Looking for Equal Employment Opportunity Officer Templates to download? See the main templates that a Equal Employment Opportunity Officer would use in their day-to-day work.
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Contents
There is a huge number of templates that someone in the Equal Employment Opportunity Officer role uses in their daily work. In this article, we’ll outline the main templates they use.
These templates are some of the most commonly used templates by a Equal Employment Opportunity Officer. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. EEO Complaint Form
2. EEO Investigation Report
3. EEO Training Presentation
4. EEO Policy Statement
5. EEO Annual Report
6. EEO Data Analysis Spreadsheet
7. EEO Training Attendance Sheet
8. EEO Outreach Plan
9. EEO Compliance Checklist
10. EEO Quarterly Progress Report
Reports are often prepared by a Equal Employment Opportunity Officer to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. EEO-1 Report
2. Affirmative Action Plan Report
3. Diversity and Inclusion Metrics Report
4. Harassment and Discrimination Complaints Report
5. Pay Equity Analysis Report
6. Workforce Demographics Report
7. Training and Development Effectiveness Report
8. EEO Compliance Audit Report
9. Employee Engagement Survey Report
10. Accommodation Requests and Compliance Report
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Equal Employment Opportunity Officer does and how they do it.
1. EEO Complaint Handling SOP
2. EEO Investigation SOP
3. EEO Training and Education SOP
4. EEO Policy Development SOP
5. EEO Data Collection and Analysis SOP
6. EEO Outreach and Recruitment SOP
7. EEO Reasonable Accommodation SOP
8. EEO Compliance Monitoring SOP
9. EEO Reporting and Documentation SOP
10. EEO Program Evaluation SOP
Equal Employment Opportunity Officer presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Monthly EEO Compliance Report
2. Diversity and Inclusion Training Presentation
3. EEO Policy and Procedures Overview
4. Workplace Harassment Prevention Training
5. EEO Best Practices and Case Studies
There are several key times when a Equal Employment Opportunity Officer needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Discrimination Complaint Form
2. Affirmative Action Plan Template
3. Harassment Investigation Report
4. Employee Grievance Form
5. Diversity Training Program Outline
Health & Safety templates for a Equal Employment Opportunity Officer ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Form
2. Workplace Inspection Checklist
3. Emergency Evacuation Plan
4. Hazard Identification Checklist
5. Personal Protective Equipment (PPE) Assessment Form
Setting up Equal Employment Opportunity Officer calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Training Calendar
2. Diversity and Inclusion Events Calendar
3. Compliance Deadlines Calendar
4. Employee Engagement Calendar
5. EEO Reporting Calendar
Several types of Equal Employment Opportunity Officer invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Employee Training Invoice
2. Diversity and Inclusion Consulting Invoice
3. Workplace Harassment Prevention Training Invoice
4. Equal Employment Opportunity Compliance Audit Invoice
5. Discrimination Complaint Investigation Invoice
For a Equal Employment Opportunity Officer to get insights related to the work they do, they need to send out Equal Employment Opportunity Officer surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Employee Satisfaction Survey
2. Diversity and Inclusion Survey
3. Workplace Harassment Survey
4. Training Needs Assessment Survey
5. Exit Interview Survey
Having premade Equal Employment Opportunity Officer meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Monthly EEO Compliance Meeting
2. Diversity and Inclusion Strategy Meeting
3. EEO Training and Development Meeting
4. EEO Data Analysis and Reporting Meeting
5. EEO Policy Review and Update Meeting
To manage finances well, a Equal Employment Opportunity Officer would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Operating Budget Template
2. Employee Compensation Budget Template
3. Training and Development Budget Template
4. Recruitment and Hiring Budget Template
5. Diversity and Inclusion Budget Template
Dashboards are a useful way for a Equal Employment Opportunity Officer to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Diversity and Inclusion Dashboard
2. Recruitment Metrics Dashboard
3. Employee Engagement Dashboard
4. Compliance and Risk Management Dashboard
5. Training and Development Dashboard
For bidding or requesting work, a Equal Employment Opportunity Officer needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Monthly Diversity Training Proposal
2. Workplace Harassment Prevention Proposal
3. Recruitment and Hiring Process Enhancement Proposal
4. Employee Retention and Engagement Proposal
5. Equal Pay and Compensation Analysis Proposal
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