Pay Equity Audit Checklist Template (HR)

Ensure fair compensation & mitigate legal risks with our Pay Equity Audit Checklist. Proactively identify and address potential pay disparities, build a culture of transparency, and demonstrate your commitment to equal pay for equal work. Download now & stay compliant!

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Data Collection & Preparation

1 of 12

Gathering and organizing necessary data for pay equity analysis.

Start Date of Data Collection

End Date of Data Collection

Number of Employees Included in Dataset

Data Source(s)

Notes on Data Limitations or Known Issues

Raw Data File (e.g., CSV, Excel)

Data Privacy Compliance Checked?

Job Evaluation & Classification

2 of 12

Ensuring jobs are accurately evaluated and classified based on their requirements and contributions.

Describe the Job Evaluation Methodology Used (e.g., Point Factor, Hay, etc.)

Number of Job Evaluation Factors Used

Which Job Evaluation Factors Were Considered?

Job Leveling System Used?

Describe the process for assigning jobs to levels.

Number of Job Levels Defined

Compensation Data Analysis

3 of 12

Performing statistical analysis to identify potential pay disparities.

Average Salary for Job Title X

Median Salary for Job Title X

Salary Range Minimum for Job Title X

Salary Range Maximum for Job Title X

Statistical Method Used (e.g., Regression, ANOVA)

Summary of Statistical Analysis Results

R-Squared Value (if applicable)

Demographic Data Review

4 of 12

Analyzing compensation data in relation to protected characteristics (e.g., gender, race/ethnicity).

Number of Employees Analyzed

Gender Distribution (Overall)

Race/Ethnicity Distribution (Overall)

Percentage of Employees in Each Gender Group (by Job Level)

Percentage of Employees in Each Race/Ethnicity Group (by Job Level)

Notes on Data Collection and Limitations

Review of Job Descriptions

5 of 12

Verifying job descriptions accurately reflect job duties and responsibilities.

Job Title Accuracy: Does the job title accurately reflect the duties performed?

Summary of Duties: Is the summary of duties clear, concise, and up-to-date?

Essential Functions: Are all essential functions clearly listed?

Experience Required (Years): Verify years of experience align with duties.

Skills Verification: Do listed skills accurately represent requirements?

Physical Requirements: Are physical requirements clearly outlined and justifiable?

Attach Updated Job Description (if applicable)

Review of Salary Ranges

6 of 12

Examining salary ranges for consistency and appropriateness.

Minimum Salary for Job Level 1

Maximum Salary for Job Level 1

Salary Range Adjustment Frequency

Description of Factors Influencing Range Setting

Salary Range Spread (High-Low Ratio)

Range Adjustment Approval Process

Date of Last Salary Range Review

Analysis of Performance Ratings

7 of 12

Assessing the relationship between performance ratings and compensation.

Average Performance Rating Distribution (Scale: 1-5)

Performance Rating Criteria Used (Select all that apply)

Percentage of Employees Receiving 'Exceeds Expectations' Rating

Correlation Coefficient between Performance Rating and Salary Increase

Notes on any observed biases in performance rating allocation

Performance Review System Used?

Identification of Disparities

8 of 12

Identifying statistically significant pay disparities.

Statistical Significance Level (p-value)

Primary Disparity Observed (Gender, Race/Ethnicity, Other)

Average Pay Gap (%) for Affected Group

Detailed Description of Observed Disparity

Job Level(s) Most Affected

Affected Job Titles (Select all that apply)

Root Cause Analysis

9 of 12

Investigating the underlying reasons for identified disparities.

Describe potential historical factors contributing to pay disparities (e.g., past hiring practices, promotion criteria).

Were there any systematic biases in performance review processes?

Was there a prior salary history inquiry?

Explain any inconsistencies between job descriptions and actual job duties.

Quantify the average time difference between promotion for different demographic groups (in months).

Was there a standardized interview process?

Remediation Plan Development

10 of 12

Creating a plan to address and eliminate identified pay inequities.

Summary of Identified Pay Disparities

Proposed Remediation Strategies

Estimated Cost of Remediation (USD)

Target Completion Date for Remediation

Affected Employee Groups

Communication Plan (how findings will be communicated to employees)

Number of Employees Impacted

Plan Implementation & Monitoring

11 of 12

Putting the remediation plan into action and tracking its effectiveness.

Implementation Start Date

Number of Employees Impacted by Adjustments

Communication Strategy - Method

Summary of Communication Sent to Employees

Date of First Follow-Up Review

Percentage of Pay Gaps Closed (Target)

Review Outcome

Notes/Comments on Implementation Progress

Documentation and Reporting

12 of 12

Maintaining records of the audit process and reporting findings to stakeholders.

Audit Start Date

Audit Completion Date

Executive Summary of Findings

Detailed Methodology Description

Statistical Analysis Report

Audit Scope (e.g., entire company, specific departments)

Number of Employees Included in Analysis

Summary of Remediation Plan Actions

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