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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.
-audit-form-template.jpg "Equality diversity and inclusion (EDI) audit form template")
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.
Yes. This template has been designed for organisations of all sizes, including small businesses, charities and growing employers. It follows UK employment law best practice and can be adapted to suit your organisation.
Our templates are developed with UK employment legislation, Acas guidance and HR best practice in mind and are reviewed and updated as relevant requirements change. However, every employment situation is different, so the template should be adapted to the circumstances and checked against the employee's contract and your organisation's procedures before use.
Yes, we highlight the areas of the document 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.
Yes. Once purchased, you'll be able to download it instantly. Templates are provided in editable format (such as .doc or .xls) so you can customise them easily, and in PDF format for easy sharing.
If you're looking for broader support, we also offer toolkits and library bundles that include the Equality diversity and inclusion (EDI) audit form template, along with other HR templates and policies for fully managing your situation. These may be more cost-effective if you need deeper advice.
AI can produce a document quickly, but effective HR documentation needs to be more than well-written words. It needs to reflect relevant UK employment law, HR best practice, practical considerations and the circumstances in which it will be used. These resources have been professionally developed around that wider HR context, drawing on extensive practical experience, rather than simply generating a generic document from a prompt.
How this content is developed and reviewed
The Equality diversity and inclusion (EDI) audit form template is developed using a practical HR methodology that considers current UK employment legislation, ACAS guidance, CIPD good practice and the real-world HR process it supports. Templates are regularly reviewed and updated, with additional reviews triggered by significant changes to legislation, guidance or established HR practice, helping ensure each document remains practical, relevant and suitable for UK employers.
Darryl Horn, Chartered HR Director
Darryl is a Chartered HR professional with over 25 years' experience in senior HR and employee relations roles.
He has extensive practical experience of managing equal opportunities processes and founded hrdocbox to provide businesses with practical, professionally developed HR resources grounded in UK employment law and best practice.
HRDocBox has been creating practical UK HR documents since 2009.
"Darryl provides support and advice with excellent judgement, and has a strong understanding of people, policies and UK employment legislation."
"He is someone I trust; consistent, dependable, and committed to doing things properly."
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