EQUAL EMPLOYMENT OPPORTUNITY (EEO) COMPLIANCE CHECKLIST (HR)

Created by ChecklistGuro (https://checklistguro.com)

--- RECRUITMENT & HIRING ---
[ ] Source of Job Posting (Company Website, Job Board (e.g., Indeed, LinkedIn), Social Media, Recruiter Referral, Other)
[ ] Diversity Outreach Efforts (Partnerships with Diversity Organizations, Targeted Advertising in Diverse Media, Attendance at Diversity Career Fairs, Employee Referral Program (with Diversity Focus))
[ ] Number of Applicants from Underrepresented Groups
[ ] Date Job Posting Went Live
[ ] Notes on Recruitment Strategy

--- JOB DESCRIPTIONS & REQUIREMENTS ---
[ ] Review Job Description for Discriminatory Language
[ ] Are Essential Functions Clearly Defined? (Yes, No, Needs Review)
[ ] Check for Unnecessary or Overly Specific Requirements (Education Level, Years of Experience, Specific Certifications, Physical Requirements, Other)
[ ] Document any modifications made to the job description
[ ] Date of Last Job Description Review

--- APPLICATION PROCESS ---
[ ] Online Application Accessibility Compliance (Compliant (WCAG 2.1 AA), Needs Review, Not Compliant)
[ ] Application Questions Reviewed for Bias? (Yes, all questions reviewed, Some questions reviewed, No questions reviewed)
[ ] Date of Last Application Process Review
[ ] Notes on Application Process Changes/Updates
[ ] Applicant Tracking System (ATS) Configuration (Fully Compliant, Partially Compliant, Non-Compliant)

--- INTERVIEWING PRACTICES ---
[ ] Describe interviewer training program content related to unconscious bias.
[ ] Which interview question types are prohibited or require careful review? (Questions about age, Questions about marital status, Questions about religion, Questions about disability, Questions about family planning, Other (specify))
[ ] Interview questions approved for use by HR? (Yes, No, N/A)
[ ] Describe the process for reviewing interview questions for legal compliance.
[ ] Date of last interviewer bias training.
[ ] Is a standardized interview format used for all positions? (Yes, No, Partially)

--- SELECTION & OFFER DECISIONS ---
[ ] Number of Qualified Applicants Interviewed
[ ] Selection Criteria Documentation Present? (Yes, No, N/A)
[ ] Justification for Selection Decision (if not top-ranked candidate)
[ ] Selection Factors Considered (check all that apply) (Experience, Education, Skills, Cultural Fit, Diversity, Other)
[ ] Offer Date
[ ] Offer Extends Equal Opportunity? (Yes, No)

--- COMPENSATION & BENEFITS ---
[ ] Average Salary for Similar Roles
[ ] Gender Pay Gap Percentage
[ ] Racial/Ethnic Pay Gap Percentage
[ ] Benefit Plan Type (e.g., PPO, HMO) (PPO, HMO, HDHP, Other)
[ ] Benefit Offerings (Select all that apply) (Medical, Dental, Vision, Life Insurance, 401k/Retirement)
[ ] Last Compensation Review Date
[ ] Notes on Compensation Analysis

--- PROMOTION & ADVANCEMENT ---
[ ] Percentage of Promotions to Minorities/Underrepresented Groups (Annual)
[ ] Number of Promotions to Women (Annual)
[ ] Is there a documented and transparent promotion process? (Yes, No, Not Applicable)
[ ] Summary of any recent audits or reviews of promotion practices
[ ] Date of last review of promotion criteria
[ ] Which criteria are used in the promotion process? (Performance Reviews, Experience, Education, Skills, Leadership Potential)
[ ] Name of person responsible for promotion process oversight

--- TRAINING & DEVELOPMENT ---
[ ] Training Delivery Method (Online (Self-Paced), Instructor-Led (Virtual), Instructor-Led (In-Person), Blended Learning)
[ ] Training Topics Covered (Diversity & Inclusion, Harassment Prevention, Bias Awareness, Equal Opportunity Laws, Performance Management, Communication Skills, Leadership Development)
[ ] Training Completion Deadline
[ ] Number of Employees Trained
[ ] Training Materials (e.g., Presentations, Handouts)
[ ] Training Evaluation Method (Post-Training Survey, Knowledge Assessment, Performance Observation)

--- PERFORMANCE EVALUATIONS ---
[ ] Evaluation Date
[ ] Overall Performance Summary
[ ] Overall Performance Rating (1-5)
[ ] Key Accomplishments
[ ] Areas for Improvement
[ ] Employee Comments
[ ] Goal Achievement (Exceeds Expectations, Meets Expectations, Needs Improvement)
[ ] Professional Development Needs (None, Training, Mentorship, Additional Experience)

--- DISCIPLINE & TERMINATION ---
[ ] Summary of Employee's Conduct
[ ] Number of Prior Warnings
[ ] Description of Investigation Findings
[ ] Reasons for Disciplinary Action/Termination (Poor Performance, Violation of Company Policy, Misconduct, Attendance Issues, Other)
[ ] Date of Incident(s)
[ ] Date of Warning(s) (if applicable)
[ ] Manager Signature
[ ] HR Representative Signature

--- RECORDKEEPING & REPORTING ---
[ ] Date of Record Creation
[ ] Number of EEO Complaints Received
[ ] Number of EEO Investigations Opened
[ ] Number of EEO Investigations Closed
[ ] Number of Complaints Resolved Informally
[ ] Number of Formal Resolutions Required
[ ] Summary of Reporting Activities
[ ] Date of Last Reporting Submission

--- COMPLAINT RESOLUTION PROCESS ---
[ ] Date Complaint Received
[ ] Summary of Complaint
[ ] Complaint Type (Discrimination, Harassment, Retaliation, Other)
[ ] Number of Witnesses (if any)
[ ] Initial Investigation Notes
[ ] Date of Investigation Completion
[ ] Resolution Type (Mediation, Training, Disciplinary Action, No Violation Found)
[ ] Details of Resolution (if applicable)

--- POLICY REVIEW & UPDATES ---
[ ] Last Policy Review Date
[ ] Summary of Policy Changes Made
[ ] Review Scope (Full or Targeted) (Full Review, Targeted Review)
[ ] Supporting Documentation (e.g., legal counsel review)
[ ] Next Scheduled Policy Review Date
[ ] Number of Stakeholders Involved in Review

--- END OF TEMPLATE ---
Transform this text into a digital, automated, and trackable mobile app!
Visit: https://checklistguro.com/templates/human-resources-management/equal-employment-opportunity-eeo-compliance-checklist-hr
(Click "Install Template" to launch your digital inspection tool immediately)