The Integrated Postsecondary Education Data System  2k19_20 IPEDS Help Desk
(877) 225-2568 or ipedshelp@rti.org
NCES National Center for Education Statistics
Human Resources
Click one of the following questions to view the answer.
General
1) How often are data for the IPEDS HR survey collected?
2) How do I know if I must complete the Equal Employment Opportunity Commission (EEOC) EEO-1 survey form?
3) Should I include full-time staff who are paid by another entity or who are paid indirectly by my institution?
4) How do I know if my data are consistent across parts?
5) Can I change my data after completing a part?
6) Why do I keep receiving error messages about missing data when I have entered all necessary data for my institution?
7) My institution has staff for which gender is unknown.  Since there is no place to report "gender unknown" on the IPEDS data collection screens, how should we report these individuals?
8) What is the relationship between the EEO-6 form and IPEDS?
9) What is the difference between “with/without faculty status” and “academic rank/no academic rank?”
Nondegree-granting institutions
1) How should I classify my school's receptionist?
2) How do I report Managers and Supervisors?
3) How do I report teachers?
4) We're a very small school, and all our staff have job duties in more than one area?  How do I report them?
Degree-granting institutions
1) My tenured and tenure-track faculty are generally expected to devote 40 percent time and effort to teaching, 40 percent to research, and 20 percent to service. Both teaching and research performance are evaluated for promotion and tenure decisions. “Instruction, research, and/or public service” describes their work far better than “Primarily instruction.” Where should I report these tenured and tenure-track faculty?
2) Should instructional staff who provide instruction in non-credit courses be included in the HR component?
3) Should I include in the IPEDS survey a professor who teaches courses via distance education and who is not based out of the college?
4) How should I count Deans and Vice Presidents (VP) who are tenured staff?
5) Where do we report research professionals who do not have faculty status?
6) How do I categorize employees such as research scientists and research engineers?
7) How should research assistants, associates, etc. be classified?
8) Do we include guest lecturers when we report to IPEDS?
9) How do we handle individuals who are employees and also taking courses?
10) How are data on library-related occupations collected?
11) The certified public accountant (CPA) in my office has spent the past 10 years working solely in that capacity; however, recently, the CPA was asked to split half his time performing his regular, on-going duties as a CPA and the other half of his time preparing time-cards and other duties generally performed by payroll clerks.  What occupational category should I place this person in within the IPEDS HR survey?
12) My institution has a graduate assistant who assists with updating the website for the computer department.  How should I code this person in IPEDS?
13) What is meant by “medical school” staff?
14) Who should I report as "Without faculty status"?
15) If a person currently employed by an institution accepts a new full-time position within the institution, is that person considered a new hire?
16) How are salaries reported for new hires that have not worked a full year as of the snapshot date?
17) We have a new instructional staff member who was hired for a 3 year period. Her pay was funded by a 3-year grant and her job could be picked up again if we receive another grant. Should we report her as a permanent new hire?
18) How should full-time instructional staff on a “confidential payroll” (where salary is unavailable) be handled?
19) Are salary data collected from all institutions?
20) How do I report Instructional Staff?
21) How do I report Instructional Staff by Academic Rank?
22) How do I report Instructional Staff by Contract Length?
23) How do I report Research Staff?
24) How do I report Public Service Staff?
25) How do I report Postdoctoral Staff?
26) How do I report Graduate Assistants?
27) How do I report Adjunct Instructional Staff?
28) How do I report Managers and Supervisors?
29) Who should be reported in the "Student and Academic Services and Other Education Occupations" category?
30) How do I report staff by Tenure Status?
31) How do I report staff by Faculty Status?
32) How do I report salaries for instructional staff?
33) What is CUPA-HR, and how will it help me categorize my staff?
34) Do I report new hires who are no longer on the payroll as of November 1, 2019 in Human Resources component?
IPEDS and SOC
1) What is the SOC?
2) What is the purpose of the Standard Occupational Classification (SOC) system?
3) How are occupations classified in the SOC?
4) How is the SOC structured?
5) Where can I find definitions of the 2018 SOC occupations?
6) Where can I find additional information about the SOC system?
7) Why did NCES change the occupational categories in the IPEDS HR survey in 2012-13?
8) Is there a summary of resources that relate to the new IPEDS occupational categories and the 2018 SOC?
9) Is there additional information on classifying and coding supervisors and managers?
10) For IPEDS reporting, are institutions required to code and report all occupations at the lowest, detailed SOC level?
11) Can the previous IPEDS primary function/occupational activity categories be mapped to the new IPEDS occupational categories?
12) What is the relationship between IPEDS reporting and the SOC Postsecondary Teachers 25-1000 category?
Answers:
General
1) How often are data for the IPEDS HR survey collected?
 

Beginning with the 2016-17 IPEDS HR survey, the reporting of all applicable data (including race/ethnicity and gender) in the IPEDS HR survey is required.


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2) How do I know if I must complete the Equal Employment Opportunity Commission (EEOC) EEO-1 survey form?
  Since the EEO-1 survey form is conducted by EEOC, you must contact EEOC directly to find out about their survey reporting requirements. For more information about EEO-1 reporting, please refer to the following EEOC website, which includes contact information: http://www.eeoc.gov/eeo1survey/index.html.
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3) Should I include full-time staff who are paid by another entity or who are paid indirectly by my institution?
  No. Include only paid employees of your institution, recognizing that this may undercount the number of staff.
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4) How do I know if my data are consistent across parts?
  There are internal edit checks in place to ensure consistency. Also, some cells will be pre-populated from data in other parts to help ensure consistent reporting.
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5) Can I change my data after completing a part?
  Yes. Data may be changed after completing any part. Once edit checks are run, errors may be detected that will require users to revise data in one part to agree with what is reported in another part. Data cannot be locked until all errors are resolved.
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6) Why do I keep receiving error messages about missing data when I have entered all necessary data for my institution?
  If a displayed screen is not applicable to your institution, you must enter at least one zero in a field on that screen.  If you are still unable to resolve the edit involving missing data, please contact the IPEDS Help Desk at 1-877-225-2568 for further assistance.

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7) My institution has staff for which gender is unknown.  Since there is no place to report "gender unknown" on the IPEDS data collection screens, how should we report these individuals?
  These individuals are still to be reported to IPEDS, even though their gender is unknown.  It is up to the institution to decide how best to handle reporting individuals whose gender is unknown.  However, a common method used is to allocate the individuals with gender unknown based on the known proportion of men to women for staff.
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8) What is the relationship between the EEO-6 form and IPEDS?
  The Equal Employment Opportunity Commission (EEOC) previously collected data on the EEO-6 form. In 1993, IPEDS took over the collection of the EEO-6 data. These data are made available to the EEOC and to the Office for Civil Rights.
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9) What is the difference between “with/without faculty status” and “academic rank/no academic rank?”
  The difference is that “faculty status” and “without faculty status” applies to both instructional and non-instructional staff, while “academic rank” and “no academic” rank only applies to instructional staff.
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Nondegree-granting institutions
1) How should I classify my school's receptionist?
  Classify this employee in the Office and Administrative Support Occupations category.
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2) How do I report Managers and Supervisors?
  The Management Occupations category should include those staff whose job it is to plan, direct, or coordinate policies and programs, and may include some supervision of other workers.  In addition, Postsecondary Deans should be classified in this category as well, even though they perform similar activities to the workers that they supervise.

All other supervisors should be categorized within the same category as the workers that they supervise. However, there is an exception for those that supervise workers in the Healthcare Support Occupations. These staff are usually supervised by workers in Major Group 29-0000 Healthcare Practitioners and Technical Occupations. Therefore, there are no first-line supervisor occupations in Major Group 31-0000 Healthcare Support Occupations.
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3) How do I report teachers?
  Report teachers as Instructional staff.
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4) We're a very small school, and all our staff have job duties in more than one area?  How do I report them?
  You can report each employee only once, and you cannot split the employee over occupational categories.  The SOC Coding Guideline #2 gives this guidance:  When workers in a single job could be coded in more than one occupation, they should be coded in the occupation that requires the highest level of skill.  If there is no measurable difference in skill requirements, workers should be coded in the occupation in which they spend the most time.  


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Degree-granting institutions
1) My tenured and tenure-track faculty are generally expected to devote 40 percent time and effort to teaching, 40 percent to research, and 20 percent to service. Both teaching and research performance are evaluated for promotion and tenure decisions. “Instruction, research, and/or public service” describes their work far better than “Primarily instruction.” Where should I report these tenured and tenure-track faculty?
  Report the employees as Instruction combined with research and/or public service, in the appropriate faculty status category.
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2) Should instructional staff who provide instruction in non-credit courses be included in the HR component?
  Yes. Instructional staff who provide instruction in non-credit courses should be included in the HR component.
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3) Should I include in the IPEDS survey a professor who teaches courses via distance education and who is not based out of the college?
  Staff at off-campus centers/sites associated with the campus covered by this report should be included in the HR component; however, staff who work at branch campuses located in a foreign country should NOT be included in the HR component. Also, the staff must be on the payroll of the institution.
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4) How should I count Deans and Vice Presidents (VP) who are tenured staff?
  If the Dean’s or VP’s primary function is Management, they should be counted as Management in the Tenured column. Then, report their  salaries on the non-instructional page. However, if the Dean’s or VP’s primary function is Instruction or Instruction combined with research/public service, then classify them as such AND report them in the Instructional Staff Salaries section (if they are full time).
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5) Where do we report research professionals who do not have faculty status?
  Report them as Research staff without faculty status.
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6) How do I categorize employees such as research scientists and research engineers?
  Categorize research scientists and research engineers as Research staff.
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7) How should research assistants, associates, etc. be classified?
  If they are graduate students at your institution performing research or graduate assistant duties while enrolled, report them as Graduate assistants - research in Part B (part-time employees). If they are not graduate students, but are performing discipline oriented research work (e.g., biology, materials engineering, etc.) generally requiring a bachelor’s or higher degree, report them As Research staff in either Part A (full-time employees) or Part B (part-time employees).
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8) Do we include guest lecturers when we report to IPEDS?
  If a guest lecturer is hired by the institution and placed on the institution’s payroll then the person should be included in the HR component. However, guest lecturers typically are given honoraria or lecture fees and thus are not paid through the institution’s payroll accounts.
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9) How do we handle individuals who are employees and also taking courses?
  1 - If they are student workers (e.g., College-Work study), exclude them from the HR component.
2 - If they are employed as graduate assistants to assist in the classroom or laboratory or to do research, include them as part-time employees in the graduate assistants category.
3 - If they are employed in regular jobs, either full-time or part-time, include them according to their primary function/occupational activity.
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10) How are data on library-related occupations collected?
  Beginning with 2012-13 IPEDS HR reporting, most degree-granting institutions report library-related occupations separately as:
  • Archivists, Curators, and Museum Technicians
  • Librarians and Media Collections Specialist
  • Library Technicians
Non-degree granting institutions report library-related occupations in a single category:
  • Librarians, Curators, and Archivists
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11) The certified public accountant (CPA) in my office has spent the past 10 years working solely in that capacity; however, recently, the CPA was asked to split half his time performing his regular, on-going duties as a CPA and the other half of his time preparing time-cards and other duties generally performed by payroll clerks.  What occupational category should I place this person in within the IPEDS HR survey?
  SOC Coding Guideline #2 states that when workers in a single job could be coded in more than one occupation, they should be coded in the occupation that requires the highest level of skill. If there is no measurable difference in skill requirements, workers should be coded in the occupation in which they spend the most time. 

This employee should be placed in the IPEDS HR occupational category of "Business and Financial Operations Occupations" for the following reasons:  
  • The occupation of CPA requires a higher level of skill than the occupation of payroll clerk; therefore, the person in question would fall under the SOC Detailed occupation of "Accountants and Auditors" (SOC code 13-2011), which falls under the SOC Major group of "Business and Financial Operations Occupations" (SOC code 13-0000). 
  • In determining the equivalent IPEDS HR occupational category, refer to the IPEDS/SOC crosswalk, where you will see that the SOC Major group of Business and Financial Operations Occupations” has been crosswalked to the 2012-13 IPEDS HR Major Occupational Category of “Business and Financial Operations Occupations.” 

[NOTE: For IPEDS purposes, there is no need to code occupations to the detailed SOC level, although doing that can help answer questions such as this.]

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12) My institution has a graduate assistant who assists with updating the website for the computer department.  How should I code this person in IPEDS?
  Include this person as a graduate assistant in the IPEDS HR category called, "Computer, Engineering, and Science Occupations."
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13) What is meant by “medical school” staff?
 

Medical school staff are staff employed by or working in the medical school component (M.D. or D.O.) of a postsecondary institution, or in a freestanding medical school. However, this does not include staff employed by or working strictly in a hospital associated with a medical school, those who volunteer their services at the medical school, or those who work in health or allied health schools or departments such as dentistry, veterinary medicine, nursing, or dental hygiene, unless the health or allied health schools or departments are affiliated with (housed in or under the authority of) the medical school. (The HR medical school pages are only applicable to institutions with M.D. or D.O. programs.)

Freestanding hospitals, medical centers, and other entities that offer postsecondary education programs as part of their mission should report only those staff who work full-time or part-time in the postsecondary education division or component of the institution. If a staff member works full-time for the institution - but only part-time in the postsecondary education division or component - for the purposes of IPEDS HR reporting, that person should be reported as part-time in his or her occupational category in the postsecondary education division or component.

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14) Who should I report as "Without faculty status"?
  While institutions may use different designations of who is functioning as "faculty," there is generally some designation of whether or not an employee has faculty status. Report employees with faculty status in either the Tenured, On Tenure Track, or Not on Tenure Track column by occupational category. Institutions may also employ individuals in the various occupational categories who do not have or who are not eligible to have faculty status. Report these individuals in the Without Faculty Status category. For example, an individual hired as a Computer Engineer without faculty eligibility should be reported in the IPEDS occupational category of "Computer, Engineering, and Science Occupations" in the Without Faculty Status category. Similarly, Postdoctoral Research Associates, because they do not have faculty status, would be reported in the Without Faculty Status category.
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15) If a person currently employed by an institution accepts a new full-time position within the institution, is that person considered a new hire?
  NO. The currently employed person is not considered a new hire. New hires are full-time permanent staff on the payroll of the institution between November 1, 2018 and October 31, 2019 either for the first time (new to the institution) or after a break in service. Also, new hires do not include persons who have returned from sabbatical leave or full-time staff who are working on less-than-9-month contracts.
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16) How are salaries reported for new hires that have not worked a full year as of the snapshot date?
  Even if staff were not employed for an entire year as of the snapshot date, their entire base annual salary should be reported, as applicable, in the Salaries section of the HR survey.
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17) We have a new instructional staff member who was hired for a 3 year period. Her pay was funded by a 3-year grant and her job could be picked up again if we receive another grant. Should we report her as a permanent new hire?
  In this case, the new hire should not be reported as a permanent staff member since their position is contingent on the availability of grant funding. There is no guarantee that the job will be renewed at the end of the 3-year-term.
In general, IPEDS does not have a definition of "permanent" as it applies to new hires. It is up to the institution to determine whether a position is "permanent" or "temporary." One way to make this determination could be to consult with the institution's Human Resources department on how they classify the position (e.g. as "permanent" or "temporary.")
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18) How should full-time instructional staff on a “confidential payroll” (where salary is unavailable) be handled?
  Make the best estimate of the salary of the full-time instructional staff.
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19) Are salary data collected from all institutions?
  No. Salary data are collected from degree-granting institutions only, unless one or more of the following are true:

  • All instructional staff are employed on a part time basis.
  • All instructional staff are military personnel.
  • All instructional staff contribute their services (e.g., are members of a religious order).
  • All instructional staff teach pre-clinical or clinical medicine.
All applicable institutions are required to complete the Salaries section annually.
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20) How do I report Instructional Staff?
  Instructional Staff, as defined by IPEDS, is comprised of staff who are either: 1) Primarily Instruction (PI), or 2) Instruction combined with Research and/or Public Service (IRPS).  

The intent of the instructional staff category is to include all individuals whose primary occupation includes instruction at the institution. Primarily Instruction staff are those individuals whose primarily responsibility can be defined as teaching (e.g., the majority of their total time).  

Instruction combined with Research and/or Public Service (IRPS) staff are those individuals who have instruction as part of their job, but it cannot readily be differentiated from the research or public service functions of their jobs (e.g., they teach, but a percentage of time spent teaching is not discernible since their teaching responsibilities are not clearly differentiated from their other responsibilities). Instructional staff could include postdoctoral students if they meet the criteria for one of the two categories above. Adjunct instructional staff would also typically meet the criteria.
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21) How do I report Instructional Staff by Academic Rank?
  Report instructional staff by academic rank (e.g., professor, associate professor, etc.), as designated by the institution. Institutions without standard academic ranks should report all instructional staff in the No Academic Rank category.
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22) How do I report Instructional Staff by Contract Length?
 

Data on full-time instructional staff with faculty status who are not on tenure track are collected for four categories of employment:

Multi-year: An employment agreement or contract that is in effect for more than one year (e.g., more than 365 days). The renewal period of a multi-year contract is not on an annual basis (e.g., a 5-year contract is renewed every 5 years, NOT annually).

Annual: An annually renewable employment agreement or contract that is in effect for a stated annual period within one year of execution, and may be equal to 365 days or a standard academic year, or the equivalent. This does not include contracts for partial year periods, such as a single semester, quarter, term, block, or course.

Less-than-annual: An employment agreement or contract that is in effect for a partial year period of less than 365 days or less than a standard academic year, or equivalent. This includes contracts for partial year periods such as a single semester, quarter, term, block, or course.

Indefinite length: An employment agreement that has an indefinite duration (e.g., continuing, at-will).

Although the use of contracts and employment agreements varies by institution, this section is meant to capture all non-tenure-track instructional staff, regardless of what type of employment agreement is utilized.  This includes formal contracts, informal agreements, at-will employment, teaching periods, and the like.   
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23) How do I report Research Staff?
  A staff member should be classified as Research Staff if the majority of their work is focused on conducting research, regardless of their title, academic rank, or tenure status.
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24) How do I report Public Service Staff?
  A staff member should be classified as Public Service Staff if the majority of their work is focused on carrying out public service activities.  These would be staff members who work in agricultural extension services, clinical services, or continuing education, regardless of their title, academic rank, or tenure status.  If the staff member is located off campus, such as in an extension office, they should still be classified as Public Service Staff as long as the majority of their work is focused on carrying out public service activities.
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25) How do I report Postdoctoral Staff?
  Postdoctoral staff members should be classified based on where the majority of their work is performed.  For example, if the postdoc spends the majority of their time conducting research, they should be classified as Research Staff.  In addition, postdoctoral staff members typically do not have faculty status, and they should be reported as Without Faculty Status.
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26) How do I report Graduate Assistants?
  Graduate Assistants are considered part-time employees and should be classified in the occupational category in which the majority of their work is performed.  IPEDS only collects information for graduate assistants working in a subset of the occupational categories.  Those primarily performing duties in other categories should be excluded.  
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27) How do I report Adjunct Instructional Staff?
  Adjunct Instructional Staff serve in either a temporary or auxiliary capacity to teach academic degree-credit courses, as well as remedial, developmental, or ESL courses, and are paid on a course-by-course basis.  They should be reported as either part-time or full-time based on their designation on the institution's payroll, and as non-tenured instructional staff.
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28) How do I report Managers and Supervisors?
  The Management Occupations category should include those staff whose job it is to plan, direct, or coordinate policies and programs, and may include some supervision of other workers.  In addition, Postsecondary Deans should be classified in this category as well, even though they perform similar activities to the workers that they supervise.

All other supervisors should be categorized within the same category as the workers that they supervise.  However, there is an exception for those that supervise workers in the Healthcare Support Occupations. These staff are usually supervised by workers in Major Group 29-0000 Healthcare Practitioners and Technical Occupations. Therefore, there are no first-line supervisor occupations in Major Group 31-0000 Healthcare Support Occupations.
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29) Who should be reported in the "Student and Academic Services and Other Education Occupations" category?
  This category includes professionals who work in the areas of student activities, student admissions, student affairs, student  career services, student enrollment, student financial aid, student registration and records, campus recreation services, and similar functions. Typically, the person who directs or heads the office would not be included in this category.

Note, the majority of these occupations are not included in the 2018 Standard Occupational Classification (SOC) system. In IPEDS, these occupations are coded in the SOC Minor Groups of 25-2000, 25-3000, and 25-9000 because those categories represent the best fit, not because they are specifically listed there. For more specific guidance on how to categorize these occupations and others, please see CUPA-HR's position descriptions: https://www.cupahr.org/surveys/survey-participation/templates/ or contact the IPEDS Help Desk.
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30) How do I report staff by Tenure Status?
  Report instructional staff by tenure status (e.g., tenured, on tenure track, and not on tenure track) as designated by the institution.

Staff should be classified as Not on Tenure Track if they have faculty status, but are not considered to be tenured or on tenure track.
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31) How do I report staff by Faculty Status?
  Please refer to your institution's policies to determine whether staff members have the designation of faculty.  The designation of faculty is not limited to instructional staff, but can also include such positions as president, provost, or librarians.

For IPEDS reporting purposes, graduate assistants do not have faculty status.
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32) How do I report salaries for instructional staff?
  Historically, IPEDS has collected average annual salaries.  Because there is variation in what an annual salary entails, IPEDS now calculates weighted average monthly salaries.  The salaries worksheet is used to determine average monthly salaries by collecting the number of instructional staff and the number of months their salaries cover, along with the total salary outlays for all of those individuals.  

Full-time instructional staff should be reported based on the number of months during which they work during the year, NOT the number of months during which they are paid. 
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33) What is CUPA-HR, and how will it help me categorize my staff?
  CUPA-HR, or the College and University Professional Association for Human Resources, developed worksheets to assist institutions in classifying their staff members, and graciously offered them for use in IPEDS reporting, regardless of whether institutions are CUPA-HR members or not. 

These worksheets contain many positions in postsecondary education (which aren't specifically mentioned in the SOC itself) such as:  registrar, bursar, outreach specialist, etc.  The following link will take you to CUPA-HR's website: https://www.cupahr.org/surveys/survey-participation/.  Click on the option for Survey Participation Information Templates, and choose the desired template for Administrators, Professionals, or Staff. In each of those 3 sheets, there is a worksheet labeled "Position Descriptions" which includes a column labeled "SOC for IPEDS" which maps the job title to the recommended IPEDS SOC category. 
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34) Do I report new hires who are no longer on the payroll as of November 1, 2019 in Human Resources component?
  Although you are required to report employees on the payroll as of November 1, 2019, you report new hires for a full 12-month period (November 1, 2018 through October 31, 2019), whether or not the new hires were still on the payroll as of November 1, 2019.
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IPEDS and SOC
1) What is the SOC?
  The Standard Occupational Classification system, or SOC, is designed to reflect the current occupational structure of the United States.
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2) What is the purpose of the Standard Occupational Classification (SOC) system?
 

The SOC system is used by Federal statistical agencies to classify workers and jobs into occupational categories for the purpose of collecting, calculating, analyzing, or disseminating data. All Federal agencies that publish occupational data for statistical purposes are required to use the SOC in order to increase data comparability.

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3) How are occupations classified in the SOC?
  Occupations in the SOC are classified based on work performed and, in some cases, on the skills, education, and/or training needed to perform the work at a competent level.

This is SOC Classification Principle #2, available at the following link:  http://www.bls.gov/soc/2018/soc_2018_class_prin_cod_guide.pdf

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4) How is the SOC structured?
  The SOC is a tiered occupational classification system with four levels: major group, minor group, broad occupation, and detailed occupation. The 23 major groups are broken down into 98 minor groups, followed by 459 broad occupations, and finally 867 detailed occupations.
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5) Where can I find definitions of the 2018 SOC occupations?
  A pdf version of the 2018 SOC definitions can be found at the following website: http://www.bls.gov/soc/2018/soc_2018_definitions.pdf. A link to the Excel version of the definitions can be found on the SOC homepage (https://www.bls.gov/soc/2018/home.htm) under the category "2018 SOC, Downloadable Materials". While the SOC system is a four-level tiered system, SOC definitions only exist at the lowest occupational level, which is known as the "detailed occupation" level.
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6) Where can I find additional information about the SOC system?
  Refer to the SOC homepage at: http://www.bls.gov/soc.
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7) Why did NCES change the occupational categories in the IPEDS HR survey in 2012-13?
  The IPEDS HR survey was changed to comply with the requirement to align IPEDS HR reporting with the 2010 Standard Occupational Classification (SOC) system. Also, prior to 2012-13, most of the occupational categories and corresponding definitions in the IPEDS HR survey and its predecessor called the Higher Education General Information Survey (HEGIS) remained basically the same for over two decades. (The 2010 and 2018 SOC reflects changes in the workforce over the last decade.)
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8) Is there a summary of resources that relate to the new IPEDS occupational categories and the 2018 SOC?
  The IPEDS HR/SOC Information Center can be found at: https://nces.ed.gov/ipeds/report-your-data/taxonomies-standard-occupational-classification-soc-codes.  
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9) Is there additional information on classifying and coding supervisors and managers?
  For additional information on classifying and coding supervisors and managers, refer to the IPEDS HR instructions.
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10) For IPEDS reporting, are institutions required to code and report all occupations at the lowest, detailed SOC level?
  IPEDS does not require institutions to report most occupations at the detailed SOC level.  Most of the occupational data in IPEDS are collected at a higher level (e.g., major level); however, there are a few instances where data are collected at a lower level (e.g., detailed) such as Librarians.  

For IPEDS purposes, institutions should report their employees in the categories defined in the IPEDS HR survey. For example, a College President would most likely fall under the detailed SOC occupation of “Education Administrators, Postsecondary” (11-9033) where the first two-digits (11) of the SOC code represent the SOC “major group” in this example.  Based on the IPEDS HR/SOC crosswalk at http://nces.ed.gov/ipeds/resource/download/IPEDS_HR_2018_SOC_Crosswalk.pdf, the SOC code of 11-0000” corresponds to the SOC major group of “Management Occupations,” which is crosswalked to the IPEDS HR “Management Occupations” category. 

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11) Can the previous IPEDS primary function/occupational activity categories be mapped to the new IPEDS occupational categories?
  In most cases, no. The detailed occupations in the 2018 SOC are grouped together based on similar job duties, and in some cases skills, education, and/or training. Consequently, many categories such as “technical and paraprofessional” and “other professionals (support/service)” no longer exist in IPEDS. 

For example, for the 2011-12 IPEDS HR survey, “Dietitians and Nutritionists” were included in the “Other Professional" (support/service) category while “Dietetic Technicians” were included in the "Technical and Paraprofessionals" category. Since the 2012-13 IPEDS HR survey, “Dietitians and Nutritionists” and “Dietetic Technicians” are included in the SAME major occupational category called “Healthcare Practitioners and Technical Occupations". 

However, the Instructional Staff (Primarily instruction and Instruction combined with research and/or public service), Research Staff, and Public Service Staff categories remained the same in IPEDS.
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12) What is the relationship between IPEDS reporting and the SOC Postsecondary Teachers 25-1000 category?
 

Postsecondary Teachers is an occupational category in the 2018 Standard Occupational Classification (SOC) Manual with the SOC code 25-1000.  This category is not an IPEDS reporting category because staff generally regarded by institutions as “faculty” are not only instructional staff, but can be research staff and public service staff as well.  Postsecondary Teachers is not a good description of these occupational categories on postsecondary campuses, and introduces confusion into the reporting done by institutions.

However, because of the requirement to align with the SOC, all three categories (instructional staff, research staff, and public service staff) are included individually under the Postsecondary Teachers category in the IPEDS Data Center, with explanations.

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