Full Management Equal opportunities pack

Equality diversity and inclusion (EDI) Audit form

Name: Equality diversity and inclusion (EDI) Audit form
Brand: hrtemplates.co.uk
Price: 9 GBP
Availability: InStock

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Our Equity, Diversity, and Inclusion (EDI) Audit Form Template assesses organisational practices, promoting transparency and progress in fostering an inclusive workplace culture.

How long to understand and implement this form?
5 mins

How many words in this form?
485

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What is an Equality diversity and inclusion (EDI) Audit form?

The EDI (Equity, Diversity, and Inclusion) audit form serves as a structured tool for organisations to assess their practices and policies related to equity, diversity, and inclusion. It enables them to evaluate aspects such as recruitment, promotion, and workplace culture, identifying areas for improvement and ensuring alignment with EDI principles.

This form aims to promote transparency, accountability, and continuous improvement in fostering an inclusive and equitable work environment.

By conducting regular audits using this form, organisations can track progress, address disparities, and demonstrate their commitment to EDI values.

When should this form be issued?
Annually

In which jurisdictions can this form be used?
Great Britain & NI (United Kingdom), Worldwide

What legislation and best practice guidelines have been taken into account in the development of this template?

United Kingdom

Equality Act 2010: Establishes legal obligations regarding equality, diversity, and inclusion in the workplace.
Data Protection Act 2018 (incorporating GDPR): Mandates the handling of personal data in the EDI audit form in compliance with data protection principles.
Human Rights Act 1998: Protects individuals' rights to equality and non-discrimination in the workplace.
Public Sector Equality Duty (PSED): Applies to public sector organisations, requiring them to consider equality and diversity in their decision-making processess.

Other territories

Consult your jurisdiction's employment legislation or labor laws to ensure compliance with the template. Review the language for local precision.

Equality diversity and inclusion (EDI) Audit

Organisation:

Date:

Auditor:

Scope of Audit: (e.g., hiring practices, promotions, pay equity, training, diversity & inclusion initiatives)

Section 1: Policies and Procedures

Area	Question	Finding	Actionable Recommendations
Equal Opportunity Policy	Does the organisation have a clearly defined and accessible Equal Opportunity Policy?
Anti-discrimination Policy	Does the organisation have a clear Anti-discrimination Policy?
Recruitment and Selection	Are there documented and unbiased recruitment and selection procedures in place?
Training and Development	Are there equal opportunities for training and development for all employees?
Promotions and Career Progression	Are there clear and transparent criteria for promotions and career progression?
Diversity and Inclusion Initiatives	Does the organisation have specific initiatives to promote diversity and inclusion?
Data Collection and Monitoring	Does the organisation collect data on diversity and inclusion metrics?

Section 2: Representation and Participation

Area	Question	Finding	Actionable Recommendations
Workforce Composition	Does the workforce composition reflect the diversity of the community/customer base?
Management Representation	Are diverse groups adequately represented in management positions?
Employee Resource Groups (ERGs)	Do ERGs exist and are they actively supported by the organisation?
Employee Engagement and Satisfaction	Do employees from all backgrounds feel engaged and satisfied with their work experience?

Section 3: Pay and Benefits

Area	Question	Finding	Actionable Recommendations
Pay Equity	Is there a gender pay gap or other pay disparities based on protected characteristics?
Benefits	Are benefits offered equally to all employees, regardless of background?

Section 4: Communication and Feedback

Area	Question	Finding	Actionable Recommendations
Internal Communication	Do internal communications materials reflect diversity and inclusion?
Grievance Procedures	Are there accessible and effective grievance procedures in place for reporting discrimination or harassment?
Employee Feedback	Does the organisation regularly seek feedback from employees on EDI issues?

Overall Recommendations:

Based on the findings of this audit, the following overall recommendations are made:

[Recommendation 1]
[Recommendation 2]
[Recommendation 3]

Next Steps:

A plan will be developed to address the recommendations outlined in this audit. The plan will include timelines, responsible parties, and metrics for measuring progress.

Version: [1.0]

Issue date: [date]

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