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! 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