Questionnaire Text

Canada 1971 Jamaica 2001 Mexico 2011Q4 Mexico 2018Q4
Canada 1981 Mexico 2005Q1 Mexico 2012Q1 Mexico 2019Q1
Canada 1991 Mexico 2005Q2 Mexico 2012Q2 Mexico 2019Q2
Canada 2001 Mexico 2005Q3 Mexico 2012Q3 Mexico 2019Q3
Dominican Republic 1981 Mexico 2005Q4 Mexico 2012Q4 Mexico 2019Q4
Germany 1970 Mexico 2006Q1 Mexico 2013Q1 Mexico 2020Q1
India 1983 Mexico 2006Q2 Mexico 2013Q2 Mexico 2020Q3
India 1987 Mexico 2006Q3 Mexico 2013Q3 Panama 1970
India 1993 Mexico 2006Q4 Mexico 2013Q4 Panama 1990
India 1999 Mexico 2007Q1 Mexico 2014Q1 Panama 2000
India 2004 Mexico 2007Q2 Mexico 2014Q2 Panama 2010
Indonesia 1976 Mexico 2007Q3 Mexico 2014Q3 Puerto Rico 1970
Indonesia 1995 Mexico 2007Q4 Mexico 2014Q4 Puerto Rico 1980
Israel 1983 Mexico 2008Q1 Mexico 2015Q1 Puerto Rico 1990
Israel 1995 Mexico 2008Q2 Mexico 2015Q2 Puerto Rico 2000
Israel 2008 Mexico 2008Q3 Mexico 2015Q3 Puerto Rico 2005
Italy 2011Q1 Mexico 2008Q4 Mexico 2015Q4 Puerto Rico 2010
Italy 2012Q1 Mexico 2009Q1 Mexico 2016Q1 Trinidad and Tobago 2000
Italy 2013Q1 Mexico 2009Q2 Mexico 2016Q2 United States 1960
Italy 2014Q1 Mexico 2009Q3 Mexico 2016Q3 United States 1970
Italy 2015Q1 Mexico 2009Q4 Mexico 2016Q4 United States 1980
Italy 2016Q1 Mexico 2010Q1 Mexico 2017Q1 United States 1990
Italy 2017Q1 Mexico 2010Q2 Mexico 2017Q2 United States 2000
Italy 2018Q1 Mexico 2010Q3 Mexico 2017Q3 United States 2005
Italy 2019Q1 Mexico 2010Q4 Mexico 2017Q4 United States 2010
Italy 2020Q1 Mexico 2011Q1 Mexico 2018Q1 United States 2015
Jamaica 1982 Mexico 2011Q2 Mexico 2018Q2 Uruguay 2006
Jamaica 1991 Mexico 2011Q3 Mexico 2018Q3
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Canada 1971 — source variable CA1971A_INCWAGE — Income from wages and salaries
Questionnaire form view entire document:  text  image

[Questions 22-40 were asked of persons age 15+, per question 21.]


40. Income for 1970 (State in dollars only)

a. During 1970 what were your total wages and salaries, commissions, bonuses, tips, etc? (before any deductions)

[] Amount $____
[] None

b. During 1970 what was your net income from self-employment or operating your own non-farm business or professional practice?

State total business income less expenses of operation.
If lost money, give amount and write "Loss"
[] Amount $____
[] None

c. During 1970 what was your net income from operating a farm on your own account or in partnership?

State total farm income less expenses of operation. If loss money, give amount and write "Loss"
[] Amount $____
[] None

d. During 1970 how much income did you receive from

1. Family and youth allowances?

[] Amount $____
[] None

2. Government old age pensions, Canada pensions and Quebec pensions?

[] Amount $____
[] None

3. Other government income? (e.g. veteran's pensions and allowances)

[] Amount $____
[] None

4. Retirement pensions from previous employment?

[] Amount $____
[] None

5. Bond and deposit interest and dividends?

[] Amount $____
[] None

6. Other investment income? (e.g. net rents)

[] Amount $____
[] None

7. Other income? (e.g. alimony)

[] Amount $____
[] None

e. During 1970 what was your total income? (a+b+c+d)

[] Amount $____
[] None

Questionnaire instructions view entire document:  text  image

40. Please note these important points:
1. Information on your questionnaire is strictly confidential by law and no individual or department outside of DBS has access to your personal records.
2. Just as your census questionnaire can never be seen by the Taxation Department, your income tax form can never be seen by the Dominion Bureau of Statistics. This is why we ask you to report income again on your census document.
3. Income reported in this question should be the total received during the calendar year 1970.
4. Please give amounts in dollars only. Do not report cents.
5. If you are not sure of an answer, make your best estimate.
6. Please answer every part of this question whether you were working or not. If you had no income from a given source, fill the "None" circle.
7. If you received income from abroad, please quote it in Canadian dollars. However, if you immigrated to Canada since January 1, 1970, do not report income received before your arrival in Canada.
(a) Report total wages and salaries before deductions for income tax, pensions, etc. (do not give take-home pay). Include military pay and allowances and add in all tips, commissions and bonuses received during 1970. Do not include free room and board or reimbursement for travel or other work expenses. Salesmen who worked for more than one company, or who maintained their own office or staff, should report in part (b). Owners of an unincorporated business should report I part (b) or (c).

[p. 19]
(b) Give an amount only if you owned and operated a non-farm, unincorporated business or profession during 1970, whether by yourself or in partnership. Please report net earnings (gross receipts minus expenses of operation). Do not subtract personal deductions such as income tax and pensions.
In case of a partnership, report only your share of the earnings. If you lost money, give amount and write "Loss".

(c) Give an amount only if you operated a farm in 1970, by yourself or in partnership. Give your net income (gross receipts from farm sales minus depreciation and costs of operation). In cases of partnership, report only your share of the earnings. Cash advances should be included in gross receipts for the year in which they are received. Wheat reduction payments should also be included as farm income when determining "net income from operating a farm". Answer the question even if you employed a fired manager to run your farm, and deduct the manager's salary as expenses. If you rent out your farm, report your rent receipts in part (d) 6. If you lost money, give amount and write "Loss".

(d)

1. Report family and youth allowances if you actually received the cheques. Do not report them to the children for whom they are paid. Payments are usually made to the mother or legal guardian.
2. Do not include retirement pensions to civil servants, RCMP or military personnel. These should be reported in (d) 4.
3. Include here also workmen's compensation, mothers' allowances, pensions for widows, the blind and the disabled, as well as cash welfare payments and training allowances from all levels of government. Include veterans' disability pensions and allowances. Retirement pensions for career military personnel should be reported in (d) 4.
4. Report here any income you received as a result of previous employment by yourself or a deceased relative. Include pensions to retired RCMP, career military or Civil Service employees, and all annuities regardless of who purchased them. Do not include cash refunds made in a lump sum.
5. Report interest from deposits in banks, trust companies, co-operatives, Credit Unions, etc., as well as bound and debenture interest and all dividends.
6. Include here net rents from real estate (including farm land), mortgage and loan interest, regular income from an estate or trust fund, and interest from insurance policies. If this total is a loss, write "Loss" beneath the entry.
7. Include here all regular income (not one-time lump-sum payments) not covered in the questions above. Examples are:

(i) Alimony;
(ii) Child support;
(iii) Payments from Children's Aid for care of wards;
(iv) Periodic support from persons not in the household;
(v) Net income from roomers and boarders;
(vi) Income from abroad (i.e. pensions) except dividends and interest, which should go into (d) 5; and
(vii) Scholarships.


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Canada 1981 — source variable CA1981A_INCWAGE — Wages and salaries
Questionnaire form view entire document:  text  image

[Questions 31-46 were asked of persons age 15+, per question 30.]


46. During the year ending December 31, 1980, did you receive any income or suffer any loss from the sources listed below?

If yes, please check the "Yes" box and enter the amount; in case of a loss, also check the "toss" box. If no, please check the "No" box and proceed to the next source. Do not include family allowances. Please consult the Guide for details.
a. Total wages and salaries including commissions, bonuses, tips, etc., before any deductions

[] Yes

Amount: _ _ Dollars _ _ Cents

[] No

b. Net non-farm (gross receipts minus expenses) from unincorporated business, professional practice, etc., on own account or in partnership.

[] Yes

Amount: _ _ Dollars _ _ Cents

[] No
[] Loss

c. Net farm self-employment income (gross receipts minus expenses) from agricultural operations on own account

[] Yes

Amount: _ _ Dollars _ _ Cents

[] No
[] Loss

d. Old age security pension and guaranteed from federal government only, income supplement and benefits from Canada or Quebec Pension Plan (Provincial income supplements should be reported in f )

[] Yes

Amount: _ _ Dollars _ _ Cents

[] No

e. Benefits from Unemployment Insurance.

[] Yes

Amount: _ _ Dollars _ _ Cents

[] No

f. Other income from government sources including provincial income supplements and social assistance, e.g., veterans" pensions, workers' compensation, welfare payments (Do not include family allowances)

[] Yes

Amount: _ _ Dollars _ _ Cents

[] No

g. Dividends and interest on bonds, deposits and savings certificates, and other investment income, e.g., net rents from real estate, interest from mortgages

[] Yes

Amount: _ _ Dollars _ _ Cents

[] No
[] Loss

h. Retirement pensions, superannuation and annuities and other money income, e.g., alimony, scholarships (Do not include family allowances)

[] Yes

Amount: _ _ Dollars _ _ Cents

[] No

i. Total income from all of the above sources (Do not include family allowances)

[] Yes

Amount: _ _ Dollars _ _ Cents

[] No
[] Loss


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Canada 1991 — source variable CA1991A_INCWAGE — Wages and salaries
Questionnaire form view entire document:  text  image

STEP 10: Answer Questions 20 to 45 for each person aged 15 and over.


Income in 1990
45. During the year ending December 31, 1990, did this person receive any income or suffer any loss from the sources listed below?

Answer "yes" or "no" for all sources. If "yes," also enter the amount; in case of a loss, also mark "loss." Do not include Family Allowances and Child Tax Credits. Consult the Guide for details.
(a) Total wages and salaries including commissions, bonuses, tips, etc., before any deductions

[] Yes

Dollars ____ Cents _ _

[] No

(b) Net income from unincorporated non-farm business, professional practice, etc., on own account or in partnership (gross receipts minus expenses)

[] Yes

Dollars ____ Cents _ _

[] No
[] Loss

(c) Net farm self-employment income from agricultural operations on own account or in partnership (gross receipts minus expenses)

[] Yes

Dollars ____ Cents _ _

[] No
[] Loss

(d) Old Age Security Pension and Guaranteed Income Supplement from federal government only (provincial income supplements should be reported in (g))

[] Yes

Dollars ____ Cents _ _

[] No

(e) Benefits from Canada or Quebec Pension Plan

[] Yes

Dollars ____ Cents _ _

[] No

(f) Benefits from Unemployment Insurance (total benefits before tax deductions)

[] Yes

Dollars ____ Cents _ _

[] No

(g) Other income from government sources including provincial income supplements and grants and social assistance, e.g., veterans' pensions, workers' compensation, welfare payments (do not include Family Allowances and Child Tax Credits)

[] Yes

Dollars ____ Cents _ _

[] No

(h) Dividends and interest on bonds, deposits and savings certificates, and other investment income, e.g., net rents from real estate, interest from mortgages

[] Yes

Dollars ____ Cents _ _

[] No
[] Loss

(i) Retirement pensions, superannuation and annuities

[] Yes

Dollars ____ Cents _ _

[] No

(j) Other money income, e.g., alimony, scholarships

[] Yes

Dollars ____ Cents _ _

[] No

(k) Total income from all of the above sources

[] Yes

Dollars ____ Cents _ _

[] No
[] Loss

Questionnaire instructions view entire document:  text  image

Answer Questions 20 to 45 for each person aged 15 and over, that is, for each person born before June 4, 1976.


Part (a): Total Wages and Salaries

Report total wages and salaries from all jobs before deductions for income tax, pensions, hospital insurance, etc. (do not report take-home pay).
Include military pay and allowances.
Include tips and cash bonuses received during 1990. Also include all types of casual earnings whether or not T4 slips for income tax have been issued.
Include commissions. However, for salespersons who worked for more than one company, or who maintained their own office or staff, report such income in part (b). Also, for persons who baby-sit in their own home or who are newspaper delivery persons, report their income in part (b).
Do not include the value of taxable allowances and benefits provided by employers such as free lodging, free automobile use, bursaries, traveling expenses of a spouse or contributions towards medical insurance.
If consulting T4 slips to answer this question, report employment income shown in box 14, less the value of taxable allowances and benefits shown in boxes 30 to 40.
For persons who own an unincorporated business or farm, report the net income from that business or farm in part (b) or (c), whichever is appropriate.


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Canada 2001 — source variable CA2001A_WAGESP — Wages and salaries
Questionnaire form view entire document:  text  image

23. Answer questions 24 to 51 for each person aged 15 and over.


Income in 2000
51. During the year ending December 31, 2000, did this person receive any income from the sources listed below?

Answer "yes" or "no" for all sources.
If "yes," also enter the amount; in case of a loss, also mark "loss."
Do not include child tax benefits.
Paid employment:

(a) Total wages and salaries, including commissions, bonuses, tips, etc., before any deductions

[] Yes
Dollars ____ Cents _ _
[] No

Self-employment:

(b) Net farm income (gross receipts minus expenses), including grants and subsidies under farm-support programs, marketing board payments, gross insurance proceeds

[] Yes
Dollars ____ Cents _ _
[] Loss
[] No

(c) Net non-farm income from unincorporated business, professional practice, etc. (gross receipts minus expenses)

[] Yes
Dollars ____ Cents _ _
[] Loss
[] No

Income from government:

(d) Old Age Security Pension, Guaranteed Income Supplement and Spouse's Allowance from federal government only (provincial income supplements should be reported in (g))

[] Yes
Dollars ____ Cents _ _
[] No

(e) Benefits from Canada or Quebec Pension Plan

[] Yes
Dollars ____ Cents _ _
[] No

(f) Benefits from Employment Insurance (total benefits before tax deductions)

[] Yes
Dollars ____ Cents _ _
[] No

(g) Other income from government sources, such as provincial income supplements and grants, the GST/HST credit, provincial tax credits, workers' compensation, veterans' pensions, welfare payments. (Do not include child tax benefits.)

[] Yes
Dollars ____ Cents _ _
[] No

Other income:

(h) Dividends, interest on bonds, deposits and savings certificates, and other investment income, such as net rents from real estate, interest from mortgages

[] Yes
Dollars ____ Cents _ _
[] Loss
[] No

(i) Retirement pensions, superannuation and annuities, including those from RRSPs and RRIFs

[] Yes
Dollars ____ Cents _ _
[] No

(j) Other money income, such as alimony, child support, scholarships

[] Yes
Dollars ____ Cents _ _
[] No

Total income from all of the above sources:

[] Yes
Dollars ____ Cents _ _
[] Loss
[] No

Questionnaire instructions view entire document:  text  image

Question 51 -- Income in 2000

General instructions
Complete Question 51 for all persons aged 15 and over, whether or not they worked or had income in 2000.
Report annual income received from January 1, 2000 to December 31, 2000 for each applicable source in parts (a) to (j) as well as the total income from all sources. If you are not sure of the exact amount for a source, give your best estimate. If necessary, consult your 2000 income tax return and information slips.
Report income obtained from outside Canada in Canadian dollars.


Paid employment

Part (a) -- Total wages and salaries
Include: total wages and salaries from all jobs before deductions for income tax, pensions, etc. (Do not report take-home pay only.); commissions, tips, cash bonuses and casual earnings; military pay and allowances; benefits from wage-loss replacement plans or income-maintenance insurance plans; employer or union supplementary unemployment benefits.
Report retirement allowances and severance pay in part (j).
If using T4 slips to answer part (a), report the amount in Box 14 minus the amounts in Boxes 30 to 40.

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Dominican Republic 1981 — source variable DO1981A_INCLMO — Work earnings last month
Questionnaire form view entire document:  text  image
For individuals 10 years of age and older[Applies to questions 51-64.]

63. How much did you earn in your principal job or employment during the year 1980, or during the last month?

____ $RD Monthly or ____ $RD Yearly
Questionnaire instructions view entire document:  text  image
For persons 10 years of age and older

Question 63: How much money was earned at this job for the year 1980 or last month?

The monthly or annual amount declared is recorded.

This amount should refer to the job or employment recorded in the previous questions.


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Germany 1970 — source variable DE1970A_INCOME — Monthly net income (in Deutsche Mark)
Questionnaire form view entire document:  text  image

For economically active persons (also self-employed, farmers, family workers)
[Questions 24-26 were asked of economically active persons]


26. What monthly net income do you derive from your economic activity?

(Not to be answered by self-employed in agriculture and by unpaid family workers.)

[] Under 300 DM
[] 300 to under 500 DM
[] 500 to under 800 DM
[] 800 to under 1,200 DM
[] 1,200 to under 1,800 DM
[] 1,800 to under 2,500 DM
[] 2,500 DM and more


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India 1983 — source variable IN1983A_EARNINGS — Total earnings
Questionnaire form view entire document:  text  image

Wage and salary earnings (received or receivable) for the work done during the week (Rs. 0.00) [For questions 14-16]
14. _____ Cash
15. _____ Kind
16. _____ Total
Questionnaire instructions view entire document:  text  image

5.5.9 Columns (14)-(16): wage and salary earning :
The wage and salary income (not total earnings) receivable for the wage/salaried work done during the reference week, separately for each of the relevant activities and the total for each person will be recorded in these columns. The relevant status codes for which wage and salary earnings are to be recorded are 31, 41, 51 and 71. The wages and salaries for the work done during the reference week may be already received or may be receivable in cash or in kind or partly in cash and partly in kind. The total wage or salary received or receivable for the week in cash will be recorded in column (14) and the value (evaluated at the current retail price) of salary or wages in kind received or receivable will be recorded in column (15). The total of columns (14) and (15) will be entered in column (16). The entries for all these columns will be made in 2 places of decimal. For recording the wages or salaries amount receivable as 'over time' for the additional work done beyond normal working time will be ignored. Bonus (expected or paid) and perquisites evaluated at retail prices duly apportioned for the reference week will be considered as wages and included for making entries in these columns. For the activity status '71', the amount receivable for the week will be worked out on the basis of the number of days reported under that activity during the week.

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India 1987 — source variable IN1987A_EARNINGS — Total earnings
Questionnaire form view entire document:  text  image

[5] Time disposition during the week ended on ____ (of persons with codes 11-82 in question 11 of section 4)
[Questions 1-18 were asked of persons who worked or sought/available for work, per question 11 of section 4.]


Wage and salary earnings (received or receivable) for the work done during the week (Rs. 0.00)
[Questions 14-16]

14. ____ Cash
15. ____ Kind
16. ____ Total

Questionnaire instructions view entire document:  text  image

5.5.9 Columns (14) - (16): Wage and salary earnings: The wage and salary earning (not total earnings) receivable for the wages/salaried work done during the reference week, separately for each of the relevant activities pursued by each person, will be recorded in these columns. The relevant status codes for which wage and salary earnings are to be recorded are 31, 41, 51, 71 and 72. The wages and salaries for the work done during the reference week may be already received or may be receivable in cash or in kind or partly in cash and partly in kind. The total wage or salary received or receivable for the week in cash will be recorded in column (14) and the value (evaluated at the current retain price) of salary or wages in kind received or receivable will be recorded in column (15). The total of columns (14) and (15) will be entered in column (16). The entries for all these columns will be made in 2 places of decimal. For recording the wages or salaries, amount receivable as 'over time' for the additional work done beyond normal working time will be ignored. Bonus (expected or paid) and perquisites, evaluated at retain prices duly apportioned for the reference week, will be considered as wages and included for making entries in these columns. For the activity status '71' and '72' the amount receivable for the week will be worked out on the basis of the number of days reported under the activity during the week.

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India 1993 — source variable IN1993A_EARNINGS — Total earnings
Questionnaire form view entire document:  text  image

Wage and salary earnings (received or receivable) for the work done during the week (Rs. 0.00)
[Questions 15-17.]

15. Cash ____
16. Kind ____
17. Total ____
Questionnaire instructions view entire document:  text  image

5.5.9 Column (15) - (17): Wage and salary earnings: The wage and salary earnings (not total earnings) receivable for the wage/salaried work done during the reference week, separately for each of the relevant activities pursued by each person, will be recorded in these columns. The relevant status codes for which wages and salary earnings are to be recorded are 31, 41, 51, 71 and 72. The wages and salaries receivable for the work done during the reference week may be already received or may still be due to be received in cash or in kind or partly in case and partly in kind. The total wage or salary receivable for the week in cash will be recorded in column (15) and the value (evaluated at the current retail price) of salary or wages in kind receivable for the week will be recorded in column (16). The total of columns (15) and (16) will be entered in column (17). The entries for all these columns will be made in 2 places of decimal. For recording the wages or salaries, amount receivable as 'over time' for the additional work done beyond normal working time will be ignored. Bonus (expected or paid) and perquisites evaluated at retail prices duly apportioned for the reference week, will be considered as wages and included for making entries in these columns. For the activity status '71' and '72', the amount receivable for the week will be worked out on the basis of the number of days reported under the activity during the week.

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India 1999 — source variable IN1999A_EARNINGS — Total earnings
Questionnaire form view entire document:  text  image

Current day activity particulars
[Questions 3 -18]


Wage and salary earnings (received or receivable) for the work done during the week (Rs. 0.00)
[Questions 15-17.]

15. ____ Cash
16. ____ Kind
17. ____ Total

Questionnaire instructions view entire document:  text  image

5.5.3.9 Column (15) - (17): Wage and salary earnings (received or receivable) for the work done during the week (Rs): The wage and salary earnings (not total earnings) receivable for the wage/salaried work done during the reference week, separately for each of the relevant activities pursued by each person, will be recorded in these columns. The relevant status codes for which wages and salary earnings are to be recorded are 31, 41, 51, 71 and 72. The wages and salaries receivable for the work done during the reference week may be already received or may still be due to be received in cash or in kind or partly in case and partly in kind. The total wage or salary receivable for the week in cash will be recorded in column (15) and the value (evaluated at the current retail price) of salary or wages in kind receivable for the week will be recorded in column (16). The total of columns (15) and (16) will be entered in column (17). The entries for all these columns will be made in whole rupees. For recording the wages or salaries, amount receivable as 'over time' for the additional work done beyond normal working time will be included. Bonus (expected or paid) and perquisites evaluated at retail prices duly apportioned for the reference week, will be considered as wages and included for making entries in these columns. For the activity status '71' and '72', the amount receivable for the week will be worked out on the basis of the number of days reported under the activity during the week.

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India 2004 — source variable IN2004A_EARNT — Total wage and salary earnings
Questionnaire form view entire document:  text  image

Wage and salary earnings (received or receivable) for the work done during the week (Rs. 0.00)
[Questions 15-17]

15. ____ Cash
16. ____ Kind
17. ____ Total
Questionnaire instructions view entire document:  text  image

4.5.3.14 Columns (15) to (17): Wage and salary earnings (received or receivable) for the work done during the week (Rs): The wage and salary earnings (not total earnings) receivable for the wage/ salaried work done during the reference week, separately for each of the relevant activities pursued by each person, will be recorded in these columns. The wage and salary earnings are collected for regular salaried/wage employees and casual wage labours, the relevant status codes for which wages and salary are to be recorded are 31, 41, 51, 71 and 72. The wages and salaries receivable for the work done during the reference week may be already received or may still be due to be received in cash or in kind or partly in case and partly in kind. The total wage or salary receivable for the week in cash will be recorded in column (15) and the value of salary or wages in kind (evaluated at the current retail price) receivable for the week will be recorded in column (16). The total of columns (15) and (16) will be entered in column (17). The entries for all these columns will be made in whole number in rupees. For recording the wages or salaries, amount receivable as 'overtime' for the additional work done even from the same economic activity beyond normal working time will be excluded. Bonus (expected or paid) and perquisites evaluated at retail prices duly apportioned for the reference week, will be considered as wages and included for making entries in these columns. For the activity status '71' and '72', the amount receivable for the week will be worked out on the basis of the number of days reported under the activity during the week.

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Indonesia 1976 — source variable ID1976A_AVGINC — Average monthly income during past year
Questionnaire form view entire document:  text  image

D. Information on economic activity

Ask of household members age 10 or older. Ask questions person by person.

D14-20. Usual activity during the past year


D20. Monthly income

What was your average monthly income during the past year, including wages and salaries and other income both in money and in kind?

[Question D20 was asked of persons 10 or older who worked at least two months in the past year as an employee]

Write in amount in thousands of rupiah: Rp. _ _ _

Questionnaire instructions view entire document:  text  image

D. Economic activity

Questions for all columns in this section should only be asked to household members age 10 or older. For household members younger than 10, these columns should not be filled in at all.


Column (10) Average monthly wage/salary
Ask the question about wage/salary only to people who worked during the past year or ever worked during the past year with job status of laborer/employee.

An average monthly wage/salary is the amount on average the person receives in one month. This is the gross wage/salary plus any other subsidies, salary in kind, etc.

Ask the question as follows:

"What is your average monthly wage/salary including other allowances?"

Write the number in thousands of rupiah.

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Indonesia 1995 — source variable ID1995A_SALCASH — Average monthly salary (money - Rp)
Questionnaire form view entire document:  text  image

VI. Economic activity of persons age 10 or older
[Questions 601 to 615]


609. Average salary/wage during previous month from primary activity

[Question 609 was asked of persons age 10 or older who were employees during the previous week, as per question 608.]

1 Money: Rp _ _ _ _ _ _ _ _
2 Goods: Rp _ _ _ _ _ _ _ _

Questionnaire instructions view entire document:  text  image

6.6. Block VI. Activities of household members age 10 or older
This block is used to collect characteristics on the economic activities of every household member who is 10 or older, such as field of business, type and work status and number of working days/hours during the past week.

The work force of the community age 10 or older is categorized into two groups: work force and non-work force. The work force are those who have jobs during the past week, those who are working or temporarily not working due to a certain cause such as waiting for harvest, on leave, etc. Also included in this group are those who do not have a job but are seeking one/hopefully obtaining a job. The non-working force are those who during the week only attended school, took care of a household, and others who do not do any activities that could be categorized as working, temporarily not working, or seeking a job.

There are several questions that are specifically asked to people who are either working or seeking a job, and also some for the non-working force who attends school, takes care of a household, elderly people, or other non-economic activities. Then there are some that confirm the number of people who are categorized as working force and non-working force.

This block consists of 16 questions: P601 to P615, beginning with the most frequent activity conducted during the week through the field of business during the previous year.


Question 609: Average salary/net salary received during the past month from the main work
P609 is only asked if P608 is coded 4, with the status as a worker/employee.

[p.63]

Wages/net salary is the income received by a worker/employee paid in cash or in goods by the establishment/employer after deductions with discounts, obligatory contribution, income taxes, etc. by the establishment/office/employer. Income received in goods is valued at the local price.

Write down the wages/net salary that is usually received by the workers/employee during the past month based on the respondent's answer.

1. Write in the provided space, then convert into a monthly [salary], the salary/net wages of workers who is paid every day, every several days, or per week for workers.

If the wages/salary is paid daily, multiply by 30
If the wages/salary is paid weekly, multiply by 30/7
If the wages/salary is paid every half month, multiply by 2


2. For workers who usually receive salary/net wages paid monthly, fill in the salary/wages in the month

If the wages/net salary usually received during a month is:
a. In cash, fill into P609 Question 1 in the provided space and move into the boxes, then fill in a dash in Question 2
b. In goods which have been valued with the local price, fill into P609 Question 2 in the provided space and move into the boxes, then fill in a dash in Question 1.
c. In cash and in goods, fill into P609 Question 1 for cash and the value of in goods then move into the provided boxes

Repeat the question once more if the salary/wages received seem too extreme

Example:
a. Mr. Maladi an employee of BSB Bank receives salary in cash Rp. 356,350 per month
1. In cash: Rp.356.350, [3][5][6][3][5][0]
2. In goods: Rp. --

b. A farmer hand each month receives an intensive 50 kg of rice and 10 kg of cassava. The local market price for rice is Rp. 350 per kg and cassava Rp. 80 per kg.
1. In cash: Rp.--
2. In goods: Rp.18,300, [0][0][0][1][8][3][0][0]

c. An armed forces member (ABRI) receives each month Rp. 150,000, rice 50 kg, granulated sugar 50 kg, compensation for side dishes Rp. 20,000; the local price for rice is Rp. 350 per kg and granulated sugar Rp. 500 per kg and a pair of clothes Rp. 15,000.
1. In cash: Rp. 170,000, [0][0][1][7][0][0][0][0]
2. In goods: Rp. 50,000, [0][0][0][5][0][0][0][0]


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Indonesia 1995 — source variable ID1995A_SALGOODS — Average monthly salary (value of goods - Rp)
Questionnaire form view entire document:  text  image

VI. Economic activity of persons age 10 or older
[Questions 601 to 615]


609. Average salary/wage during previous month from primary activity

[Question 609 was asked of persons age 10 or older who were employees during the previous week, as per question 608.]

1 Money: Rp _ _ _ _ _ _ _ _
2 Goods: Rp _ _ _ _ _ _ _ _

Questionnaire instructions view entire document:  text  image

6.6. Block VI. Activities of household members age 10 or older
This block is used to collect characteristics on the economic activities of every household member who is 10 or older, such as field of business, type and work status and number of working days/hours during the past week.

The work force of the community age 10 or older is categorized into two groups: work force and non-work force. The work force are those who have jobs during the past week, those who are working or temporarily not working due to a certain cause such as waiting for harvest, on leave, etc. Also included in this group are those who do not have a job but are seeking one/hopefully obtaining a job. The non-working force are those who during the week only attended school, took care of a household, and others who do not do any activities that could be categorized as working, temporarily not working, or seeking a job.

There are several questions that are specifically asked to people who are either working or seeking a job, and also some for the non-working force who attends school, takes care of a household, elderly people, or other non-economic activities. Then there are some that confirm the number of people who are categorized as working force and non-working force.

This block consists of 16 questions: P601 to P615, beginning with the most frequent activity conducted during the week through the field of business during the previous year.


Question 609: Average salary/net salary received during the past month from the main work
P609 is only asked if P608 is coded 4, with the status as a worker/employee.

[p.63]

Wages/net salary is the income received by a worker/employee paid in cash or in goods by the establishment/employer after deductions with discounts, obligatory contribution, income taxes, etc. by the establishment/office/employer. Income received in goods is valued at the local price.

Write down the wages/net salary that is usually received by the workers/employee during the past month based on the respondent's answer.

1. Write in the provided space, then convert into a monthly [salary], the salary/net wages of workers who is paid every day, every several days, or per week for workers.

If the wages/salary is paid daily, multiply by 30
If the wages/salary is paid weekly, multiply by 30/7
If the wages/salary is paid every half month, multiply by 2


2. For workers who usually receive salary/net wages paid monthly, fill in the salary/wages in the month

If the wages/net salary usually received during a month is:
a. In cash, fill into P609 Question 1 in the provided space and move into the boxes, then fill in a dash in Question 2
b. In goods which have been valued with the local price, fill into P609 Question 2 in the provided space and move into the boxes, then fill in a dash in Question 1.
c. In cash and in goods, fill into P609 Question 1 for cash and the value of in goods then move into the provided boxes

Repeat the question once more if the salary/wages received seem too extreme

Example:
a. Mr. Maladi an employee of BSB Bank receives salary in cash Rp. 356,350 per month
1. In cash: Rp.356.350, [3][5][6][3][5][0]
2. In goods: Rp. --

b. A farmer hand each month receives an intensive 50 kg of rice and 10 kg of cassava. The local market price for rice is Rp. 350 per kg and cassava Rp. 80 per kg.
1. In cash: Rp.--
2. In goods: Rp.18,300, [0][0][0][1][8][3][0][0]

c. An armed forces member (ABRI) receives each month Rp. 150,000, rice 50 kg, granulated sugar 50 kg, compensation for side dishes Rp. 20,000; the local price for rice is Rp. 350 per kg and granulated sugar Rp. 500 per kg and a pair of clothes Rp. 15,000.
1. In cash: Rp. 170,000, [0][0][1][7][0][0][0][0]
2. In goods: Rp. 50,000, [0][0][0][5][0][0][0][0]


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Israel 1983 — source variable IL1983A_INCG — Gross monthly wage income (grouped)
Questionnaire form view entire document:  text  image

[Questions 1-28 were asked of household members aged 15 years or older]

[Work]
[Questions 14-23]


[Questions 17-23 were asked of persons age 15+ who did not serve in professional army last week, per question 14]


[Questions 18-23 were asked of persons age 15+ who did not serve in professional army last week, per question 14, but worked in Israel during the previous 12 months, per question 17]


Income from salaried employment, from membership in a cooperative or as a soldier in the professional army:

27. What was your gross income (before deductions) from wages or salary, from all the work places in which you were employed in Israel, for each of the three months: April, March and February 1983.

Copy your gross salary from your pay slip.
Round off the amount to the nearest shekel.
If you had no income in a given month, write "0".
Indicate for each month whether the amount you reported is gross or net.

Gross income also includes:
Overtime pay, car allowance, refund of expenses, premiums, bonuses, 13th salary and back pay;
Payment for army reserve duty, sick leave, and maternity allowance;
Other additions to wages or salary.

If gross income is not known, report net income. Net income includes the take-home pay, plus amounts deducted for sick-fund dues, deposits in saving schemes, repayment of loans, etc.

A. April 1983 _ _ _ _ _ _

Is the amount you reported gross or net?

[] 1 Gross
[] 2 Net

B. March 1983 _ _ _ _ _ _

Is the amount you reported gross or net?

[] 1 Gross
[] 2 Net

C. February 1983 _ _ _ _ _ _

Is the amount you reported gross or net?

[] 1 Gross
[] 2 Net

Questionnaire instructions view entire document:  text  image

33. Question 27 -- explanations: Income from work as salaried employee

A. In this answer include incomes from salaried-work, including: incomes of cooperative members from salaried work and from cooperative profits, incomes of a soldier in compulsory/regular service.
If a person works in several jobs, include the gross income from all workplaces.
If a person has income from salaried-work as well as self-employed work, specify his/her income from salaried work in question 27 and income from self-employed work in question 28.

B. Whoever received salary for his/her work in at least one of the three months mentioned in the question, is asked to examine his/her paycheck and copy the gross wage -- for each month separately.
We are interested in the gross income, since it is not affected by random deductions in one month or another or deductions to the worker's personal status.

Notice!
In order to avoid mistakes, encourage the person to copy the sum from his/her paycheck.

[p. 41]

[Instructions refer to a graphic of the census form including question 27.]

C. "Gross income" includes all payments received by the worker (such as: overtime pay, premiums, 13th salary, refund of expenses, etc.), payments for car allowance, board and lodging and other additions. The gross income should also include payments received from the employer/other sources for periods of absence from work due to sickness, holiday, reserve army service, accident, birth, etc.

"Gross income" is the income before the following deductions: income tax, uniform tax, social security, insurance payments, pension payments, labor union taxes, etc.

"Net income" is the sum left after deducting income tax and social security payments from the gross income and before deducting all other payments.

"Sum for payment" is the sum left in the workers hands after all other deductions (uniform tax, repayment of loans, etc.).

[p. 42]

D. If a person does not know his/her gross income, he/she should write his/her net income. If a person does not receive a paycheck, but receives his salary each month in cash -- with no deductions whatsoever, he/she should register the sum received as net salary.
For example: A nanny receiving a sum of 6000 shekels a month, and the sum is not taxed -- should register her income as following:
[Instructions refer to a graphic of the census form including question 27D.]

E. If a 13th salary has been received in one of the three months, it should be divided in 12 and the quotient added to the monthly gross amount.

F. The sum of the monthly income should be rounded to the nearest shekel and written in the squares, from right to left.
For example: if the gross income in April was 10,340.35 shekels, write--

[Instructions refer to a graphic of the census form including question 27F.]

In any case, mark whether the amount specified is net or gross income (circle the appropriate number).

Notice!
If the family has not written the sum properly, you should correct it and write the sum from right to left, rounded to the nearest shekel.

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Israel 1995 — source variable IL1995A_INCW — Gross monthly income from salaried work (ILS)
Questionnaire form view entire document:  text  image
Part C: Anyone 15 years and older is requested to fill-in both pages


[Questions 14-38 were asked of people 15 years or older.]


34. What was your gross income (before deductions) from wages for the month of September 1995?

[Question 34 was asked of persons age 15+ who worked in Israel at any time during the last 12 months, per question 24]

Please include wages from all the places of work in Israel, where you were employed. Please copy the gross salary from your pay slip (round it off to the nearest shekel).

[] If you had no such income mark X and proceed to question 36 [skip question 35]
[] Gross, I.S.: _ _ _ _ _ _
[] Net (if gross is unknown), I.S.: _ _ _ _ _ _

Questionnaire instructions view entire document:  text  image
29. Question 34

34. What was your gross income (before deductions) from your salary, in September 1995?

[] If you did not have salary, mark an x and go to 36.

Include all payments from all workplaces you have worked in.
Please, copy your gross income from the paycheck.
Write the sum in whole Israeli Shekels.

Gross _ _ _ _ _ _ IS
Net (If the gross income is not known) _ _ _ _ _ _ IS

29.1 Gross income from salary

Gross income from salary includes all the payments the worker received from his work as an employee for the month of September.

Gross income includes the basic payments and all the extra payments, like: payments for extra hours, premium, 13th month salary, payment for recreation time, clothing, board and lodging, payments for car maintenance etc.

Gross income is the income before deductions of revenue taxes, National Security [Social Security], health insurance, payments to insurance funds, pension and compensation funds, to return a loan or any other deduction from the salary.

The gross income is important since it is uniform [in its components] and is not influenced by random deduction in one month or another, or from deductions related to the personal status of the worker (like: place of residence [along the borders and in developing towns the taxes are lower], number of children, loans, savings etc.).

29.2 Net income from salary

Only if there is no way to get the gross income, write the net income.

Net income is the sum remains after the deduction of income tax and social security from the gross income, and before the deduction of all other payments.

29.3 Additional explanations to question 34

A. A person who did not work as an employee in September has to answer question 34 too. He has to mark an x in the box on the left, and to go to question 36.

[p. 70]

B. In order to avoid errors, the employees are asked to copy the gross income from their paycheck.

C. Those who were absent from work on September, because of illness, vacation, reserve duty, accident etc, are to include in the gross income the payments received for the time of absence, from the employer or from other sources.

D. A person who worked as an employee in several workplaces in September has to sum up all the gross income received from all workplaces.

E. If on September, a person had an income from work as an employee and as a self-employed, he will write his income as an employee in this question (question 34) and his income as a self-employed in question 36.

F. Cooperative members will include in this question their income from work as employees and also their income from the cooperative revenues.

G. If the employee does not get a paycheck, and gets his salary in cash, he has to write it as a net income.

H. If on October, the person has not received his salary for the month of September, he has to write the salary paid for August.

29.4 How to write [the answer]

Write the income from right to left, in whole Israeli Shekels (without the Agorot).
Examples: 1. Income of 3,200.35 IS, Write: [Illustration]

[p. 71]

30. Question 35

35. For how many work days were you paid in the month of September 1995?
[] 1 For the whole month
[] 2 For part of the month

for _ _ days.


30.1 For the whole month

A person who received a full salary will mark the "for the whole month" answer, even if he was absent from work because of a holiday, reserve duty, sickness or any other reason.

A person who is usually employed part time, who received the full usual salary, will mark this answer too.

30.2 For part of the month

A person, whose salary for September was not a full salary, will mark an X in the box and will write the number of days he was paid for.

30.3 More than one workplace

A person, who received an income on a monthly basis and worked in more than one workplace, will refer to the main workplace, for example:

A person, who received a salary for the whole month from his main workplace, and also received a salary for part of the month from additional workplace, will mark an X in answer number 1: "For the whole month".

30.4 Daily pay

A person, who received an income on a daily basis and worked in more than one workplace (or changed his workplace in September), will sum-up the number of days he was paid for.

If he received a salary for the whole month, he will mark an X in answer 1.

If he received a salary for part of the month, he will mark an X in answer 2 and will write the number of days he was paid for.

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Israel 2008 — source variable IL2008A_INCWAGEYR — Annual gross income of a salaried employee (ILS, New Israeli sheqel)

No questionnaire text is available for this sample.


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Italy 2011Q1 — source variable IT2011H_RETRIC — Net compensation last month
Questionnaire form view entire document:  text  image
C63alpha. What was the net compensation you received last month for this job? Exclude additional payments (13th, 14th, etc.) and ancillary items not regularly received every month (annual bonus, arrears, mission allowances, unusual overtime, etc..)
[If B3!=1, i.e. is an employee not on redundancy fund]

[Encoded in the variable RETRIC]
[Encoded in the variable INCDEC]

C63beta. Can you tell me how much you received as last month's net unemployment benefits?
[If B3=1, i.e. is an employee on redundancy fund]

[Encoded in the variable RETRIC]
[Encoded in the variable INCDEC]

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Italy 2012Q1 — source variable IT2012H_RETRIC — Net compensation last month
Questionnaire form view entire document:  text  image
C63alpha. What was the net compensation you received last month for this job? Exclude additional payments (13th, 14th, etc.) and ancillary items not regularly received every month (annual bonus, arrears, mission allowances, unusual overtime, etc..)
[If B3!=1, i.e. is an employee not on redundancy fund]

[Encoded in the variable RETRIC]
[Encoded in the variable INCDEC]

C63beta. Can you tell me how much you received as last month's net unemployment benefits?
[If B3=1, i.e. is an employee on redundancy fund]

[Encoded in the variable RETRIC]
[Encoded in the variable INCDEC]

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Italy 2013Q1 — source variable IT2013H_RETRIC — Net compensation last month
Questionnaire form view entire document:  text  image
C63alpha. What was the net compensation you received last month for this job? Exclude additional payments (13th, 14th, etc.) and ancillary items not regularly received every month (annual bonus, arrears, mission allowances, unusual overtime, etc..)
[If B3!=1, i.e. is an employee not on redundancy fund]

[Encoded in the variable RETRIC]
[Encoded in the variable INCDEC]

C63beta. Can you tell me how much you received as last month's net unemployment benefits?
[If B3=1, i.e. is an employee on redundancy fund]

[Encoded in the variable RETRIC]
[Encoded in the variable INCDEC]

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Italy 2014Q1 — source variable IT2014H_RETRIC — Net compensation last month
Questionnaire form view entire document:  text  image
C63alpha. What was the net compensation you received last month for this job? Exclude additional payments (13th, 14th, etc.) and ancillary items not regularly received every month (annual bonus, arrears, mission allowances, unusual overtime, etc..)
[If B3!=1, i.e. is an employee not on redundancy fund]

[Encoded in the variable RETRIC]
[Encoded in the variable INCDEC]

C63beta. Can you tell me how much you received as last month's net unemployment benefits?
[If B3=1, i.e. is an employee on redundancy fund]

[Encoded in the variable RETRIC]
[Encoded in the variable INCDEC]

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Italy 2015Q1 — source variable IT2015H_RETRIC — Net compensation last month
Questionnaire form view entire document:  text  image
C63alpha. What was the net compensation you received last month for this job? Exclude additional payments (13th, 14th, etc.) and ancillary items not regularly received every month (annual bonus, arrears, mission allowances, unusual overtime, etc..)
[If B3!=1, i.e. is an employee not on redundancy fund]

[Encoded in the variable RETRIC]
[Encoded in the variable INCDEC]

C63beta. Can you tell me how much you received as last month's net unemployment benefits?
[If B3=1, i.e. is an employee on redundancy fund]

[Encoded in the variable RETRIC]
[Encoded in the variable INCDEC]

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Italy 2016Q1 — source variable IT2016H_RETRIC — Net compensation last month
Questionnaire form view entire document:  text  image
C63alpha. What was the net compensation you received last month for this job? Exclude additional payments (13th, 14th, etc.) and ancillary items not regularly received every month (annual bonus, arrears, mission allowances, unusual overtime, etc..)
[If B3!=1, i.e. is an employee not on redundancy fund]

[Encoded in the variable RETRIC]
[Encoded in the variable INCDEC]

C63beta. Can you tell me how much you received as last month's net unemployment benefits?
[If B3=1, i.e. is an employee on redundancy fund]

[Encoded in the variable RETRIC]
[Encoded in the variable INCDEC]

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Italy 2017Q1 — source variable IT2017H_RETRIC — Net compensation last month
Questionnaire form view entire document:  text  image
C63alpha. What was the net compensation you received last month for this job? Exclude additional payments (13th, 14th, etc.) and ancillary items not regularly received every month (annual bonus, arrears, mission allowances, unusual overtime, etc..)
[If B3!=1, i.e. is an employee not on redundancy fund]

[Encoded in the variable RETRIC]
[Encoded in the variable INCDEC]

C63beta. Can you tell me how much you received as last month's net unemployment benefits?
[If B3=1, i.e. is an employee on redundancy fund]

[Encoded in the variable RETRIC]
[Encoded in the variable INCDEC]

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Italy 2018Q1 — source variable IT2018H_RETRIC — Net compensation last month
Questionnaire form view entire document:  text  image
C63alpha. What was the net compensation you received last month for this job? Exclude additional payments (13th, 14th, etc.) and ancillary items not regularly received every month (annual bonus, arrears, mission allowances, unusual overtime, etc..)
[If B3!=1, i.e. is an employee not on redundancy fund]

[Encoded in the variable RETRIC]
[Encoded in the variable INCDEC]

C63beta. Can you tell me how much you received as last month's net unemployment benefits?
[If B3=1, i.e. is an employee on redundancy fund]

[Encoded in the variable RETRIC]
[Encoded in the variable INCDEC]

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Italy 2019Q1 — source variable IT2019H_RETRIC — Net compensation last month
Questionnaire form view entire document:  text  image
Individual Questionnaire
The information must refer to the family member indicated with the same number as that of the variable SG9 in the General Form

Section C
Main job
For employed individuals

Compensation

The next questions refer to the compensation received last month for the current job. This is very important information because it allows for the assessment of wage equity, compliance with the contractual minimum, and the differences in compensation between Italian workers and workers from other European countries

C63alpha. What was the net compensation you received last month for this job? Exclude additional payments (13th, 14th, etc.) and ancillary items not regularly received every month (annual bonus, arrears, mission allowances, unusual overtime, etc..)
[If B3!=1, i.e. is an employee not on redundancy fund]

[Encoded in the variable RETRIC]
[Encoded in the variable INCDEC]

C63beta. Can you tell me how much you received as last month's net unemployment benefits?
[If B3=1, i.e. is an employee on redundancy fund]

[Encoded in the variable RETRIC]
[Encoded in the variable INCDEC]

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Italy 2020Q1 — source variable IT2020H_RETRIC — Net compensation last month
Questionnaire form view entire document:  text  image
Individual Questionnaire
The information must refer to the family member indicated with the same number as that of the variable SG9 in the General Form

Section C
Main job
For employed individuals

Compensation

The next questions refer to the compensation received last month for the current job. This is very important information because it allows for the assessment of wage equity, compliance with the contractual minimum, and the differences in compensation between Italian workers and workers from other European countries

C63alpha. What was the net compensation you received last month for this job? Exclude additional payments (13th, 14th, etc.) and ancillary items not regularly received every month (annual bonus, arrears, mission allowances, unusual overtime, etc..)
[If B3!=1, i.e. is an employee not on redundancy fund]

[Encoded in the variable RETRIC]
[Encoded in the variable INCDEC]

C63beta. Can you tell me how much you received as last month's net unemployment benefits?
[If B3=1, i.e. is an employee on redundancy fund]

[Encoded in the variable RETRIC]
[Encoded in the variable INCDEC]

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Jamaica 1982 — source variable JM1982A_INCOME — Income (per pay period)
Questionnaire form view entire document:  text  image

Section 10: Income
[Persons age 14 and older]


46. Total income:

a) Pay period:

[] Week
[] Fortnight
[] Month
[] Quarter
[] Year

b) Amount ($): _ _ _ _

Questionnaire instructions view entire document:  text  image

Section 10 - Income

5.82 Meaning of Income
What is required here is income from employment for persons who worked or had a job during the week preceding the Census, that is, for all individuals included at Question 27 except those, marked "Did Not Work". The question relates to income from employment only and excludes gifts, rents from property, interest and dividends, pensions and any other income other than income obtained directly from employment.
It is intended to include all income from employment, that is, income from different jobs where a person has had more than one job at

[p.64]

the same time. Add together the income from the different jobs. In special cases, even a person classified in Question 27 as an "Unpaid Worker" may have an income, for the classification in Question 27 relates to his principal activity only.
In general there are two types of income to be dealt with depending on whether the person worked for others or for himself. Persons who worked for others for pay, i.e. for wages and salaries, should give their gross income, including any overtime payments, commission, bonuses, etc. Income should include any deductions which are generally made such as Income Tax, National Insurance, National Housing Trust, Health Schemes, and any other. That is, it should be income before deductions.
For self-employed persons (employers and own account workers) on the other hand, what is required is their net receipts, that is, their total gross receipts less any wages and salaries they have to pay people working in the business, and other business expenses. It is appreciated that persons in these categories will not often be able to give their net income with absolute accuracy, but you must make every effort to help them to give as accurate a figure as possible.
In particular, many self-employed persons and some wage and salary earners might not be able to give a reasonable income figure for a short period, such as a week or a month. For example, a cane farmer reaps his cane once per year may have to give his net income for the past year, for if he gives his income for a week or month, and the period excludes the time when he received this payment, the average income will be understated. On the other hand if it includes this payment, the average income will be over-stated. Similarly, a wage earner who regularly receives an annual bonus would need either to give all his income for the year or else add a proportional part of his annual bonus to his monthly or weekly income.
There will, therefore, be some difficulty in ensuring that you obtain the accurate income for persons who receive income for different periods or from different sources.
Remember that many people do not like to tell others how much money they earn; often they do not tell this even to their own family or friends. You must therefore be tactful if you are to get the questions answered correctly and willingly.


5.83 Question 46 - Total Income
Question 46 is in two parts, and both parts must be answered. Pay-period at Question 46a indicates what length of time the amount of money scored at Question 46b refers to.

5.84 Question 46a - Pay-period

[Image omitted here]

[p.65]

First decide what is the most convenient pay-period in which to record this person's income and mark this at Question 46a. The most convenient pay-period for you to use would usually be the one in which the person receives most of his income. For example, in the case of the wage-earner who is paid weekly and gets no other income, then the pay-period used should be the week. Similarly, the month would be the most convenient pay-period for the person who receives only a monthly income. Record this answer as you obtain it.

5.85 Question 46b - Amount

[Image omitted here]

Having determined what the pay-period should be, ensure that you get the total income for that pay-period by adding together income from different sources and for different pay-periods. Enter the total in the usual way. Use Appendix V if you need to convert from one period to another.


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Jamaica 1982 — source variable JM1982A_PAYPER — Pay period
Questionnaire form view entire document:  text  image

Section 10: Income
[Persons age 14 and older]


46. Total income:

a) Pay period:

[] Week
[] Fortnight
[] Month
[] Quarter
[] Year

b) Amount ($): _ _ _ _

Questionnaire instructions view entire document:  text  image

Section 10 - Income

5.82 Meaning of Income
What is required here is income from employment for persons who worked or had a job during the week preceding the Census, that is, for all individuals included at Question 27 except those, marked "Did Not Work". The question relates to income from employment only and excludes gifts, rents from property, interest and dividends, pensions and any other income other than income obtained directly from employment.
It is intended to include all income from employment, that is, income from different jobs where a person has had more than one job at

[p.64]

the same time. Add together the income from the different jobs. In special cases, even a person classified in Question 27 as an "Unpaid Worker" may have an income, for the classification in Question 27 relates to his principal activity only.
In general there are two types of income to be dealt with depending on whether the person worked for others or for himself. Persons who worked for others for pay, i.e. for wages and salaries, should give their gross income, including any overtime payments, commission, bonuses, etc. Income should include any deductions which are generally made such as Income Tax, National Insurance, National Housing Trust, Health Schemes, and any other. That is, it should be income before deductions.
For self-employed persons (employers and own account workers) on the other hand, what is required is their net receipts, that is, their total gross receipts less any wages and salaries they have to pay people working in the business, and other business expenses. It is appreciated that persons in these categories will not often be able to give their net income with absolute accuracy, but you must make every effort to help them to give as accurate a figure as possible.
In particular, many self-employed persons and some wage and salary earners might not be able to give a reasonable income figure for a short period, such as a week or a month. For example, a cane farmer reaps his cane once per year may have to give his net income for the past year, for if he gives his income for a week or month, and the period excludes the time when he received this payment, the average income will be understated. On the other hand if it includes this payment, the average income will be over-stated. Similarly, a wage earner who regularly receives an annual bonus would need either to give all his income for the year or else add a proportional part of his annual bonus to his monthly or weekly income.
There will, therefore, be some difficulty in ensuring that you obtain the accurate income for persons who receive income for different periods or from different sources.
Remember that many people do not like to tell others how much money they earn; often they do not tell this even to their own family or friends. You must therefore be tactful if you are to get the questions answered correctly and willingly.


5.83 Question 46 - Total Income
Question 46 is in two parts, and both parts must be answered. Pay-period at Question 46a indicates what length of time the amount of money scored at Question 46b refers to.

5.84 Question 46a - Pay-period

[Image omitted here]

[p.65]

First decide what is the most convenient pay-period in which to record this person's income and mark this at Question 46a. The most convenient pay-period for you to use would usually be the one in which the person receives most of his income. For example, in the case of the wage-earner who is paid weekly and gets no other income, then the pay-period used should be the week. Similarly, the month would be the most convenient pay-period for the person who receives only a monthly income. Record this answer as you obtain it.

5.85 Question 46b - Amount

[Image omitted here]

Having determined what the pay-period should be, ensure that you get the total income for that pay-period by adding together income from different sources and for different pay-periods. Enter the total in the usual way. Use Appendix V if you need to convert from one period to another.


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Jamaica 1991 — source variable JM1991A_INCWORK — Income from employment
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Section 6: Economic activity
[Persons age 14 and older]

[Go to Question 8.1 for persons younger than 14 years]


6.9. How much do you / does [the respondent] earn from your/his/her job?

Ask Question 6.9 only if the person had a job during the past week (see Question 6.1) and is not an unpaid worker (see Question 6.3)

[] Not stated


a) Weekly:

[] Less than $100
[] $100-199
[] $200-299
[] $300-399
[] $400-499
[] $500-749
[] $750-999
[] $1,000+


b) Monthly:

[] Less than $400
[] $400-799
[] $800-1,199
[] $1,200-1,599
[] $1,600-1,999
[] $2,000-2,999
[] $3,000-3,999
[] $4,000+


c) Annually:

[] Less than $5,000
[] $5,000-9,999
[] $10,000-19,999
[] $20,000-39,999
[] $40,000-59,999
[] $60,000-99,999
[] $100,000+

Questionnaire instructions view entire document:  text  image

Section 6 - Economic Activity

5.63 General
Section 6 is comprised of Questions 6.1 - 6.9 and should be asked of persons 14 years and over. The main purpose of this section is to determine which individuals were in the WORKING FORCE of the country at some point in time. Questions 6.1 - 6.6 and Question 6.9 relate to the week preceding the census while Questions 6.7 - 6.8 relate to the preceding twelve months. The most difficult and perhaps important of the concepts here is that of WORK. It is essential therefore that you understand fully the precise definition of the term WORK in this context and that this meaning should be made clear to respondents by the method of questioning them.

5.64 Definition of Work
(a) Work includes:
Work with pay, that is:
(i) Work for others for a wage or salary including commission or tips. Work may be done either in the employment of the government, a business organization, some private or public organization or an individual. (This corresponds to the categories - Paid Employee of Government, Private Enterprise or Private Home - Q6.3).
(ii) Work as trainee (such as nurses in training) or apprentice (persons at trade)
(iii) Work for self in one's own business (including farm) which is run for profit or fees but does not employ paid help.
(This corresponds to Own Business Without Paid Employee - Q6.3)
(iv) Work for self in one's own business (including farm) which is run for profit or fees and employs paid help.

(This corresponds to Own Business With paid Employees - Q6.3).

[p.51]

(b) Work without pay in a business or farm which is run for profit, that is:
(i) Work without pay in a business or farm run for profit (usually by a relative), in cases where the individual is either supported by the owner or obtains some benefits other than cash from the running of the business (see Unpaid Worker at Q6.3).
(ii) Work as an unpaid helper in a business or other organization, in cases where the respondent is learning a trade or profession in this way, with a view to engaging in work for pay (see Unpaid Worker at Q.6.3).

Do not include in "working" those persons who:
(i) Work without money or pay for a relative or other person at tasks which did not contribute to the operation of a farm or of a business e.g. housework, gardening, odd jobs around the house or yard such as painting the fence, etc.
(ii) Work without pay assisting a relative or friend in his duties as an employee.
(iii) Work without pay either in cash or in kind as a volunteer worker for service organizations or church groups - such as the Red Cross, Boy Scouts, Girl Guides, Society for the Blind, Operation Workshop, etc.

Note also that WORK must relate to work in Jamaica. It includes, however, those persons who are residing in the territory but are on boats, ships, airplanes, etc., which may operate outside of the territory, as well as travelling salesmen, consultants, etc. Also included are persons going as contract workers to the U.S.A. for a few months to work on farms there during the crop season. Other persons who live and work outside of the country should not be classified as having worked with respect to the time they were resident outside of the country.


5.74 The meaning of Income
What is required here is income from employment for persons who worked or had a job during the week preceding the Census. The question relates to income from employment only and excludes gifts, rents from property, interest and dividends, pensions and any other income other than income obtained directly from employment.
It is intended to include all income from employment, that is, income from different jobs where a person has had more than one job at the same time. Add together the income from the different jobs. In special cases, even a person classified in Q6.3 as an "Unpaid Worker" may have an income, for the classification in Q6.3 relates to his activity during the first week of April only, and he might be receiving an income from regular job.

In general there are two types of income to be dealt with depending on whether the person worked for others or for himself. Persons who worked for others for pay, i.e. for wages and salaries, should give their gross income, including any overtime payments, commission, bonuses, etc. Income should include any deductions which are generally made such as Income Tax, National Insurance, National Housing-Trust, Health Schemes, and any other. That is, it should be income before deductions.
For self-employed persons (employers and own account workers) on the other hand, what is required is their net receipts, that is, their total gross receipts less any wages and salaries they have to pay people working in the business, and other business expenses. It is appreciated that persons in these categories will not often be able to give their net income with absolute

[p.56]

accuracy, but you must make every effort to help them to give as accurate a figure as possible.
In particular, many self-employed persons and some wage and salary earners might not be able to give a reasonable income figure for a short period, such as a week or a month. For example, a cane farmer who reaps his cane once per year may have to give his income for the past year, for if he gives his income for a week or month, and the period excludes the time when he received this payment, the average income will be under-stated. On the other hand if it includes this payment, the average income will be overstated. Similarly, a wage earner who regularly receives an annual bonus would need either to give all his income for the year or else add a proportional part of his annual bonus to his monthly or weekly income.
There will, therefore, be some difficulty in ensuring that you obtain the accurate income for persons who receive income for different periods or from different sources.
Remember that many people do not like to tell others how much money they earn; often they do not tell this even to their own family or friends. You must therefore be tactful if you are to get the questions answered correctly and willingly.


5.75 Question 6.9 Income from Employment
Question 6.9 identifies three different pay periods. Pay-period indicates the length of time the amount of money scored refers to.
You must decide what is the most convenient pay-period in which to record the person's income, and mark this. The most convenient pay-period for you to use would usually be the one in which the person receives most of his income. For example, in the case of the wage-earner who is paid weekly and gets no other income, then the pay-period should be the week. Similarly, the month would be the most convenient pay-period for the person who receives only a monthly income.

It is also recognized that many self-employed persons and some wage and salary earners might not be able to give a reasonable income figure for a short period, such as a week or a month. In such case the most convenient pay-period will be the year.


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Jamaica 2001 — source variable JM2001A_INCWORK — Gross income from all employment ($JA)
Questionnaire form view entire document:  text  image

[Questions 4.9 - 4.13 were asked of persons who were employed at the time of the interview, and were age 14 and older]


4.13 What is your/is [the respondent's] weekly, monthly or annual income from all employment (in JA dollars)?

[JA dollars refers to Jamaican currency]

[] 99 Not stated
Weekly

[] 1 Less than 1,000
[] 2 1,000-1,499
[] 3 1,500-5,999
[] 4 6,000-9,999
[] 5 10,000-19,999
[] 6 20,000-29,999
[] 7 30,000-59,999
[] 8 60,000 and over

Monthly

[] 9 Less than 3,500
[] 10 3,500-5,999
[] 11 6,000-24,999
[] 12 25,000-39,999
[] 13 40,000-79,999
[] 14 80,000-129,999
[] 15 130,000-249,999
[] 16 250,000 and over

Annually

[] 17 Less than 40,000
[] 18 40,000-79,999
[] 19 80,000-299,999
[] 20 300,000-499,999
[] 21 500,000-999,999
[] 22 1,000,000-1,499,999
[] 23 1.5 million-2,999,999
[] 24 3 million and over

Questionnaire instructions view entire document:  text  image

Section 4: Economic activity
[Persons age 14 and older]

5.73 General
Section 4 is comprised of Questions 4.1 through 4.20, and should be asked to persons age 14 and older. The main purpose of this section is to determine which individuals were in the working force of the country at some point in time.

This section is included in the sample coverage because it requires much more probing than should be undertaken for the short form. Economic activity in Jamaica has undergone some amount of transformation within the past two or three decades, whereby there has been a significant development of what has come to be regarded as the "Informal sector". People have in many instances moved away from the traditional jobs in the public and private sectors and have ventured into their own small scale businesses, some of which are being operated within homes.

You must pay close attention to the skip instructions at all times to ensure that you ask relevant questions. You will also need to pay close attention to the different reference periods stated. Questions 4.1 through 4.4 seek to identify the persons who worked. As we know that work means different things to different people, we try in these questions to establish clearly whether an individual worked or not within a particular week. These questions relate to the week preceding the Census date, as do Questions 4.5 through 4.13. Question 4.14 asks for a specific date. Questions 4.15 and 4.16 relate to the past twelve months, while questions 4.17 and 4.18 refer to the past 5 years. Questions 4.19 and 4.20 are relevant to persons of pensionable age and seek to determine the type of social welfare benefits or pension being received. Even if the person has never worked, he/she can be in receipt of social welfare benefits (as the beneficiary of a spouse).

It is important that the concept of work be fully understood.

Work includes:

(a) Work with pay, that is:
(i) Work for others for a wage or salary including commission or tips. Work may be done either in the employment of the government, a business organization, some private or public organization, or an individual. These correspond to the categories "Paid employee of government", "Private enterprise", or "Private home" in question Q4.6).

(ii) Work as trainee (such as nurses in training) or apprentice (persons at trade). This could also correspond to the same categories at is point (i).

(iii) Work for oneself in one's own business (including farm), which is run for profit or fees but does not employ paid help. This corresponds to "Self-employed without Employees" in question Q4.6. For example: odd job, hustling, buying and selling etc.

(iv) Work for oneself in one's own business (including farm), which is run for profit or fees and employs paid help. This corresponds to "Self-employed with employees" in question Q4.6.


(b) Work without pay in a business or farm which is run for profit that is:
(i) Work without pay in a business or farm run for profit (usually by a relative), in cases where the individual is either supported by the owner or obtains some benefits other than cash from running of business (see "Unpaid employee in agriculture" or any type of business in question Q4.6).

(ii) Work as an unpaid helper in a business or other organization, in cases where the respondent is learning a trade or profession in this way, with a view to engaging in work for pay (see "Unpaid employee in agriculture" or any type of business in question Q4.6).


Do not include as "working" those persons who:
(i) Work without money or pay for a relative or other person on tasks that did not contribute to the operation of a farm or of a business: e.g., housework, gardening, odd jobs around the house or yard, such as painting the fence, etc.

(ii) Work without pay assisting a relative or friend in his duties as an employee.

(iii) Work without pay either in cash or in kind as a volunteer worker for service Society for Blind, Operation Workshop.


Note also that "work" must relate to work in Jamaica. It includes, however, those persons who are residing in the territory but are on boats, ships, airplanes, etc., which may operate outside of the territory, as well as travelling salesmen, consultants, etc. Informal commercial importers who travel to the Cayman Islands buying and selling are to be included. Do not include the work done by persons going as contract workers to North America for a few months to work on farms there during the crop season. Other persons who live and work outside of the country should not be classified as having worked with respect to the time they were resident outside of the country.


5.82 Meaning of income

It is intended to include all income from employment that is income from different jobs, if a person has had more than one job at the same time Add together the income from the different jobs. In special cases, even a person classified in Q4.6 as an "Unpaid worker" may have an income, since the classification in Q4.6 relates to his activity during the week preceding the Census only, and he might be receiving an income from regular a job.

In general, there are two types of income to be dealt with depending on whether the person worked for others or for himself. Persons who worked for others for pay (i.e., for wages and salaries) should give their gross income, including any overtime payments and other [fees]. That is, it should be the income before deductions.

For self-employed persons (employers and own account workers), on the other hand, what is required is their net receipts -- that is, their total gross receipts minus any wages and salaries they have to pay people working in the business, and other business expenses. It is appreciated that persons in these categories will not often be able to give their net income with absolute accuracy, but you must make every effort to help them to give as accurate a figure as possible.

In particular, many self-employed persons and some wage and salary earners might not be able to give a reasonable income figure for a short period, such as a week or a month. For example, a cane farmer who reaps his cane once per year may have to give his income for the past year, for if he gives his income for a week or month, and the period excludes the time when he received this payment, the average income will be under-stated. On the other hand if it includes this payment, the average income will be over-stated. Similarly, a wage earner who regularly receives an annual bonus would need either to give all his income for the year or else add a proportional part of his annual bonus to his monthly or weekly income.

There will, therefore, be some difficulty in ensuring that you obtain the accurate income for persons who receive income for different periods or from different sources.

Remember that many people do not like to tell others how much money they earn. Often they do not tell this even to their own family or friends. You must therefore be tactful if you are to get the questions answered correctly and willingly. You must remind and reassure the respondent of the confidentially of all information given. Explain further that we are not interested in the exact income but rather in the range.


5.83 Question 4.13: Income from employment

Question 4.13 identifies three different pay periods. Pay-period indicates the length of time the amount of money scored refers to.

You must decide what is the most convenient pay-period with which to record the person's income. The most convenient pay-period for you to use would usually the one in which the person receives most of his income. For example, in the case of the wage-earner who is paid weekly and gets no other income, then the pay-period should be the week. Similarly, the month would be the most convenient pay-period for the person who receives only a monthly income.

This question, which is asked of all persons who worked or had a job during the reference week, requires income from employment only and excludes gifts, rents from property, interest and dividends, pensions, and other income that was not obtained directly from employment.

It is also recognized that many self-employed persons and some wage and salary earners might not be able to give a reasonable income figure for a short period, such as a week or a month. In such case, the convenient pay period will be the year.


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Mexico 2005Q1 — source variable MX2005H_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Extended)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)? (If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

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Mexico 2005Q1 — source variable MX2005H_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3a. Does [the respondent] have a boss or supervisor at his/her job?

[] 1 Yes (skip to 3h)
[] 2 No

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)

3j. Does [the respondent] have a written contract for this job?

[] 1 Yes
[] 2 No (skip to 3l)
[] 9 Doesn't know (skip to 3l)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2005Q2 — source variable MX2005I_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Extended)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)? (If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2005Q2 — source variable MX2005I_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3a. Does [the respondent] have a boss or supervisor at his/her job?

[] 1 Yes (skip to 3h)
[] 2 No

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)

3j. Does [the respondent] have a written contract for this job?

[] 1 Yes
[] 2 No (skip to 3l)
[] 9 Doesn't know (skip to 3l)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2005Q3 — source variable MX2005J_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Extended)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)? (If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2005Q3 — source variable MX2005J_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3a. Does [the respondent] have a boss or supervisor at his/her job?

[] 1 Yes (skip to 3h)
[] 2 No

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)

3j. Does [the respondent] have a written contract for this job?

[] 1 Yes
[] 2 No (skip to 3l)
[] 9 Doesn't know (skip to 3l)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2005Q4 — source variable MX2005K_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Extended)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)? (If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2005Q4 — source variable MX2005K_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3a. Does [the respondent] have a boss or supervisor at his/her job?

[] 1 Yes (skip to 3h)
[] 2 No

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)

3j. Does [the respondent] have a written contract for this job?

[] 1 Yes
[] 2 No (skip to 3l)
[] 9 Doesn't know (skip to 3l)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2006Q1 — source variable MX2006H_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Extended)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)? (If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2006Q1 — source variable MX2006H_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3a. Does [the respondent] have a boss or supervisor at his/her job?

[] 1 Yes (skip to 3h)
[] 2 No

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)

3j. Does [the respondent] have a written contract for this job?

[] 1 Yes
[] 2 No (skip to 3l)
[] 9 Doesn't know (skip to 3l)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2006Q2 — source variable MX2006I_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Extended)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)? (If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2006Q2 — source variable MX2006I_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3a. Does [the respondent] have a boss or supervisor at his/her job?

[] 1 Yes (skip to 3h)
[] 2 No

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)

3j. Does [the respondent] have a written contract for this job?

[] 1 Yes
[] 2 No (skip to 3l)
[] 9 Doesn't know (skip to 3l)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2006Q3 — source variable MX2006J_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Basic)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)?
(If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2006Q3 — source variable MX2006J_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2006Q4 — source variable MX2006K_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Basic)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)?
(If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2006Q4 — source variable MX2006K_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2007Q1 — source variable MX2007H_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Basic)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)?
(If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2007Q1 — source variable MX2007H_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2007Q2 — source variable MX2007I_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Extended)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)? (If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2007Q2 — source variable MX2007I_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3a. Does [the respondent] have a boss or supervisor at his/her job?

[] 1 Yes (skip to 3h)
[] 2 No

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)

3j. Does [the respondent] have a written contract for this job?

[] 1 Yes
[] 2 No (skip to 3l)
[] 9 Doesn't know (skip to 3l)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2007Q3 — source variable MX2007J_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Basic)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)?
(If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2007Q3 — source variable MX2007J_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2007Q4 — source variable MX2007K_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Basic)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)?
(If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2007Q4 — source variable MX2007K_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2008Q1 — source variable MX2008H_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Basic)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)?
(If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2008Q1 — source variable MX2008H_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2008Q2 — source variable MX2008I_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Extended)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)? (If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2008Q2 — source variable MX2008I_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3a. Does [the respondent] have a boss or supervisor at his/her job?

[] 1 Yes (skip to 3h)
[] 2 No

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)

3j. Does [the respondent] have a written contract for this job?

[] 1 Yes
[] 2 No (skip to 3l)
[] 9 Doesn't know (skip to 3l)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2008Q3 — source variable MX2008J_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Basic)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)?
(If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2008Q3 — source variable MX2008J_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2008Q4 — source variable MX2008K_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Basic)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)?
(If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2008Q4 — source variable MX2008K_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

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Mexico 2009Q1 — source variable MX2009H_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Extended)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)? (If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2009Q1 — source variable MX2009H_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3a. Does [the respondent] have a boss or supervisor at his/her job?

[] 1 Yes (skip to 3h)
[] 2 No

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)

3j. Does [the respondent] have a written contract for this job?

[] 1 Yes
[] 2 No (skip to 3l)
[] 9 Doesn't know (skip to 3l)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2009Q2 — source variable MX2009I_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Basic)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)?
(If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2009Q2 — source variable MX2009I_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2009Q3 — source variable MX2009J_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Basic)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)?
(If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2009Q3 — source variable MX2009J_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2009Q4 — source variable MX2009K_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Basic)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)?
(If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2009Q4 — source variable MX2009K_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2010Q1 — source variable MX2010H_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Extended)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)? (If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2010Q1 — source variable MX2010H_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3a. Does [the respondent] have a boss or supervisor at his/her job?

[] 1 Yes (skip to 3h)
[] 2 No

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)

3j. Does [the respondent] have a written contract for this job?

[] 1 Yes
[] 2 No (skip to 3l)
[] 9 Doesn't know (skip to 3l)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2010Q2 — source variable MX2010I_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Basic)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)?
(If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2010Q2 — source variable MX2010I_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2010Q3 — source variable MX2010J_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Basic)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)?
(If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2010Q3 — source variable MX2010J_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2010Q4 — source variable MX2010K_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Basic)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)?
(If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2010Q4 — source variable MX2010K_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2011Q1 — source variable MX2011H_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Extended)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)? (If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2011Q1 — source variable MX2011H_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3a. Does [the respondent] have a boss or supervisor at his/her job?

[] 1 Yes (skip to 3h)
[] 2 No

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)

3j. Does [the respondent] have a written contract for this job?

[] 1 Yes
[] 2 No (skip to 3l)
[] 9 Doesn't know (skip to 3l)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2011Q2 — source variable MX2011I_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Basic)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)?
(If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2011Q2 — source variable MX2011I_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2011Q3 — source variable MX2011J_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Basic)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)?
(If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2011Q3 — source variable MX2011J_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2011Q4 — source variable MX2011K_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Basic)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)?
(If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2011Q4 — source variable MX2011K_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2012Q1 — source variable MX2012H_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Extended)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)? (If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2012Q1 — source variable MX2012H_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3a. Does [the respondent] have a boss or supervisor at his/her job?

[] 1 Yes (skip to 3h)
[] 2 No

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)

3j. Does [the respondent] have a written contract for this job?

[] 1 Yes
[] 2 No (skip to 3l)
[] 9 Doesn't know (skip to 3l)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2012Q2 — source variable MX2012I_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Basic)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)?
(If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2012Q2 — source variable MX2012I_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2012Q3 — source variable MX2012J_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Basic)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)?
(If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2012Q3 — source variable MX2012J_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2012Q4 — source variable MX2012K_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Basic)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)?
(If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2012Q4 — source variable MX2012K_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2013Q1 — source variable MX2013H_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Extended)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)? (If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2013Q1 — source variable MX2013H_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3a. Does [the respondent] have a boss or supervisor at his/her job?

[] 1 Yes (skip to 3h)
[] 2 No

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)

3j. Does [the respondent] have a written contract for this job?

[] 1 Yes
[] 2 No (skip to 3l)
[] 9 Doesn't know (skip to 3l)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2013Q2 — source variable MX2013I_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Basic)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)?
(If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2013Q2 — source variable MX2013I_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2013Q3 — source variable MX2013J_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Basic)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)?
(If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2013Q3 — source variable MX2013J_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2013Q4 — source variable MX2013K_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Basic)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)?
(If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2013Q4 — source variable MX2013K_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2014Q1 — source variable MX2014H_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Extended)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)? (If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2014Q1 — source variable MX2014H_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3a. Does [the respondent] have a boss or supervisor at his/her job?

[] 1 Yes (skip to 3h)
[] 2 No

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)

3j. Does [the respondent] have a written contract for this job?

[] 1 Yes
[] 2 No (skip to 3l)
[] 9 Doesn't know (skip to 3l)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2014Q2 — source variable MX2014I_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Basic)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)?
(If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2014Q2 — source variable MX2014I_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of home contract manufacturers (pieceworkers), it is evident that they combine organizational autonomy with a labor contract in the performance of their work, where the productive sphere is not differentiated from the domestic, but which is privileged, at least for the survey, with organizational autonomy. For this reason they are cataloged as independent workers.
Contract manufacturing (pieceworking) Form of production, assembly or other type of transformation of raw materials owned by third parties.

Subcontracting. Could be defined as the agreement entered between a person or company and an economic unit called a contractor, where the latter performs specific work contributing their own knowledge, tools, capital and personnel. The manner in which the subcontracting operates is similar in any sector: agriculture, construction, industry, mining, etc.
Examples:
- An economic unit, owner of a factory, hires a company (contractor) to manufacture shirts, who in turn contracts with sewing machine operators. In this case, the contracted company generally has its own facilities to do the work, and only receives the raw materials from the company owner.
- An institution (user) hires a company for the sanitation and cleaning of its facilities (service provider); the latter in turn hires the staff required to perform these activities. In this case the subcontracted staff performs the duties within the facilities of the user company, but work for the company that hired them directly. The subcontracted personnel work for the company that hired them directly (service provider); that is their employer.
Member (partner) of a cooperative. The person who is part of an association of independent workers in which those involved (not less than five) basically contribute their work to the association.

This organization is characterized by distributing among its members, in equal conditions, the time worked and amount of the operations performed. The objective of the association is the social and economic improvement of its members. The association may have some salaried employees.
Instruction:
- Sequence to follow. If you circle option 1, go to question 3h; if you circle option 2, continue with question 3b.
Question 3b
This question is asked to employed persons who in the previous question said they did not have a boss, employer or superior at their job, in order to verify whether they are independent workers or subordinate managers.

[Omitted figure]

Instructions:

- If the worker is a member of a cooperative, consider them engaged in a business or activity on their own, as long as they participate as a proprietary member and worker, and in addition to receiving a payment or salary, receive profits or earnings for their participation.

- Sequence to follow. If you circle option 1, continue with question 3c; if you circle option 2, go to question 3h.

Question 3j
This question is asked to paid subordinate workers to find out whether or not they have a written employment contract in their main job.

[Omitted figure]

Written employment contract. Pact or agreement in writing made between the worker and the economic unit for which a person works, in which the rights and obligations that govern the working relationship are established.

Instruction:

- Sequence to follow. Regardless of the option you circle, continue with question 3k.

top
Mexico 2014Q3 — source variable MX2014J_INGOCUP — Monthly income (in pesos)
Questionnaire form view entire document:  text  image
Employment and Occupation Questionnaire (Basic)

VI. Income and health insurance

6b. How often does [the respondent] get paid or receive income?

(Listen, classify the period frequency, ask for the income amount, and record it)

How much did [the respondent] earn (or how does he/she measure his/her income)?
(If any of the options from 1 to 6 is marked, skip to 6d)
[] 1 Every month
[Amount] $ ____
[] 2 Every 15 days
[Amount] $ ____
[] 3 Every week
[Amount] $ ____
[] 4 Daily
[Amount] $ ____
[] 5 Other payment period
Period ____
[Amount] $ ____
[] 6 The respondent is paid for every piece produced or sold or for every project or service completed
Unit ____
Price per unit $ ____
Total units per week ____
[Indicate the total income amount] _ _ _ _ _ _

[] 7 Could not give an estimate
[] 8 Refused to answer
Questionnaire instructions view entire document:  text  image
7.7 Battery V. Work schedule and work regularity
The purpose of this battery of questions is to characterize the employed population, based on their work schedule, their perception of the time worked and the regularity with which they work in their main job.

Question 5
This question is asked to employed persons to learn the work schedule they have at their main job.

[Omitted figure]

Work schedule. The time during which the subordinate worker is available to their employer to perform the work for which their services were hired or the time the independent worker decides to dedicate to their business or company.

Question 6b
This question is asked to employed persons who receive income for their work, to find out the frequency and amount of that income.

[Omitted figure]

Conceptual clarifications:
Period to which the income information refers. According to the text of the question, inquire about the amount of the regular income, not that obtained during the reference period; unless they indicate that the amount varies, in which case you should ask for what was received during the reference period or the nearest to it.

Net income. Amount of money a worker receives, free of deductions to pay taxes, social security institution contributions, union dues (in the case of subordinate workers) or operating expenses of the economic units (in the case of independent workers).

Instructions:

- How to obtain the information. Once you have inquired about the pay period, ask for the amount in pesos, without cents.

To obtain the amount of a person's income, consider the different form of payment mentioned in questions 6 and 6a; such that if someone receives payment in more than one form, you can ensure that they are all included in the total amount. In order to verify the information, ask additional questions such as:

"Are the tips included in this amount?" "Are you taking into account what they give you in commissions or what they give you in grocery vouchers or marketable products?"

- How to obtain the amount paid as wage, salary or daily wage. Record the amount for any of these items, based on the period indicated. Record the amount stated in whole pesos without cents, for example: 12,500.
- How to obtain the base salary plus another regular form of payment. In the case of workers on a salary, the amount you should enter is the net amount, what the person actually received and had available the last time they were paid in their main job.
Exclude, therefore, deductions for taxes, social security or ISSSTE contributions, etc., with the exception of those corresponding to loans and payments for FOVISSSTE or INFONAVIT housing loan deductions, as these are advance payments.

Now, for those who state they have just started to work, and do not know the amount they are going to receive for their work, ask, at least, about the pay period; on the respective line specify that this information is unknown.
- How to obtain the income in the case of independent workers. Consider income obtained in the business, company, business or profession, deducting business expenses (purchase of raw materials, tool repair expenses, payment for rent of the site, payment of salaries to workers, food consumption expenses for the worker and their family).
- Earnings as income. In the case of independent workers, consider within the earnings income derived from the sale of byproducts and waste material, if applicable. For example, the grocer who sells the cardboard boxes the merchandise came in, or the head meat vendor who markets their byproducts: skulls and tallow.

If instead of earnings they state they had losses, by all means ask for an estimate of their regular earnings, either weekly, biweekly or monthly, and enter the amount, according to the period indicated. What is important in this situation is to have an income estimate from the earnings they would have if they were not operating "in the red".

- How to obtain the compensation bonuses, coupons or vouchers exchangeable for merchandise. Record them as additional or sole income, only if this form of payment is received with a frequency of up to monthly; if it exceeds this period do not record it. The form in which you should enter this information consists of specifying the amount and frequency with which the respective form of payment is received in the comments section.
- Marketable products. When the worker receives their total or partial pay with marketable products (that can be resold, if they choose), ask how much the estimated market value of the products is, and record the amount according to the indicated period.
- Income in foreign currency. When the income is paid in foreign currency, enter the amount and then specify the currency: dollars, euros, bolivars, etc.

Example:
Every 15 days $785 dollars
- If a person states they do not know the exact information, but mentions an amount that is between two specific amounts, enter the average amount.
- Other pay period. Include in this option those who receive their financial remuneration for their work at a different frequency, for example, social service providers who receive their grant at the conclusion of their participation in the program.

[Omitted table]

- Sequence to follow. If you circle options 1 to 6, go to question 6d. If you circle option 7 or 8, continue with question 6c.

top
Mexico 2014Q3 — source variable MX2014J_MH_COL — Hussmanns matrix for primary job (columns)
Questionnaire form view entire document:  text  image
III. Employment information

3b. Does this mean [the respondent] has his/her own business or is self-employed?

[] 1 Yes
[] 2 No (skip to 3h)
Questionnaire instructions view entire document:  text  image
Question 3a
This question is asked to employed persons, to differentiate them as subordinate or independent, based on their position in the occupation.

Position in the occupation (job position). The classification of the employed population based on their relationship with the means of production, and with the ownership of the goods and services generated in the performance of the job.

[Omitted figures]

Conceptual clarifications:
In general terms, there are two types of workers: subordinate and independent.

Independent (or autonomous) worker. The person who works in their own business in which they do not depend on any boss or superior.

Based on whether or not they have paid workers, the independent workers are called: employer or self-employed worker.

[Omitted figure]
Employer. Independent worker who employs workers in exchange for economic remuneration, in cash or in kind.
Self-employed worker (self-employed). Person who performs their trade or profession alone or in association with others; does not have paid workers under them, but does have the support, unpaid, of family members or others.
Subordinate worker. Person who works (with or without pay) for an economic unit in which they depend on an employer, self-employed worker, boss or superior.

The following table shows the main characteristics that distinguish both types of workers.

Independent workers

There are two characteristics that distinguish them:

1. Have total autonomy to determine the direction of their economic unit.
2. Assume economic risk.

Having autonomy, independent workers determines:

- The form in which their economic unit should function to produce the goods and services, as well as their destination.
- They set the work conditions (place where the work is to be done, duration of the work day, days and hours of work and rest, among others) and not by the customers (consumers).

By assuming economic risk, it can be said that:

- The income for their work depends on the agreements, written or verbal, that have been established with their customers (consumers) or the profits left from their businesses or endeavors. Assume the economic risk of making decisions in managing their business. Invest the resources necessary to produce the good or service to which the economic unit is dedicated (purchase raw materials, catalogs).
- The relationship between the worker and the customers is one of business, commerce or provision of services.

Examples of independent workers:

- Workers in their own home (laundry, ironing, childcare, seamstress, contract manufacturer [pieceworker])
- Independent professionals
- Workers in the homes of their customers (mason, merchant, electrician, stylist, nurse, gardener, plumber, remedial teacher)
- Contractors and subcontractors
- Taxi driver (vehicle owner)
Subordinate workers
- Generally respond to precise instructions of the way work must be done and their performance; that it, may enjoy total autonomy to manage the direction of a company or business over which they preside, but must be accountable of their actions to the person or persons representing the economic unit: committee, counsel, board of directors, area manager or owner.
- The working conditions (place where the work is done, duration of the work day, date and place of payment, days off, vacation, work standards) are established by the economic unit for which they work.
- Cannot provide, on their own initiative, service to other employers during the work hours agreed with the economic unit for which they currently work.
- The form and amount of remuneration, in the case of salaried workers, and even the place where the work is to be done, depends on guidelines established, principally, by the economic unit for which they work.
- The economic risk does not fall on the person, but rather on the economic unit for which they work.
- Only contribute their intellectual or physical work to perform their activities.

Examples:

- Worker in managerial activities (director, manager, department head, chairman, supervisor)
- Laborers or general employees
- Domestic workers in the employer's home
- Farm hired laborer or farm hand
- Religious worker (clergy, minister, rabbi or priest)

It is very important that while obtaining the information, you respect the spontaneous response of the interviewee when stating whether they are an independent or subordinate worker. Only if you have questions in determining the position in the occupation, define it by applying the criteria for autonomy in the processes of work and economic risk, always in this order.

Below are some examples in which an additional explanation may be necessary:

- They are independent workers, for example, if they are dedicated to the trades of plumber, gardener, house painter, remedial teacher. They are considered independent even when they work in their customer's home, as they cannot be asked to perform any activity other than that agreed without involving a renegotiation of the initial "contract".
- Domestic servants (including nannies), are considered:
- Subordinates, if they work in the employer's home, since they can be asked to do many other activities without involving a renegotiation of the initial contract, and they are further at the disposition of the person to whom the services are provided until the end of their work hours.
- Independent, if they work in their own home. In this situation it is more than evident that they have autonomy, and that they meet the criteria of economic risk by involving their own resources.
- Loaders in wholesale produce markets, buses, airports, may be considered independent workers if they so state, since their relationship with the people to whom they provide their services is reduced to precisely that, a service, which may change at the customer's request, but is subject to renegotiation; such situation demonstrates that they face economic risk.
- Security guards of residential units: Are subordinates if they work for one or more residences, neighborhood associations or any other company.
- Are independent if they state they negotiate with the neighborhoods or owners (or managers) of an area, the payment of their services consisting of watching over real or personal property. If the payment for this type of service depends on what the people who live in the area or come to the place choose to pay, they are not considered employed, even when they say they have a uniform, whistle or municipal permit.
- Taxi drivers. Consider them independent workers if they own the vehicle, even if they pay third parties for the use of (license) plates; they are also independent if they say they rent the vehicle, as they face economic risk in taking responsibility for the vehicle: dealing with any mechanical failure or accident that occurs to the unit.

Consider them subordinates if they only provide their labor.

If questions arise in this regard, ask additional questions:

- "Who assumes the expense if the unit is damaged?" "Who responds first to the authorities in the case of an accident?"

Based on the responses, determine the position in the occupation.

- Contract manufacturers (pieceworkers). While it is true that contract manufacturers (pieceworkers) and sub-manufacturers do not own the raw materials used in the production process, the process is completed at their own expense and risk, and in the performance of their work they use their own infrastructure and resources.

This criteria applies, even in the case of the home manufacturing, where part of the infrastructure of the home (living room, kitchen, service patio; water and electricity) is used at the same time for the family life and performance of the production activity.
In the case of