIT decline for Q1, while Finnish manufacturer Kalmar has returned higher sales for the period... Continue reading

PREMIUM business

Libiao Robotics
Creating robotic warehouse solutions that automate and elevate your business.
Upcoming industry events …
May 20-22, 2026 - Jakarta, Indonesia
June 18, 2026 - Nottinghamshire, United Kingdom
November 3-5, 2026 - Jaarbeurs, Netherlands
Inside The News
In this week’s Forkliftaction News , it’s financial reporting season and German equipment maker Jungheinrich reports a “very significant” EBIT decline for Q1, while Finnish manufacturer Kalmar has returned higher sales for the period... Continue reading

Are you recruiting? Find your ideal candidate among a diverse range of materials handling professionals:

Forkliftaction's JOB MARKET

Inside The News
In this week’s Forkliftaction News , it’s financial reporting season and German equipment maker Jungheinrich reports a “very significant” EBIT decline for Q1, while Finnish manufacturer Kalmar has returned higher sales for the period... Continue reading
Editorial calendar - planned features
CONSTRUCTION FORKLIFTS
HANDLING GOODS IN THE COLD
LOADING/UNLOADING FREIGHT
BROWNFIELD AUTOMATION
FORKLIFT ATTACHMENTS
BATTERY AFFORDABILITY AND LIFETIME
FORKLIFT SAFETY
Upcoming industry events …
May 20-22, 2026 - Jakarta, Indonesia
June 18, 2026 - Nottinghamshire, United Kingdom
November 3-5, 2026 - Jaarbeurs, Netherlands