Templates and records · SGE 21 · Clause 6.2.2

SGE 21 equal opportunities actions record

Proof that equality policies are being applied: each action with its area, owner, objective, result and date.

In one sentence

The equality actions record lists every measure arising from the equality and non-discrimination policies with the department involved, the owner, the objective, the result and the implementation date, which are exactly the data that section 6.2.2 of SGE 21 requires to be kept as evidence.

Content reviewed on 17 October 2026

Where the standard requires it: SGE 21 · Clause 6.2.2 Sections are cited using the numbering of the October 2024 version of SGE 21, the one Foretica publishes on its website. The Academy groups its nine management areas into six blocks.
Type of information: Mandatory record Evidence that must be maintained (6.2.2)
Who fills it in: Human resources Each area responsible for an action provides its result
When: When each action is implemented and when its result is measured With an annual summary for the management review
How long it is kept: Set by the organisation The standard sets no periods. Covering at least the three-year certification cycle, with the initial audit and two surveillance audits, lets you show progress at every visit.

What the standard requires

What SGE 21 demands and what it leaves to your judgement

The standard requires policies and procedures that guarantee equal opportunities in access to employment, training, development, working conditions and pay, and the absence of discrimination on grounds of gender, origin, religion, disability, age, sexual orientation or culture, among others.

For each action, the department, owner, objective, results and date must be kept. Diversity management (6.2.3) adds an action plan reviewed at least every three years.

This record does not replace the equality plan that Spanish employment law requires of certain companies; it complements it and can draw on it.

Read it in context: People within the organization, in the SGE 21 Academy

Structure

Fields the template should include

Action
Policy or procedure it stems from
Department involved
Person responsible for carrying it out
Objective
Results achieved
Implementation date

Example

Example: three actions from the year (fictitious company)

Company, people and figures are fictitious: the example only shows what a properly completed record looks like.

Field	Content
Review of job descriptions	People · recruitment lead · neutral language in all vacancies · 100% reviewed · January 2026
Internal promotion	Operations · operations director · 50% women in new supervisor posts · 7 of 12 · March 2026
Pay audit	Finance and people · finance director · gap by job category below 5% · 3.2% · June 2026

At the audit

Mistakes auditors commonly flag

There is an equality policy, but no evidence of actions.
Actions have no measurable objective.
Neither the implementation date nor the owner is recorded.
The diversity plan has not been reviewed in three years.

In Kimobox

How this record is kept in Kimobox

1The equality policy is published on the employee portal.
2Each action is recorded with its owner, objective and date.
3Results are communicated through the same portal.
4Indicators are tracked on the dashboard.

Frequently asked questions

What people ask us before getting started

Is it the same as the statutory equality plan?

No. The equality plan is an employment law obligation for certain Spanish companies, with its own negotiation procedure. SGE 21 asks for evidence of equality actions, which may come from that plan or from other policies.

What data does the standard require for each action?

The department involved, the person responsible for carrying it out, the objective, the results achieved and the implementation date.

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Sources

Where each figure comes from

References to the official text in force. If a standard is revised, this page is updated and the review date says so.

SGE 21. Sistema de Gestión Ética, Sostenible y Responsable (Ethical, Sustainable and Responsible Management System) Forética · October 2024 version