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Gender & Ethnicity Pay Gap Reporting Checklist

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Prepare a compliant gender and ethnicity pay gap analysis and disclosure, covering data scope, required metrics, and narrative reporting.

UK Gender Pay Gap Regulations 2017EU Pay Transparency Directive 2023/970

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Scope & Data Preparation

  • Has the reporting snapshot date and relevant employee population been correctly defined? *
  • Are full-pay relevant employees identified and excluded/included per the methodology? *
  • Is pay and bonus data validated for completeness and accuracy? *

Required Gender Pay Gap Metrics

  • Are the mean and median gender pay gaps in hourly pay calculated? *
  • Are the mean and median bonus pay gaps calculated? *
  • Is the proportion of men and women receiving a bonus reported? *
  • Is the proportion of men and women in each pay quartile reported? *

Ethnicity & Intersectional Analysis

  • Is ethnicity pay gap analysis conducted where data and consent allow? *
  • Are disclosure controls applied to protect confidentiality where category sizes are small? *
  • Is pay equity assessed on a like-for-like (equal pay) basis distinct from the pay gap? *

EU Pay Transparency Requirements

  • Is the gender pay gap reported for categories of workers doing equal work / work of equal value? *
  • Is a joint pay assessment triggered where the gap exceeds 5% and is unjustified? *
  • Are workers informed of their right to request information on pay levels for their category of work? *

Disclosure & Action Plan

  • Is a supporting narrative provided explaining causes of the gap? *
  • Is an action plan with measurable objectives to close the gap documented? *
  • Is the report signed off by an appropriate senior person and published as required? *

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