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The Social security database:
User Guide Book
IV. Variables and Codes
 
Total expenditure
Healthcare
Sickness
Maternity
Old Age
Invalidity
Survivors
Family Allowances
Work Injury
Unemployment

 

A - Expenditures

A - Total Social Expenditure as percentage of GDP.
Each source mentioned below has its own definition and terminology (see II.5.b)

A.1. Total social expenditure as percentage of GDP - CSS/ILO
Source: ILO Cost of Social Security Inquiries.

A.2. Social security and welfare expenditure as percentage of GDP -IMF
Source: IMF

A.3. Total public expenditure as percentage of GDP
Source: OECD

A.4. Total expenditure on social protection (percentage of GDP)
Source: Eurostat

 

B- Health care Top
Only data concerning health care expenditure was collected for that branch.

B.1. Health expenditure as percentage of GDP
Source: IMF

B.2. Total expenditure (public and private) on health as percentage of GDP
Source: WHO

B.3. Public expenditure on health as percentage of GDP
Source: WHO

B.4. Private expenditure on health as percentage of GDP
Source: WHO

B.5. Total health expenditure as percentage of GDP
Source: World Bank

B.6. Public health expenditure as percentage of GDP
Source: World Bank

B.7. Private health expenditure as percentage of GDP
Source: World Bank

B.8. Expenditure as percentage of GDP - health care
Source: ILO

B.9. Public expenditure as percentage of GDP - health care
Source: OECD

B10. Mandatory private expenditure as percentage of GDP - health care
Source: OECD

 

C- Sickness Quantitative variable Top

C.1. Number of programme(s)
All the nationwide compulsory programmes are taken into account.

C.2. Expenditure of all programmes in the branch as a percentage of GDP Quantitative variable

C.2_1 Expenditure as percentage of GDP - Sickness
Source: ILO

C.2_2 Sickness benefits - Public expenditure as a percentage of GDP
Source: OECD

C.2_3 Sickness benefits - Mandatory private expenditure as a percentage of GDP
Source: OECD

C.3. Date of the first law Quantitative variable
Answer and code:
Year

C4. Number of current law(s) Quantitative variable
Amendments cited in the source are included here and in the next question (date of the current law). If there is no separation between sickness and maternity laws in the source, information is mentioned for both branches.

C.4_1 Date of current law(s) Quantitative variable
When exists, dates of up to five current laws have been retained.
Answer and code:
Year
Remark: variables c4_1 to c4_5

C.5. Types of programmes Qualitative variable
Nationwide compulsory types of programmes are included. More than one type of programmes can be registered.
Answer and code:
1.Social assistance
2.Social insurance
3.Universal/demogrant
4.Mandatory private insurance
5.Provident funds
6.Employer-liability
Remark: variables C5_1 to C5_5

C.6. Coverage Qualitative variable
This question only concerns the main programme. From the pre-selected list below, the category that is the closest to the population covered by the programme was selected.
Answer and code:
1. All residents
2. All working population (self employed, public and private sector employees)
3. All working population with exception
4. All salaried workers and assimilated categories (both public and private sector employees)
5. Private sector employees
6. Public sector employees

C.7. Employee contributions Quantitative variable
This question concerns only the main programme. The contribution rate (usually a percentage of earnings) is mentioned. The ceiling and/or the floor of contributions are not taken into account.
Answer and code:

C.8. Employer contributions Quantitative variable
This question concerns only the main programme. The contribution rate (usually a percentage of earnings) is mentioned. The ceiling and/or the floor of contributions are not taken into account.

C.9. Financing from government Quantitative variable
This question concerns only the main programme. The contribution rate (usually None) is mentioned. The ceiling and/or the floor of contributions are not taken into account.

C.10. Means-tested conditions for benefits Qualitative variable
This question concerns only the main programme. If no special rules are mentioned (for instance, maximum income level to receive benefits), the answer is “no”. The “means-test” has to refer to a condition of the main programme.

C.11. Period and condition of residence in the country to be eligible for benefits
This question concerns only the main programme. Quantitative / Qualitative variables
Answers and codes:
Figure (in weeks) for the period of residence to be eligible for benefits.

C.16_1. Qualifying period of contribution Quantitative variable
This question concerns only the main programme.
Answer and code:
Figure (in weeks)
0 for ‘None’ , 1 for “one week”, etc.

C.16_2. Qualifying period of work Quantitative variable
This question concerns only the main programme.
Answer and code:
Figure (in weeks)
0 for ‘None’ , 1 for “one week”, etc.

C.17. Waiting period Quantitative variable
This question concerns only the main programme.
Answer and code:
Figure (in days)
0 for ‘None’ , 1 for “one day”, etc.

C.19. Earnings-related cash benefits (maximum calculation rate for benefits)
This question concerns only the main programme. Quantitative variable
Answer and code:
Rate (percentage of earnings)
0. No cash benefit paid
-1. Flat rate amount

C.20. Evolution of benefit Qualitative variable
This question concerns only the main programme.
Answer and code:
1.constant
2.indexed
3.decreasing
4.increasing
5.discretionary evolution (no fixed rules)

C.21. Duration of benefit Quantitative variable
This question concerns only the main programme.
Answer and code:
Figure (in weeks)
-1. One lump sum
0. Unlimited

D- Maternity Top

D.1. Number of programme(s) Quantitative variable
All the nationwide compulsory programmes are taken into account.
Answer and code:
0 for ‘None’ , 1 for “one programme”, etc.
-1. Only benefit in kind (for instance, medical benefit with the answer Yes to the question D.31)
-2. Limited provision (for instance, labor code only…)

D.2. Expenditure of all programmes in the branch as a percentage of GDP Quantitative variable

D.2_1 Expenditure as percentage of GDP - Maternity
Source: ILO

D.3. Date of the first law Quantitative variable
Answer and code:
Year

D4. Number of current law(s) Quantitative variable
Amendments cited in the source are included here and in the next question (date of the current law). If there is no separation between sickness and maternity laws in the source, information is mentioned for both branches.
Answer and code:
0 for ‘None’, 1 for “one law”, etc.

D.4_1 Date of current law(s) Quantitative variable
When exists, dates of up to five current laws have been retained
Answer and code:
Year
Remark: variables D4_1 to D4_5

D.5. Types of programmes Qualitative variable
Nationwide compulsory types of programmes are included. More than one type of programmes can be registered.
Answer and code:
1.Social assistance
2.Social insurance
3.Universal/demogrant
4.Mandatory private insurance
5.Provident funds
6.Employer-liability
Remark: variables D5_1 to D5_5

D.6. Coverage Qualitative variable
This question only concerns the main programme. From the pre-selected list below, the category that is the closest to the population covered by the programme was selected.
Answer and code:
1. All residents
2. All working population (self employed, public and private sector employees)
3. All working population with exception
4. All salaried workers and assimilated categories (both public and private sector employees)
5. Private sector employees
6. Public sector employees

D.7. Employee contributions Quantitative variable
This question concerns only the main programme. The contribution rate (usually a percentage of earnings) is mentioned. The ceiling and/or the floor of contributions are not taken into account.
Answer and code:
Rate (in percentage)
-3. Discretionary/irregular contribution
-2. Whole cost
-1. Flat rate amount
0. No contribution
-13. One combined contribution indicated under Sickness
-15. One combined contribution indicated under Old-age
-16. One combined contribution indicated under Invalidity
-18. One combined contribution indicated under Family allowances
-19. One combined contribution indicated under Work injury
-20. One combined contribution indicated under Unemployment

D.8. Employer contributions Quantitative variable
This question concerns only the main programme. The contribution rate (usually a percentage of earnings) is mentioned. The ceiling and/or the floor of contributions are not taken into account.
Answer and code:
Rate (in percentage)
-3. Discretionary/irregular contribution
-2. Whole cost
-1. Flat rate amount
0. No contribution
-13. One combined contribution indicated under Sickness
-15. One combined contribution indicated under Old-age
-16. One combined contribution indicated under Invalidity
-18. One combined contribution indicated under Family allowances
-19. One combined contribution indicated under Work injury
-20. One combined contribution indicated under Unemployment

D.9. Financing from government Quantitative variable
This question concerns only the main programme. The contribution rate (usually None) is mentioned. The ceiling and/or the floor of contributions are not taken into account.
Answer and code:
Rate (in percentage)
-3. Discretionary/irregular contribution (e.g. subsidies, covers any deficit, etc.)
-2. Whole cost
-1. Flat rate amount
0. No contribution
-13. One combined contribution indicated under Sickness
-15. One combined contribution indicated under Old-age
-16. One combined contribution indicated under Invalidity
-18. One combined contribution indicated under Family allowances
-19. One combined contribution indicated under Work injury
-20. One combined contribution indicated under Unemployment

D.10. Means-tested conditions for benefits Qualitative variable
This question concerns only the main programme. When no special rules are mentioned (for instance, maximum income level to receive benefits), the answer is “no”. The “means-test” has to refer to a condition of the main programme.
Answer and code:
YES (= 1) / NO (= 2)

D.11. Period and condition of residence in the country to be eligible for benefits
This question concerns only the main programme. Quantitative / Qualitative variables
Answers and codes :
Figure (in weeks) for the period of residence to be eligible for benefits.

D.16_1. Qualifying period of contribution Quantitative variable
This question concerns only the main programme.
Answer and code:
Figure (in weeks)
0 for ‘None’ , 1 for “one week”, etc.

D.16_2. Qualifying period of work Quantitative variable
This question concerns only the main programme.
Answer and code:
Figure (in weeks)
0 for ‘None’ , 1 for one week;, etc.

D.19. Earnings-related cash benefits (maximum calculation rate for benefits)
This question concerns only the main programme. Quantitative variable
Answer and code:
Rate (in percentage of earnings)
0. No cash benefit paid
-1. Flat rate amount

D.20. Evolution of benefit
This question concerns only the main programme Qualitative variable
Answer and code:
1.constant
2.indexed
3.decreasing
4.increasing
5.discretionary evolution (no fixed rules)

D.21. Duration of benefits Quantitative variable
This question concerns only the main programme.
Answer and code:
Figure (in weeks)
-1. One lump sum
0. Unlimited

D.22. Existence of parental leave Qualitative variable
This question concerns only the main programme.
Answer and code: Y/N

D.23. Are fathers and mothers eligible for paid parental leave? Qualitative variable
This question concerns only the main programme.
Answer and code: Y/N

D.31. Existence of benefit in kind Qualitative variable
Answer and code: Y/N

E- Old-Age Top

E.1. Number of programme(s) Quantitative variable
All the nationwide compulsory programmes are taken into account.
Answer and code:
0 for ‘None’ , 1 for “one programme”, etc.
-1. Only benefit in kind (for instance, medical benefit)
-2. Limited provision (for instance, labor code only…)

E.2. Expenditure of all programmes in the branch as a percentage of GDP Quantitative variable
E.2_1 Expenditure as percentage of GDP - old age
Source: ILO

E.2_2 Old age cash benefits - Public expenditure as a percentage of GDP
Source: OECD

E2_3 Old age cash benefits - Mandatory private expenditure as a percentage of GDP Source: OECD

E2_4 Old age benefits as percentage of GDP
Source: Eurostat

E.3. Date of the first law Quantitative variable
Answer and code:
Year

E4. Number of current law(s) Quantitative variable
Amendments cited in the source are included here and in the next question (date of the current law). If there are no separation between old age, disability and survivors’ laws, information is mentioned for both branches.
Answer and code:
0 for ‘None’ , 1 for “one law”, etc.

E.4_1 Date of current law(s) Quantitative variable
When information exists, dates of up to five current laws have been retained.
Answer and code:
Year
Remark: variables E4_1 to E4_5

E.5. Types of programmes Qualitative variable
Nationwide compulsory types of programmes are included. More than one type of programmes can be registered.
Answer and code:
1.Social assistance
2.Social insurance
3.Universal/demogrant
4.Mandatory private insurance
5.Provident funds
6.Employer-liability
Remark: variables E5_1 to E5_5

E.6. Coverage Qualitative variable
This question only concerns the main programme. From the pre-selected list below, the category that is the closest to the population covered by the programme was selected.
Answer and code:
1. All residents
2. All working population (self employed, public and private sector employees)
3. All working population with exception
4. All salaried workers and assimilated categories (both public and private sector employees)
5. Private sector employees
6. Public sector employees

E.7. Employee contributions Quantitative variable
This question concerns only the main programme. The contribution rate (usually a percentage of earnings) is mentioned. The ceiling and/or the floor of contributions are not taken into account.
Answer and code:
Rate (in percentage)
-3. Discretionary/irregular contribution
-2. Whole cost
-1. Flat rate amount
0. No contribution
-13. One combined contribution indicated under Sickness
-14. One combined contribution indicated under Maternity
-16. One combined contribution indicated under Invalidity
-18. One combined contribution indicated under Family allowances
-19. One combined contribution indicated under Work injury
-20. One combined contribution indicated under Unemployment

E.8. Employer contributions Quantitative variable
This question concerns only the main programme. The contribution rate (usually a percentage of earnings) is mentioned. The ceiling and/or the floor of contributions are not taken into account.
Answer and code:
Rate (in percentage)
-3. Discretionary/irregular contribution
-2. Whole cost
-1. Flat rate amount
0. No contribution
-13. One combined contribution indicated under Sickness
-14. One combined contribution indicated under Maternity
-16. One combined contribution indicated under Invalidity
-18. One combined contribution indicated under Family allowances
-19. One combined contribution indicated under Work injury
-20. One combined contribution indicated under Unemployment

E.9. Financing from government Quantitative variable
This question concerns only the main programme. The contribution rate (usually None) is mentioned. The ceiling and/or the floor of contributions are not taken into account.
Answer and code:
Rate (in percentage)
-3. Discretionary/irregular contribution (e.g. subsidies, covers any deficit, etc.)
-2. Whole cost
-1. Flat rate amount
0. No contribution
-13. One combined contribution indicated under Sickness
-14. One combined contribution indicated under Maternity
-16. One combined contribution indicated under Invalidity
-18. One combined contribution indicated under Family allowances
-19. One combined contribution indicated under Work injury
-20. One combined contribution indicated under Unemployment

E.10. Means-tested conditions for benefits Qualitative variable
This question concerns only the main programme. If no special rules are mentioned (for instance, maximum income level to receive benefits), the answer is “no”. The “means-test” has to refer to a condition of the main programme.
Answer and code:
YES (= 1) / NO (= 2)

E.11. Period and condition of residence in the country to be eligible for benefits
This question concerns only the main programme. Quantitative / Qualitative variables
Answers and codes:
Figure (in weeks) for the period of residence to be eligible for benefits.
“ +” before the figure if there is a condition of residence when the benefits are paid
“ -” before the figure if there is no condition of residence when the benefits are paid
If there is an answer such as “not payable abroad unless reciprocal agreement”, answer “-” considering there is no condition of residence.
Code “+555” : when there is no information for the period of residence and when there is a condition of residence when the benefits are paid.
Code “-555” : when there is no information for the period of residence and when there is no condition of residence when the benefits are paid.

E.16_2. Qualifying period of work Quantitative variable
This question concerns only the main programme.
Answer and code:
Figure (in weeks)
0 for ‘None’ , 1 for “one week”, etc.

E.19. Earnings-related cash benefits (maximum calculation rate for pension). Quantitative variable
This question concerns only the main programme.
Answer and code:
Rate (in percentage)
0. No cash benefit paid
-1. Flat rate amount
-2. No calculation rate, defined benefit principle
-3. One lump sum
-4. Defined contribution principle

E.20. Evolution of benefit Qualitative variable
This question concerns only the main programme.
Answer and code:
1.constant
2.indexed
3.decreasing
4.increasing
5.discretionary evolution (no fixed rules)

E.21. Duration of benefit Quantitative variable
This question concerns only the main programme.
Answer and code:
Figure (in weeks)
-1. One lump sum
0. Unlimited

E.22. Legal retirement age for male Quantitative variable
This question concerns only the main programme.
Answer and code:
Figure (age)

E.23. Legal retirement age for female Quantitative variable
This question concerns only the main programme.
Answer and code:
Figure (age)

E.24. Gender discrimination in calculation of cash benefits (other than retirement age)
Qualitative variable
Answer and code:
YES (= 1) / NO (= 2)

E.25. Minimum number of years of contribution required for a male to become eligible for a state-supported pension ? Quantitative variable
This question concerns only the main programme.
Answer and code:
Figure (in year)

E.26. Minimum number of year of contribution required for a female to become eligible for a state-supported pension ? Quantitative variable
This question concerns only the main programme.
Answer and code:
Figure (in year)

E.29. Existence of early retirement provision ? (early retirement programme could not always be legal but could also be part of national collective agreement)
Qualitative variable
Answer and code:
YES (= 1) / NO (= 2)

E.30. Existence of a legal long-term care programme. Qualitative variable
Answer and code:
YES (= 1) / NO (= 2)

E.32. Existence of family supplements Qualitative variable
Answer and code:
1.No extra benefits for dependents
2.Extra benefits for dependent spouse only
3.Extra benefits for dependent children only
4.Extra benefits for dependent spouse and children

E.33. Is accumulation of old-age pension possible with employment income ?
Qualitative variable
1.Full accumulation possible
2.Partial accumulation possible
3.No accumulation possible

F- Invalidity (also called disability) Top

F.1. Number of programme(s) Quantitative variable
All the nationwide compulsory programmes are taken into account.
Answer and code:
0 for ‘None’ , 1 for “one programme”, etc.
-1. Only benefit in kind (for instance, medical benefit)
-2. Limited provision (for instance, labor code only…)

F.2. Expenditure of all programmes in the branch as a percentage of GDP.
Quantitative variable
F.2_1 Expenditure as percentage of GDP - Invalidity - ILO
Source: ILO

F2_2 Disability cash benefits - Public expenditure as a percentage of GDP
Source: OECD

F2_3 Disability cash benefits - Mandatory private expenditure as a percentage of GDP
Source: OECD

F2_4 Disability benefits as percentage of GDP
Source: Eurostat

F.3. Date of the first law Quantitative variable
Answer and code:
Year

F4. Number of current law(s) Quantitative variable
Amendments cited in the source are included here and in the next question (Date of the current law). If there are no separation between old-age, disability and survivor’s laws, information is mentioned for both branches.
Answer and code:
0 for ‘None’ , 1 for “one law”, etc.

F.4_1 Date of current law(s) Quantitative variable
When exists, dates of up to five current laws have been retained.
Answer and code:
Year
Remark: variables F4_1 to F4_5

F.5. Types of programmes Qualitative variable
Nationwide compulsory types of programmes are included. More than one type of programmes can be registered.
Answer and code :
1.Social assistance
2.Social insurance
3.Universal/demogrant
4.Mandatory private insurance
5.Provident funds
6.Employer-liability
Remark: variables F5_1 to F5_5

F.6. Coverage Qualitative variable
This question only concerns the main programme. From the pre-selected list below, the category that is the closest to the population covered by the programme was selected.
Answer and code:
1. All residents
2. All working population (self employed, public and private sector employees)
3. All working population with exception
4. All salaried workers and assimilated categories (both public and private sector employees)
5. Private sector employees
6. Public sector employees

F.7. Employee contributions Quantitative variable
This question concerns only the main programme. The contribution rate (usually a percentage of earnings) is mentioned. The ceiling and/or the floor of contributions are not taken into account.
Answer and code:
Rate (in percentage)
-3. Discretionary/irregular contribution
-2. Whole cost
-1. Flat rate amount
0. No contribution
-13. One combined contribution indicated under Sickness
-14. One combined contribution indicated under Maternity
-15. One combined contribution indicated under Old-age
-18. One combined contribution indicated under Family allowances
-19. One combined contribution indicated under Work injury
-20. One combined contribution indicated under Unemployment

F.8. Employer contributions Quantitative variable
This question concerns only the main programme. The contribution rate (usually a percentage of earnings) is mentioned. The ceiling and/or the floor of contributions are not taken into account.
Answer and code:
Rate (in percentage)
-3. Discretionary/irregular contribution
-2. Whole cost
-1. Flat rate amount
0. No contribution
-13. One combined contribution indicated under Sickness
-14. One combined contribution indicated under Maternity
-15. One combined contribution indicated under Old-age
-18. One combined contribution indicated under Family allowances
-19. One combined contribution indicated under Work injury
-20. One combined contribution indicated under Unemployment

F.9. Financing from government Quantitative variable
This question concerns only the main programme. The contribution rate (usually None) is mentioned. The ceiling and/or the floor of contributions are not taken into account.
Answer and code:
Rate (in percentage)
-3. Discretionary/irregular contribution (e.g. subsidies, covers any deficit, etc.)
-2. Whole cost
-1. Flat rate amount
0. No contribution
-13. One combined contribution indicated under Sickness
-14. One combined contribution indicated under Maternity
-15. One combined contribution indicated under Old-age
-18. One combined contribution indicated under Family allowances
-19. One combined contribution indicated under Work injury
-20. One combined contribution indicated under Unemployment

F.10. Means-tested conditions for benefits Qualitative variable
This question concerns only the main programme. If no special rules are mentioned (for instance, maximum income level to receive benefits), the answer is “no”. The “means-test” has to refer to a condition of the main programme.
Answer and code:
YES (= 1) / NO (= 2)

F.11. Period and condition of residence in the country to be eligible for benefits
This question concerns only the main programme. Quantitative / Qualitative variables
Answers and codes:
Figure (in weeks) for the period of residence to be eligible for benefits.
“+” before the figure if there is a condition of residence when the benefits are paid
“ -” before the figure if there is no condition of residence when the benefits are paid
If there is an indication such as “not payable abroad unless reciprocal agreement”, answer “-” considering there is no condition of residence.
Code “+555” : when there is no information for the period of residence and when there is a condition of residence when the benefits are paid.
Code “-555” : when there is no information for the period of residence and when there is no condition of residence when the benefits are paid.

F.12. Minimum level of permanent incapacity for work to be eligible for benefits
This question concerns only the main programme. Quantitative variable
Answer and code:
Figure (percentage of incapacity or loss of earnings)
0. (no percentage rate of incapacity for work)
-1. Total incapacity

F.16_1. Qualifying period of contribution Quantitative variable
This question concerns only the main programe.
Answer and code:
Figure (in weeks)
0 for ‘None’ , 1 for “one week”, etc.

F.16_2. Qualifying period of work Quantitative variable
This question concerns only the main programme.
Answer and code:
Figure (in weeks)
0 for ‘None’ , 1 for “one week”, etc.

F.20. Evolution of benefit Qualitative variable
This question concerns only the main programme.
Answer and code:
1.constant
2.indexed
3.decreasing
4.increasing
5.discretionary evolution (no fixed rules)

F.21. Duration of benefit Quantitative variable
This question concerns only the main programme. Among the possible answer we should have lump sum, but it is quite common that survivors receive both a lump sum and an annuity. When both exist, only the annuity (the main benefit) is mentioned.
Answer and code:
Figure (in weeks)
-2. until retirement age
-1. one lump sum
0. Unlimited

F.22_1. Calculation method of pension (possibility of several answers)
This question concerns only the main programme. Qualitative variable
Answer and code:
1.Flat rate
2.According to incapacity level
3.According to previous earnings
4.According to number of years of insurance
5.According to the age

Remark: variables F22_1 to F22_3

F.31. Benefit in kind Qualitative variable
Answer and code:
YES (= 1) / NO (= 2)

F.32. Existence of family supplements Qualitative variable
1.No extra benefits for dependents
2.Extra benefits for dependent spouse only
3.Extra benefits for dependent children only
4.Extra benefits for dependent spouse and children
Main source : ISSA/MISSOC

 

G- Survivors' (also called death) Top

G.1. Number of programme(s) Quantitative variable
All the nationwide compulsory programmes are taken into account.
Answer and code:
0 for ‘None’ , 1 for “one programme”, etc.
-1. Only benefit in kind (for instance, medical benefit)
-2. Limited provision (for instance, labor code only…)

G.2. Expenditure of all programmes in the branch as a percentage of GDP
Quantitative variable

G.2_1 Expenditure as percentage of GDP - Survivors - ILO
Source: ILO

G2_2 Survivors - Public expenditure as a percentage of GDP
Source: OECD

G2_3 Survivors - Mandatory private expenditure as a percentage of GDP
Source: OECD

G2_4 Survivors benefits as percentage of GDP
Source: Eurostat

G.3. Date of the first law Quantitative variable
Answer and code:
Year

G4. Number of current law(s) Quantitative variable
Amendments cited in the source are included here and in the next question (Date of the current law). If there is no separation between old-age, disability and survivor’s laws, information is mentioned for both branches.
Answer and code:
0 for ‘None’ , 1 for “one law”, etc.

G.4_1 Date of current law(s) Quantitative variable
When exists, dates of up to five current laws have been retained.
Answer and code:
Year
Remark: variables G4_1 to G4_5

G.5. Types of programmes Qualitative variable
Nationwide compulsory types of programmes are included. More than one type of programmes can be registered.
Answer and code:
1.Social assistance
2.Social insurance
3.Universal/demogrant
4.Mandatory private insurance
5.Provident funds
6.Employer-liability
Remark: variables G5_1 to G5_5

G.6. Coverage Qualitative variable
This question only concerns the main programme. From the pre-selected list below, the category that is the closest to the population covered by the programme was selected.
Answer and code:
1. All residents
2. All working population (self employed, public and private sector employees)
3. All working population with exception
4. All salaried workers and assimilated categories (both public and private sector employees)
5. Private sector employees
6. Public sector employees

G.10. Means-tested conditions for benefits Qualitative variable
This question concerns only the main programme. If no special rules are mentioned (for instance, maximum income level to receive benefits), the answer is “no”. The “means-test” has to refer to a condition of the main programme.
Answer and code:
YES (= 1) / NO (= 2)

G.11. Period and condition of residence in the country to be eligible for benefits
This question concerns only the main programme. Quantitative / Qualitative variables
Answers and codes:
Figure (in weeks) for the period of residence to be eligible for benefits.
“ +” before the figure if there is a condition of residence when the benefits are paid
“ -” before the figure if there is no condition of residence when the benefits are paid
If there is an indication such as “not payable abroad unless reciprocal agreement”, answer “-” considering there is no condition of residence.
Code “+555” : when there is no information for the period of residence and when there is a condition of residence when the benefits are paid.
Code “-555” : when there is no information for the period of residence and when there is no condition of residence when the benefits are paid.

G.12. Minimum age condition of a widow for receiving benefit
This question concerns only the main programme. Quantitative variable
Answer and code:
Figure (year)
0. No age condition, when death occurred

G.13. Minimum age condition of a widower for receiving benefit
This question concerns only the main programme. Quantitative variable
Answer and code:
Figure (year)
-2. No benefits for the surviving husband
-1. No age condition, but only for dependent disabled widower
0. No age condition, when death occurred

G.14. Maximum age condition of a child for receiving benefit
This question concerns only the main programme. Quantitative variable
Answer and code:
Figure (year)
-2. No benefits for the surviving child

G.16_1. Qualifying period of contribution (of the deceased person)
This question concerns only the main programme. Quantitative variable
Answer and code:
Figure (in weeks)
0 for ‘None’ , 1 for “one week”, etc.

G.16_2. Qualifying period of work (of the deceased person)
This question concerns only the main programme. Quantitative variable
Answer and code:
Figure (in weeks)
0 for ‘None’ , 1 for “one week”, etc.

G.18. Entitled persons (several answers possible) Qualitative variable
This question concerns only the main programme.
Answer and code:
1. Widow
2. Widower
3. Children
4. Divorced widow
5. Divorced widower
6. Other heirs
7. Other persons
Remark: variables G18_1 to G18_5

G.20. Evolution of benefit Qualitative variable
This question concerns only the main programme.
Answer and code:
1.constant
2.indexed
3.decreasing
4.increasing
5.discretionary evolution (no fixed rules)

G.21. Duration of benefit (other than maximum age condition for children) for the surviving spouse Quantitative variable
This question concerns only the main programme.
Answer and code:
Figure (in weeks)
-1. One lump sum
0. Unlimited
-2. Cease for surviving spouse in case of remarriage
-3. Cease when retirement age is reached

G.22. Contributions and programmes Qualitative variable
This question concerns only the main programme.
Answer and code:
1. Old-age contributions cover all benefits
2. Additional contribution for survivors’ pensions managed by the same organization as old-age programme
3. Separation between old-age and survivors’ programmes

G.23. Gender discrimination in calculation of cash benefits (other than minimum age condition) Qualitative variable
If nothing is mentioned, answer “no”.
Answer and code:
YES (= 1) / NO (= 2)

G.24. Calculation rate of the pension of a surviving wife.
Quantitative variable
This question concerns only the main programme.
Answer and code:
Rate (in percentage)
-3. Other method
-2. Lump sum
-1. Flat rate amount
0. No calculation rate

G.25. Calculation rate of the pension of the surviving husband Quantitative variable
This question concerns only the main programme. If nothing is mentioned, answer “no answer” (or “not applicable” if there is no survivor pension for a surviving husband).
Answer and code:
Rate (in percentage)
-3. Other method
-2. Lump sum
-1. Flat rate amount
0. No calculation rate

G.26. Calculation rate of the pension for the first surviving child.
Quantitative variable
This question concerns only the main programme. Benefit for a full orphan is not mentioned here.
Answer and code:
Rate (in percentage)
-3. Other method
-2. Lump sum
-1. Flat rate amount
0. No calculation rate

G.27. Maximum amount for all those entitled to benefits as a proportion of the pension of the deceased’s.
Quantitative variable
This question concerns only the main programme.
Answer and code:
Rate (in percentage)
0. No maximum

H- Family allowances (also called family benefits) Top
H.1. Number of programme(s) Quantitative variable
All the nationwide compulsory programmes are taken into account.
Answer and code:
0 for ‘None’ , 1 for “one programme”, etc.
-1. Only benefit in kind (for instance, medical benefit)
-2. Limited provision (for instance, labor code only)

H.2. Expenditure of all programmes in the branch as a percentage of GDP
Quantitative variable

H.2_1 Expenditure as percentage of GDP - family benefits
Source: ILO

H.2_2 Family cash benefits - public expenditure as a percentage of GDP - OECD
Source: OECD

H.2_3 Family cash benefits - mandatory private expenditure as a percentage of GDP
Source: OECD

H.2_4 Family services (benefit in kind) - public expenditure as a percentage of GDP Source: OECD

H2_5 Family services (benefit in kind) - mandatory private expenditure as a percentage of GDP
Source: OECD

H.2_6 Family/children benefits as percentage of GDP
Source: Eurostat

H.3. Date of the first law Quantitative variable
Answer and code:
Year

H4. Number of current law(s) Quantitative variable
Amendments cited in the source are included here and in the next question.
Answer and code:
0 for ‘None’ , 1 for “one law”, etc.

H.4_1 Date of current law(s) Quantitative variable
When exists, dates of up to five current laws have been retained.
Answer and code:
Year
Remark: variables h4_1 to h4_5

H.5. Types of programmes Qualitative variable
Nationwide compulsory types of programmes are included. More than one type of programmes can be registered.
Answer and code:
1.Social assistance
2.Social insurance
3.Universal/demogrant
4.Mandatory private insurance
5.Provident funds
6.Employer-liability
Remark: variables H5_1 to H5_5

H.6. Coverage Qualitative variable
This question only concerns the main programme. From the pre-selected list below, the category that is the closest to the population covered by the programme was selected.
Answer and code:
1. All residents
2. All working population (self employed, public and private sector employees)
3. All working population with exception
4. All salaried workers and assimilated categories (both public and private sector employees)
5. Private sector employees
6. Public sector employees

H.7. Employee contributions Quantitative variable
This question concerns only the main programme. The contribution rate (usually a percentage of earnings) is mentioned. The ceiling and/or the floor of contributions are not taken into account.
Answer and code:
Rate (in percentage)
-3. Discretionary/irregular contribution
-2. Whole cost
-1. Flat rate amount
0. No contribution
-13. One combined contribution indicated under Sickness
-14. One combined contribution indicated under Maternity
-15. One combined contribution indicated under Old-age
-16. One combined contribution indicated under Invalidity
-19. One combined contribution indicated under Work injury
-20. One combined contribution indicated under Unemployment

H.8. Employer contributions Quantitative variable
This question concerns only the main programme. The contribution rate (usually a percentage of earnings) is mentioned. The ceiling and/or the floor of contributions are not taken into account.
Answer and code:
Rate (in percentage)
-3. Discretionary/irregular contribution
-2. Whole cost
-1. Flat rate amount
0. No contribution
-13. One combined contribution indicated under Sickness
-14. One combined contribution indicated under Maternity
-15. One combined contribution indicated under Old-age
-16. One combined contribution indicated under Invalidity
-19. One combined contribution indicated under Work injury
-20. One combined contribution indicated under Unemployment

H.9. Financing from government Quantitative variable
This question concerns only the main programme. The contribution rate (usually None) is mentioned. The ceiling and/or the floor of contributions are not taken into account.
Answer and code:
Rate (in percentage)
-3. Discretionary/irregular contribution (e.g. subsidies, covers any deficit, etc.)
-2. Whole cost
-1. Flat rate amount
0. No contribution
-13. One combined contribution indicated under Sickness
-14. One combined contribution indicated under Maternity
-15. One combined contribution indicated under Old-age
-16. One combined contribution indicated under Invalidity
-19. One combined contribution indicated under Work injury
-20. One combined contribution indicated under Unemployment

H.10. Means-tested conditions for benefits Qualitative variable
This question concerns only the main programme. If no special rules are mentioned (for instance, maximum income level to receive benefits), the answer is “no”. The “means-test” has to refer to a condition of the main programme.
Answer and code:
YES (= 1) / NO (= 2)

H.11. Period and condition of residence in the country to be eligible for benefits
This question concerns only the main programme. Quantitative / Qualitative variables
Answers and codes:
Figure (in weeks) for the period of residence to be eligible for benefits.
“ +” before the figure if there is a condition of residence when the benefits are paid
“ -” before the figure if there is no condition of residence when the benefits are paid
If there is an indication such as “not payable abroad unless reciprocal agreement”, answer “-” considering there is no condition of residence.
Code “+555” : when there is no information for the period of residence and when there is a condition of residence when the benefits are paid.
Code “-555” : when there is no information for the period of residence and when there is no condition of residence when the benefits are paid.

H.12. Age limit for payment of benefits for a child Quantitative variable
This question concerns only the main programme.
Answer and code:
Figure (year)

H.13. Age limit for payment of benefits for a student Quantitative variable
This question concerns only the main programme.
Answer and code:
Figure (year)

H.14. Number of child(ren) to receive benefit Quantitative variable
This question concerns only the main programme. If nothing is mentioned, answer “1. From the first child”.
Answer and code:
Figure (number of child/ren)

H.16_1. Qualifying period of contribution Quantitative variable
This question concerns only the main programme.
Answer and code:
Figure (in weeks)
0 for ‘None’ , 1 for “one week”, etc.

H.16_2. Qualifying period of work Quantitative variable
This question concerns only the main programme.
Answer and code:
Figure (in weeks)
0 for ‘None’ , 1 for “one week”, etc.

H.20. Evolution of benefit Qualitative variable
This question concerns only the main programme.
Answer and code:
1.constant
2.indexed
3.decreasing
4.increasing
5.discretionary evolution (no fixed rules)

H.22. Equal benefit amount for each child Qualitative variable
This question concerns only the main programme.
Answer and code:
YES (= 1) / NO (= 2)

H.23. Variation in benefit amount according to the age of the child
This question concerns only the main programme. Qualitative variable
Answer and code:
YES (= 1) / NO (= 2)

H.31. Benefits in kind Qualitative variable
Answer and code:
YES (= 1) / NO (= 2)

 

I- Work Injury (also called employment injuries and occupational diseases) Top
(For the questions below under the work injury branch, the information concerns the provisions for permanent disability, except for I.17 which may also concerns temporary disability)

I.1. Number of programme(s) Quantitative variable
All the nationwide compulsory programmes are taken into account.
Answer and code:
0 for ‘None’ , 1 for “one programme”, etc.
-1. Only benefit in kind (for instance, medical benefit)
-2. Limited provision (for instance, labor code only…)

I.2. Expenditure of all programmes in the branch as a percentage of GDP
Quantitative variable
I.2_1 Expenditure as percentage of GDP - Employment injury
Source: ILO

I.2_2 Occupational injury and disease - Public expenditure as a percentage of GDP
Source: OECD

I.2_3 Occupational injury and disease - Mandatory private expenditure as a percentage of GDP
Source: OECD

I.3. Date of the first law Quantitative variable
Answer and code:
Year

I4. Number of current law(s) Quantitative variable
Amendments cited in the source are included here and in the next question.
Answer and code:
0 for ‘None’ , 1 for “one law”, etc.

I.4_1 Date of current law(s) Quantitative variable
When exists, dates of up to five current laws have been retained.
Answer and code:
Year
Remark: variables I4_1 to I4_5

I.5. Types of programmes Qualitative variable
Nationwide compulsory types of programmes are included. More than one type of programmes can be registered.
Answer and code:
1.Social assistance
2.Social insurance
3.Universal/demogrant
4.Mandatory private insurance
5.Provident funds
6.Employer-liability
Remark: variables I5_1 to I5_5

I.6. Coverage Qualitative variable
This question only concerns the main programme. From the pre-selected list below, the category that is the closest to the population covered by the programme was selected.
Answer and code:
1. All residents
2. All working population (self employed, public and private sector employees)
3. All working population with exception
4. All salaried workers and assimilated categories (both public and private sector employees)
5. Private sector employees
6. Public sector employees

I.7. Employee contributions Quantitative variable
This question concerns only the main programme. The contribution rate (usually None) is mentioned. The ceiling and/or the floor of contributions are not taken into account.
Answer and code:
Rate (in percentage)
-3. Discretionary/irregular contribution
-2. Whole cost
-1. Flat rate amount
0. No contribution
-13. One combined contribution indicated under Sickness
-14. One combined contribution indicated under Maternity
-15. One combined contribution indicated under Old-age
-16. One combined contribution indicated under Invalidity
-18. One combined contribution indicated under Family allowances
-20. One combined contribution indicated under Unemployment

I.8. Employer contributions Quantitative variable
This question concerns only the main programme. The contribution rate (usually a percentage of earnings) is mentioned. The ceiling and/or the floor of contributions are not taken into account.
If a single rate or an average rate is mentioned, please include that rate.
If a range of contribution rates is mentioned, please include the lowest contribution rate. (Usually, high contribution rates apply only to a specific sector with very high risk on work injury).
Answer and code:
Rate (in percentage)
-3. Discretionary/irregular contribution
-2. Whole cost
-1. Flat rate amount
0. No contribution
-13. One combined contribution indicated under Sickness
-14. One combined contribution indicated under Maternity
-15. One combined contribution indicated under Old-age
-16. One combined contribution indicated under Invalidity
-18. One combined contribution indicated under Family allowances
-20. One combined contribution indicated under Unemployment

I.9. Financing from government Quantitative variable
This question concerns only the main programme. The contribution rate (usually None) is mentioned. The ceiling and/or the floor of contributions are not taken into account.
Answer and code:
Rate (in percentage)
-3. Discretionary/irregular contribution (e.g. subsidies, covers any deficit, etc.)
-2. Whole cost
-1. Flat rate amount
0. No contribution
-13. One combined contribution indicated under Sickness
-14. One combined contribution indicated under Maternity
-15. One combined contribution indicated under Old-age
-16. One combined contribution indicated under Invalidity
-18. One combined contribution indicated under Family allowances
-20. One combined contribution indicated under Unemployment

I.10. Means-tested conditions for benefits Qualitative variable
This question concerns only the main programme. If no special rules are mentioned (for instance, maximum income level to receive benefits), the answer is “no”. The “means-test” has to refer to a condition of the main programme.
Answer and code:
YES (= 1) / NO (= 2)

I.11. Period and condition of residence in the country to be eligible for benefits
This question concerns only the main programme. Quantitative / Qualitative variables
Answers and codes:
Figure (in weeks) for the period of residence to be eligible for benefits.
“ +” before the figure if there is a condition of residence when the benefits are paid
“ -” before the figure if there is no condition of residence when the benefits are paid
If there is an indication such as “not payable abroad unless reciprocal agreement”, answer “-” considering there is no condition of residence.
Code “+555” : when there is no information for the period of residence and when there is a condition of residence when the benefits are paid.
Code “-555” : when there is no information for the period of residence and when there is no condition of residence when the benefits are paid.

I.12. Minimum level/rate of permanent incapacity giving entitlement to annuity
This question concerns only the main programme. Quantitative variable
Rate (in percentage)
-1. No minimum level
Main source: ISSA/MISSOC

I.16_1. Qualifying period of contribution Quantitative variable
This question concerns only the main programme.
Answer and code:
Figure (in weeks)
0 for ‘None’ , 1 for “one week”, etc.

I.16_2. Qualifying period of work Quantitative variable
This question concerns only the main programme.
Answer and code:
Figure (in weeks)
0 for ‘None’ , 1 for “one week”, etc.

I.17. Waiting period Quantitative variable
This question concerns only the main programme.
Answer and code:
Figure (in days)
0 for ‘None’ , 1 for “one day”, etc.

I.19. Earnings-related cash benefits (maximum calculation rate of cash benefits for permanent incapacity) ? Quantitative variable
This question concerns only the main programme.
Answer and code:
Rate (in percentage)
0. No cash benefit paid
-1. Flat rate amount
-3. One lump sum only

I.20. Evolution of benefit (if permanent and temporary benefits are different, mention permanent) Qualitative variable
This question concerns only the main programme.
Answer and code:
1.constant
2.indexed
3.decreasing
4.increasing
5.discretionary evolution (no fixed rules)

I.22. Is the travel between home and work also covered by work injury programmes ?
This question concerns only the main programme. Qualitative variable
Answer and code:
YES (= 1) / NO (= 2)
Main source: ISSA, MISSOC, Council of Europe

I.28. In case of death, what cash benefit (percentage of earnings) does a surviving spouse receive? (in case of both lump sum and annuity benefits paid, only mention the annuity benefits). This question only concerns the main programme.
Answer and code: Quantitative variable
Rate (in percentage)
0. None
-1. Flat rate amount
-3. One lump sum only

 

J- Unemployment Top
J.1. Number of programme(s) Quantitative variable
All the nationwide compulsory programmes are taken into account.
Answer and code:
0 for ‘None’ , 1 for “one programme”, etc.
-1. Only benefit in kind (for instance, medical benefit)
-2. Limited provision (for instance, labor code only…)

J.2. Expenditure of all programmes in the branch as a percentage of GDP
Quantitative variable

J.2_1 Expenditure as percentage of GDP – unemployment
Source: ILO

J.2_2 Unemployment benefits - public expenditure as a percentage of GDP
Source: OECD

J.2_3 Unemployment - mandatory private expenditure as a percentage of GDP Source: OECD

J.2_4 Unemployment benefits as percentage of GDP
Source: Eurostat

J.3. Date of the first law Quantitative variable
Answer and code:
Year

J4. Number of current law(s) Quantitative variable
Amendments cited in the source are included here and in the next question.
Answer and code:
0 for ‘None’ , 1 for “one law”, etc.

J.4_1 Date of current law(s) Quantitative variable
When exists, dates of up to five current laws have been retained.
Answer and code:
Year
Remark: variables J4_1 to J4_5

J.5. Types of programmes Qualitative variable
Nationwide compulsory types of programmes are included. More than one type of programmes can be registered.
Answer and code:
1.Social assistance
2.Social insurance
3.Universal/demogrant
4.Mandatory private insurance
5.Provident funds
6.Employer-liability
Remark: variables J5_1 to J5_5

J.6. Coverage Qualitative variable
This question only concerns the main programme. From the pre-selected list below, the category that is the closest to the population covered by the programme was selected.
Answer and code:
1. All residents
2. All working population
3. All working population with exception
4. All salaried workers and assimilated categories
5. Private sector employees
6. Public sector employees

J.7. Employee contributions Quantitative variable
This question concerns only the main programme. The contribution rate (usually a percentage of earnings) is mentioned. The ceiling and/or the floor of contributions are not taken into account.
Answer and code:
Rate (in percentage)
-3. Discretionary/irregular contribution
-2. Whole cost
-1. Flat rate amount
0. No contribution
-13. One combined contribution indicated under Sickness
-14. One combined contribution indicated under Maternity
-15. One combined contribution indicated under Old-age
-16. One combined contribution indicated under Invalidity
-18. One combined contribution indicated under Family allowances
-19. One combined contribution indicated under Work injury

J.8. Employer contributions Quantitative variable
This question concerns only the main programme. The contribution rate (usually a percentage of earnings) is mentioned. The ceiling and/or the floor of contributions are not taken into account.
Answer and code:
Rate (in percentage)
-3. Discretionary/irregular contribution
-2. Whole cost
-1. Flat rate amount
0. No contribution
-13. One combined contribution indicated under Sickness
-14. One combined contribution indicated under Maternity
-15. One combined contribution indicated under Old-age
-16. One combined contribution indicated under Invalidity
-18. One combined contribution indicated under Family allowances
-19. One combined contribution indicated under Work injury

J.9. Financing from government Quantitative variable
This question concerns only the main programme. The contribution rate (usually None) is mentioned. The ceiling and/or the floor of contributions are not taken into account.
Answer and code:
Rate (in percentage)
-3. Discretionary/irregular contribution (e.g. subsidies, covers any deficit, etc.)
-2. Whole cost
-1. Flat rate amount
0. No contribution
-13. One combined contribution indicated under Sickness
-14. One combined contribution indicated under Maternity
-15. One combined contribution indicated under Old-age
-16. One combined contribution indicated under Invalidity
-18. One combined contribution indicated under Family allowances
-19. One combined contribution indicated under Work injury

J.10. Means-tested conditions for benefits Qualitative variable
This question concerns only the main programme. If no special rules are mentioned (for instance, maximum income level to receive benefits), the answer is “no”. The “means-test” has to refer to a condition of the main programme.
Answer and code:
YES (= 1) / NO (= 2)

J.11. Period and condition of residence in the country to be eligible for benefits
This question concerns only the main programme. Quantitative / Qualitative variables
Answers and codes :
Figure (in weeks) for the period of residence to be eligible for benefits.
“ +” before the figure if there is a condition of residence when the benefits are paid
“ -” before the figure if there is no condition of residence when the benefits are paid
If there is an answer such as “not payable abroad unless reciprocal agreement”, answer “-” considering there is no condition of residence.
Code “+555” : when there is no information for the period of residence and when there is a condition of residence when the benefits are paid.
Code “-555” : when there is no information for the period of residence and when there is no condition of residence when the benefits are paid.

J.12. Maximum age to receive unemployment benefit Quantitative variable
This question concerns only the main programme.
Answer and code:
Figure (in years)
-1.Legal retirement age
0.No maximum age
Main source : ISSA/MISSOC

J.16_1. Qualifying period of contribution Quantitative variable
This question concerns only the main programme.
Answer and code:
Figure (in weeks)
0 for ‘None’ , 1 for “one week”, etc.

J.16_2. Qualifying period of work Quantitative variable
This question concerns only the main programme.
Answer and code:
Figure (in weeks)
0 for ‘None’ , 1 for “one week”, etc.

J.17. Waiting period Quantitative variable
This question concerns only the main programme.
Answer and code:
Figure (in days)
0 for ‘None’ , 1 for “one day”, etc.

J.19. Earnings-related cash benefits (maximum calculation rate for benefits)
This question concerns only the main programme. Quantitative variable
Answer and code:
Rate (in percentage)
0. No cash benefit paid
-1. Flat rate amount
-2. No calculation rate, defined benefit principle
-3. One lump sum
-4. Defined contribution principle
Main source : ISSA/MISSOC

J.20. Evolution of benefit Qualitative variable
This question concerns only the main programme. Answer and code:
1.constant
2.indexed
3.decreasing
4.increasing
5.discretionary evolution (no fixed rules)

J.21. Duration of benefit Quantitative variable
This question concerns only the main programme.
Answer and code:
Figure (in weeks)
-1. One lump sum
0. Unlimited

J.23. Is accumulation of unemployment benefits possible with other earnings?
This question concerns only the main programme. Qualitative variable
1.Full accumulation possible
2.Partial accumulation possible
3.No accumulation possible

J.24. Special unemployment provisions for old-aged unemployed Qualitative variable
Answer and code:
YES (= 1) / NO (= 2)
Main source: ISSA/MISSOC

J.32. Existence of family supplements Qualitative variable
If nothing is indicated, answer “1. No extra benefits for dependents”.
1.No extra benefits for dependents
2.Extra benefits for dependent spouse only
3.Extra benefits for dependent children only
4.Extra benefits for dependent spouse and children
Main source : ISSA/MISSOC


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