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Metadata for Official Statistics

Definitions: EU-SILC

In order to highlight concepts from the EU-SILC series selected definitions from the terminology of official statistics will be explained below alongside the associated variables.

Demographic Background

Age

Definition "Refers to the age at the end of the income reference period except for the childcare variables where the age refers to the age at the time of interview."
Variables
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 63.

Region

Definition "Refers to the region of the residence of the household at the date of interview."
Variables DB040
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 99.

Marital status

Definition "Marital status is the conjugal status of each individual in relation to the marriage laws of the country (i.e. de jure status). It therefore does not necessarily correspond with the actual situation of the household in terms of co-habitation, arrangements, etc."
Variables PB190
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 256.

Country of birth

Definition "Country of birth is defined as the country of residence of the mother at the time of birth."
Variables PB210
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 258.

Citizenship

Definition Additional Comment 2010:

"Citizenship shall refer to the current (at the time of survey) national boundaries and not the boundaries at the time of the reference period. To apply this definition, information only on the citizenship may be insufficient. More detailed information on the current country is needed if the boundaries of the country have been changed. In the case of citizenships that no longer exist, the present-day borders of the country should be used."

2009:

"Citizenship is defined as the particular legal bond between the individual and his/her State acquired by birth or naturalisation, whether by declaration, option, marriage or other means according to the national legislation. It generally corresponds to the country of which the passport is used. When a person has multiple citizenship, the two main citizenships should be collected. For persons with multiple citizenship and where one of the citizenship is the one of the country of residence, that citizenship should be coded."

Variables PB220A, PB220B
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 259.
Eurostat (2010): Description of Target Variables. Cross-sectional and Longitudinal. 2010 Operation: 261.

Labour and Employment

Activity Status

Work

Definition ""Work" means any work for pay or profit. Pay includes cash payments or "payment in kind" (payment in goods or services rather than money). Self-employed persons with a business, farm or professional practice are also considered to be working if one of the following applies:
  • A person works in his own business, professional practice or farm for the purpose of earning a profit, even if the enterprise is failing to make a profit.
  • A person spends time on the operation of a business, professional practice or farm even if no sales were made, no professional services were rendered, or nothing was actually produced (for example, a farmer who engages in farm maintenance activities; an architect who spends time waiting for clients in his/her office; a fisherman who repairs his boat or nets for future operations; a person who attends a convention or seminar).
  • A person is in the process of setting up a business, farm or professional practice; this includes the buying or installing of equipment, and ordering of supplies in preparation for opening a new business.
  • An unpaid family worker is said to be working if the work contributes directly to a business, farm or professional practice owned or operated by a related member of the same household."
Variables PL030, PL031, RB170, RB210
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 281.

Retirement

Definition "A person is in retirement or early retirement if he/she left his/her work for age. Early retirement due to enough seniority is also to be included. Early retirement for economic reasons is on the other hand to be classified according to the respondent's feeling, i.e. a person in early retirement for economic reasons will be included here only if he/she classifies him/herself as retired."
Variables PL030, PL031, RB170, RB210
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 138.

Other inactive

Definition "This category includes the corresponding categories from variables PL031:
  • Pupil, student, further training, unpaid work experience;
  • Permanently disabled or/and unfit to work;
  • In compulsory military community or service;
  • Fulfilling domestic tasks and care responsibilities;
  • Other inactive person."
Variables PL030, PL031, RB170, RB210
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 138.

Person has ever worked

Definition "Vacation jobs taken by students, from which they return to studies or to other non-work situations are disregarded, as well as any other casual job undertaken from time to time. Parttime jobs the person may have engaged in while still in school or university are not included. But if the person works or worked in a formal regular work, during his/her studies, this work should be considered. Normally, having ever worked refers to persons who worked on full or partial time basis for at least 6 months."
Variables PL015
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 277.

Actively looking for a job

Definition "Active methods for looking for a job:
  • having been in contact with a public employment office to find work, whoever took the initiative (renewing registration for administrative reasons only is not an active step),
  • having been in contact with a private agency (temporary work agency, firm specialising in recruitment, etc.) to find work,
  • applying to employers directly,
  • asking among friends, relatives, unions, etc., to find work,
  • placing or answering job advertisements,
  • studying job advertisements, taking a recruitment test or examination or being interviewed,
  • looking for land, premises or equipment,
  • applying for permits, licences or financial resources."
Variables PL020
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 278.

Available for work

Definition "If the person is currently available for work, i.e. were available for paid employment or self-employment before the end of the two weeks following the reference week. 'Currently available' means that if a job were found at the time of the interview, the person would be able to start working within two weeks. Testing for availability in the two weeks after the interview is considered more appropriate than testing during the reference week, because some persons may be unavailable for work during the reference week due to obstacles that might have been overcome had they known that a job was available to them. Persons who found a job to start later, i. e. within a period of at least 3 months should be coded 'yes'."
Variables PL025
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 279.

Self-defined current economic status

Definition Additional comment 2011:

"If the person combines different part-time jobs as employee leading to an equivalent full-time work, the person should consider his/herself as employee working full time (modality 1). The same holds if the person has a main job as employee and an additional "small" (in terms of hours) second job as self-employed, both jobs being remunerated and leading together to a full-time equivalent."

2009:

"The concept of "current" implies that any definitive changes in the activity situation are taken into account. For instance, if a person has lost a job or has retired recently, or the activity status has changed otherwise in a definitive manner, then the situation as of the time of the interview should be reported. In this sense, "current" overrides any concept of averaging over any specific reference period. The target variable captures the person's own perception of their main activity at present. It differs from the ILO concept to the extent that people's own perception of their main status differs from the strict definitions used in the ILO definitions. For instance, many people who would regard themselves as full-time students or homemakers may be classified as ILO employed if they have a part-time job. Similarly, some people who consider themselves "unemployed" may not meet the strict ILO criteria of taking active steps to find work and being immediately available. The self-declared main activity status is, in principle, determined on the basis of the most time spent, but no criteria have been specified explicitly."

Variables PL030, PL031, RB170, RB210
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 280.
Eurostat (2011): Description of Target Variables. Cross-sectional and Longitudinal. 2011 Operation: 291.

Family worker

Definition "Family workers are persons who help another member of the family to run an agricultural holding or other business, provided they are not considered as employees. Persons working in a family business or on a family farm without pay should be living in the same household as the owner of the business or farm, or in a slightly broader interpretation, in a house located on the same plot of land and with common household interests. Such people frequently receive remuneration in the form of fringe benefits and payments in kind. However, this applies only when the business is owned or operated by the individual themselves or by a relative. Thus, unpaid voluntary work done for charity should not be included. This category includes:
  • A son or daughter working in the parents' business or on the parents' farm without pay.
  • A wife who assists her husband in his business, e.g. a haulage contractor, without receiving any formal pay."
Variables PL030/PL031, PL040
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 285-286.

Seasonal workers

Definition "During the off-season, seasonal workers cannot be considered as having a formal attachment to their high-season job— because they do not continue to receive a wage or salary from their employer although they may have an assurance of return to work."
Variables PL030, PL031
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 281.

Maternity and paternity leave

Definition "Maternity leave is first given to the mother (but may include the leave of the father in the case of a transfer of the entitlements) and corresponds to the compulsory period of the leave stipulated by national legislation to ensure that mothers before and after childbirth have sufficient rest, or for a period to be specified according to national circumstances. People in maternity leave should always be considered as working."
Variables PL030, PL031
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 281.

Parental leave

Definition "Parental leave can be taken either by the mother or the father and is the interruption of work in case of childbirth or to bring up a child of young age. It corresponds to the period when parents receive "parental leave benefit". People in full-time parental leave should be treated as no working."
Variables PL030, PL031
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 281.

Layoffs

Definition "A person on lay-off is one whose written or unwritten contract of employment, or activity, has been suspended by the employer for a specified or unspecified period at the end of which the person concerned has a recognised right or recognised expectation to recover employment with that employer. Layoffs are classified as working if they receive >= 50% of their wage or salary from their employer or have an assurance of return to work within a period of 3 months."
Variables PL030, PL031
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 281.

Number of months spent...

Definition Additional Comment 2011:
"In particular, if the person combines different part-time jobs as employee leading to an equivalent full-time work, the person should consider his/herself as employee working full-time."

2009:
"The status is self-defined and the same definitions as for variable PL031 apply. If more than one type of activities occur in the same month, priority should be given to economic activity ("main activity: work") over non-economic activity and over inactivity. On the basis of this principle, the following rules may be used:
  • If the respondent worked, at least during 2 weeks of the month, then variables PL073 to PL076 should be filled in.
  • If more than one of the other situations apply in the same month, the respondent will select one on the basis of self-assessment. The criterion of most time spent may be useful where applicable.
About variable PL087, the concept of "months spend studying" should be understood in a broad sense. It should include the time spend as "Pupil, student, further training, unpaid work experience" in order to correspond to the answering category "6" of PL031."

2005-2008:
"The main activity in a month was "work" if the respondent worked (or was in paid apprenticeship or training) the majority of the weeks of the month. If the main activity was not "part-time of full-time work" (i.e. the respondent did not work ), the status is self-defined. A person had a job, but was temporarily absent because of maternity leave, injury or temporary disability, slack work for technical or economical reasons, ... is considered as 'working'. If more than one type of activities occur in the same month, priority should be given to economic activity ("main activity: work") over non-economic activity and over inactivity. On the basis of this principle, the following rules may be used:
  • If the respondent worked, at least during 2 weeks of the month, then variables PL070 or PL072 should be filled in.
  • If more than one of the other situations applies in the same month, the respondent will select one on the basis of self-assessment. The criterion of most time spent may be useful where applicable."
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 295-296.
Eurostat (2010): Description of Target Variables. Cross-sectional and Longitudinal. 2008 Operation: 288.
Eurostat (2011): Description of Target Variables. Cross-sectional and Longitudinal. 2011 Operation: 304.
Variables PL070, PL072, PL073, PL074, PL075, PL076, PL080, PL085, PL086, PL087, PL088, PL089, PL090

Worked at least 1 hour during the previous week

Definition

Additional Comment 2014:

"Persons who work on their own small agriculture farm, who do not sell their products, but produce only for their own consumption should be coded 2"

2009:

"A person is considered as working if he/she did any work for pay or profit during the reference week or if he/she was not working but had a job or business from which he/she was absent during the reference week."

For further details, see Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 287-289

Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 287-289.
Eurostat (2014): Description of Target Variables. Cross-sectional and Longitudinal. 2014 Operation: 286-288.
Variables PL035

The main activity in a month

Definition

Additional Comment 2009 (PL211 A-L):

"The status is self-defined and the same definitions as for variable PL031 apply (see PL031 for definitions and explanations). In particular, if the person combines different part-time jobs as an employee which result in the same hours as an equivalent full-time job, the person should consider his/herself as employee working full-time (code 1 should be ticked for the month)."

2005 (PL210 A-L):

"The main activity in a month was "job or business" ( codes 1 to 4) if the respondent worked (or was in paid apprenticeship or training) the majority of the weeks.

If the main activity was not "job or business" (i.e. the respondent did not work ), the status is self-defined.

A person had a job, but was temporarily absent because of maternity leave, injury or temporary disability, slack work for technical or economical reasons, ... is considered as 'working'.

If more than one type of activities occur in the same month, priority should be given to economic activity ("main activity: job or business") over non-economic activity and over inactivity. On the basis of this principle, the following rules may be used: If the respondent worked, at least during 2 weeks of the month, (with main activity = "other than work" in the remainder of the month), then code 1, 2, 3 or 4 should be ticked for the month.

If more than one of the other codes apply in the same month, the respondent will select one on the basis of self-assessment. The criterion of most time spent may be useful where applicable."

Variables PL210 A-L, PL211 A-L
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 314.

Unemployed

Definition

"Early retirement for economic reasons can be included here according to the respondent's feeling, i.e. a person in early retirement for economic reasons will be included here if he/she classifies him/herself as unemployed."

Variables RB170, RB210, PL031, PL180, PL211A-211L
Citation Eurostat (2013): Description of Target Variables. Cross-sectional and Longitudinal. 2013 operation (Version May 2013): 139

Job Characteristics

Employee

Definition "Employees are defined as persons who work for a public or private employer and who receive compensation in the form of wages, salaries, fees, gratuities, payment by results or payment in kind; non-conscripted members of the armed forces are also included.
An employee is usually working for an outside employer, but a son or daughter, for example, who is working in a parent's firm and receives a regular monetary wage is classified here as an employee.
  • A woman looking after children in her own home is classified as an employee if she is paid to do this by the local authority (or any other public administration) and if she doesn't take any decision affecting the enterprise (e.g. schedules or number of children) but as an self employed if she does it privately.
  • Apprentices, or trainees receiving remuneration should be considered as employees
  • Priests ( of any kind of religion) are considered employees.
  • Persons who are simultaneously working in their own professional practice and for a public or private employer (e.g. doctors with their own cabinet and working in an hospital) should be classified according to the status where they work a more important number of hours."
Variables PL030, PL031, PL040
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 285.

Self-employed

Definition "Self-employed persons are defined as persons who work in their own business, professional practice or farm for the purpose of earning a profit.
Members of producers' co-operatives should be considered as self-employed if in the cooperative, each member takes part on an equal footing with other members in determining the organisation of production, sales and /or other work of the establishment, the investments and the distribution of the proceeds of the establishment amongst their members."
Variables PL030, PL031, PL040
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 285.

Self-employed with employees

Definition "Self-employed persons with employees are defined as persons who work in their own business, professional practice or farm for the purpose of earning a profit, and who employ at least one other person. If people working in the business, professional practice or farm, are not paid then he/she should be considered as self employed without staff."
Variables PL040
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 290.

Self-employed without employees

Definition

"Self-employed persons without employees are defined as persons who work in their own business, professional practice or farm for the purpose of earning a profit, and who do not employ any other person.

Nevertheless he may engage members of his/her own family or apprenticed without payment. In this category one can find farmers working alone or using the assistance of members of family.

In particular:
  • A woman who looks after one or more children that are not her own on a private basis and receiving a payment for this service is a self-employed.
  • A freelancer should be classified as self-employed, although a person who has been regularly retained by a single employer for some time may also be regarded as an employee."
Variables PL040
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 290.

Members of producers' co-operatives

Definition "Members of producers' co-operatives should be considered as self-employed if in the cooperative, each member takes part on an equal footing with other members in determining the organization of production, sales and /or other work of the establishment, the investments and the distribution of the proceeds of the establishment amongst their members.
In the case a co-operative hired workers and these workers have an employment contract that gives them a basic remuneration (which is not directly dependent upon the revenue of the cooperative), these workers are identified as employees of the co-operative.
Even if the co-operative has employees (e.g. an accountant) the members of the co-operative should be considered as "self-employed without employees" because the co-operative as an institution (and not any of its members) is the employer."
Variables PL040
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 291.

Occupation (ISCO-88 (COM))

Definition

Additional Comment 2010:

"The EU-SILC variable PL050 remains for ISCO-88 while a new variable PL051 has been introduced for ISCO-08. For these two variables, the flag value "-5" has been introduced. PL050_F=-5 corresponds to a missing value of PL050 because PL051 is used while PL051_F=-5 corresponds to a missing value of PL051 because PL050 is used."

2005:

"The basis for the classification in the ISCO-88 scheme is the nature of the job itself and the level of skill required. A job is defined as the set of tasks and duties to be performed. Skills are the abilities to carry out the tasks and duties of a job. Skills consist of two dimensions: skill level and domain specialisation. The skill level is related to the level of educational attainment.

The questions needed for the classification by occupation are the job title associated with the main job and a further description of the tasks and duties. For a few occupations, information on size group of workplace (the local unit of activity) is needed to code ISCO 88(COM).

This should be coded according to the ISCO-88 (COM) classification provided in annex, which is based upon ISCO-88, International Standard Classification of Occupations, published by the International Labour Force (Geneva, 1990)."

Variables PL050, PL051
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 292.
Eurostat (2010): Description of Target Variables. Cross-sectional and Longitudinal. 2010 Operation: 294.

Occupation (ISCO-08 (COM))

Definition

"The basis for the classification is the nature of the job itself and the level of skill required. A job is defined as the set of tasks and duties to be performed. Skills are the abilities to carry out the tasks and duties of a job. Skills consist of two dimensions: skill level and domain specialisation. The skill level is related to the level of educational attainment. The questions needed for the classification by occupation are the job title associated with the main job and a further description of the tasks and duties.

For a few occupations, information on size group of workplace (the local unit of activity) is needed).

This should be coded according to the ISCO-08 (COM) classification provided in annex.

The EU-SILC variable PL050 remains for ISCO-88 while a new variable PL051 has been introduced for ISCO-08. For these two variables, the flag value "-5" has been introduced. PL050_F=-5 corresponds to a missing value of PL050 because PL051 is used while PL051_F=-5 corresponds to a missing value of PL051 because PL050 is used."

Variables PL051
Citation Eurostat (2010): Description of Target Variables. Cross-sectional and Longitudinal. 2010 Operation: 296.

NACE

Definition

"The economic activity of the local unit of the main job for respondents who are currently at work: This variable refers to the main job. If multiple jobs are held, the main job should be the one with the greatest number of hours usually worked.

This should be coded according to the NACE classification provided in annex, which is based upon the Statistical Classification of Economic Activities. The NACE, is the standard classification used at national and EU level for both economic and social statistics. Economic activities are characterised by the input of goods or services, a production process and the output of products.

Two types of questions can be used to obtain the data on the economic activity. The first type of question consists of the name and the address of the firm where a person is working. The second type of question asks the respondent to describe the economic activity and the kind of products or services supplied by the firm where (s)he works.

The first type of question, the name and address of the firm allows the linking of the survey responses with a database of all firms in a country, the statistical Business Register."

Variables PL110, PL111
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 298.

Local Unit

Definition "The "local unit" to be considered is the geographical location where the job is mainly carried out or, in the case of itinerant occupations, can be said to be based; normally it consists of a single building, part of a building, or, at the largest, a self-contained group of buildings. The "local unit" is therefore the group of employees of the enterprise who are geographically located at the same site."
Variables PL110, PL111, PL130
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 298.

Number of persons working at the local unit

Definition "This variable refers to the main job. If multiple jobs are held or were held, the main job should be the one with the greatest number of hours usually worked. Person himself should be included in number, as the employer. For definition of local unit see PL110."
Variables PL130
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 303.

Type of contract

Definition

"This variable refers to the main job (current if PL031=1, 2, 3 or 4 and last otherwise). If multiple jobs are held or were held, the main job should be the one with the greatest number of hours usually worked.

This question is addressed only to employees. In the majority of Member States most jobs are based on written work contracts. However in some countries such contracts exist only for specific cases (for example in the public sector, for apprentices, or for other persons undergoing some formal training within an enterprise). Taking into account these different institutional arrangements the notions of "temporary job" and "work contract of limited duration" (likewise "permanent job" and "work contract of unlimited duration") describe situations which under different institutional frameworks can be regarded as similar. A job may be regarded as temporary if it is understood by both employer and the employee that the termination of the job is determined by objective conditions such as reaching a certain date, completion of an assignment or return of another employee who has been temporarily replaced. In the case of a work contract of limited duration the condition for its termination is generally mentioned in the contract.

To be included in these groups are:

  • Persons with a seasonal job;
  • Persons engaged by an employment agency or business and hired out to a third party for the carrying out of a "work mission" (unless there is a work contract of unlimited duration with the employment agency or business);
  • Persons with specific training contracts. If there exists no objective criterion for the termination of a job or work contract these should be regarded as permanent or of unlimited duration.

What is involved is the actual employment being time-limited under an agreement - not that he/she has, for example, considered stopping work in order to travel or attend college. Students with jobs which they only reckon to have for as long as they are studying are thus not in a time-limited job.

Respondents who have a contract to do their job, which may be renewed, for example, once a year, should be coded according to whether or not the respondents themselves consider their job to be of an unlimited duration.

Contract for a probationary period when the contract finishes automatically at the end of the probationary period, necessitating a new contract if the person continues to be employed by the same employer, is considered as 'temporary job'."

Variables PL140
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 304-305.

Supervisory

Definition "Supervisory responsibility includes formal responsibility for supervising a group of other employees (other than apprentices), whom they supervise directly, some times doing some of the work they supervise. It implies that the supervisor or foreman takes charge of the work, directs the work and sees that it is properly done."
Variables PL150
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 306.

Working at home

Definition

"This concept applies to many self-employed people, for example in artistic or professional activities, who work wholly or partly at home, often in a part of their living accommodation set aside for the purpose. However, if the place of work comprises a separate unit (for example, a doctor's surgery or tax consultant's practice) which is adjacent to the person's home but contains a separate entrance, then work performed there should not be considered to be done "at home". Similarly, a farmer is not to be regarded as working "at home" when he is occupied in fields or buildings adjacent to his house. In the case of employees "working at home" should be interpreted strictly in terms of formal working arrangements, where it is mutually understood by the employee and the employer that a certain part of the work is to be or may be recognised in other ways (for example, if the employee explicitly notifies the other form of compensation). This arrangement is also recognised if an employee is equipped with a computer in his home in order to perform his work. Other typical examples of clients which are then held at the clients' office or homes, or persons who do typing or knitting work which on completion is sent to a central location.

"Working at home" does not cover cases where employees carry out tasks at home (because of personal interest or pressure of time), which under their working arrangements might equally have been performed at their place of work."

Variables PL060
Citation Eurostat (2013): Description of Target Variables. Cross-sectional and Longitudinal. 2013 operation (Version May 2013): 287 f.

Working Time

Full-time/part-time

Definition

Additional Comment 2011:

"As mentioned here above, if the person combines different part-time jobs as employee leading to an equivalent full-time work, the person should consider his/herself as employee working full-time."

2009:

"The distinction between full-time and part-time work should be made on the basis of a spontaneous answer given by the respondent. It is impossible to establish a more exact distinction between part-time and full-time work, due to variations in working hours between Member States and also between branches of industry. By checking the answer with the number of hours usually worked, it should be possible to detect and even to correct implausible answers, since part-time work will hardly ever exceed 35 hours, while full-time work will usually start at about 30 hours."

Variables PL030, PL031
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 282.
Eurostat (2011): Description of Target Variables. Cross-sectional and Longitudinal. 2011 Operation: 293.

Numbers of hours usually worked per week in main job

Definition

"If multiple jobs are held, the main job should be the one with the greatest number of hours usually worked. Persons having changed job during the reference week should regard the job at the end of the reference week as their main job.

The number of hours corresponds to the number of hours the person normally works in his/her main job. This covers all hours including extra hours, either paid or unpaid, which the person normally works, but excludes the travel time between the home and the place of work as well as the main meal breaks (normally taken at midday).

Persons who usually also work at home (within the definitions given below) are asked to include the number of hours they usually work at home. Apprentices, trainees and other persons in vocational training are asked to exclude the time spent in school or other special training centres.

Some persons, particularly the self-employed and family workers, may not have usual hours, in the sense that their hours vary considerably from week to week or month to month. When the respondent is unable to provide a figure for usual hours for this reason, the average of the hours actually worked per week over the past four weeks is used as a measure of usual hours. Code '-6 ' is applied to those cases where neither the number of usual hours nor an average number of hours worked over the past four weeks can be established.

For self-employed people, in particular, normal hours may also include work done at home, such as planning, record-keeping and so on.

Apprentices, trainees and other persons in vocational training should exclude the time spent in school or other special training centres."

Variables PL060, PL100
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 293.

Education

Education at pre-school

Definition "Pre-school or equivalent (e.g. kindergarten, nursery school ...). The educational classification to be used is ISCED Level 0. Special pre-schools or equivalents for children who have special needs (handicapped, ...) shall be included as far as they are considered as pre-school (level 0). If they are not, they shall not be reported here (reported for example in RL040 for day-care centre)."
Variables RL010, RL020
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 151.

Education at compulsory school

Definition

"Compulsory" school shall be understood as a mean to separate school from pre-school, but all the school hours have to be included : primary and eventually secondary schools shall be included (children up to 12 years old at the day of interview).

The meals at (pre-)school shall be included in the number of hours for the usual days the child eats at (pre-)school.

If more than 99 hours : the code used is 99. The hours shall be rounded to the nearest hour. If less than one hour, then code one hour.

(RL010>0 and RL020>0) is not possible; a positive number of hours both at pre-school and at school is incompatible."

Variables RL010, RL020
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 151.

Formal education

Definition 2014:
"The question is whether the person is currently participating in a formal educational programme. An educational programme, as defined under ISCED-2011, is "A coherent set or sequence of educational activities designed and organized to achieve pre-determined learning objectives or accomplish a specific set of educational tasks over a sustained period."(UNESCO Institute for Statistics, 2012, p. 8). The person's participation in this programme may be on a full-time attendance basis, a parttime attendance basis or by correspondence course. This variable only covers the formal education system (including schools, colleges and universities) that corresponds to the programmes covered by the questionnaires used in the UOE data collection (administrative data collection, common for UNESCO, OECD and Eurostat). Formal education is defined in ISCED 2011 as "education that is institutionalised, intentional and planned through public organizations and recognised private bodies, and - in their totality - constitute the formal education system of a country. Formal education programmes are thus recognised as such by the relevant national education or equivalent authorities, e.g. any other institution in cooperation with the national or sub-national education authorities. Formal education consists mostly of initial education. Vocational education, special needs education and some parts of adult education are often recognised as being part of the formal education system. If the interviewee is enrolled as a student or an apprentice in a programme within the formal education system the answer will be 1. This includes modules (short programmes/courses) which may be part of a longer regular education programme that are taken and completed, providing graduates with the corresponding academic credit, independent of whether the person continues to complete the full programme or not. The level of short programmes/courses will be the same as the programme of which they form part. For apprentices who are in a period of 'on-the-job training' or alternate 'on-the-job' and 'inschool learning' within the framework of an alternate (e.g. dual) programme, the answer is code 1, since the person is enrolled in a qualifying programme. Persons who have begun a program of study, who are not taking part at present because of a semester or summer break, but who are intending to return to education after a semester or summer break, should be coded as 'in education'. The following adult programmes cannot be classified using ISCED-2011:
  • vocational education organised by a firm without leading to an official qualification recognised as equivalent to the qualification of the formal education system;
  • any non-formal education that does not lead to an qualification recognised as equivalent to the qualification of the formal education system;
  • individual cultural activities for leisure."

2005-2013:
"Formal education is defined as education and training with the following characteristics:
  • purpose and format are predetermined
  • provided in the system of schools, colleges, universities and other educational institutions
  • it normally constitutes a continuous ladder of education
  • it is structured in terms of learning objectives, learning time and learning support
  • it is normally intended to lead to a certification recognised by national authorities qualifying for a specific education/programme
  • corresponds to the programmes covered by the UOE-questionnaires.
In the interviewee is enrolled as a student or an apprentice in a programme within the regular education system the answer will be 1.

This includes modules (short programmes/courses) which may be part of a longer regular education programme and are taken and completed, giving to their graduates the corresponding academic credit, independent of whether the person continues to complete the full programme or not. The level of the short programmes/courses will be the same as the programme of which they form part.


For apprentices who are in a period of only 'on-the-job training' or alternate "on-the-job" and "in-school learning" within the framework of an alternate (e.g. dual) programme, the answer is code 1, since the person is enrolled in a qualifying programme.


Persons who have begun a program of study, who are not taking part at present because of a semester or summer break, but who are intending to return to education after a semester or summer break should be coded as "in education".

The following adult programmes can not be classified using ISCED-97:

  • vocational education organized by a firm without leading to an official award or certification
  • any non-formal education without leading to an official award or certification
  • individual cultural activities for leisure."
Variables PE010
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 260-261. Eurostat (2014): Description of Target Variables. Cross-sectional and Longitudinal. 2014 Operation: 260-261.

Highest ISCED level attained

Definition

2014:

"The educational attainment level of an individual is the highest ISCED level successfully completed, the successful completion of educational programme being validated by a recognised qualification (or credential), i.e. a qualification officially recognized by the relevant national education authorities. The classification to be used for this variable is the International Standard Classification of Education (ISCED 2011) which includes 9 categories for educational attainment (please see: http://www.uis.unesco.org/Education/Documents/isced-2011-en.pdf). The main tool to be used for the coding of educational attainment is the national ISCED integrated mapping. This mapping classifies in ISCED all national educational programmes and formal qualifications (educational attainment). The expression 'level successfully completed' must be associated with obtaining a certificate (qualification). Eurostat recommends for all household surveys to use �diploma approach� in the collection of data on educational attainment, e.g. to ask about the diploma obtained. In cases where there is no certification (e.g. in primary education), successful completion must be associated with full attendance or the acquired competences to access the upper level. When determining the highest educational level, both general and vocational education should be taken into consideration. In the case of double qualifications obtained at the same level, the most recent one should be coded for this variable. Persons who have not completed their studies (dropped-out) should be coded according to the highest level they have successfully completed. For all questions related to the measurement of educational attainment according to the ISCED 2011, please consult the methodological guidelines available on: https://circabc.europa.eu/w/browse/2ac28e82-eaeb-4caf-9626-90560837a2a7."

2005-2013:

"Educational attainment of a person is the highest level of an educational programme the person has successfully completed and the study field of this programme. The educational classification to be used is the International Standard Classification of Education (ISCED 1997) coded according to the seven ISCED-97 categories. The basic unit of classification in ISCED-1997 is the educational programme. Educational programmes are defined "on the basis of their educational content as an array or sequence of educational activities, which are organised to accomplish a pre-determined objective or a specified set of educational tasks". ISCED-1997 provides an improved set of criteria for assigning individual programmes to "levels" of education. The more practical steps for the coding according to ISCED-97 will be found in the ISCED-97 manual published by UNESCO in November 1997.

The expression 'level successfully completed' must be associated with obtaining a certificate or a diploma when there is a certification. In cases where there is no certification, successful completion must be associated with full attendance or acquired competences to access the upper level.

When determining the highest level, both general and vocational education/training should be taken into consideration.

Persons who have not completed their studies should be coded according to the highest level they have completed.

A person who attended primary school but has never finished it (and did not acquire the competences to access the upper level) should be coded 0 with the flag 1.

For a person who has never been in education (and/or is illiterate), the variable should remain empty with the flag -2."

Variables PE040
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 264. Eurostat (2014): Description of Target Variables. Cross-sectional and Longitudinal. 2014 Operation: 260-261.

Child Care

Child care at centre-based service

Definition

"Centre-based services outside (pre-) school hours : should be reported the hours of care only before and after school. For example, a school-going child who doesn't go to school on Wednesday and who is cared for by a day-care centre: these hours of care shall be reported in RL040.

The services can be or not at the school place.

Cultural and sportive activities outside school (here after school hours) such as club, music lessons ... shall not be included as far as they are not used as a childcare service but rather for the child leisure.

The hours shall be rounded to the nearest hour. If less than one hour, then code one hour. Children going to the school in the morning and in a centre in the afternoon, the hours in centre are coded in RL030 (before/after school for school going children)."

Variables RL030
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 153.

Child care at day-care centre

Definition

2007:

"In RL040 are included all kind of care organised/controlled by a structure (public, private). This means that the parents and the carer are not the only persons involved in the care, that there are no direct arrangements between the carer and the parents in the sense that there is an organised structure between them (which is often the carer's employers). For example, a centred-base day care, organised family day care, a creche, ... The place of the care can be a centre or the carer's home (e.g. organised family care).

Also included should be the qualified childminders organised and controlled by a structure, even if they are directly paid by the parents, like the "assistante maternelle" in France. These kinds of care are often delivered within the social welfare system especially for children under 3. RL040 corresponds to the care for children too young to be at school (or at pre school) but also for children going to school (pre school) and cared for a day per week when school is closed.

The care can be full time or part time, even for few hours.

Cultural and sportive activities (such as club) shall not be included as far as they are not used as a childcare service but rather for the child leisure.

Special day-care of children with special needs are included."

2005-2006:

"In RL040 are included all kind of care organised/controlled by a structure (public, private). This means that the parents and the carer are not the only persons involved in the care, that there are no direct arrangements between the carer and the parents in the sense that there is an organised structure between them (which is often the carer's employers). For example, a centred-base day care, organised family day care, a creche, ... The place of the care can be a centre or the carer's home (e.g. organised family care). These kinds of care are often delivered within the social welfare system especially for children under 3.

The care can be full time or part time, even for few hours.

Cultural and sportive activities (such as club) shall not be included as far as they are not used as a childcare service but rather for the child leisure.

Special day-care of children with special needs are included. Organised/controlled child-minders, e.g. "assistante maternelle" should be included in variable RL040.

RL040 "day care centre" corresponds for children too young to be at school (or at pre school) but also for school (pre school) going children cared for a day per week when school is closed. The organised family care is included."

Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 154.
Eurostat (2008): Description of SILC User Database Variables. Cross-sectional and Longitudinal. Version 2006.1: 56.
Variables RL040

Child care by a professional child-minder

Definition

"In RL050 there are direct arrangements between the carer and the parents; there are no structures which organise or control the care. Parents are often employers, pay directly the carer, but furthermore there are no control of the qualification of the childminder by an organised structure. "Professional" childminder shall be understood as a person for whom looking after the child represents a job of work or paid activity. The term "professional" does not content a notion of qualification or of quality of the care. Baby sitters and "au pair" are also included here.

The care can be at the child's home or at the childminder's home."

Variables RL050
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 154-155.

Child care by relatives, friends or neighbours

Definition "Refers to unpaid care (free or informal arrangements such as exchange of services)."
Variables RL060
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 155.

Health

General health

Definition

"The measurement of self-perceived health (SPH) is, by its very nature, subjective. The notion is restricted to an assessment coming from the individual and not from anyone outside that individual, whether an interviewer, health care worker or relative. SPH is influenced by impressions or opinions from others, but is the result after these impressions have been processed by the individual relative to their own beliefs and attitudes.

The reference is to health in general rather than the present state of health, as the question is not intended to measure temporary health problems. It is expected to include the different dimensions of health, i.e. physical, social and emotional function and biomedical signs and symptoms. It omits any reference to an age as respondents are not specifically asked to compare their health with others of the same age or with their own previous or future health state. It is not time limited."

Variables PH010
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 266.

Limitation in activities because of health problems

Definition

"The person's self-assessment of whether they are hampered in their usual activity, as "activities people usually do", by any ongoing physical or mental health problem, illness or disability (as for PH020 consequences of injuries/accidents, congenital conditions and birth defects, etc., shall be covered).

An activity is defined as: "the performance of a task or action by an individual" and thus activity limitations are defined as "the difficulties the individual experience in performing an activity". Limitations should be due to a health-related cause and it is not meant to measure limitations due to financial, cultural or other none health-related causes. People with longstanding limitations due to health problems have passed through a process of adaptation which may have resulted in a reduction of their activities. To identify existing limitations a reference is necessary and therefore the activity limitations are assessed against a generally accepted population standard, relative to cultural and social expectations by referring only to activities people usually do. This is a self-perceived health question and gives no restrictions by culture, age, gender or the subjects own ambition."

Variables PH030
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 269.

Housing

Building

Definition

"A building is defined as any independent structure containing one or more dwellings, rooms or other spaces, covered by a roof and enclosed within external walls or dividing walls which extend from the foundations to the roof. Thus a building may be a detached dwelling, apartment building, etc. National practices differ with respect to the treatment of row houses, in that some countries count each row house in the unit as an individual building whereas other countries count all the row houses in the unit as collectively constituting one building. It is recommended that countries follow the former practice by counting each house in the row house unit as an individual building.

This is generally defined as a room or suite of rooms and its accessories (e.g. lobbies, corridors) in a permanent building or structurally separated part thereof which by the way it has been built, rebuilt or converted is designed for habitation by one private household. It should have separate access to the street, direct or via a garden or grounds, or to a common space within the building (staircase, passage, gallery, etc.), but it need not necessarily have a bathroom or toilet available for the exclusive use of its occupants. Accommodations that are situated in buildings that are for use other than housing (schools, ...) and fixed habitation like a hat or a cave are included.

A building with two entrance will be considered as one single building if one can access all apartments from both entrances; otherwise, it will be two separate buildings."

Variables HH010
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 169.

House

Definition "House means that no internal space or maintenance and other services are normally shared with other dwellings. Sharing of a garden or other exterior areas is not precluded."
Variables HH010
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 169.

Detached

Definition "Detached means the dwelling has no common walls with another."
Variables HH010
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 169.

Semi-detached

Definition "Semi-detached refers to two dwellings sharing at least one wall, and "terraced" refers to a row of (more than two) joined-up dwellings."
Variables HH010
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 170.

Apartments or flats

Definition "Apartments or flats in a building normally share some internal space or maintenance and other services with other units in the building."
Variables HH010
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 170.

Other kind of accommodation

Definition "Other kinds of accommodation includes accommodations that are situated in buildings that are for use other than housing (schools, ...) and fixed habitations like a hut or a cave."
Variables HH010
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 170.

Owner

Definition "The owner of the accommodation should be a member of the household. If for instance the accommodation is provided by a relative (such as by parents to their children) who is not a member of the household, then one of the other categories should be ticked, depending on whether or not rent is paid by this household. A person is owner if he possesses a title deed independently if the house is fully paid or not. Revessionary owner should be considered as owner."
Variables HH020, HH021
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 171.

Tenant or subtenant paying rent at prevailing or market rate

Definition "Tenant/subtenant, paying rent at prevailing or market rent covers the case even when the rent is wholly recovered from housing benefits or other sources, including public, charitable, or private sources. Also, no distinction is made here when the accommodation is directly rented from a "landlord", or as a subtenant renting from someone who himself is a tenant."
Variables HH020, HH021
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 171.

Accommodation is rented at a reduce rate

"Definition

"The key issue is the distinctiveness of the "prevailing" and "reduced-rent" sectors. In some countries, there is a fairly clear distinction between the market or private sector renters and subsidised or public sector renters. Reduced-rate renters would include those (a) renting social housing, (b) renting at a reduced rate from an employer and (c) those in accommodation where the actual rent is fixed by law. All tenants in this situation would be included in category 3 (Accommodation rented at below market price).

If there is a clear, nationally meaningful distinction between the market or prevailing rent and "reduced-rent" sectors, along these lines, it should be used to distinguish between categories 2 and 3.

At other extreme, there is no clear distinction between a "prevailing rent" and "reduced-rent" sector in rental accommodation: there is no (or almost no) market sector in rents, either because virtually every household owns their home, because all tenants live in social housing, all (or most tenancies) are long-term with restrictions on rent increases, or all rents are fixed.

If this is the case, the concept of market rent does not have a real empirical meaning in the country: at least in terms of trying to usefully distinguish a group paying market rents from a group paying rents below that value.

In a situation where there is no clear distinction between a "prevailing rent" rent sector and a "reduced rent" sector, all renters would be classified as "Tenant or subtenant paying rent at prevailing or market rate"."

Variables HH020, HH021
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 171-172.

Accommodation provided rent free

Definition

"Accommodation is provided rent-free applies only when there is no rent to be paid, such as when the accommodation comes with the job1, or is provided rent-free from a private source. The situation when rent is recovered from housing benefit or other sources is covered in the previous category.

Note: Households who pay part rent and part mortgage for their accommodation should be classified as "owners" if they possess a title deed."

Variables HH020, HH021
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 172.

Room

Definition 2011:

"A room is defined as a space of a housing unit of at least 4 square meters such as normal bedrooms, dining rooms, living rooms and habitable cellars, attics, kitchens and other separated spaces used or intended for dwelling purposes with a high over 2 meters and accessible from inside the unit.

Kitchens are only excluded if the space is used only for cooking. A single room used as kitchen-cum-dining room is included as one room in the count of rooms.

The following space of a housing unit does not count as rooms: bathrooms, toilets, corridors, utility rooms, lobbies and verandas.

A room used solely for business use is excluded, but is included if shared between private and business use.

If the dwelling is shared by more than 1 household and some rooms are shared with other households (within the same dwelling), the number of shared rooms should be divided by the number of households and the equal share should be added to each household. This variable can consequently be coded with one decimal. In case of several households sharing a unique room, the variable is coded to 1 (zero is difficulty interpretable)."

2005-2010:

"A room is defined as a space of a housing unit of at least 4 square meters such as normal bedrooms, dining rooms, living rooms and habitable cellars and attics with a high over 2 meters and accessible from inside the unit.

Kitchens are not counted unless the cooking facilities are in a room used for other purposes; only exclude it if the space is used only for cooking. Thus for example, kitchen-cum-dining room is included as one room in the count of rooms.

The following space of a housing unit does not count as rooms: bathrooms, toilets, corridors, utility rooms and lobbies. Verandas, lounges and conservatories do count only if they are used all year round.

A room used solely for business use is excluded, but is included if shared between private and business use.

If the dwelling is shared by more than 1 household all rooms are counted for the owner/tenant except those exclusively used by the other households. In case of several household sharing a unique room, the variable is coded to 1 (zero is difficulty interpretable and fractional number is not allowed by the format)."

Citation Eurostat (2011): Description of Target Variables. Cross-sectional and Longitudinal. 2011 Operation: 176.
Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 173.
Variables HH030, RL040

Current rent related to occupied dwelling

Definition

"The variable refers to the total monthly current rent paid on the main residence of the household.

The rent refers to the monthly amount paid for the use of an unfurnished dwelling. Rentals also include payments for the use of a garage to provide parking in connection with the dwelling.

Other payments which are made at the same time as the rent (such as for electricity, heating etc.), should be excluded. Also the regular repairs and maintenance and other services related to the dwelling should be excluded.

Only rent related to the principal residence is taken into account.

In cases where part of the rent may be paid through a housing benefit (either paid to the tenant or paid directly to the landlord), the rent paid refers to the total rent payable: that is to the amount paid by the tenant from his or her own income plus the amount paid by housing benefit."

Variables HH060
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 177.

Subjective rent

Definition

"Information is collected from owner-occupiers (accommodation is provided rent free or accommodation is rented at a reduce rate) on what the estimate the potential monthly market rent of their dwelling. The amount refers to the value of the rental of unfurnished dwelling, it also includes payments for the use of a garage to provide parking in connection with the dwelling.

Payments such as for electricity, heating etc., should be excluded. Also the regular repairs and maintenance and other services related to the dwelling should be excluded."

Variables HH061
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 178.

Total housing costs

Definition

"The term housing cost refers to monthly costs connected with the households right to live in the accommodation. The costs of utilities (water, electricity, gas and heating) resulting from the actual use of the accommodation are also included.

Only really paid housing costs have to be taken into account.

Components that have to be included in housing costs:

  • Owners

    Mortgage interest payments (net of any tax relief), structural insurance, mandatory services and charges (sewage removal, refuse removal, etc.), regular maintenance and repairs, taxes, and the cost of utilities (water, electricity, gas and heating).
  • Tenants (at market price)

    Rent payments, gross of housing benefits (i.e. housing benefits included), structural insurance (if paid by the tenants), services and charges (sewage removal, refuse removal, etc.) (if paid by the tenants), taxes on dwelling (if applicable), regular maintenance and repairs and the cost of utilities (water, electricity, gas and heating).
  • Tenants (at reduce price)

    Rent payments, gross of housing benefits (i.e. housing benefits included), structural insurance (if paid by the tenants), services and charges (sewage removal, refuse removal, etc.) (if paid by the tenants), taxes on dwelling (if applicable), regular maintenance and repairs and the cost of utilities (water, electricity, gas and heating).
  • Rent Free

    Housing benefits, structural insurance (if paid by the rent free tenant), services and charges (sewage removal, refuse removal, etc.) (if paid by the rent free tenant), taxes on dwelling (if applicable), regular maintenance and repairs and the cost of utilities (water, electricity, gas and heating)."
Variables HH070
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 179.

Income

Household Income & Income Components

Gross income

Definition "Means the total monetary and non-monetary income received by the household over a specified 'income reference period', before deduction of income tax, regular taxes on health, employees', self-employed and unemployed (if applicable) compulsory social insurance contributions and employers' social insurance contributions, but after including interhousehold transfers received."
Variables HY010
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 62.

Disposable income

Definition "Means gross income less income tax, regular taxes on wealth, employees', self-employed and unemployed (if applicable) compulsory social insurance contributions, employers' social insurance contributions and inter- household transfers paid."
Variables HY020, HY022, HY023
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 62.

Total household gross income

Definition

2011:

"Total gross household income (HY010) is computed as:

the sum for all household members of gross personal income components:

  • gross employee cash or near cash income (PY010G),
  • company car (PY021G),
  • gross cash benefits or losses from self-employment (including royalties) (PY050G),
  • pensions received from individual private plans (other than those covered under ESSPROS) (PY080G),
  • unemployment benefits (PY090G),
  • old-age benefits (PY100G),
  • survivor' benefits (PY110G),
  • sickness benefits (PY120G),
  • disability benefits (PY130G),
  • education-related allowances (PY140G);
  • plus gross income components at household level:
  • income from rental of a property or land (HY040G),
  • family/children related allowances (HY050G),
  • social exclusion not elsewhere classified (HY060G),
  • regular inter-household cash transfers received (HY080G),
  • interests, dividends, profit from capital investments in unincorporated business (HY090G),
  • income received by people aged under 16 (HY110G).

That means:

HY010 = HY040G + HY050G + HY060G + HY070G + HY080G + HY090G + HY110G + [for all household members](PY010G + PY021G + PY050G + PY080G + PY090G + PY100G + PY110G + PY120G + PY130G + PY140G).

2010:
The sum for all household members of gross personal income components (gross employee cash or near cash income (PY010G); company car (PY021G); gross cash benefits or losses from self-employment (including royalties) (PY050G); unemployment benefits (PY090G); old-age benefits (PY100G); survivor' benefits (PY110G), sickness benefits (PY120G); disability benefits (PY130G) and education-related allowances (PY140G)) plus gross income components at household level; income from rental of a property or land (HY040G); family/children related allowances (HY050G); social exclusion not elsewhere classified (HY060G); housing allowances (HY070G); regular inter-household cash transfers received (HY080G); interests, dividends, profit from capital investments in unincorporated business (HY090G); income received by people aged under 16 (HY110G)).

That means:

HY010 = HY040G + HY050G + HY060G + HY070G + HY080G + HY090G + HY110G + [for all household members](PY010G + PY021G + PY050G + PY090G + PY100G + PY110G + PY120G + PY130G + PY140G).

2007-2009:
The sum for all household members of gross personal income components (gross employee cash or near cash income (PY010G); company car (PY021G); gross cash benefits or losses from self-employment (including royalties) (PY050G); unemployment benefits (PY090G); old-age benefits (PY100G); survivor' benefits (PY110G), sickness benefits (PY120G); disability benefits (PY130G) and education-related allowances (PY140G)) plus gross income components at household level; income from rental of a property or land (HY040G); family/children relate allowances (HY050G); social exclusion not elsewhere classified (HY060G); housing allowances (HY070G); regular inter-household cash transfers received (HY080G); interests, dividends, profit from capital investments in unincorporated business (HY090G); income received by people aged under 16 (HY110G)).

That means:

HY010 = HY040G + HY050G + HY060G + HY070G + HY080G + HY090G + HY110G + [for all household members](PY010G + PY021G + PY050G + PY090G + PY100G + PY110G + PY120G + PY130G + PY140G)."

2005-2006:
"The sum for all household members of gross personal income components (gross employee cash or near cash income (PY010G); gross non-cash employee income (PY020G); employers' social insurance contributions (PY030G); gross cash benefits or losses from self-employment (including royalties) (PY050G); value of goods produced for own consumption (PY070G); unemployment benefits (PY090G); old-age benefits (PY100G); survivor' benefits (PY110G), sickness benefits (PY120G); disability benefits (PY130G) and education-related allowances (PY140G)) plus gross income components at household level (imputed rent (HY030G); income from rental of a property or land (HY040G); family/children related allowances (HY050G); social exclusion not elsewhere classified (HY060G); housing allowances (HY070G); regular inter-household cash transfers received (HY080G); interests, dividends, profit from capital investments in unincorporated business (HY090G); income received by people aged under 16 (HY110G)) less interest paid on mortgage (HY100G)."

Variables HY010
Citation Eurostat (2011): Description of Target Variables. Cross-sectional and Longitudinal. 2011 Operation: 215-216.
Eurostat (2010): Description of Target Variables. Cross-sectional and Longitudinal. 2010 Operation: 212.
Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 211.
Eurostat (2008): Description of SILC User Database Variables. Cross-sectional and Longitudinal. Version 2006.1: 105-106.

Total disposable household income

Definition

2011:

"Total disposable household income (HY020) can be computed as:

the sum for all household members of gross personal income components:
  • gross employee cash or near cash income (PY010G),
  • company car (PY021G),
  • gross cash benefits or losses from self-employment (including royalties) (PY050G),
  • pensions received from individual private plans (other than those covered under ESSPROS) (PY080G),
  • unemployment benefits (PY090G),
  • old-age benefits (PY100G),
  • survivor' benefits (PY110G),
  • sickness benefits (PY120G),
  • disability benefits (PY130G),
  • education-related allowances (PY140G);
  • plus gross income components at household level:
  • income from rental of a property or land (HY040G),
  • family/children related allowances (HY050G),
  • social exclusion not elsewhere classified (HY060G),
  • housing allowances (HY070G),
  • regular inter-household cash transfers received (HY080G),
  • interests, dividends, profit from capital investments in unincorporated business (HY090G),
  • income received by people aged under 16 (HY110G);
  • -minus:
  • regular taxes on wealth (HY120G),
  • regular inter-household cash transfer paid (HY130G),
  • tax on income and social insurance contributions (HY140G).

The variable HY140G includes the income taxes paid during the income reference period, the tax adjustments-repayment/receipt received or paid during the income reference period and the social insurance contributions paid during the income reference period.

That means: HY020 = HY010 – HY120G – HY130G – HY140G."

2010:
"The sum for all household members of gross personal income components (gross employee cash or near cash income (PY010G); company car (PY021G); gross cash benefits or losses from self-employment (including royalties) (PY050G); unemployment benefits (PY090G); old-age benefits (PY100G); survivor' benefits (PY110G), sickness benefits (PY120G); disability benefits (PY130G) and education-related allowances (PY140G)) plus gross income components at household level; income from rental of a property or land (HY040G); family/children related allowances (HY050G); social exclusion not elsewhere classified (HY060G); housing allowances (HY070G); regular inter-household cash transfers received (HY080G); interests, dividends, profit from capital investments in unincorporated business (HY090G); income received by people aged under 16 (HY110G)) minus regular taxes on wealth (HY120G); regular inter-household cash transfer paid (HY130G); tax on income and social insurance contributions (HY140G)).

The variable HY140G includes tax adjustments-repayment/receipt on income, income tax at source and social insurance contributions (if applicable).

That means:

HY020 = HY010 – HY120G – HY130G – HY140G."

2007-2009:
"The sum for all household members of gross personal income components (gross employee cash or near cash income (PY010G); company car (PY021G); gross cash benefits or losses from self-employment (including royalties) (PY050G); unemployment benefits (PY090G); old-age benefits (PY100G); survivor' benefits (PY110G), sickness benefits (PY120G); disability benefits (PY130G) and education-related allowances (PY140G)) plus gross income components at household level; income from rental of a property or land (HY040G); family/children related allowances (HY050G); social exclusion not elsewhere classified (HY060G); housing allowances (HY070G); regular inter-household cash transfers received (HY080G); interests, dividends, profit from capital investments in unincorporated business (HY090G); income received by people aged under 16 (HY110G); regular taxes on wealth (HY120G); regular inter-household cash transfer paid (HY130G); tax on income and social insurance contributions (HY140G)).

The variable HY140G includes tax adjustments-repayment/receipt on income, income tax at source and social insurance contributions (if applicable).

The variable HY140G includes tax adjustments-repayment/receipt on income, income tax at source and social insurance contributions (if applicable).

That means: HY020 = HY010 – HY120G – HY130G – HY140G."

2005-2006:
"The sum for all household members of gross personal income components (gross employee cash or near cash income (PY010G); gross non-cash employee income (PY020G); employers' social insurance contributions (PY030G); gross cash benefits or losses from self-employment (including royalties) (PY050G); value of goods produced for own consumption (PY070G); unemployment benefits (PY090G); old-age benefits (PY100G); survivor' benefits (PY110G), sickness benefits (PY120G); disability benefits (PY130G) and education-related allowances (PY140G)) plus gross income components at household level (imputed rent (HY030G); income from rental of a property or land (HY040G); family/children related allowances (HY050G); social exclusion not elsewhere classified (HY060G); housing allowances (HY070G); regular inter-household cash transfers received (HY080G); interests, dividends, profit from capital investments in unincorporated business (HY090G); income received by people aged under 16 (HY110G)) minus (employer's social insurance contributions(PY030G); ; interest paid on mortgage (HY100G); regular taxes on wealth (HY120G); regular inter-household cash transfer paid (HY130G); tax on income and social insurance contributions (HY140G)).

The variable HY140G includes tax adjustments-repayment/receipt on income, income tax at source and social insurance contributions (if applicable).
Or as:
The sum for all household members of net (of income tax at source and of social contributions) personal income components (employee cash or near cash income (PY010N); non-cash employee income (PY020N); cash benefits or losses from self-employment (PY050N); value of goods produced for own consumption (PY070N); unemployment benefits (PY090N); old-age benefits (PY100N); survivor' benefits (PY110N); sickness benefits (PY120N); disability benefits (PY130N) and education-related allowances (PY140N)) plus net (of income tax at source and of social contributions) income components at household level (imputed rent(HY030G); income from rental of a property or land (HY040N); family/children related allowances (HY050N); social exclusion not elsewhere classified (HY060N); housing allowances (HY070N); regular inter-household cash transfers received (HY080G); interests, dividends, profit from capital investments in unincorporated business (HY090N); income received by people aged under 16 (HY110N)) minus (interest paid on mortgage (HY100G); regular taxes on wealth (HY120G); regular inter-household cash transfer paid (HY130G); repayment/receipt for tax adjustments on income (HY145N)).
Or as:
The sum for all household members of personal income components plus income components at household level, of which some are net (net of income tax, net of social contributions or net of both) and others gross or all of them net but some of them net of tax at source, others net of social contributions or net of both, once the tax on income and social insurance contributions (HY140N), the regular taxes on wealth and the regular inter-household cash transfer paid, the contributions to individual private pension plans and the employers' social insurance contributions are deducted.

In this case, HY140N could include repayment/receipt for tax adjustments, income tax at source and social insurance contributions for some income components."

Variables HY020, HY022, HY023
Citation Eurostat (2011): Description of Target Variables. Cross-sectional and Longitudinal. 2011 Operation: 217-218.
Eurostat (2010): Description of Target Variables. Cross-sectional and Longitudinal. 2010 Operation: 214-215.
Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 213-214.
Eurostat (2008): Description of SILC User Database Variables. Cross-sectional and Longitudinal. Version 2006.1: 108-109.

Total disposable household income before social transfers other than old-age and survivor's benefits

Definition

2011:

"Total disposable household income before social transfers except old-age and survivors' benefits (HY022) is defined as:
  • the total disposable income (HY020);
  • minus total transfers
  • plus old age benefits (PY100G) and survivor' benefits (PY110G).
  • Or as:
  • the total disposable income (HY020);
  • minus:
  • unemployment benefits (PY090G),
  • sickness benefits (PY120G),
  • disability benefits (PY130G),
  • education-related allowances (PY140G);
  • family/children related allowances (HY050G),
  • social exclusion not elsewhere classified (HY060G),
  • housing allowances (HY070G).

That means:
HY022 = HY040G + HY080G + HY090G + HY110G – HY120G – HY130G – HY140G + [for all household members](PY010G + PY021G + PY050G + PY080G + PY100G + PY110G)."
2010:
"The total disposable income (HY020) minus total transfers plus old age benefits (PY100G) and survivor' benefits (PY110G) (i.e. total disposable income (HY020) minus unemployment benefits (PY090G); sickness benefits (PY120G); disability benefits (PY130G); education-related allowances (PY140G); family/children related allowances (HY050G); social exclusion not elsewhere classified (HY060G) and housing allowances (HY070G)).

That means:
HY022 = HY040G + HY080G + HY090G + HY110G – HY120G – HY130G – HY140G + [for all household members](PY010G + PY021G + PY050G + PY100G + PY110G)."



2008-2009:
"The total disposable income (HY020) minus total transfers plus old age benefits (PY100G) and survivor' benefits (PY110G) (i.e. total disposable income (HY020) minus unemployment benefits (PY090G); sickness benefits (PY120G); disability benefits (PY130G);

educationrelated allowances (PY140G); family/children related allowances (HY050G); social exclusion not elsewhere classified (HY060G) and housing allowances (HY070G)).

That means: HY022 = HY040G + HY080G + HY090G + HY110G – HY120G – HY130G – HY140G + [for all household members](PY010G + PY021G + PY050G + PY100G + PY110G)."


2007:

"The total disposable income (HY020) minus total transfers plus old age benefits (PY100G) and survivor' benefits (PY110G) (i.e. total disposable income (HY020) minus unemployment benefits (PY090G); sickness benefits (PY120G); disability benefits (PY130G); education-related allowances (PY140G); family/children related allowances (HY050G); social exclusion not elsewhere classified (HY060G) and housing allowances (HY070G)).

That means: HY022 = HY040G + HY080G + HY090G + HY110G – HY120G – HY130G – HY140G +[for all household members](PY010G + PY021G + PY050G + PY080G + PY100G +PY110G)."


2005-2006:

"The total disposable income (HY020) minus total net transfers plus old age benefits (PY100N) and survivor' benefits (PY110N) (i.e. total disposable income (HY020) minus unemployment benefits (PY090N); sickness benefits (PY120N); disability benefits (PY130N); education-related allowances (PY140N); family/children related allowances (HY050N); social exclusion not elsewhere classified (HY060N) and housing allowances (HY070N))."

Variables HY022
Citation Eurostat (2011): Description of Target Variables. Cross-sectional and Longitudinal. 2011 Operation: 218-219.
Eurostat (2010): Description of Target Variables. Cross-sectional and Longitudinal. 2010 Operation: 215.
Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 214.
Eurostat (2009): Description of SILC User Database Variables. Cross-sectional and Longitudinal. Version 2007.2: 111.
Eurostat (2008): Description of SILC User Database Variables. Cross-sectional and Longitudinal. Version 2006.1: 109.

Total disposable household income before social transfers including old-age and survivor's benefits

Definition

2011:

"Total disposable household income before social transfers including old-age and survivor's benefits (HY023) is defined as:

the total disposable income (HY020);

minus total transfers:
  • unemployment benefits (PY090G),
  • old-age benefits (PY100G),
  • survivor' benefits (PY110G),
  • sickness benefits (PY120G),
  • disability benefits (PY130G),
  • education-related allowances (PY140G);
  • family/children related allowances (HY050G),
  • social exclusion not elsewhere classified (HY060G),
  • housing allowances (HY070G).
  • That means:
  • HY023 = HY040G + HY080G + HY090G + HY110G – HY120G – HY130G – HY140G + [for all household members](PY010G + PY021G + PY050G + PY080G)."

2010:

"The total disposable income (HY020) minus total transfers (unemployment benefits (PY090G); old-age benefits (PY100G); survivor' benefits (PY110G); sickness benefits (PY120G); disability benefits (PY130G); education-related allowances (PY140G); family/children related allowances (HY050G); social exclusion not elsewhere classified (HY060G) and housing allowances (HY070G).

That means:

HY023 = HY040G + HY080G + HY090G + HY110G – HY120G – HY130G – HY140G + [for all household members](PY010G + PY021G + PY050G)."


2008-2009:

"The total disposable income (HY020) minus total transfers (unemployment benefits (PY090G); old-age benefits (PY100G); survivor' benefits (PY110G); sickness benefits (PY120G); disability benefits (PY130G); education-related allowances (PY140G); family/children related allowances (HY050G); social exclusion not elsewhere classified (HY060G) and housing allowances (HY070G).

That means: HY023 = HY040G + HY080G + HY090G + HY110G – HY120G – HY130G – HY140G + [for all household members](PY010G + PY021G + PY050G)."


2007:

"The total disposable income (HY020) minus total transfers (unemployment benefits (PY090G); old-age benefits (PY100G); survivor' benefits (PY110G); sickness benefits (PY120G); disability benefits (PY130G); education-related allowances (PY140G); family/children related allowances (HY050G); social exclusion not elsewhere classified (HY060G) and housing allowances (HY070G).

That means: HY023 = HY040G + HY080G + HY090G + HY110G – HY120G – HY130G – HY140G + [for all household members](PY010G + PY021G + PY050G + PY080G)."


2005-2006:

"The total disposable income (HY020) minus total net transfers (unemployment benefits (PY090N); old-age benefits (PY100N); survivor' benefits (PY110N); sickness benefits (PY120N); disability benefits (PY130N); education-related allowances (PY140N); family/children related allowances (HY050N); social exclusion not elsewhere classified (HY060N) and housing allowances (HY070N)."

Variables HY023
Citation Eurostat (2011): Description of Target Variables. Cross-sectional and Longitudinal. 2011 Operation: 219.
Eurostat (2010): Description of Target Variables. Cross-sectional and Longitudinal. 2010 Operation: 215.
Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 214.
Eurostat (2009): Description of SILC User Database Variables. Cross-sectional and Longitudinal. Version 2007.2: 111.
Eurostat (2008): Description of SILC User Database Variables. Cross-sectional and Longitudinal. Version 2006.1: 109.

Self-employment income

Definition

"Self-employment income is defined as the income received, during the income reference period, by individuals, for themselves or in respect of their family members, as a result of their current or former involvement in self-employment jobs. Self-employment jobs are those jobs where the remuneration is directly dependent upon the profits (or the potential for profits) derived from the goods and services produced (where own consumption is considered to be part of profits). The self-employed make the operational decisions affecting the enterprise, or delegate such decisions while retaining responsibility for the welfare of the enterprise. (In this context "enterprise" includes one-person operations). The remuneration of hobbies shall be regarded as self-employment.

If the income collected or compiled correspond to a time period earlier than the reference period, basic adjustments shall be applied to update the data to the income reference period.

The self-employment income is broken down into:
  • Gross cash benefits or losses from self-employment (including royalties) (PY050G)
  • Value of goods produced for own consumption (HY170G)

Income from self-employment shall be calculated as:
  • Market output (gross revenue to turnover, including the value of goods produced by the enterprise but consumed by the self-employed person or his/her household)
  • Plus market value of goods and services bought for the unincorporated enterprise but consumed by the entrepreneur and his/her household members
  • Plus property income received in connection with financial and other assets belonging to the enterprise
  • Minus intermediate consumption (raw material costs, costs of sales, distribution costs, maintenance costs, administrative expenses etc.)
  • Minus compensation of employees (wages, salaries and social security contributions for employees)
  • Minus taxes on production and import taxes
  • Minus interest paid on business loans
  • Minus rents paid on land and other non-produced tangible assets rented by the enterprise
  • Minus consumption of fixed capital
  • Plus subsidies

In practice if the self-employed person or business prepares annual accounts for tax purposes, the gross income benefits/losses shall be calculated as net operating benefits/losses shown on this tax account for the most recent 12 month period, before deduction of taxes on income and compulsory social insurance contributions.

In the absence of annual accounts, either for tax purposes or as a business account, the alternative approach to measure self-employment income shall be to collect the amount of money (and goods) drawn out of the business for personal use (for consumption or saving, including the market value of goods produced or purchased by the business but taken for personal use)."

Variables PY050G/PY050N, HY170G/HY170N
Citation Eurostat (2011): Description of Target Variables. Cross-sectional and Longitudinal. 2011 Operation: 335-337

Employee cash or near cash income

Definition

"Gross means that neither taxes nor social contributions have been deducted at source. If the gross value is a conversion from the net, the corresponding net variables should be filled also. If both - net and gross – values are collected, both should be recorded.

  • Employee income

    Employee income is defined as the total remuneration, in cash or in kind, payable by an employer to an employee in return for work done by the latter during the income reference period.

    The employee income is broken down into:

    (1) Gross employee cash or near cash income (PY010G)

    (2) Gross non-cash employee income (PY020G)

    (3) Employers' social insurance contributions (PY030G)


  • Gross employee cash or near cash income (PY010G)

    It refers to the monetary component of the compensation of employees in cash payable by an employer to an employee. It includes the value of any social contributions and income taxes payable by an employee or by the employer on behalf of the employee to social insurance schemes or tax authorities.

    Gross employee cash or near cash income includes the followings items:
  • Wages and salaries paid in cash for time worked or work done in main and any secondary or casual job(s);
  • Remuneration for time not worked (e.g. holiday payments);
  • Enhanced rates of pay for overtime;
  • Fees paid to directors of incorporated enterprises;
  • Piece rate payments;
  • Payments for fostering children;
  • Commissions, tips and gratuities;
  • Supplementary payments (e.g. thirteenth month payment);
  • Profit sharing and bonuses paid in cash;
  • Additional payments based on productivity;
  • Allowances paid for working in remote locations (regarded as part of the conditions of the job);
  • Allowances for transport to or from work;
  • Additional payments made by employers to their employees or former employees and other eligible persons to supplement the sick, disability, maternity leave or survivor's pay entitlement from social insurance schemes, where such payments can not be separately and clearly identified as social benefits;
  • Payments made by employers to an employee in lieu of wages and salaries through a social insurance scheme when unable to work through sickness, disability or maternity leave where such payment can not be separately and clearly identified as social benefits.
  • It excludes:
  • Reimbursements made by an employer for work-related expenses (e.g. business travel);
  • Severance and termination pay to compensate employees for employment ending before the employee has reached the normal retirement age for that job and redundancy payments (they are included under "unemployment benefits" (PY090G));
  • Allowances for purely work-related expenses such as those for travel and subsistence or for protective clothes;
  • Lump sum payments at the normal retirement date (included under "old age benefits" (PY100G));
  • Union strike pay.

Net employee cash or near cash income

The net income component correspond to the gross income components but the tax at source, the social insurance contributions or both are deducted."

Variables PY010G/PY010N
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 318.

Non-cash employee income

Definition "Gross non-cash employee income

It refers to the non-monetary income components which may be provided free or at reduced price to an employee as part of the employment package by an employer. Gross non-cash employee income includes:

  • Company car and associated costs (e.g. free fuel, car insurance, taxes and duties as applicable) provided for either private use or both private and work use;
  • Free or subsidised meals, luncheon vouchers;
  • Reimbursement or payment of housing-related expenses (e.g. Gas, electricity, water, telephone or mobile telephone bills);
  • Other goods and services provided free or at reduced price by the employer to their employees, when they are a significant component of the income at national level or they constitute a significant component of the income of particular groups of households;
  • The value of goods and services provided free shall be calculated according to the market value of these goods and services. The value of the goods and services provided at reduced price shall be calculated as the difference between the market value and the amount paid by the employee.
  • It excludes:
  • The cost of providing any of these goods and services by the employer if they are only required for the employees to carry out their work;
  • Accommodation services at a place of work which cannot be used by the households to which the employees belong;
  • Accommodation provided free or at reduced rent to an employee as the secondary residence of the household;
  • Allowances paid to employees for the purchase of tools, equipment, clothes etc. needed exclusively or primarily for their work;
  • Special meals or drinks necessitated by exceptional working conditions;
  • Any goods or services provided to employees at the place of work or required because of the nature of their work (e.g. a medical examination required for work).

Net non-cash employee income

The net income component correspond to the gross income components but the tax at source, the social insurance contributions or both are deducted."

Variables PY020G/PY020N
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 321.

Gross monthly earnings for employees

"Definition

The gross amount refers to the amount before tax and social insurance contributions are deducted.

It refers to the monthly amount in the main job for employees.

It includes usual paid overtime, tips and commission but excludes income from investments assets, savings, stocks and shares.

If a person receive as a part of salary supplementary payments (13th or 14th month payments), or payments like holiday pay, profit share, bonuses, these payments should be taken into account in a monthly basis.

Only monetary earnings should be taken into account.

See PY010G."

Variables PY200G/PY200N
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 344.

Regular inter-household cash transfer received

Definition

2008:

"Regular inter-household cash transfers received refer to regular monetary amounts received, during the income reference period, from other households or persons. They should refer to regular payment received, even if once a year, available to finance (regular) consumption expenditure.

    Inter-household transfers should be:
  • Regular, i.e. transfer receipts must be to some extent be anticipated or relied on;
  • Current, i.e. available for consumption during the income reference period.
    Regular can correspond to two different time scales:
  • 1) it could be an annual amount received every year (longitudinal dimension) or over several years;
  • 2) it could be periodic receipts (e.g. monthly) over a short period embedded in the income reference period (e.g. a semester).
    The definition of regular does not refer to precise timing and do not require strong periodicity. It includes:
  • Compulsory alimony and child support;
  • Voluntary alimony and child support received on a regular basis;
  • Regular cash support from persons other than household members;
  • Regular cash support from households in other countries.
    It excludes:
  • Free or subsidised housing provided by another household (which is included under "Imputed rent" (HY030G));
  • Inheritances and other capital transfers, i.e. transfers received from other households which the household does not consider as being wholly available for consumption within the income reference period;
  • Gifts and other large, one-time and unexpected cash flows, like "lump sums" to buy a car, a house, ... or to be saved for long term consumption (more than one year ahead);
  • Alimonies or supports paid by government (central or local) if the spouse for some reason does not pay the alimony/child support. The amount paid by the government should be recorded in the family allowances (variable HY050)."

2005-2007:

"Regular inter-household cash transfers received refer to regular monetary amounts received, during the income reference period, from other households or persons.

    It includes:
  • Compulsory alimony and child support;
  • Voluntary alimony and child support received on a regular basis;
  • Regular cash support from persons other than household members;
  • Regular cash support from households in other countries.
    It excludes:
  • Free or subsidised housing provided by another household (which is included under "Imputed rent" (HY030G)).
  • The net income series correspond to the gross income components but the tax at source or the social insurance contributions or both are deducted."
Variables HY080G/HY080N
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 226-227.
Eurostat (2009): Description of SILC User Database Variables. Cross-sectional and Longitudinal. Version 2007.2: 120.

Alimonies received

Definition

"As inter-household transfers, alimonies should be regular and current (see explanations for HY080).

    Alimonies includes:
  • Compulsory alimony and child support;
  • Voluntary alimony and child support received on a regular basis.
  • Alimonies concern receipts for children and former spouse/husband which can be national or come from abroad.
    Alimonies excludes:
  • Regular cash support (other than alimonies) from persons other than household members;
  • Regular cash support (other than alimonies) from households in other countries;
  • Free or subsidized housing provided by another household (which is included under "Imputed rent" (HY030G));
  • Inheritances and other capital transfers, i.e. transfers received from other households which the household does not consider as being wholly available for consumption within the income reference period;
  • Gifts and other large, one-time and unexpected cash flows, like "lump sums" to buy a car, a house, ... or to be saved for long term consumption (more than one year ahead);
  • Alimonies or supports paid by government (central or local) if the spouse for some reason does not pay the alimony/child support. The amount paid by the government should be recorded in the family allowances (variable HY050).
By construction HY080G >= HY081G"
Variables HY081G/HY081N
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 228.

Income received by people aged under 16

Definition

"Income received by people aged under 16 is defined as the gross income received by all household members aged under sixteen during the income reference period.

    It excludes:
  • Transfers between household members;
  • Income collected at household level (i.e. variables HY040G, HY050G, HY060G, HY070G, HY080G, and HY090G)."
Variables HY110G/HY110N
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 230.

Allowances

Family/children related allowance

Definition
    "The Family/children function refers to benefits that:
  • provide financial support to households for bringing up children;
  • provide financial assistance to people who support relatives other than children.
    It includes:
  • Income maintenance benefit in the event of childbirth: flat-rate or earnings-related payments intended to compensate the parent for loss of earnings due to absence from work in connection with childbirth for the period before and/or after confinement or in connection with adoption;
  • Birth grant: benefits normally paid as a lump sum or by instalments in case of childbirth or adoption;
  • Parental leave benefit: benefit paid to either mother or father in case of interruption of work or reduction of working time in order to bring up a child, normally of a young age;
  • Family or child allowance: periodical payments to a member of a household with dependent children to help with the costs of raising children;
  • Alimonies or supports paid by government (central or local) if the spouse for some reason does not pay the alimony/child support. The amount paid by the government should not be recorded in variables HY080 and HY081;
  • Other cash benefits: benefits paid independently of family allowances to support households and help them meet specific costs, such as costs arising from the specific needs of lone parent families or families with handicapped children. These benefits may be paid periodically or as a lump-sum.
    It excludes:
  • Payments made by employers to an employee in lieu of wages and salaries through a social insurance scheme when unable to work through maternity leave where such payment can not be separately and clearly identified as social benefits (These payments are included under "gross employee cash or near cash income" (PY010G)).
  • Additional payments made by employers to an employee to supplement the maternity leave pay entitlement from a social insurance schemes, where such payments cannot be separately and clearly identified as social benefits (These payments are included under "gross employee cash or near cash income" (PY010G))."
Variables HY050G/HY050N
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 224.

Social exclusion not elsewhere classified

Definition

"Social benefits in the function "social exclusion not elsewhere classified" refer to the "socially excluded" or to "those at risk of social exclusion". General as this is, target groups may be identified (among others) as destitute people, migrants, refugees, drug addicts, alcoholics, victims of criminal violence.

    It includes:
  • Income support: periodic payments to people with insufficient resources. Conditions for entitlement may be related not only to the personal resources but also to nationality, residence, age, availability for work and family status. The benefits may have a limited or an unlimited duration; they may be paid to the individual or to the family, and provided by central or local government;
  • Other cash benefits: support for destitute and vulnerable persons to help alleviate poverty or assist in difficult situations. These benefits may be paid by private nonprofit organisations.
    It excludes:
  • Pensions for persons who participated in National Resistance. These pensions should be classified under "old age function". Any one who is old enough to have been in the resistance must be over 70."
Variables HY060G/HY060N
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 224-225.

Housing allowances

Definition

"The Housing Function refers to interventions by public authorities to help households meet the cost of housing. An essential criterion for defining the scope of a Housing allowance is the existence of a qualifying means-test for the benefit.

    It includes:
  • Rent benefit: a current means-tested transfer granted by a public authority to tenants, temporarily or on a long-term basis, to help with rent costs.
  • Benefit to owner-occupiers: a means-tested transfer by a public authority to owner-occupiers to alleviate their current housing costs: in practice often help with paying mortgages and/or interest.
    It excludes:
  • Social housing policy organised through the fiscal system (that is, tax benefits).
  • All capital transfers (in particular investment grants)."
Variables HY070G/HY070N
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 225.

Taxes

Regular taxes on wealth

Definition

"Regular taxes on wealth refers to taxes that are payable periodically on the ownership or use of land or buildings by owners, and current taxes on net wealth and on other assets (jewellery, other external signs of wealth) The regular taxes on wealth provided will be those paid during the income reference period.

It includes any interest charged on arrears of taxes due and any fines imposed by taxation authorities, paid during the income reference period and property taxes paid directly to the taxation authority by tenants during the income reference period.

It excludes:

  • Intermittent taxes such as inheritance taxes, death duties or taxes on gifts inter vivo.
  • Taxes assessed on holdings of property, land or real estate when these holdings are used as a basis for estimating the income of their owners (these taxes are included under "Tax on income and social insurance contributions" (HY140G)).
  • Taxes on land, buildings or other assets owned or rented by enterprises and used by them for production (these taxes are considered as taxes on production and they are deducted from the market output of self-employment income to build the component "Gross cash benefits or losses from self-employment" (including royalties) (PY050G)."
Variables HY120G/HY120N
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 231.

Tax on income and social contributions

Definition

Additional comment 2011:

"Taxes related to pensions received from individual private plans (other than those covered under ESSPROS) should also be taken into account."

2009:

"Tax on income refers to taxes on income, profits and capital gains. They are assessed on the actual or presumed income of individuals, households or tax-unit. They include taxes assessed on holdings of property, land or real estate when these holdings are used as a basis for estimating the income of their owners.

Taxes on income include:

  • Taxes on individual, household or tax-unit income (income from employment, property, entrepreneurship, pensions, etc.), including taxes deducted by employers (pay-as-you earn taxes), other taxes at source and taxes on the income of owners of unincorporated enterprise paid during the income reference period.
  • By way of exception, Member States using data from registers and other Member States, for which this is the most suitable way, can report taxes on "income received" in the income reference year, if it only marginally affects comparability.
  • Tax reimbursement received during the income reference period related to tax paid for the income received during the income reference period or for income received in previous years. This value will be taken into account as a reduction of taxes paid.
  • Any interest charged on arrears of taxes due and any fines imposed by taxation authorities.
Taxes on income exclude:
  • Fees paid for hunting, shooting and fishing.
Social insurance contributions refers to employees', self-employed and if applicable unemployed, retirement and so on contributions paid during the income reference period to either mandatory government or employer-based social insurance schemes (pension, health, etc.)."
Variables HY140G/HY140N
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 235.
Eurostat (2011): Description of Target Variables. Cross-sectional and Longitudinal. 2011 Operation: 240.

Repayments / receipts for tax adjustments

Definition

"Repayments/receipts for tax adjustments refer to the money paid to/received from Taxes Authorities related to the income received.
This applies only in the cases when taxes at source were deducted from income received and the Tax Authorities compare the amount of taxes of income paid at source with the taxes which corresponded be paid over the total income received for the "tax unit". If the "tax unit" has paid in advance more taxes than those that correspond to the income received, the Tax Authorities reimburse money to the tax unit. These reimbursements can refer to tax paid for the income received during the income reference period or for income received in previous years.
If the "tax unit" has paid in advance less taxes than those that correspond to the income received, in this case the "tax unit" will have to paid more taxes ( tax adjustments) to the Tax Authorities."

Variables HY145N
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 236.

Contributions & Payments

Interest repayment on mortgage

Definition

"Interest paid on mortgage refers to the total gross amount, before deducting any tax credit or tax allowance, of mortgage interest on the main residence of the household during the income reference period.

It excludes:

  • Any other mortgage payments, either interest or principal, made at the same time, such as mortgage protection insurance or home and contents insurance;
  • Payments on mortgages to obtain money for housing purposes (e.g. repairs, renovations, maintenance etc.) or for non-housing purposes.
  • Repayments of the principal or capital sum."
Variables HY100G/HY100N
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 229.

Regular inter-household cash transfer paid

Definition

2008:
"Regular inter-household transfers paid refer to regular monetary amount paid, during the income reference period, income reference period, to other households. They should refer to regular payments, even once a year, out of income.
Inter-household transfers should be:

  • Regular, i.e. transfer payments must be to some extent be anticipated or relied on;
  • Current, i.e. out of the income from the income reference period.
Regular can correspond to two different time scales:
  1. it could be an annual amount paid every year (longitudinal dimension) or over several years;
  2. ) it could be periodic payments (e.g. monthly) over a short period embedded in the income reference period (e.g. a semester).
  3. The definition of regular does not refer to precise timing and do not require strong periodicity. Regular inter-household transfers paid include:
    • Compulsory alimony and child support,
    • Voluntary alimony and child support paid on a regular basis,
    • Regular cash support to persons other than household members,
    • Regular cash support to households in other countries.
    Regular inter-household transfers paid exclude:
    • Capital transfers and money drawn from saving."

    2005-2007:
    "Regular inter-household transfers paid refer to regular monetary amount paid, during the income reference period, to other households.
    Regular inter-household transfers paid include:

    • Compulsory alimony and child support;
    • Voluntary alimony and child support paid on a regular basis;
    • Regular cash support to persons other than household; members;
    • Regular cash support to households in other countries.
    The net income series correspond to the gross income components but the tax at source or the social insurance contributions or both are deducted."

Variables HY130G/HY130N
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 232.
Eurostat (2009): Description of SILC User Database Variables. Cross-sectional and Longitudinal. Version 2007.2: 125.

Alimonies paid

Definition

"As inter-household transfers, alimonies should be regular and current (see explanations for HY130).
Alimonies include:

  • Compulsory alimony and child support;
  • Voluntary alimony and child support paid on a regular basis.
Alimonies concern payments for children and former spouse/husband which can be national or abroad.
Alimonies exclude:
  • Regular cash support (other than alimonies) to persons other than household members;
  • Regular cash support (other than alimonies) to households in other countries;
  • Capital transfers and money drawn from saving."

Variables HY131G/HY131N
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 234.

Employer's social insurance contribution

Definition

2007:
"Employers' contributions are defined as payments made, during the income reference period, by employers for the benefits of their employees to insurers (social security funds and private funded schemes) covering statutory, conventional or contractual contributions in respect of insurance against social risks.

  • Employers' contributions to private retirement (pension) plans
  • Employers' contributions to private health insurance
  • Employers' contributions to life insurance
  • Employers' contributions to other employer insurance schemes (e.g. disability)
  • Employers' contributions to government insurance (social security) schemes (including payroll taxes levied for social insurance purposes).
It is needed to distinguish between two types of employers' social insurance contribution:
  • Legal/mandatory contributions covering traditionally legal old age pension scheme, legal health insurance, unemployment, ... These contributions are common to most employed persons and can be deduced from wages received according to published rules,
  • Optional contributions made by employers on the basis of contractual or specific sectoral arrangements. These are more heterogeneous, limited to some employees and depending on the sector and the size of businesses. Typical examples are contributions to private pension plans, additional health insurance and term life insurance. This type of contribution seems to remain limited in importance in most countries, sometimes inexistent, but are likely to grow rapidly in the future with the reform of social protection systems.

From 2007 onwards, "Employers' social insurance contributions" (PY030G) is included in the list of primary target variables of the EU-SILC instrument. In the limit it represents at least 90% of the total amount of social contributions of employers (compulsory + optional), variable PY030G could collect only the compulsory (legal) contributions of the employers. In case a country is due to collect optional (non compulsory) contribution, variable PY030G will gather the total contributions (mandatory + optional) and a new variable PY031G will collect the optional part so that flexibility is allowed when carrying out comparative analysis on the datasets.

The documentation of coverage of the components collected should be integrant part of the final quality reports where the relative part of optional contribution should be monitored. External sources for this purpose are likely to be national accounts and/or labour cost surveys. The need and the feasibility to impute fictitious employer's social contribution for categories of persons for which no real contribution is paid (civil servant, unemployed, ...) has to be assessed."


2005-2006:
"Employers' contributions are defined as payments made, during the income reference period, by employers for the benefits of their employees to insurers (social security funds and private funded schemes) covering statutory, conventional or contractual contributions in respect of insurance against social risks.

  • Employers' contributions to private retirement (pension) plans
  • Employers' contributions to private health insurance
  • Employers' contributions to life insurance
  • Employers' contributions to other employer insurance schemes (e.g. disability)
  • Employers' contributions to government insurance (social security) schemes (including payroll taxes levied for social insurance purposes)."

Variables PY030G, PY031G
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 323-324.
Eurostat (2008): Description of SILC User Database Variables. Cross-sectional and Longitudinal. Version 2006.1: 207.

Contributions to individual private pension plans

Definition

"Contributions made, during the income reference period, to individual private pension plans refers to the pensions policies taken out by individual households on their own initiative and for their own benefit, independently of their employers or government and outside any social insurance scheme.

These contributions represent the counterpart to regular pensions from individual private plans (other than those covered under ESSPROS) (PY080G).

It includes: contributions to individual pensions plans related to old age , survivors, sickness, disability and unemployment."

Variables PY035G/PY035N
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 325.

Pension & Other Benefits

Social Benefits

Definition

"Social benefits are defined as current transfers received during the income reference period by households intended to relieve them from the financial burden of a number of risk or needs, made through collectively organised schemes, or outside such schemes by government units and NPISHs.

It includes the value of any social contributions and income tax payable on the benefits by the beneficiary to social insurance schemes or to tax authorities. In order to be included as a social benefit, the transfer must meet one of two criteria:

  • Coverage is compulsory (under law, regulation or a collective bargaining agreement) for the group in question,
  • It is based on the principle of social solidarity (i.e. if it is an insurance-based pension, the premium and entitlements are not proportional to the individual exposure to risk of the people protected).
The Social benefits collected at the individual level are the following:
  • Unemployment benefits (PY090G)/ (PY090N);
  • Old-age benefits (PY100G)/ (PY100N);
  • Survivor� benefits (PY110G)/ (PY110N);
  • Sickness benefits (PY120G/PY120N);
  • Disability benefits (PY130G/PY130N);
  • Education related allowances (PY140G/PY140N);
The Social benefits collected a household level are the following:
  • Family/children related allowance (HY050G)/ (HY050N),
  • Housing allowances (HY070G)/ (HY070N),
  • Social exclusion not elsewhere classified (HY060G)/ (HY060N).
Social benefits exclude:
  • Benefits paid from schemes into which the recipient has made voluntary payments only, independently of his/her employer or government (which are included under "Pensions from individual private plans (other than those covered under ESSPROS)" (PY080G))."

Variables PY090G/PY090N, PY100G/PY100N, PY110G/PY110N, PY120G/PY120N, PY130G/PY130N, PY140G/PY140N
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 223-224.

Pension from individual private plans

Definition

"Regular pensions from private plans (other than those covered under ESSPROS) refer to pensions and annuities received, during the income reference period, in the form of interest or dividend income from individual private insurance plans, i.e. fully organised schemes where contributions are at the discretion of the contributor independently of their employers or government.

It includes:

  • Old age, survivors, sickness, disability and unemployment pensions received as interest or dividends from individual insurance private plans.
It excludes:
  • Pensions from mandatory government schemes;
  • Pensions from mandatory employer-based schemes.
The net income component correspond to the gross income components but the tax at source, the social insurance contributions or both ( if applicable) are deducted. (See Variable PY080G)."

Variables PY080G/PY080N
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 334.

Household Structure

Private Household

Definition "... is defined as a person living alone or a group of people who live together in the same private dwelling and share expenditures, including the joint provision of the essentials of living."
Variables
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 77.

HouseholdMember

Definition "Subject to the further and specific conditions shown below, the following persons must, if they share household expenses, be regarded as household members.
  1. persons usually resident, related to other members
  2. persons usually resident, not related to other members
  3. resident boarders, lodgers, tenants
  4. visitors
  5. live-in domestic servants, au-pairs
  6. persons usually resident, but temporarily absent from dwelling (for reasons of holiday travel, work, education or similar)
  7. children of household being educated away from home
  8. persons absent for long periods, but having household ties: persons working away from home
  9. persons temporarily absent but having household ties: persons in hospital, nursing home, boarding school or other institution [...]."
Variables
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 77.

Former household member

Definition "The term former household member refers to a person who is not a current member of the household and was not recorded as a household member in that household in previous wave, but who lived in the household for at least three months during the income reference period."
Variables
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 78.

Selected respondent

Definition "If income information is available from population registers, and a sample of persons (rather than households or addresses) is selected, then one household member aged 16 or over (the person selected into the sample) may be the selected respondent. In this situation, detailed individual-level information on labour situation, health and access to health would be collected on one adult, rather than all adults in the household."
Variables
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 78.

Household member 16 and over

Definition "In countries where a sample of households or addresses is selected, all persons aged 16 and over at the end of the income reference period will be selected for personal interview."
Variables
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 78.

Collective household

Definition "Refers to a non-institutional collective dwelling such as a boarding house, dormitory in an educational establishment or other living quarters shared by more than five persons without sharing household expenses. Also included are persons living as lodgers in households with more than five lodgers."
Variables DB110, RB120
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 62.

Technical Items

Household ID

Definition "In both, the cross-sectional and the longitudinal survey, every household will receive a household number. This number is the base to construct the Household ID and the Personal ID. It should be a sequential number and not contain other information. It must NOT contain any information that conflicts with confidentiality rules. In the longitudinal survey this number must be unique for all the years of the survey."
Variables DB030, HB030, RX030, PX030
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 98.

Personal ID

Definition "In both, the cross-sectional and the longitudinal survey, every household will receive a household number. This number is the base to construct the Household ID and the Personal ID. It should be a sequential number and not contain other information. It must NOT contain any information that conflicts with confidentiality rules. In the longitudinal survey this number must be unique for all the years of the survey."
Variables RB030, PB030
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 86.

Spouse / Partner ID

Definition "Includes married people and partners in consensual union (with or without a legal basis)."
Variables RB240, PB180
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 146.

Proxy interview

Definition "Refers to personal interview with another member of the household."
Variables RB260
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 149.

Household respondent

Definition "The household respondent is the person from whom household level information is obtained. Given that the household-level response is going to be attributed to all household members, it is essential that the information be collected from someone who can, in some sense, "speak for" the household.

For instance, if the "selected respondent" is the 16-year old son or daughter, this person is highly unlikely to be able to provide good quality information on such issues as the mortgage or rent payments, housing costs, income from family and other benefits.

The household respondent will be chosen according to the following priorities:
Priority (1): the person responsible for the accommodation.
Priority (2): a household member aged 16 and over who is the best placed to give the information.

For the second and following waves of the longitudinal component of EU-SILC, the household respondent will be chosen according to the following list of priority:
Priority (1): the household respondent in the last wave.
Priority (2): a "sample person" aged 16 and over giving priority to the person responsible for the accommodation or the best placed to give the information.
Priority (3): a "non-sample person" aged 16 and over."

Variables HB070
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 166.

Person responsible for the accommodation

Definition "The person responsible for the accommodation is the person owning or renting the accommodation. If the accommodation is provided free, the person to whom the accommodation is provided is the responsible person."
Variables HB080, HB090
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 167.

Year of survey

Definition "Means the year in which the survey-data collection, or most of the collection, is carried out."
Variables DB010, HB010, PB010, RB010
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 62.

Fieldwork period

Definition "Means the period of time in which the survey component is collected."
Variables
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 62.

Reference period

Definition "Means the period of time to which a particular item of information relates."
Variables
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 62.

Cross-sectional data

Definition "Means the data pertaining to a given time or a certain time period. The cross-sectional data may be extracted either from a cross-sectional sample survey with or without a rotational sample or from a pure panel sample survey (on condition that cross-sectional representativeness is guaranteed); such data may be combined with register data (data on persons, households or dwellings compiled from a unit-level administrative or statistical register)."
Variables
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 62.

Longitudinal data

Definition "Means the data pertaining to individual-level changes over time, observed periodically over a certain duration. The longitudinal data may come either from a cross-sectional survey with a rotational sample where individuals once selected are followed-up or from a pure panel survey; it may be combined with register data."
Variables
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 63.

Rotation Group

Definition "Each replication is called a rotational group and the information on the group to which the household belongs is especially useful for controlling the implementation of the sample over time."
Variables DB075
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 103.

Target primary areas

Definition "Means the subject areas to be collected on an annual basis."
Variables
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 62.

Target secondary areas

Definition "Means the subject areas to be collected every four years or less."
Variables
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 62.

Institution

Definition "Refers to old persons' home, health care institutions, religious institutions (convents, monasteries), correctional and penal institutions. Basically, institutions are distinguished from collective households, in that in the former, the resident persons have no individual responsibility for their housekeeping. In some cases, old persons' home can be considered as collective households on the basis of this last rule."
Variables
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 63.

Initial sample

Definition "Refers to the sample of households or persons at the time it is selected for inclusion in EUSILC."
Variables RB100
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 63.

Sample persons

Definition "Means all or a subset of the members of the households in the initial sample who are over a certain age."
Variables RB100
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 63.

Age limit used to define sample persons

Definition

"In case of a four-year panel, this age limit shall not be higher than 14 years. In countries with a four-year panel using a sample of addresses or of households, all household members aged 14 and over in the initial sample shall be sample persons. In countries with a four-year panel using a sample of persons, this shall involve the selection of at least one such person per household.

The above mentioned minimum age limit shall be lower in case of a longer panel duration. For a panel duration exceeding eight years, members of all ages in the initial sample shall be sample persons, and children born to sample women during the time the mother is in the panel shall be included as sample persons."

Variables RB100
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 63.

Panel duration

Definition

"Means the number of years over which sample persons, once selected into the sample, belong to the panel to obtain or compile longitudinal information."

Variables
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 63.

Rotational design

Definition

"Refers to the sample selection based on a number of sub-samples or replications, each of them similar in size and design and representative of the whole population. From one year to the next, some replications are retained, while others are dropped and replaced by new replications.

In the case of a rotational design based on 4 replications with a rotation of one replication per year, one of the replications shall be dropped immediately after the first year, the second shall be retained for two years, the third for 3 years, and the fourth shall be retained for 4 years. From the second year onwards, one new replication shall be introduced each year and retained for 4 years."

Variables DB075
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 63.

Sample household

Definition

"Means a household containing at least one sample person. A sample household shall be included in EU-SILC for the collection or compilation of detailed information if it contains at least one sample person aged 16 or more."

Variables
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 64.

Co-residents or non-sample persons

Definition

"Co-residents are all current residents of a sample household other than those defined above as sample persons."

Variables
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 64.

Entire household

Definition

"A sample household is said to be entire (whole) if it remains as one household, without forming an additional household and without the household disappearing, even though there might have been changes in its composition from the previous wave due to deaths, members moving out of scope or co-resident leaving the household, people joining the household, or births."

Variables
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 64.

Initial/Split-off household

Definition

"Sample household from wave x is said to have been "split" if its sample persons from wave x reside at the time of wave x+1 in more than one private household within the national territories included in the target population.

When a split has occurred, one (and only one) of the resulting households shall be defined as the "initial" household, while one or more of the others are termed "split-off" households. The following approach shall be followed in order to distinguish between "initial" and "splitoff" households:

  • If any sample person of the wave x still lives at the same address as the last wave, then his/her household shall be defined as the "initial" household. All sample persons who have moved shall form one or more "split-off" households;
  • If no sample person lives at the address of the last wave, then the household of the sample person who had the lowest person number in the register for the last wave shall be the initial household. In the case in which this person is no longer alive or in a private household within the national territory of the target population, the initial household shall be the household of the sample person with the lowest person number."
Variables
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 64.

Fusion

Definition

"Sample persons from different sample households from the previous wave join together to form a new household."

Variables
Citation Eurostat (2009): Description of Target Variables. Cross-sectional and Longitudinal. 2009 Operation: 64.