Equality diversity and inclusion (EDI) audit form template
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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.
- 2 pages / 491 words.
- Last updated 12/12/2024.
- Designed for United Kingdom use.
- Suitable for use in other territories; check local laws first.
- Instantly download as Word / PDF / plain text, or send by email.
- Includes 12 months’ access, with all updates to this page provided free of charge and notified to you.
Equality diversity and inclusion (EDI) audit form
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 |
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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.
It should be actioned annually.
Compliance
Compliance
This Equality diversity and inclusion (EDI) audit form template incorporates relevant UK laws and HR standards, including those listed below:
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Equality Act 2010: Establishes legal obligations regarding equality, diversity, and inclusion in the workplace.
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Data Protection Act 2018 (incorporating GDPR): Mandates the handling of personal data in the EDI audit form in compliance with data protection principles.
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Human Rights Act 1998: Protects individuals' rights to equality and non-discrimination in the workplace.
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Public Sector Equality Duty (PSED): Applies to public sector organizations, requiring them to consider equality and diversity in their decision-making processes.
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Employment Contracts and Policies: Internal policies and contractual agreements may outline specific procedures and expectations regarding equity, diversity, and inclusion initiatives, including the use of audit forms.
Frequently Asked Questions
Frequently Asked Questions
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Can I use this template in my small business?
Yes. The Equality diversity and inclusion (EDI) audit form template is designed to be flexible and suitable for organisations of all sizes, including small businesses and charities. It follows UK employment law best practice, so even if you don't have an in-house HR team, you can confidently apply it.
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Is this template compliant with 2025 UK employment law?
Absolutely. All of our templates are drafted with the latest ACAS guidance and UK employment legislation in mind. We review and update them regularly, so you can be confident they remain compliant.
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Can I customise it for my organisation?
Yes, we highlight the areas that you need to update with your own details, and where you need to make decisions to suit your situation. This saves you time and ensures that you meet best practice.
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Do I get instant access?
Yes. Once purchased, you'll be able to download it instantly. Templates are provided in editable Word or Excel format so you can customise them easily, and in PDF format for easy sharing.
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What if I need more help, not just this template?
If you're looking for broader support, we also offer toolkits and library bundles that include this template, along with other HR templates and policies for fully managing your situation. These may be more cost-effective if you need deeper advice.
