make your free equal opportunities policy
what we'll cover
what is an equal opportunities policy?
when should i use an equal opportunities policy?
use this equal opportunities policy template:
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to help your organisation prevent unlawful discrimination and fulfil its legal duties under equality law, for example:
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the duty to make reasonable adjustments
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the duty not to discriminate, harass, or victimise
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to ensure employees and managers are informed about equal opportunities
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to explain what will happen if employees don't comply with rules about equal opportunities
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only for employees based in england, wales, or scotland
sample equal opportunities policy
the terms in your document will update based on the information you provide
about equal opportunities policies
learn more about making your equal opportunities policy
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how to make an equal opportunities policy
making your equal opportunities policy online is simple. just answer a few questions and 2022世界杯32强抽签时间 will build your document for you. when you have all the information about your equal opportunities practices prepared in advance, creating your document is a quick and easy process.
to make your equal opportunities policy you will need the following information:
parties and responsibilities
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who is the employer (ie the business or other organisation)?
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who holds overall responsibility for equal opportunities? this may be an individual, a committee, or the board of directors.
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who holds day-to-day responsibility for equal opportunities? this is an individual person who is responsible for tasks like answering employees’ questions about equal opportunities.
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who should employees contact with questions about requirements for legally working in the uk (ie immigration inquiries)?
monitoring
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will you undertake equality monitoring? if so:
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which protected characteristics will you monitor?
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will your equality monitoring include monitoring of recruitment processes?
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communication
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will you take active steps to communicate and consult with employees about equal opportunities?
training
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do you provide equal opportunities training for managers?
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common terms in an equal opportunities policy
equal opportunities policies are an important part of compliance with an important area of law. to create a comprehensive equal opportunities policy, this template includes sections covering:
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statement of policy and purpose - this section explains why the equal opportunities policy is important and briefly overviews what equal opportunities means, which areas of employment it spans, and how it’s promoted in practice. it also explains that, as an employment policy only, this document doesn’t form part of employees’ employment contracts and the employer may amend it as required
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who is responsible for equal opportunities? - this section explains the general responsibility of all staff to support and uphold equal opportunities and anti-discrimination practices. it also assigns overall and day-to-day responsibility for equality in the workplace and describes the special (ie enhanced) responsibilities of managers. if you indicate that you will provide training for managers, this section will also cover this
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what is discrimination? - this section provides definitions and examples of different types of discrimination. it’s an important section for communicating equality principles and practices to staff
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disabled persons - provides information about disability and encourages staff members who have a disability (and their managers) to speak with the person assigned day-to-day responsibility for equal opportunities if any reasonable adjustments are required
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making employment decisions fairly - this section outlines how recruitment and other staff management practices should be carried out to promote equal opportunity. it provides guidance for staff members who are responsible for this staff management. it covers multiple matters including:
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explaining what types of criteria are appropriate for making decisions (ie generally those which are objective and for legitimate business aims)
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reminding managers of their responsibility to check that staff have a legal right to work in the uk, whilst emphasising that this should be checked in a manner that doesn’t make any assumptions about people’s ethnicity or immigration status (eg by requiring all staff members to provide proof of their right to work in the uk)
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setting out what (if any) information you monitor and why, and that providing this information is voluntary
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what to do if you encounter discrimination - this section tells staff members what to do if they experience discrimination or if they believe somebody else has. it covers following the employer’s grievance procedure and contacting the person with day-to-day responsibility for equal opportunities. it covers confidentiality and protection from retaliation or victimisation during the complaint process
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non-compliance with equal opportunities rules - explains that individuals may be liable for discrimination or harassment that they commit against others and that the employer may take disciplinary action against anybody who doesn’t comply with this equal opportunities policy
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review - explains that the equal opportunities policy will be reviewed when appropriate and encourages staff to contact the person with day-to-day responsibility with any suggestions or questions about equality
if you want your equal opportunities policy to include further or more detailed provisions, you can edit your document. however, if you do this, you may want a lawyer to review the document for you (or to make the changes for you) to make sure that your modified equal opportunities policy complies with all relevant laws and meets your specific needs. use 2022世界杯32强抽签时间 ’s ask a lawyer service for assistance.
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legal tips for employers
only make commitments in your equal opportunities policy that you can reasonably fulfil
some of the practices set out in this equal opportunities policy (eg equality monitoring, consulting with staff on equality, and providing training) are not legal requirements. it’s great to commit to doing these things. however, if it’s not realistic for your organisation to actually implement these practices, you should not commit to doing them and then fall short. it may not be realistic or appropriate for very small businesses, for example, to monitor staff’s equality data.
think beyond your equal opportunities policy
it’s great to have an equal opportunities policy in place and to successfully implement it. but, if you’re serious about promoting equality and preventing discrimination in the workplace and the wider world, there’s always more to do. as an employer, this could include having other policies in place that consider equality and fair treatment, for example, a recruitment policy and an anti-harassment and bullying policy.
consider other initiatives that you could introduce in your workplace. for example, you could run awareness events or set up committees for promoting the wellbeing of different groups of people who share a protected characteristic.
avoid discrimination by understanding exactly what constitutes it
determining what constitutes discrimination, objective justification, or positive action can be difficult. the faqs above provide a starting point. for more information on these topics, read:
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the ehrc’s employment statutory code of practice, which provides detailed guidance for employers
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the government equalities office's guidance on positive action
you can also ask a lawyer for assistance.
understand when to seek advice from a lawyer
if you’re unsure about how to understand and implement your equal opportunities policy, it’s a good idea to ask a lawyer for assistance. consider asking for advice if you:
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have employees based outside england, wales, and scotland
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want help determining if something (eg a procedure or criterion) constitutes discrimination
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are unsure how to resolve a complaint of discrimination
equal opportunities policy faqs
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what is included in an equal opportunities policy?
this equal opportunities policy template covers:
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the equal opportunities policy’s aims and purposes
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who holds responsibility for equal opportunities and the roles of managers and of other staff
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explaining and providing examples of different types of discrimination and prohibited behaviours
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arrangements and reasonable adjustments for workers who have disabilities
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avoiding discrimination during recruitment and throughout the employment relationship
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what staff members and managers should do if they’re discriminated against or if discrimination is observed
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possible sanctions for breach of this equal opportunities policy or equality law
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what is equal opportunities and discrimination law?
equal opportunities and discrimination law is a vast area of law, largely consolidated in the equality act 2010. it aims to ensure that all employees and potential employees of an organisation are treated equally and that they have equal opportunities to take on new roles and to be given new promotions, pay and benefits, training, and more. it also makes sure that employees are treated equally when being considered for redundancy or dismissal.
this is achieved by preventing discrimination against all individuals based on ‘protected characteristics’ (eg sex, race, or disability). discrimination can take many forms, some less obvious than others.
a significant part of ensuring equal opportunities is every employer’s duty to make ‘reasonable adjustments’ (eg to recruitment or work processes) to reduce barriers that people with disabilities face to being equally involved.
for more information, read equal opportunities and discrimination, disability and reasonable adjustments, and the faqs below.
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why do i need an equal opportunities policy?
there’s no legal requirement to have an equal opportunities policy in place. however, the equality and human rights commission (or the ‘ehrc’, great britain’s national equality body) recommends that organisations have an equal opportunities policy in place to help them set out and follow a clear, comprehensive, and systematic approach to enhancing equal opportunity and preventing discrimination in the workplace.
having an equal opportunities policy in place helps you communicate your strategy to employees and managers. this ultimately helps you to uphold the important values that sit at the heart of equality law, whilst helping you avoid any employment tribunal disputes that could arise as a result of non-compliance.
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what are protected characteristics?
the equality act 2010 specifies 9 protected characteristics. these are:
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age
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sex
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race
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pregnancy and maternity
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marital and civil partnership status
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sexual orientation
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gender reassignment
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religion or belief
discriminating against workers and employees because of any of these characteristics is against the law.
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what are the types of discrimination?
discrimination can take various forms, all of which are usually prohibited. these include:
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direct discrimination - when a worker is treated less favourably than others because of their status regarding one or more of the protected characteristics
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indirect discrimination - when a worker with a protected characteristic is put at an unfair disadvantage due to an employer putting a provision, criterion, or practice in place that applies to all workers equally (ie it appears neutral) but which affects those with a given protected characteristic unequally
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harassment - when someone's dignity is being violated by unwanted behaviour linked to a protected characteristic that creates a hostile, humiliating, degrading, or offensive environment for them. treating someone unfavourably because they refuse to be subject to harassment is similarly prohibited
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victimisation - when someone is treated unfairly because they have, for example, made an allegation or given evidence or information about discrimination or harassment that has occurred
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discrimination arising from disability - when someone with a disability is discriminated against based on something that arises as a consequence of their disability, rather than based on their disability itself (eg because they had to take time off work or because they must take more rest breaks at work)
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what is an objective justification?
discrimination can, in rare circumstances, be permitted if you can show an ‘objective justification’ for its use. for example:
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direct discrimination based on age may sometimes be justified if, for example, it’s a reasonable way of ensuring workforce safety
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indirect discrimination may be justified if it is a ‘proportionate means of achieving a legitimate aim’ (eg if it’s essential for the aim of upholding health and safety)
for more information, read equal opportunities and discrimination.
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what is positive action?
positive action is a measure taken to improve access to opportunities (or to reduce discrimination) for a particular group who share a protected characteristic. positive action must be appropriate and must address a legitimate need.
for more information, read equal opportunities and discrimination. if you’re not sure if a practice constitutes unlawful discrimination or not, you can ask a lawyer for assistance.
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what aspects of employment and the workplace are affected by equal opportunities law?
the law protects everybody against discrimination at work. this includes avoiding unlawful discrimination during or related to:
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promotion and transfer opportunities
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workplace culture and social events
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interpersonal relationships between colleagues
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disciplining staff and dealing with grievances
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training
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what is equal opportunities monitoring?
equal opportunities monitoring (or ‘equality monitoring’) is the process of collecting, analysing and storing data about staff’s and job applicants’ protected characteristics in order to:
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establish whether an equal opportunities policy is working
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investigate whether more could be done to promote equality (eg positive action)
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set targets and make strategies for better promoting equality, and
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to emphasise the employer’s commitment to diversity and equality
monitoring is not legally required, but it is recommended to help employers meet their legal obligations.
if you undertake equal opportunities monitoring you must be careful to comply with data protection laws. for more information, read data protection.
for more information on equality monitoring, read the ehrc’s employment statutory code of practice.
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who is responsible for equal opportunities in the workplace?
everybody in a workplace has a responsibility to adhere to the provisions of their employer’s equal opportunities policy and to equality law more broadly.
those in senior positions (eg business owners, chief executives, and directors) are responsible for the implementation, review, and monitoring of the organisation’s equal opportunities policy. they’re also responsible for making sure that others are aware of their obligations. people with responsibility for others, especially for hiring, must pay special attention to their equality law adherence when managing others’ employment.
it’s also a good idea to appoint somebody to have responsibility for monitoring and implementing your equal opportunities policy on a day-to-day basis. this helps coordinate implementation and ensures staff know who to go to with any questions.
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what is the procedure for reporting discrimination?
somebody who believes they have been discriminated against has the right to seek a remedy via an employment tribunal. however, where possible, it’s often less cumbersome and less stressful for both sides to attempt to resolve a breach of equality rights between themselves first.
you can make a grievance procedure to let staff know how they should report discrimination. you should ensure employees are aware that, if they observe or are aware of acts that they believe may amount to discrimination, they should report them to the appropriate person or department.
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what are the consequences of not complying with an equal opportunities policy?
if an employee doesn't comply with their employer’s equal opportunities policy by discriminating against somebody else, they may be subject to disciplinary action. such behaviour may lead to the dismissal of that person. this applies to all employees, including those who hold senior positions.
moreover, discrimination opens you up to the risk of legal liability. for instance:
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employers are usually liable for discriminatory practices committed by their employees if they didn’t take all reasonable steps to prevent the employee from acting unlawfully in this way
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employees may be personally liable for acts of discrimination
for more information, read equal opportunities and discrimination.
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do i have to train staff on equal opportunities?
there is no legal requirement to train staff on equal opportunities and discrimination. employers do, however, have a responsibility to effectively implement their equal opportunities policy. part of this is ensuring staff members understand the equal opportunities policy’s provisions and providing training is a good way of doing this.
it’s especially prudent to train people responsible for recruitment and for managing employees (eg people who handle grievances and disciplinary matters). these are the people most likely to inadvertently discriminate and to be the subject of discrimination allegations.
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