About the Survey
Development Work
Summary of Research Design

   

About the Survey

Summary of the research design for WERS 2004

Units and methods ¦ Areas covered in the survey ¦ Research instruments ¦
Data dissemination ¦ Research emanating from WERS series

Units and methods:

The principal unit of analysis is the establishment or workplace. A workplace is defined as comprising the activities of a single employer at a single set of premises. Examples include a single branch of a bank, a car factory or a school.

In keeping with its predecessors, WERS 2004 contains both a cross-section and a panel element.

The Cross-section survey contains the following components:

  • A face-to-face interview with the senior manager that has responsibility for employment relations or personnel issues (Average duration: 110 minutes);
  • A four-page, self-completion questionnaire on the financial performance of the establishment over the past 12 months (New in WERS 2004);
  • A face-to-face interview with a trade union representative and a non-union employee representative, where present (Average duration: 45 minutes);
  • An eight-page, self-completion questionnaire distributed to a random selection of up to 25 employees at each workplace.

All workplaces in Britain with five or more employees, and whose activities are located within Sections D – O of the Standard Industrial Classification 1992, are eligible for the Cross-Section Survey. It is anticipated that the main management interviews will be conducted in around 2,500 workplaces and that self-completion questionnaires will be returned by around 30,000 employees.

The 1998-2004 Panel Survey returns to a random selection of workplaces that participated in the 1998 Cross-Section Survey. A face-to-face interview is conducted with a main management respondent, with the specific intention of identifying change since 1998. It is anticipated that around 900 establishments will take part in the Panel Survey. The remaining 1,300 establishments that took part in the 1998 Cross-Section will be traced in order to establish whether they are still in existence or have closed down.

Areas covered in the survey:

The focus of the survey is the practice of employment relations at the workplace. Questions therefore focus more on practices and attitudes than on written policies. In addition, interviews are conducted at the workplace, rather than at head office.

The survey instruments have seen some redesign since the 1998 survey, although this is far less extensive than the redesign that took place between the 1990 and 1998 surveys. Indeed, the structure and broad content of the survey instruments remain largely unchanged from 1998.

Most of the redesign has taken place at the level of individual questions and been prompted by comments from users of the data within the policy-making and research communities. In particular, the WERS Research Team has received valuable contributions from Specialist Teams of academics in six areas: Corporate Governance; Partnership; Skills, Job Satisfaction and Stress; Performance and Technology; Small Establishments; and Worker Representation. The work of these teams has been co-ordinated by Professor Keith Whitfield (Cardiff University).

The Cross-Section management interview in WERS 2004 contains questions on:

  • Recruitment and training
  • Consultation and communication
  • Employee representation
  • Payment systems
  • Grievance and discipline
  • Equal opportunities
  • Work-life balance
  • Health and safety
  • Flexibility and performance

The principal changes from the 1998 management questionnaire are as follows:

  • New questions on trust, business strategy and computer use
  • Expanded questioning on consultation, dispute resolution, work-life balance and equal opportunities
  • Revised questions on organisational status, employee representation and payment systems

The Cross-Section interview with employee representatives contains questions on:

  • Structure of representation at the workplace
  • Time spent on representative duties
  • Means of communication with employees
  • Incidence of negotiation and consultation over pay and other matters
  • Involvement in redundancies, discipline and grievance matters
  • Incidence of collective disputes and industrial action
  • Relations with managers
  • Union recruitment

The principal changes from the 1998 worker representative interview are as follows:

  • A revised selection criteria that aims to increase the number of interviews conducted with non-union representatives;
  • A reduction in the number of questions which are also asked of managers but are more reliably collected from managers;
  • More questions that are relevant to non-union representatives.

The Cross-Section questionnaire for employees contains questions on:

  • Working hours
  • Job influence
  • Job satisfaction
  • Working arrangements
  • Training and skills
  • Information and consultation
  • Employee representation
  • Pay

The principal changes from the 1998 employee questionnaire are as follows:

  • New questions on well-being, trust and computer use
  • Revised questions on job satisfaction, work-life balance and consultation.

The Panel Survey questionnaire is based on the 1998 Cross-Section management questionnaire, but is much shorter and collects much less detail about particular practices. It contains around one third of the questions that were present in the 1998 Cross-Section management questionnaire.

Research Instruments

Cross-Section survey:

Employee Profile Questionnaire (EPQ) (560Kb)
Management Questionnaire (MQ) (1.65Mb)
Financial Performance Questionnaire (FPQ) (565Kb)
Survey of Employees Questionnaire (SEQ) (742Kb)
Worker Representative Questionnaire (WRQ) (848Kb)


Panel survey:

Basic Workforce Data Sheet (BWDS) (553Kb)
Management Questionnaire (PQ) (646Kb)

Data dissemination

Most of the survey data will be made available in an anonymous form to academic and other bona fide researchers via the UK Data Archive at the University of Essex in November 2005.

In order to maintain the anonymity of respondents, some data items, such as the region in which each establishment is located or the detailed industry sector in which it operates, are likely to be withheld for two years after the date of the final interview. The data collected via the Financial Performance Questionnaire if also likely to be withheld for an equivalent period of time, in view of the particularly sensitive nature of this information.

A decision on which items are to be withheld will be made by the WERS 2004 sponsors at the next steering committee meeting, to take place in Spring 2005.

 Timetable for dissemination of results and release of data

 July 2005 - First Findings booklet published

 November 2005 - Initial version of data deposited at UK Data Archive

 Spring 2006 - Sourcebook published

 Spring 2006 - Final version of data deposited at UK Data Archive

Research emanating from the WERS series

A bibliography of all publicly available papers that have made original use of the data from the 1980, 1984, 1990 and 1998 surveys is available: The British Workplace Industrial Relations Survey Series: A Bibliography of Research Based in WERS (201Kb).

The bibliography was last updated in March 2004. It contains details of the following:

  • 'sourcebooks' reporting the primary analysis
  • other books wholly based on WERS technical reports and methodological papers
  • journal articles and contributions to books, discussion papers, working papers and mimeos
  • doctoral theses
  • dissertations
  • reviews of WERS results.
 
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