(CAN) Working with the Statistics Canada Academic Teaching Surveys Process

This chapter provides an overview of the Statistics Canada (StatsCan) Academic Teaching Surveys business process and discusses how to:

Set up the Statistics Canada Academic Teaching Surveys business process.
Load and modify data in the FT Academic Teaching Member Table.
Load data into the Academic Teaching Survey Tables.
View and modify survey results.
Create the survey report flat files.
Verify survey results with Statistics Canada.

See Also

Track Faculty Events Reports

Understanding the Statistics Canada Academic Teaching Surveys Business Process

Track Faculty Events business process provides the functionality to create the legislatively required Academic Teaching Survey reports by associating PeopleSoft HRMS information with Statistics Canada codes.

Before you create academic teaching surveys, you must set up some other HRMS tables.

Setting Up PeopleSoft HRMS Control Tables

Set up the following PeopleSoft HRMS control tables with Statistics Canada fields listed after each table:

Department Table: StatsCan - Dept (Statistics Canada Department) and StatsCan - Faculty.

Maintain StatsCan values in the Faculty Code Table.
Job Code component: StatsCan Teaching Survey Codes.
Company Table: StatsCan Institution Code.
Country Table: Statistics Canada Location Code.

Note. PeopleSoft delivers this table with the initial Statistics Canada location codes entered. PeopleSoft does not maintain this information.
Canadian Tax Table: StatsCan Province Code.

Note. PeopleSoft delivers this table with the initial Statistics Canada location codes entered. PeopleSoft does not maintain this information.
Degree Table: StatsCan Teaching Survey Degree Level.
Earnings Table: Administrative Stipend Flag.

Setting Up Track Faculty Events Tables

Set up the following Track Faculty Events tables and Statistics Canada fields listed after each table:

Administrative Rank Table: Rank-Stats Can.
Administrative Posts Table: Stats Can Responsibility.

See Also

Establishing Academic Ranks

Setting Up Administrative Posts

Setting Up the Statistics Canada Academic Teaching Surveys Business Process

To set up the Statistics Canada Academic Teaching Surveys, use the Principal Subjects Taught (HP_STATS_SUBJECTS), Faculty Code Stats CAN (HP_STATS_FACULTY), Non-Operational Fund Table CAN (HP_NON_OP_FUNDS) and Reporting Period Stats CAN (HP_REPORTING_PRD) components.

This section discusses how to:

Maintain principal subjects taught codes.
Define faculty codes.
Identify non-operational funding sources.
Maintain report period dates and parameters.

Pages Used to Set Up the Canadian Teaching Surveys Business Process

Page Name	Object Name	Navigation	Usage
Principal Subjects Taught	HP_STATS_SUBJECTS	Set Up HRMS, Product Related, Workforce Development, Faculty Events, Principal Subjects Taught, Principal Subjects Taught	Maintain Statistics Canada principal subjects taught codes and descriptions.
Faculty Code Stats CAN	HP_STATS_FACULTY	Set Up HRMS, Product Related, Workforce Development, Faculty Events, Faculty Code Stats CAN, Faculty Code Table	Store information regarding faculty codes. The Department Table references this table to associate a faculty with a department.
Non-Operational Funds Table CAN	HP_NON_OP_FUNDS	Set Up HRMS, Product Related, Commitment Accounting, Fringe Costs, Non-Operational Funds Table CAN, Non-Operation Funds Table	Identify non-operational funding sources. This table is for Ontario universities only.
Reporting Period Stats CAN	HP_RPTNG_PRD_PNL	Set Up HRMS, Product Related, Workforce Development, Faculty Events, Reporting Period Stats CAN , Reporting Period Table	Create and maintain report period dates and parameters for the survey run controls. Update the reporting period each reporting year.

Maintaining Principal Subjects Taught Codes

Access the Principal Subjects Taught page.

Principal Subject Taught Code

Displays the Statistics Canada code for the principal subject taught. Use this code to identify the subjects taught by teaching members in the Canadian Academic Teaching Employment Table on the Employment Data − Employment Information page.

Note. PeopleSoft delivers the initial Statistics Canada Principal Subjects Taught codes. However, PeopleSoft does not maintain this information.

Defining Faculty Codes

Access the Faculty Code Table page.

Faculty Code

Displays the code for a faculty at your educational institution. Use this code to associate faculty with departments in the Department Table.

Medical/Dental Category

Select an option to associate the faculty code with a medical and dental category. The system uses the faculty code from the Department Table to determine which medical and dental category to include in the survey report.

Identifying Non-Operational Funding Sources

Access the Non-Operation Funds Table page.

Non-Operation Fund Account

Enter an account code. The system uses the non-operational fund account and the account code on the Job Earnings Distribution page to calculate the salary source for each employee in the FT survey report (full-time survey report).

Maintaining Reporting Period Dates and Parameters

Access the Reporting Period Table page.

For Full-Time Survey

Start Date and End Date

Enter the start date of the report period for the full-time survey.

The system calculates the end date to be one day less than a year from the start date.

HR Action/Categories

Sabbatical, Other Paid Leave, Workload Reduction, and Unpaid Leave	Select the human resources categories that represent Sabbatical, Workload Reduction, Other Paid Leave, or Unpaid Leave. This determines how the system counts HR actions that fall into these categories when creating the survey.
FT Filename (full-time filename)	Enter the name of the FT survey report flat file. Do not include a file suffix.

For Part-Time Survey

Start Date and End Date

Enter the start date of the report period for the PT survey (part-time survey).

The system calculates the end date to be one day less than a year from the start date.

PT Filename (part-time filename)

Enter the name of the PT survey report flat file.

Note. Use the Statistics Canada Academic Teaching Employment Table on the Employment Data − Employment Information page to associate Statistics Canada codes and other required information with your employees' records.

Loading and Modifying Data in the FT Academic Teaching Member Table

This section provides an overview of the Load FT Teaching Member Data process and discuss how to:

Load teaching member data.
Maintain teaching member records.

Understanding the Load FT Teaching Member Data Process

Before you create the FT survey report, populate the FT Academic Teaching Member Table using the Load FT Member Data process (HPH900CN.SQR). You can modify information in this table to control the results that you report to Statistics Canada. For example, you can add and delete teaching member records, or you can modify records for more accuracy. However, you cannot delete a teaching member record if the employee has a matching record in the FT Academic Teaching Survey Table.

The Load FT Teaching Member Data process captures data for regular and temporary FT employees with a job record prior, or equal, to October 1 of the reporting year and a job record in the Statistics Canada Academic Employment Teaching Table (located on the Employment Data − Employment Information page). Employees without records in the FT Academic Teaching Member Table for the year being reported do not appear in the FT survey report.

If you rerun the Load FT Teaching Member Data process for a reporting year, you overwrite the records in the FT Academic Teaching Member Table, including records that you added, deleted, or modified manually.

Part-time employees do not have a corresponding table.

Important! The first time you use the Statistics Canada Academic Teaching Surveys business process, you must load your prior year's data into the system. The current year's report derives some information from the previous year's report.

Pages Used to Load and Modify Data in the FT Academic Teaching Member Table

Page Name	Object Name	Navigation	Usage
Load FT Teaching Member Data (load full-time teaching member data)	RUNCTL_HPH900CN	Workforce Development, Faculty Events, Load Teaching Data CAN, Load FT Teaching Member Data, Load FT Teaching Member Data	Load teaching member data into the FT Academic Teaching Member Table.
Member Data	HP_FT_TEACH_MEMBER	Workforce Development, Faculty Events, Qualify Academic Teaching CAN, Full-Time Member, Member Data	Modify teaching member records to control the survey results. When you insert a new row on this page, the default field values are from the previous reporting year (except for the Reporting Year field).

Loading Teaching Member Data

Access the Load FT Teaching Member Data page.

Before using this page, set up the Statistics Canada Academic Teaching Employment Table on the Employment Data − Employment Information page.

Reporting Period

Displays the year of the data to load into the FT Academic Teaching Member Table.

Maintain Reporting Periods on the Reporting Period page.

Start Date and End Date

Displays the start and end dates of the employment year used to assess twelve months of employment and compensation amounts.

The system calculates the end date to be one day less than a year from the start date.

Maintain start dates on the Reporting Period page.

Maintaining Teaching Member Records

Access the Member Data page.

Note. Before using this page, set up the Load FT Teaching Member Data page.

Reporting Year	Displays the year of the data that appears in the survey. If you manually add a new teaching member record, you must enter the reporting year.
Reportable Employment Rcd Nbr (reportable employment record number)	Enter the number of the employment record for the primary FT job being reported. If you loaded the information for this teaching member using the Load FT Teaching Member Data page, this value comes from the Statistics Canada Academic Teaching Employment Table on the Employment Data − Employment Information page.
Canadian Resident Status	Select this check box if the employee had Canadian resident status at the time of job offer.
Visiting Faculty	Select this check box if the employee is a visiting faculty member.
Previous Employment Province	If the country of the employee's previous employment is Canada, select the province of previous employment.

Loading Data Into the Academic Teaching Survey Tables

This section provides an overview of the Load Teaching Survey Data process and discuss how to load FT survey data.

Understanding the Load Teaching Survey Data Process

To load data into the Academic Teaching Survey Tables, use one of the following pages in the Load Teaching Survey Data component:

FT Survey (HPH901CN.SQR).
PT Survey (HPH902CN.SQR).

You can load data for all eligible employees, or for individual employees. When you run the process for all employees, the process deletes all data from the Academic Teaching Survey Table for the reporting year and creates new survey data. When you run the process for an individual employee, the process overrides, creates, or deletes the survey for that specific employee.

The system writes process errors and missing data detected during the process to a temporary table. After the process creates all the survey records, it prints an Errors and Missing Data report.

Conditions for FT Survey Data

The Load Teaching Survey Data - FT Survey process creates a FT Academic Teaching Survey record for each employee who meets the following conditions:

Has a record in the FT Academic Teaching Member Data Table for the reporting year. The employee's job can span the entire reporting year, or it can begin during the reported year. Employees who do not have a teaching member record do not appear in the FT survey report.
Was employed on October 1 of the reporting year.
Has a Statistics Canada reporting job (the value of the Survey Report Flag field in the Statistics Canada Academic Teaching Employment Table on the Employment Data − Employment Information page is FT or Both).

Conditions for PT Survey Data

The Load Teaching Survey Data – PT Survey process creates a PT Academic Teaching Survey record for each employee who meets the following conditions:

Has any of the following jobs:
- A PT job during the reporting period.
- A FT job, but worked fewer than 12 months during the reporting period.
- A FT job with a compensation frequency that is contract, and the contract period does not span the entire reporting period.
- A FT job with a compensation frequency that is not contract, and whose appointment (from hire date to end date) does not span the entire reporting year.
Has a job that was not:
- Included in the FT survey report for the same reporting year (as defined by the employee record number).
- Identified by the Collapse Into FT check box in the Statistics Canada Academic Teaching Employment Table on the Employment Data − Employment Information page (effective October 1 of the reporting year).
Has a Statistics Canada reporting job (the value of the Survey Report Flag field in the Statistics Canada Academic Teaching Employment Table on the Employment Data − Employment Information page is PT or Both).

Common Elements Used in This Section

Reporting Period

Displays the year of the data to load into the FT or PT Academic Teaching Survey Tables.

Start Date and End Date

Displays the start and end dates of the employment year used to assess twelve months of employment and compensation amounts.

The system calculates the end date to be one day less than a year from the start date.

EmpID (employee identification)

Enter an employee ID to create an Academic Teaching Survey record for a specific employee.

Pages Used to Load Data Into the Academic Teaching Survey Tables

Page Name	Object Name	Navigation	Usage
FT Survey (full-time survey)	RUNCTL_HPH901CN	Workforce Development, Faculty Events, Load Teaching Data CAN, Load Teaching Survey Data, FT Survey	Load FT survey data for each FT employee who qualifies. Before using this page, complete the Member Data Table for all FT teaching members in the survey.
PT Survey (part-time survey)	RUNCTL_HPH902CN	Workforce Development, Faculty Events, Load Teaching Data CAN, Load Teaching Survey Data, PT Survey	Load PT survey data for each PT employee who qualifies. Before using this page, set up the Statistics Canada Academic Teaching Employment Table on the Employment Data − Employment Information page.

Page Name

Object Name

Navigation

Usage

FT Survey (full-time survey)

RUNCTL_HPH901CN

Workforce Development, Faculty Events, Load Teaching Data CAN, Load Teaching Survey Data, FT Survey

Load FT survey data for each FT employee who qualifies.

Before using this page, complete the Member Data Table for all FT teaching members in the survey.

PT Survey (part-time survey)

RUNCTL_HPH902CN

Workforce Development, Faculty Events, Load Teaching Data CAN, Load Teaching Survey Data, PT Survey

Load PT survey data for each PT employee who qualifies.

Before using this page, set up the Statistics Canada Academic Teaching Employment Table on the Employment Data − Employment Information page.

Loading FT Survey Data

Access the FT Survey page.

HR/Action Categories

Sabbatical, Workload Reduction, Unpaid Leave and Other Paid Leave	Displays the HR Action/Categories from the Reporting Period Table.
Earnings Code	Displays the earnings code used to pay annual stipends, or other honoraria for administrative duties.

Viewing and Modifying Survey Results

This section discusses how to:

View FT survey results (Part 1).
View FT survey results (Part 2).
View PT survey results (Part 1).
View PT survey results (Part 2).

Common Elements Used in This Section

Reporting Year

Maintain reporting periods on the Reporting Period Table page.

Level of Highest Degree

Displays the Statistics Canada degree level from the Professional Ed. and Training page.

Maintain degree levels in the Degree Table.

Year of Highest Degree

Displays the year the employee received his or her highest degree from the Professional Ed. and Training page.

Pages Used to View and Modify Academic Teaching Survey Results

Page Name	Object Name	Navigation	Usage
FT Survey Part 1 (full-time survey part 1)	HP_FT_SURVEY_PNL1	Workforce Development, Faculty Events, Qualify Academic Teaching CAN, Full-Time Surveys, FT Survey Part 1	View survey results for each FT employee. Before using this page, set up the Load Teaching Survey Data − FT Survey page.
FT Survey Part 2 (full-time survey part 2)	HP_FT_SURVEY_PNL2	Workforce Development, Faculty Events, Qualify Academic Teaching CAN, Full-Time Surveys, FT Survey Part 2	View survey results for each FT employee. You can also modify some survey information, but it is better to modify the fields at the source of the data and recreate the surveys.
PT Survey Part 1 (part-time survey part 1)	HP_PT_SURVEY_PNL1	Workforce Development, Faculty Events, Qualify Academic Teaching CAN, Part-Time Surveys, PT Survey Part 1	View survey results for each PT employee. Before using this page, set up the Load Teaching Survey Data − PT Survey page.
PT Survey Part 2 (part-time survey part 2)	HP_PT_APPNTMNT_PNL	Workforce Development, Faculty Events, Qualify Academic Teaching CAN, Part-Time Surveys, PT Survey Part 2	View and modify survey results for each PT employee.

Viewing FT Survey Results (Part 1)

Access the FT Survey Part 1 page.

FT Survey Information

Year of Appointment	Displays the first year the employee appeared in the survey report. If the employee was not reported for a year or more, this field displays the first year the employee resumed reporting.
Previous Employment Location	Displays the employee's previous employment location from the Member Data page.
Reporting Institution	Displays the Statistics Canada reporting institution from the Company Table.
Previous Employment	Displays the employee's previous employment from the Member Data page.
Stats-Can Dept Code (Statistics Canada department code)	Displays the Statistics Canada code associated with the department of the primary reported job from the Department Table.

Degree Earned

Year of First Degree	Displays the year the employee received his or her first degree from the Professional Ed. and Training page.
Province of First Degree	Displays the province in which the employee received his or her first degree from the Professional Ed. and Training page.
Province of Highest Degree	Displays the province in which the employee received his or her highest degree from the Professional Ed. and Training page.
Stats-Can Citizenship Country Code (Statistics Canada citizenship country code)	Displays the Statistics Canada citizenship country code associated with the employee's country of citizenship from the Citizenship/Passport page. Maintain country codes in the Country Table.
Immigrtn Status (immigration status)	Displays the employee's immigration status from the Membership Data page.

Viewing FT Survey Results (Part 2)

Access the FT Survey Part 2 page.

Stats-Can Rank

Displays the Statistics Canada rank from the Academic Rank field in the Job Code table.

Stats-Can Responsibility

Displays the Statistics Canada responsibility from the duties in the Statistics Canada Academic Teaching Employment Table on the Employment Data − Employment Information page.

Year of Appointment to Rank

Displays the first year the employee achieved the reported rank. If the employee was not reported for a year or more, this field displays the first year the employee resumed reporting.

Type of Appointment

Displays the type of appointment, based on information in the Visiting Faculty field on the Member Data page and the Tenure Status field in the Tenure Data page.

Salary Earned

Actual Salary	Displays the actual salary, based on compensation and Job Earnings Distribution information from the reporting year. The actual salary amount includes contracts, leaves, reduced workloads, and salaries for multiple jobs identified by the Collapse as FT check box in the Statistics Canada Academic Teaching Employment Table on the Employment Data − Employment Information page. The salary does not include administrative stipends or salary increases effective after October 1 of the reporting year. The system uses decimal months to calculate actual salary, which may result in skewed figures. You can modify this field.
Annual Salary	Displays the actual salary. If the employee has not had a reduced workload and has been working for the entire 12 months of the reporting year, the Annual Salary is the same as the actual salary. The salary does not include administrative stipends or salary increases effective after October 1 of the reporting year.
Salary Status	Displays the salary status from the Member Data page.
Administrative Stipends	Displays the amount paid for stipends and honoraria for administrative duties for the reporting year, based on job earnings distribution records. The system uses decimal months to calculate administrative stipends, which may result in skewed figures. You can modify this field.
Ontario Final Rate of Salary	Displays the final rate of salary for Ontario-based institutions, based on the annual salary and administrative stipends.
Ontario Salary Source	Displays the salary source for Ontario-based institutions, based on the job earnings distribution amounts distributed to non-operational funding accounts, excluding administrative stipend amounts.
Percentage of Load Reduction	Displays the percentage by which an employee's workload has been reduced, based on the Std Hrs (standard hours) in the Job Data and the Job Code components. The system calculates this value as follows:
Months Not On Leave, Months On Sabbatical, Months On Other Paid Leave, and Months On Unpaid Leave	Displays the number of months the employee was on this type of leave during the reporting year, based on the Action/Reason field in the Job Data component and the HR Action/Categories on the Reporting Period Table page.

Viewing PT Survey Results (Part 1)

Access the PT Survey Part 1 page.

Bargaining Agent

This check box is selected if the employee is a bargaining agent.

Number of Appointments To Be Reported

Displays the total number of PT positions the employee held in the last year. The survey report includes details of only the five positions with longest duration.

Viewing PT Survey Results (Part 2)

Access the PT Survey Part 2 page.

Work Duration Start Date

If the job compensation frequency is contract, this field displays the contract effective date from the Contract Data page.

If the job is not contract, this field displays the hire date from the Job Data Table (or the rehire date if the same employment record is used for successive appointments).

End Date

If the job compensation frequency is contract, this field displays the contract end date from the Contract Data page.

If the job is not contract, this field displays the employment termination date or the appointment end date from the Job Data component.

Appointment Status

Displays the employee's appointment status from the Job Data component. Values include:

1: Full-time appointment working less than 12 months in the reporting period.

2: Part-time appointment.

3: Overload appointment of less than 12 months where the employee appeared in the FT survey report for the same reporting year as the PT survey report.

Type of Appointment

Displays the type of appointment, based on the tenure status on the Tenure Data page and the duties in the Statistics Canada Academic Teaching Employment Table on the Employment Data − Employment Information page.

Principal Subject

Displays the principal subject taught by the employee from the Statistics Canada Academic Teaching Employment Table on the Employment Data − Employment Information page. This is the Principal Subject taught as of the appointment end date.

Salary Paid

Displays the salary paid, based on the compensation and Job Earnings Distribution information from the reporting year. The salary paid amount includes contracts, leaves, and reduced workloads.

The system uses decimal months to calculate salary paid, which may result in skewed figures. You can modify this field.

Stats Can Teaching Load

Displays the employee's Statistics Canada teaching load from the Statistics Canada Academic Teaching Employment Table on the Employment Data − Employment Information page.

Full-Time Teaching Equivalent

Displays the employee's FT teaching equivalent from the Statistics Canada Academic Teaching Employment Table on the Employment Data − Employment Information page.

Creating the Survey Report Flat Files

This section provides common elements and pages used to create the survey report flat files.

Common Elements Used in This Section

Reporting Period

Displays the year of the data to load into the FT or PT survey report flat files.

Maintain reporting periods on the Reporting Period page.

Start Date

Displays the start and end dates of the employment year used to assess twelve months of employment and compensation amounts.

The system calculates the end date to be one day less than a year from the start date.

Maintain start dates on the Reporting Period page.

Output File Name

Displays the name of the survey report flat file from the Reporting Period page.

Pages Used to Create the Survey Report Flat Files

Page Name	Object Name	Navigation	Usage
FT Report File (full-time report file)	RUNCTL_HPH903CN	Workforce Development, Faculty Events, Load Teaching Data CAN, Create Survey Stats CAN, FT Report File	Create the FT survey report flat file.
PT Report File (part-time report file)	RUNCTL_HPH904CN	Workforce Development, Faculty Events, Load Teaching Data CAN, Create Survey Stats CAN, PT Report File	Create the PT survey report flat file.

Verifying Survey Results with Statistics Canada

After you submit your FT and PT survey report flat files to Statistics Canada, you receive a summary report.

Page Used to Verify Survey Results

Page Name	Object Name	Navigation	Usage
StatsCan FT Survey Report (Statistics Canada full-time survey report)	RUNCTL_HPH905CN	Workforce Development, Faculty Events, Load Teaching Data CAN, FT Survey Stats CAN Rpt, StatsCan FT Survey Report	Use the StatsCan FT Survey Report page to compare your results with Statistics Canada's summary.

Faculty Code	Displays the code for a faculty at your educational institution. Use this code to associate faculty with departments in the Department Table.
Medical/Dental Category	Select an option to associate the faculty code with a medical and dental category. The system uses the faculty code from the Department Table to determine which medical and dental category to include in the survey report.

Stats-Can Rank	Displays the Statistics Canada rank from the Academic Rank field in the Job Code table.
Stats-Can Responsibility	Displays the Statistics Canada responsibility from the duties in the Statistics Canada Academic Teaching Employment Table on the Employment Data − Employment Information page.
Year of Appointment to Rank	Displays the first year the employee achieved the reported rank. If the employee was not reported for a year or more, this field displays the first year the employee resumed reporting.
Type of Appointment	Displays the type of appointment, based on information in the Visiting Faculty field on the Member Data page and the Tenure Status field in the Tenure Data page.

Bargaining Agent	This check box is selected if the employee is a bargaining agent.
Number of Appointments To Be Reported	Displays the total number of PT positions the employee held in the last year. The survey report includes details of only the five positions with longest duration.

Work Duration Start Date	If the job compensation frequency is contract, this field displays the contract effective date from the Contract Data page. If the job is not contract, this field displays the hire date from the Job Data Table (or the rehire date if the same employment record is used for successive appointments).
End Date	If the job compensation frequency is contract, this field displays the contract end date from the Contract Data page. If the job is not contract, this field displays the employment termination date or the appointment end date from the Job Data component.
Appointment Status	Displays the employee's appointment status from the Job Data component. Values include: 1: Full-time appointment working less than 12 months in the reporting period. 2: Part-time appointment. 3: Overload appointment of less than 12 months where the employee appeared in the FT survey report for the same reporting year as the PT survey report.
Type of Appointment	Displays the type of appointment, based on the tenure status on the Tenure Data page and the duties in the Statistics Canada Academic Teaching Employment Table on the Employment Data − Employment Information page.
Principal Subject	Displays the principal subject taught by the employee from the Statistics Canada Academic Teaching Employment Table on the Employment Data − Employment Information page. This is the Principal Subject taught as of the appointment end date.
Salary Paid	Displays the salary paid, based on the compensation and Job Earnings Distribution information from the reporting year. The salary paid amount includes contracts, leaves, and reduced workloads. The system uses decimal months to calculate salary paid, which may result in skewed figures. You can modify this field.
Stats Can Teaching Load	Displays the employee's Statistics Canada teaching load from the Statistics Canada Academic Teaching Employment Table on the Employment Data − Employment Information page.
Full-Time Teaching Equivalent	Displays the employee's FT teaching equivalent from the Statistics Canada Academic Teaching Employment Table on the Employment Data − Employment Information page.