Equal Opportunities & Diversity template
An equal opportunities and diversity policy is {{org.name}}'s written commitment that recruitment, pay, training, promotion, and every other employment decision are made on merit — never because of age, disability, sex, race, or any other protected characteristic. It tells staff what the standard is and tells managers how to meet it.
Discrimination rarely announces itself. It hides in habits: who gets offered the overtime, who gets interviewed, whose flexible working request is taken seriously. A written policy that is actually trained in is the employer's main tool for preventing it — and the first document asked for when a complaint or claim arrives.
This template covers the nine protected characteristics, the behaviours the Equality Act 2010 prohibits, who is responsible for what, how recruitment and everyday decisions are kept fair, and how complaints are handled.
Full text, ready to adapt.
Highlighted fields are placeholders — replace them with your organisation's specifics. A starting point, not legal advice.
Equal Opportunities & Diversity
Policy · Company Policies
1. Purpose and scope
This policy applies to all employees, workers, contractors, and job applicants of {{org.name}}, and to every employment decision: recruitment, pay, hours, training, appraisal, promotion, discipline, redundancy selection, and dismissal.
It covers conduct in the workplace and in any setting connected to work — client sites, work socials, training events, and online channels used for work.
2. Policy statement
{{org.name}} makes employment decisions on merit, skills, and performance. We do not tolerate discrimination, harassment, or victimisation because of any protected characteristic, whether by managers, colleagues, or third parties we can influence.
We aim for a workforce that reflects the communities we serve and a culture where differences are an asset, not a risk to be managed.
3. What the law prohibits
- Direct discrimination — treating someone worse than others because of a protected characteristic, for example rejecting an applicant because of their age.
- Indirect discrimination — a rule or practice applied to everyone that puts people with a protected characteristic at a disadvantage and cannot be objectively justified, for example an unnecessary requirement to work every evening.
- Harassment — unwanted conduct related to a protected characteristic that violates a person's dignity or creates an intimidating, hostile, degrading, humiliating, or offensive environment.
- Victimisation — treating someone badly because they raised, supported, or gave evidence about a discrimination complaint.
- Failure to make reasonable adjustments — not taking reasonable steps to remove a substantial disadvantage faced by a disabled worker or applicant.
4. Responsibilities
- [Name/role] owns this policy, keeps it current, and reports on it to [owner/board] [frequency].
- Managers apply the policy in every decision they make, challenge unacceptable behaviour when they see it, and never wait for a formal complaint to act.
- Every member of staff treats colleagues, candidates, customers, and suppliers with respect and reports behaviour that falls short.
5. Recruitment and selection
- Write job adverts and person specifications around the genuine requirements of the role, avoiding wording that signals a preferred age, sex, or background.
- Advertise through channels that reach a broad pool, not only word of mouth. [List your standard channels.]
- Assess every candidate against the same published criteria, using the same core interview questions, and record the reasons for decisions.
- Do not ask about health or disability before making a job offer, except for the narrow purposes the Equality Act 2010 allows, such as establishing whether adjustments are needed for the interview itself.
- Offer reasonable adjustments at every stage of the process — application format, interview timing, premises access.
6. During employment
Pay, hours, training opportunities, promotion, and workload are allocated on consistent, recorded criteria. Flexible working requests are considered seriously and consistently whatever the reason for asking. Requests for reasonable adjustments go to [name/role]; we discuss options with the individual, act on medical or specialist advice where needed, and record what was agreed and when it will be reviewed.
Dress codes, shift patterns, and social events are checked so they do not disadvantage any group without a genuine business justification — and are adjusted where they do.
7. Complaints
Anyone who believes they have experienced or witnessed discrimination, harassment, or victimisation should raise it — informally with their manager, through the grievance procedure, or under the bullying and harassment policy where that fits better. Complaints are investigated promptly and confidentially, and proven breaches of this policy are dealt with under the disciplinary procedure, up to and including dismissal for serious cases.
No one suffers a detriment for raising a genuine concern, even if it is not upheld.
8. Training, monitoring, and review
Every new starter covers this policy at induction, and all staff receive refresher training [frequency]. Managers involved in recruitment receive additional training before they interview. Any diversity monitoring data is collected voluntarily, anonymised where possible, and handled in line with our data protection policy.
This policy is reviewed [frequency, e.g. annually] by [name/role]. Next review due: [date].
How to adapt this template.
Fill in the named owner and complaint routes first — a policy nobody owns is a poster, not a control.
Check your current job advert templates and interview question sets against the recruitment section before you next hire.
Walk through your last three significant people decisions (hire, promotion, dismissal) and ask whether recorded criteria would defend each one.
Train managers on the definitions section using real scenarios from your industry, not abstract ones.
Cross-reference the grievance and bullying and harassment policies so complaints have one obvious route in.
Turn this template into trained, proven behaviour
A policy in a drawer proves nothing. In TrainedTeam this template becomes assigned training with knowledge checks, e-signature acknowledgments, version history, and an audit-ready record of who completed what, when.
Equal Opportunities & Diversity template FAQs
Is an equal opportunities policy a legal requirement in the UK?
No statute requires the document itself, but the Equality Act 2010 applies to every employer from day one regardless. A written policy, communicated and trained in, is central to the "reasonable steps" an employer can point to when defending a claim about an employee's conduct — so in practice almost every UK employer needs one.
What are the nine protected characteristics?
Age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex, and sexual orientation. The Equality Act 2010 protects people from discrimination, harassment, and victimisation because of any of them.
What is the difference between direct and indirect discrimination?
Direct discrimination is treating a person worse because of a protected characteristic — no justification is possible for most characteristics. Indirect discrimination is a neutral-looking rule that disadvantages a protected group, such as a blanket requirement for full-time working; it is unlawful unless the employer can objectively justify it as a proportionate means of achieving a legitimate aim.
What counts as a reasonable adjustment?
Any reasonable change that removes a substantial disadvantage faced by a disabled worker or applicant — altered hours, modified equipment, a changed workstation, adjusted duties, or extra time in a recruitment exercise. What is reasonable depends on cost, practicability, and the size of the organisation; the duty sits with the employer, and the conversation starts with the individual.
Does this policy apply to work socials and online chat?
Yes. Harassment at a work event or in a work-related group chat is treated exactly as if it happened on the premises, and employers can be liable for it. The policy should say so explicitly — this template does.
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