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Handbook of Methods Occupational Requirements Survey Concepts

Occupational Requirements Survey: Concepts

The Occupational Requirements Survey (ORS) provides estimates measuring four types of occupational requirements: physical demands; environmental conditions; education, training, and experience; as well as cognitive and mental requirements. Survey estimates help to define and describe the requirements of work in the U.S. economy.

The ORS is designed to explain what is required to perform critical job functions of selected jobs. The survey does not focus on specific capabilities or experiences that individual workers have if the employer does not require them. For example, a job may require a bachelor's degree, but workers performing the job may have more advanced degrees, such as a doctorate degree (Ph.D.). For the purposes of the ORS, the requirement is a bachelor’s degree. The distinction is significant because the objective of the survey is to measure job requirements, not the characteristics of the workers. See the Data sources section for information on how occupational requirements are collected.

The ORS is a nationally representative establishment-based survey. Private industry and state and local government establishments in the 50 states and the District of Columbia are eligible for selection. Major exclusions from the survey are workers in federal and quasi-federal agencies (examples include the military, postal service, and Federal Reserve), establishments in the agriculture, forestry, fishing, and hunting industry sector, workers employed by private households, contractors (onsite workers at the surveyed establishment who are paid by another party are not included in data collection from the surveyed establishment), the self-employed, volunteers, unpaid workers, individuals receiving long-term disability compensation, and those working overseas. Individuals who set their own pay, such as business owners, and family members who are paid token wages are also excluded. Employees in sampled jobs must receive market-based payments, such as salary, commission, or hourly wages, from the establishment for services performed in the labor market and the establishment must pay the employer’s portion of Medicare taxes on the worker’s wages.

Key concepts and definitions

These key concepts and definitions explain the ORS sampling, collection, estimation, and publication processes.

Accommodations are defined in the Americans with Disabilities Act of 1990 as "any change in the work environment or in the way things are customarily done that enables an individual with a disability to enjoy equal employment opportunities." The ORS collects information about how workers are required to perform jobs in support of critical job tasks without accommodations, as not all employers can offer the same accommodations.

Cognitive and mental requirements are qualifications that workers need to use judgment, make decisions, interact with others, and adapt to changes in a job. For a list of cognitive and mental requirements and corresponding estimate types, see appendix A in the Calculation section.

Critical job function is the main purpose and the primary pay factor for the job. It consists of critical tasks that are integral to the job.

Critical tasks include activities workers must perform to carry out their critical job function(s).

Duration is the scale used to categorize the amount of time workers perform physical demands, are exposed to environmental conditions, or the amount of time necessary to complete education, training, and experience requirements. Most physical demands and environmental conditions are measured using duration levels. For example, if speaking is required for 1 hour of an 8-hour workday then the associated duration level is “occasionally” because this level of speaking falls between 2 percent and 33 percent of the workday. Additional information on duration can be found in the Calculation section.

Education, training, and experience is the minimum level of formal education required, credentials necessary, on-the-job training, and prior work experience necessary for average performance in selected jobs. For a list of education, training, and experience requirements and corresponding estimate types, see appendix A in the Calculation section.

Environmental conditions are the various tangible or concrete hazards or difficulties that are in proximity to the location where jobs’ critical tasks are performed. For a list of environmental conditions and corresponding estimate types, see appendix A in the Calculation section. The visual overview of environmental elements and collection manuals on the Information for Survey Participants section of the website provide examples and definitions of environmental conditions.

Establishment is a single economic unit that engages in one, or predominantly one, type of economic activity. For private industries in the survey, the establishment is usually a single physical location, such as a mine, a factory, an office, or a store, where workers produce goods or provide services.

• For private industry, if a sampled establishment is owned by a larger entity with many locations, only the employment and characteristics of the establishment selected for the sample are considered for the survey.
• For state and local governments, an establishment can include more than one physical location, such as a school district or a police department.

Frequency is the number of times workers experience a requirement while performing critical tasks. Many cognitive and mental requirements are measured using frequencies. For example, fast food workers may have their work reviewed more than once per day, whereas software developers may have their work reviewed less frequently, such as less than once per day. The estimates reflect the maximum number of times that the requirement is typically experienced by workers performing critical tasks.

Industry and the 2017 North American Industry Classification System (NAICS) are used to classify establishments. NAICS uses a 6-digit hierarchical coding system to classify all economic activity into 20 industry sectors. Of those 20 sectors, 5 are mainly goods-producing sectors and 15 are entirely service-providing sectors. Industry classification is used when sampling establishments. Estimates are not published at this level of detail. See exhibit 1 for detail of collected and published estimates.

A job is a position where one or more workers are employed at an establishment. The job is characterized by its critical tasks in support of the critical function(s). The term job refers to a single position in a single establishment, but an establishment may have more than one worker in that job on their payroll. For example, a restaurant may have 20 waiters all serving the same function and performing identical tasks. The ORS considers all 20 of those waiters to be duplicates of the same job at that worksite. Because the ORS measures the requirements of a job and is weighted by the number of workers employed in that job, "jobs" and "workers" may be used interchangeably in ORS publications.

Job demands includes the physical demands; environmental conditions; education, training, and experience; as well as cognitive and mental requirements necessary to perform critical job functions. These job demands can include observable behaviors such as keyboarding, driving, and standing. These can also include unobservable behaviors such as learning, applying knowledge, and problem solving.

The mean, or average, is calculated for continuous values, such as hours spent standing, or days of on-the-job training required. Additional information can be found in the Calculation section.

The mode is the value that appears most frequently in a job requirement category. Modes for certain job requirement categories are calculated so that the user may identify the estimate within a category with the largest weighted number of workers. These estimates are presented in the databases via a footnote.

Occupation is a generalized job or family of jobs common to many industries and areas, such as an economist or carpenter. An occupation differs from a job because it refers to a profession or trade and not a single position in a single establishment. The ORS uses the 2018 Standard Occupational Classification (SOC) system to classify occupations to the six-digit level resulting in the potential of data for 844 SOC codes. Implementing 2018 SOC provides information about the occupational classification in published estimates. Military specific occupations (55-0000) and postal service occupations (11-9131, 43-5051, 43-5052, 43-5053) are out of scope for the ORS. See exhibit 1 for detail of collected and published estimates.

Percentage of workers includes the number of workers in an occupation that have a certain requirement divided by the total number of workers in that occupation. For example, the number of teachers who are required to reach overhead divided by the total number of teachers equals the percentage of teachers with that requirement. For more information, see the Calculation section.

Percentiles (10th, 25th, 50th, 75th, and 90th) are used for estimates with continuous values, such as hours spent sitting, or days of prior work experience required. The 50th percentile is considered the median of the estimates. Additional information can be found in the Calculation section.

Physical demands refer to the physical activities required to perform tasks in a job. The presence and, in some cases, duration of these activities are published. For a list of physical demands and corresponding estimate types, see appendix A in the Calculation section. The visual overview of physical elements and collection manuals on the Information for Survey Participants section of the website provide examples and definitions of physical demands.

Ranges are used to represent estimates when the precise value cannot be published. Estimates are displayed as less than or greater than a value where the range value is determined by the estimate’s confidence level. Additional information can be found in the Calculation section.

A respondent is the human resource managers or specialists, occupational safety managers, supervisors, or owners at an establishment that provide data during a survey collection.

Specific vocational preparation (SVP) is the minimum amount of preparation time required for workers to learn the techniques, acquire the information, and develop the aptitude needed for basic performance in a specific job. Additional information on specific vocational preparation can be found in the Calculation section.

A task list outlines the critical job function(s) and itemizes the critical tasks performed within a job. Only requirements necessary to perform critical tasks are in-scope for the ORS. These lists are provided by respondents to field economists. See the Data sources section for more information on how task lists are used.

A wave is the combination of multiple samples used to produce final estimates. The first wave consisted of three samples collected between 2015 and 2018. Preliminary estimates were published after each sample was collected. The 2018 final estimates included data from all three sample groups, whereas the 2017 estimates included two sample groups, and 2016 estimates included one. The second wave will include five samples, each collected over approximately a 1-year period. Final estimates are produced by combining all samples within the wave. See the Design and Presentation sections for additional information on second wave samples and estimates. Exhibit 1 in the History section shows the structure of a wave and how samples are combined and published throughout the wave.

Work status refers to full-time or part-time status based on the establishment's definition of those terms and not determined by the number of hours employees work. This characteristic is collected as described in the Design section and ensures that job requirements correspond to the selected jobs. However, estimates are not published by this level of detail, meaning that users cannot view data broken down by work status. See exhibit 1 for detail of collected and published estimates.