Glossary
Every entry from `src/lib/glossary.ts`, searchable alphabetically once filtered — used to clarify jargon surfaced across the toolbox.
| Key | Term | Category | Definition |
|---|---|---|---|
| acs | ACS | methodology | American Community Survey — the U.S. Census Bureau's continuous demographic, economic, and housing survey. 1-year and 5-year estimates from national down to block-group geographies. In context: The right baseline for representation-ratio benchmarks (org composition vs labor-market composition). |
| admission-policy | Admission policy | toolbox | Whether supplemental-only identities may mint new master keys (`snowball-admit`) or must stay strict (`strict-anchor`, default for governed HRIS feeds). In context: Pick strict when every person must exist in an anchor file; pick snowball for survey-only or partner feeds. |
| adverse-impact | adverse impact | methodology | In employment-law practice, employment practices that disproportionately harm members of a protected group — analyzed with specific tests and business-justification rules; not interchangeable with informal 'bias.' In context: Statistical summaries may highlight patterns warranting privileged review without claiming legal outcomes. |
| alteryx | Alteryx | vendor | A self-service data-prep and analytics platform — flexible pipelines with no methodology opinions specific to people analytics. In context: Named here as an example of a generic analytical tool; not endorsed or affiliated. |
| applied-rule-chain | Applied rule chain | methodology | Ordered jurisdiction matches (local → county → state → federal) yielding the operative wage-compliance rule_versions with citations and precedence notes. In context: wage-compliance’s resolver walks hierarchies temporal windows so ordinance updates override stale spreadsheet lookup tables. |
| as-of-date-query | As-of-date query | toolbox | Temporal graph reads that honour `effective_from` / `effective_to` windows so ancestry answers match the organization's calendar posture on that day. In context: Rolling up leaders for March needs March-active edges—not today's patch. |
| ats | ATS | engineering | Applicant Tracking System — the recruiting software that manages candidate pipelines, offers, and onboarding (e.g., Greenhouse, Lever, Workday Recruiting). In context: wage-compliance integrates with ATS systems to validate offer wages against jurisdictional floors BEFORE the offer is sent — preventing compliance failures at the source. |
| attorney-client-privilege | attorney–client privilege | methodology | A legal doctrine protecting certain confidential communications between client and counsel for the purpose of legal advice — its availability depends on facts, jurisdiction, and how materials are handled. In context: The platform supports privilege-aware exports; whether privilege applies is a legal judgment outside software. |
| bayesian-combination | Bayesian combination | statistics | Merging several independent estimates of the same quantity into one posterior estimate, weighting each by how informative it is. In context: A forecasting instrument combines multiple estimate sources into a single posterior with calibrated uncertainty. |
| bibd | BIBD | methodology | Balanced Incomplete Block Design — a way of assigning items to surveys so every item gets seen alongside every other item the same number of times. In context: Preference-modeler uses BIBD to ensure each respondent's MaxDiff/conjoint design is statistically clean. |
| bidirectional-remediation | bidirectional remediation | methodology | Fairness posture that investigates pay differences affecting protected comparison groups without assuming the direction of any disparity upfront — anomalies can cut more than one way once controls are applied. In context: The toolbox treats bidirectional disparity review as foundational to defensible narratives and privilege-safe workpapers. |
| bls | BLS | methodology | U.S. Bureau of Labor Statistics — the federal agency that publishes the canonical public-domain labor-market, wage, and price datasets (JOLTS, OEWS, CES, ECI, CPI). In context: anycomp's labor-market data is BLS-derived; future bls-connector work broadens coverage with live API integration. |
| bonus-plan-segment | Bonus plan segment | methodology | The incentive-structure label tied to someone's bonus-eligibility storyline — corporate schemes, sales overlays, executive programs, etc. In context: Strings normalize onto the toolbox catalog (`Unknown` when HRIS payloads are blank) so distribution metrics stay deterministic. |
| calibration-accuracy | Calibration accuracy | methodology | How closely pre-calibrated manager ratings tracked the calibrated committee outcomes—typically expressed through delta distributions. In context: Dashboard tiles contrast `ID_Cal_Up`, `Down`, Unchanged percentages per cycle. |
| calibration-cycle | Calibration cycle | methodology | A named calibration window (`cycleId`) such as Annual vs Mid-Year with its paired pre/post column mapping. In context: Services can summarise multiple cycles simultaneously, side-by-side like the donor summary sheet. |
| calibration-delta | Calibration delta | methodology | Signed movement from pre rating to calibrated rating—up, down, or unchanged inside a completed numeric parse. In context: Rollups summarise how many movers each leader influenced during committee. |
| calibration-pair | Calibration pair | methodology | The before (`pre-calibrated`) and after (`calibrated`) rating observations for one employee captured inside the same calibration cycle. In context: Ingest persists both raw cells plus toolbox-normalized ladder values for consistent delta math. |
| canonical-segmentation | canonical segmentation | toolbox | Stable segment or cohort identifiers built from normalized HRIS fields — the same semantic slice keeps its ID even when upstream column labels change. In context: segmentation-studio publishes packs so dashboards, surveys, models, and compliance cuts agree on cohort membership instead of drifting by spreadsheet. |
| causal-inference | causal inference | methodology | Statistical reasoning about cause and effect beyond correlation — distinguishing what interventions likely changed versus what coincided. In context: Dashboards rarely answer 'did the program cause the lift?' Causal tooling belongs in the analytic layer alongside rigorous measurement. |
| cbsa | CBSA | methodology | Core-Based Statistical Area — the OMB-defined metro / micro area concept that pairs a population center with its surrounding economically-integrated counties. In context: The geographic key used to translate employee ZIPs to metro-level wage benchmarks (OEWS pays by MSA). |
| ces | CES | methodology | Current Employment Statistics — BLS's monthly payroll survey of employment, hours, and earnings by industry. In context: The denominator companion to JOLTS rates; provides the industry-employment context for labor-rate calculations. |
| cluster-pattern | cluster pattern | toolbox | A typed label in the insight-translation layer that maps statistical signals (residual clusters, leverage points, instability flags) into consistent organizational language across investigations. In context: The taxonomy spans multiple families and patterns so reviewers see plain-language hooks before diving into raw diagnostics. |
| comp-cycle-audit | Comp cycle audit | toolbox | A persisted toolbox record of inputs, approvals, and outputs around a merit or incentive cycle—the durable substitute for approving comp in unmanaged spreadsheets. In context: anycomp’s `cycles/run` persists audit rows keyed by tenant + cycle id so rewinds reconcile with downstream HRIS postings. |
| compa-ratio-disparity | Compa-ratio disparity | methodology | A gap between subgroup medians (or averages) of compa-ratio after matching on the analytic slice—Δ is expressed versus the toolbox-normalized denominator so operators can judge practical vs. nominal differences. In context: The operator workbench cites median deltas plus exploratory p-values sourced from pasted rosters—not persisted HRIS payloads. |
| compa-ratio-quintile | Compa-ratio quintile | methodology | A fixed quintile slice of salary-to-midpoint (compa-ratio) so teams compare distributions using the same cut-points regardless of workbook. In context: Segmentation-studio labels each employee row with toolbox-defined quintile buckets keyed from any compa-ratio calculation you choose (TTC or base). |
| comparable-work | comparable work | methodology | Work that can be grouped for pay comparison because substantive job content, accountability, skill, effort, responsibility, or working conditions are materially similar under your chosen policy definitions. In context: The Segmentation OS records which grouping rules produced each cohort so comparisons stay explainable. |
| conjoint | Conjoint | methodology | A survey method where respondents choose between bundles of attributes — produces a model of how much each attribute is worth (utilities). In context: Preference-modeler estimates attribute utilities via multinomial logit regression on the choice data. |
| cpi | CPI | methodology | Consumer Price Index — BLS's monthly measure of average price changes for a basket of consumer goods and services. In context: The default inflation reference; useful for cost-of-living context but inferior to ECI for comp-equity work. |
| cronbach-alpha | Cronbach α | statistics | A reliability coefficient (0 to 1) measuring how internally consistent a survey scale is. Values above 0.7 are generally considered acceptable; above 0.8 is good. In context: Reincarnation computes Cronbach α live as responses come in, so you see reliability degrade or improve in real time. |
| curl | curl | engineering | A command-line tool that sends HTTP requests — preinstalled on macOS, Linux, and modern Windows. In context: Every code snippet on this site is runnable as-is from a terminal. The response comes back as JSON. |
| decision-tree-voi | Decision-tree VOI | methodology | A discrete decision DAG whose nodes carry EV rollups aligned with tooling that computes EVPI / EVSI on the same branching structure. In context: forecasting stores JSON decision models so `voi/compute` can quantify information value consistently with simulations. |
| disparate-impact | Disparate impact | methodology | Neutral policy or practice that yields materially different subgroup outcomes—even without discriminatory intent—often evaluated through subgroup rates and statistically tested deltas. In context: The toolbox operator Equity & Bias Workbench overlays cohort vs baseline rates (pay, performance, promotions) purely for exploratory QA; regulated legal disparate-impact filings still flow through governance surfaces. |
| dol | DOL | methodology | U.S. Department of Labor — federal agency that publishes the FLSA wage rules, OSHA safety standards, and labor-market statistics (BLS). In context: wage-compliance pulls federal wage data directly from DOL Wage and Hour Division publications; state-level overrides come from each state's labor department. |
| dominant-dept-inference | Dominant-department inference | methodology | When each department label overwhelmingly maps to one ELT anchor, synthesize an org-unit → leader edge weighted by empirical frequency. In context: Helps exit analytics attribute churn to leadership even when ghosts lack live manager rows. |
| eci | ECI | methodology | Employment Cost Index — BLS's quarterly index of changes in labor costs (wages, salaries, benefits). In context: The right inflation deflator for compensation analyses spanning multiple years; ECI tracks comp-relevant inflation better than CPI. |
| eeo-1 | EEO-1 | methodology | Equal Employment Opportunity Commission's mandatory workforce-demographic report for U.S. private employers with 100+ employees. Defines the canonical race/ethnicity, sex, and 10-category job-group taxonomy. In context: The reporting taxonomy for U.S. workforce-demographic dashboards; pairs with the Diversity Composition analyses. |
| evidence-snapshot | evidence snapshot | toolbox | A frozen record of inputs, parameters, and outputs at a point in time so later reruns can be compared without silently drifting data or settings. In context: Investigation branches reference evidence snapshots so 'what we knew then' stays distinct from 'what we know after a resegmentation.' |
| evpi | EVPI | methodology | Expected Value of Perfect Information — how much you should be willing to pay to resolve an uncertainty before committing to a decision. In context: Forecasting computes EVPI on aligned-chance decision trees so you know whether a study, survey, or delay is worth its cost. |
| evsi | EVSI | methodology | Expected Value of Sample Information — the EVPI extension that accounts for the information's imperfection. In context: Forecasting's EVSI tells you the worth of partial-information studies, not just hypothetically-perfect ones. |
| experiment-preregistration-digest | Preregistration digest | methodology | SHA-256 digest over the canonical hypothesis + design bundle stored before outcomes—tamper-evident commitment for HR experimentation. In context: program-evaluation’s `experiments.pre-register` freezes protocol JSON + seeds so lifts can be audited later. |
| factor-model | factor analysis / factor models | methodology | Statistical models that explain many observed variables using a smaller number of latent 'factors' — used to summarize survey dimensions and diagnose construct overlap. In context: The toolbox roadmap treats factor-style structure as callable services, not as one-off Consultant Excel. |
| factor-model-publish-gate | Factor model publish gate | methodology | Only advance `currentVersionId` after a validation report passes—consumers thus pin percentile meaning to audited weights, not ad-hoc refits. In context: factor-models blocks publish until QA signs `validation_reports` so latent scores stay comparable across retrains. |
| fill-holes | FILL_HOLES | toolbox | Field policy meaning 'only write when the master cell is blank' — the default merge stance for supplemental sources. In context: Overrides can upgrade to `OVERWRITE` per column when an operator trusts a particular feed more than the anchor. |
| flight-risk | Flight risk | toolbox | A high-performing employee whose total-comp compa-ratio is below 0.90—the toolbox identifies them as undercompensated relative to their performance band. In context: Action roster uses the shorthand from the workbook donor: ratings containing "Exceeds" or "Exceptional" paired with sub-0.90 TTC compa-ratio. |
| flsa | FLSA | methodology | Fair Labor Standards Act — the U.S. federal statute that establishes minimum wage, overtime, and recordkeeping requirements for most private and public employers. In context: wage-compliance treats FLSA as rule_family #1; the same engine extends to overtime thresholds, paid leave, and pay transparency without schema change. |
| four-fifths-rule | four-fifths rule | methodology | A rule-of-thumb threshold (often 80%) used in federal selection-rate guidance to flag disproportionate outcomes between groups — a screening aid, not a universal pay-equity test. In context: Where relevant, thresholds can be configured per investigation; conclusions remain with counsel. |
| generation-cohort | Generation cohort | methodology | A birth-year-derived workforce label such as Millennials or Generation Z — useful whenever policies, benefits, or work-style norms differ sharply by cohort. In context: Toolbox cohorts reuse PRD-aligned year ranges so cross-tool comparisons are not fighting subtly different Pew vs vendor definitions. |
| geographic-band | Geographic band | methodology | A payroll-competitive bucket that groups countries into high-, mid-, or low-cost tiers before running global comp analytics. In context: Default tiers mirror widespread HR benchmarking practice — tenants may override mappings until the declarative rules engine replaces ad-hoc lists. |
| gics | GICS | methodology | Global Industry Classification Standard — the industry taxonomy developed by MSCI and S&P Global, used widely in equity research and global benchmarking. Commercial license required. In context: Commonly requested for benchmarking against commercial-equity-comp surveys; blocked on licensing today. |
| goodness-of-fit | goodness-of-fit | statistics | How well a chosen statistical distribution actually matches an observed sample of data. In context: The calculus instrument fits a distribution and reports goodness-of-fit diagnostics so you know whether to trust it. |
| hierarchy-kind | Hierarchy kind | toolbox | Which relationship lens is being materialized—supervisory `reports_to`, cost-center `costs_to`, geographic parentage, or custom bridges like inferred ELT dominance. In context: Org-graph stores each kind as its own edge set so multiple truths can coexist with effective dates. |
| hmac | HMAC | engineering | Hash-based Message Authentication Code — a keyed hash function used here to produce stable, deterministic tokens from sensitive identifiers. In context: Data-anonymizer uses HMAC tokenization so the same employee always gets the same token across calls, while raw identity never leaves the system. |
| hot-zone | Hot zone | toolbox | A manager whose team exit rate exceeds 15% — this leader’s span is shedding people disproportionately quickly. In context: Action roster flags rows when Manager Exit Percent is strictly above 0.15 so cohort reviews can escalate retention follow-up. |
| hr-metrics-catalog-one | HR Metrics Catalog — Catalog One | toolbox | The metrics-catalog spoke’s seeded dictionary of canonical HR measurements (formula, slug, ids) layered beneath calculus computations. In context: Every `hr-metric.*` definition is immutable via SQL migrations until admin authoring ships; calculators reference it via `metrics-catalog.lookup`. |
| hris | HRIS | toolbox | Human Resources Information System — the platform of record for employee data (Workday, ADP, SuccessFactors, BambooHR, etc.). In context: Segmentation-studio normalizes column names across HRIS vendors so analyses don't break when your HRIS changes. |
| hris-vault | HRIS vault | toolbox | The set of columns imported from core HRIS headers that stay protected from blind supplemental overwrites except for an explicit allowlist (comp, ratings, promotion flags, etc.). In context: Matches the FiveTran master ETL pattern: anchors ground truth, supplements enrich but cannot clobber pay without policy. |
| information-gain-selection | Information-gain selection | methodology | Adaptive item pickup that favors survey questions carrying the greatest Fisher / IRT information for the respondent’s latent posteriors pool-wide. In context: reincarnation’s `/adaptive-selection` consumes live pool stats so inventories stop wasting responses on stagnant items. |
| investigation-workbench | investigation workbench | toolbox | A workflow surface for pay-fairness work: queues, branches, comparison of grouping schemas, status on open questions — not a static scorecard. In context: The Pay Fairness surface is built as an investigation workbench with insight cards and explicit decision trails. |
| iqr | IQR | statistics | Interquartile range — the span between the 25th and 75th percentiles after sorting a distribution; robust to outliers compared with min/max envelopes. In context: Compa-ratio IQR summarizes how tight a manager’s pasted direct-report payout posture is besides the headline median. |
| irt | IRT | methodology | Item Response Theory — a psychometric framework that models each test item's discrimination and difficulty, not just the overall score. In context: Reincarnation uses IRT to retire items that stop discriminating and promote items that carry the most information. |
| job-title-classifier | Job title classifier | toolbox | Heuristic toolbox path from free-form titles to SOC occupations plus canonical toolbox families/functions with explicit confidence—not an LLM match in v1. In context: job-family-agent exposes `/classify` + MCP twins with token overlap scoring and direct SOC-code regex hits. |
| jolts | JOLTS | methodology | Job Openings and Labor Turnover Survey — BLS's monthly survey of openings, hires, quits, layoffs, and separations by industry and Census region. In context: The canonical reference for U.S. labor-market churn dynamics; every voluntary-attrition benchmark eventually traces back to JOLTS. |
| json-rpc | JSON-RPC | engineering | A lightweight remote-procedure-call protocol where requests and responses are JSON objects with method names and arguments — the wire format MCP uses. In context: The toolbox's /api/mcp endpoint speaks JSON-RPC over Streamable HTTP so any MCP client SDK works out of the box. |
| k-anonymity | k-anonymity | methodology | A privacy guarantee that every record in a dataset is indistinguishable from at least k-1 other records based on a set of identifying attributes. In context: Data-anonymizer's min-N gate enforces k-anonymity at the API boundary — small groups are blocked from being surfaced. |
| l-diversity | l-diversity | methodology | An extension of k-anonymity ensuring that each group of indistinguishable records contains at least l distinct values for sensitive attributes. In context: Planned data-anonymizer upgrade for cross-customer egress — prevents inference attacks where all records in a group share the same sensitive value. |
| leader-calibration-intensity | Leader calibration intensity | methodology | Per-leader share of employees whose ratings moved during calibration—useful for QA on heavy-handed committees. In context: Computed from rollups that attribute each pair to ELT / L3 / L4 / L5 chain labels on the ingested row. |
| log-point-premium | Log-point premium | statistics | A pay effect expressed in log-of-dollars space, where a value of x means the cell pays about exp(x)× the reference. Log points add cleanly across factors, so level + function + region premiums sum to one estimate. In context: The salary-benchmark equation stores each level, function, and region as a log-point premium against one reference cell; exp() turns it into the all-else-equal multiplier shown in the workbench. |
| longitudinal | longitudinal | methodology | Measurement that tracks the same people or cohorts across multiple time periods — contrasts with a single snapshot (cross-sectional) view. In context: Workforce analytics without longitudinal joins misses whether a change persisted, who churned during the pilot, or which paths predict outcomes. |
| lti-equity | LTI / Equity | compensation | Long-term incentive — equity grants (RSUs, options) and other multi-year awards. It is driven primarily by company characteristics (funding stage, sector, size), not job content, so it is inherently a wide, uncertain band. In context: The workbench shows equity as a wide band, never a point: the figure is a directional first cut and the caveat is surfaced explicitly. Do not read it as a deterministic function of level × function. |
| market-anchor | Market anchor | compensation | The market pay percentile a company targets for its midpoints — lead (e.g. 75th), match (50th), or lag (below median). The single biggest positioning choice. In context: The anchor is the lever on retention: a higher anchor lowers the share of better-paying outside options, so it lowers exit risk. |
| market-percentile | Market percentile | compensation | Where a pay figure sits in the distribution of what the market pays — the 50th percentile (median) means half the market pays more, half less. In context: Anchoring a midpoint to the 75th percentile means it sits above what three-quarters of the market pays for that role. |
| master-key | Master key | toolbox | An internal canonical identifier emitted when worker-resolution merges multiple files so unrelated rows stitch into one person without relying on whichever vendor Employee ID arrives first. In context: You never type it in HRIS export — it stitches anchor + supplemental payloads inside the toolbox join engine. |
| maxdiff | MaxDiff | methodology | A survey method where respondents repeatedly pick the best and worst items from small sets — yields stronger rankings than Likert scales because it forces discrimination. In context: Preference-modeler ships MaxDiff with balanced task assignment, so respondents see each item fairly across the survey. |
| mcp | MCP | engineering | Model Context Protocol — an open standard for AI agents to discover and call typed tools. In context: Every toolbox spoke exposes its operations as MCP tools, so AI agents can use them without bespoke integration. |
| mei-composite | MEI Composite | methodology | The Manager Effectiveness Index composite — a weighted 0–100 blend across nine MEI domains (upward signals, stewardship, calibration discipline, etc.) emitted by PAT-159. In context: Operator consoles call the keyed `/api/spokes/manager-effectiveness/composite` POST so snapshots stay deterministic while pasted rosters hydrate team-only panels separately. |
| metric-envelope | MetricEnvelope | toolbox | The toolbox's canonical shape for a measurement: a metric × segment × period × value, plus sample size, provenance, and statistical enrichment. In context: Every spoke that produces numbers wraps them in MetricEnvelope, so downstream consumers compose them the same way regardless of source. |
| metric-key | metricKey | toolbox | The stable identifier on a MetricEnvelope that names what's being measured (e.g., "engagement_score", "voluntary_turnover_12month"). In context: Future Phase 3 work catalogs canonical metricKeys so cross-customer benchmarks compare like-for-like. |
| mnl | MNL | statistics | Multinomial Logit — a regression model for choice data; the standard statistical engine behind MaxDiff and conjoint analysis. In context: Preference-modeler fits MNL via Newton-Raphson to estimate utilities from your respondents' choices. |
| monte-carlo | Monte Carlo | methodology | A simulation technique that estimates an outcome's distribution by drawing many random samples from input distributions and replaying the calculation. In context: Forecasting runs seeded Monte Carlo draws so the same model + seed always reproduces the same answer. |
| msa | MSA | methodology | Metropolitan Statistical Area — the subset of CBSAs centered on an urbanized area of 50,000 or more population. In context: The geo grain at which BLS OEWS publishes wage data; the natural rollup target for HRIS employee ZIPs. |
| naics | NAICS | methodology | North American Industry Classification System — the federal industry taxonomy used by Census, BLS, and BEA. 5-level hierarchy from 2-digit sector to 6-digit national industry. In context: The default industry taxonomy for U.S. labor-market and benchmark work; segmentation-studio's canonical-segments catalog references NAICS sectors at the industry-segment level. |
| oaxaca-blinder | Oaxaca–Blinder decomposition | statistics | A regression decomposition that separates how much of a pay gap is explained by included factors (education, tenure, grade, geography, etc.) versus an unexplained residual. In context: One of several quantitative inputs the Pay Fairness surface can surface — always as evidence for review, never as an automatic conclusion. |
| oews | OEWS | methodology | Occupational Employment and Wage Statistics — BLS's annual survey of wages and employment by SOC occupation and metro area. In context: The authoritative U.S. wage reference at the (occupation × geography) grain; pairs naturally with anycomp band-midpoint math. |
| ols | OLS | statistics | Ordinary Least Squares — the standard linear-regression method that fits a line by minimizing squared distances from the data points. In context: Calculus uses OLS to classify a periods array as rising / stable / falling with a slope estimate and change rate. |
| onemodel | OneModel | vendor | A people-analytics reporting platform offering pre-built models and a vendor-managed semantic layer over HRIS data. In context: Named here as an example of a monolithic PA platform; not endorsed or affiliated. |
| onet | O*NET | methodology | Occupational Information Network — the U.S. Department of Labor's database of 1,016 SOC-mapped occupations with skills, tasks, knowledge, abilities, and work-context profiles. In context: The canonical reference for job-content taxonomy; the foundation for skills inference and role-similarity work. Canonical home is meta-factory-prod's job-family-agent. |
| operator-override | Operator override | toolbox | Human-authored corrections that outrank brittle HRIS parsers—explicit edges or substring roster matches stamped with provenance. In context: Used when spreadsheets need 'Anand Mehta' substring hits inside noisy manager title cells. |
| org-graph-snapshot | Org graph snapshot | toolbox | A versioned bundle of nodes + directed hierarchy edges you can diff or query as-of a calendar date without mutating history. In context: Dashboards read snapshots; they do not rewrite prior months when a reorg backfills. |
| p10-p90-band | p10–p90 band | statistics | The 10th-to-90th-percentile range around the estimate — eight in ten comparable rows are expected to fall inside it. It conveys spread, not just a point. In context: The Market-Pay Workbench draws the band from the model residual σ (median × exp(±1.2816·σ)) so a market estimate reads as a range with a marked median, never a single percentile. |
| pa-instrument | PA Instrument | toolbox | A composable measurement or decision primitive exposed as a single standalone tool — the 'ingredient' layer beneath the toolbox's products. In context: Each PA Instrument is one stateless endpoint; products like AnyComp and the Leadership Index compose several of them. |
| panel-calibration | Panel calibration | methodology | A per-data-source multiplier that re-anchors an estimate's absolute level to a specific survey panel, leaving the relative factor structure untouched. In context: The equation's relative structure generalizes well, but absolute level is panel-specific; selecting a panel applies its intercept correction (raw = 1.0, the equation as-fit) to median/p10/p90. |
| pay-fairness | pay fairness | methodology | Everyday language for whether pay practices are coherent, explainable, and even-handed across groups — emphasizing investigation and narrative clarity, not a single dashboard verdict. In context: Marketing copy uses pay fairness; reserve pay equity when you need statistical or legal precision. |
| pay-range | Pay range | compensation | The minimum-to-maximum pay a company will offer for a given role or level — a band with a low end, a midpoint, and a high end. In context: Every range structure in the toolbox is built from four decisions: anchor, spread, levels, and overlap. |
| pool-lifecycle | pool lifecycle | methodology | A staged pipeline for survey items — items move through stages (D/C/B/A) as they accumulate evidence, then to PURGATORY when they stop discriminating or INFINITY when they're pinned as canonical. In context: Reincarnation manages the pool lifecycle automatically based on live IRT statistics; you never hand-curate which items get shown. |
| position-reconciliation-snapshot | Position reconciliation snapshot | toolbox | Immutable record comparing finance PROMPT grids, ATS states, and HRIS-derived incumbency at a frozen timestamp for workforce-planning dashboards. In context: workforce-planning’s `/reconciliation/run` emits snapshot ids Conductor QA references next to probabilistic ATS matches. |
| powerbi | Power BI | vendor | Microsoft's general-purpose business-intelligence and dashboarding tool — flexible viz with no methodology opinions specific to people analytics. In context: Named here as an example of a generic analytical tool; not endorsed or affiliated. |
| pre-calibrated-rating | Pre-calibrated rating | methodology | The checkpoint rating before calibration committee adjusts an employee upward or downward. In context: Mirrors Columns like `FY 2026 - Current Manager Rating` inside static calibration extracts. |
| present-future | present↔future | methodology | A bipolar capture of where something is today versus where you want it to be; the gap between the two is the intended change. In context: The preference-modeler instrument turns these marker pairs into a per-dimension change-intent score. |
| principia-connector-cache | Principia connector cache | toolbox | Planned TTL’d mirror of Principia canonical variables/instruments/items so MCP calls stay inside toolbox latency envelopes while honoring upstream redirects. In context: principia-connector scaffolding documents cache + audit posture until PRN-014 exposes live Principia MCP. |
| privilege-zone | privilege zone | toolbox | A defined access boundary in the platform that controls which users see which artifacts (roughly: fully privileged legal review vs. operational summaries). In context: Privilege zones keep employee-level detail and narrative drafts inside the access model your counsel approves. |
| program-evaluation | program evaluation | methodology | A disciplined way to judge whether HR programs (training, onboarding, wellbeing pilots) delivered outcomes worth their cost against explicit designs and benchmarks. In context: Layer-2 analytic services combine measurement + segmentation so evaluation isn't a retrospective slide deck bolted onto the wrong grain of data. |
| promotion-rate-disparity | Promotion rate disparity | methodology | Difference in promotional outcomes between a focal cohort slice and baseline employees in the same demographic bucket. In context: Workbench promo rates originate from pasted HRIS booleans/heuristics aligned to FiveTran-era “Recent Promo” columns. |
| psychometric | psychometric | methodology | The statistical discipline for measuring latent traits — skills, attitudes, engagement, risk tolerance — via survey or task responses, including reliability, validity, and item-quality analysis. In context: Reincarnation applies psychometrics (IRT pools, Cronbach α) live, instead of averaging Likert scales once a year. |
| qualtrics | Qualtrics | vendor | A survey and experience-management platform — strong on response collection, integration with systems data is typically an afterthought. In context: Named here as an example of a survey-specialized platform; not endorsed or affiliated. |
| range-midpoint | Range midpoint | compensation | The target/control point of a pay range — usually where a fully-competent performer is paid, and the point benchmarked to the market. In context: The midpoint is what gets anchored to a chosen market percentile; the min and max follow from the spread. |
| range-overlap | Range overlap | compensation | How much two adjacent levels' ranges share. It is not a free choice — overlap = 1 − (midpoint step ÷ spread), so it follows from how far apart the levels sit and how wide each range is. In context: More overlap means a top performer at a lower level can out-earn a new hire one level up; zero overlap stacks the levels cleanly. |
| range-spread | Range spread | compensation | How wide a pay range is, measured as (max − min) ÷ min. A 40% spread means the top of the range pays 40% more than the bottom. In context: Wider spreads give room to differentiate pay within a level; tighter spreads keep a level more uniform. |
| rating-instrument-scorecard | Rating instrument scorecard | methodology | A diagnostic bundle assessing whether performance ratings behave like coherent measurements—reliability, convergent/discriminant relationships, predictor links. In context: performance-validity’s `/validity-scorecard` route answers Q2 on the toolbox rating diagnostic roadmap. |
| redaction-span-audit | Redaction spans | methodology | Per-match `{ start, end, category, matched, redactedAs }` tuples returned beside redacted text—auditors verify what vanished without preserving raw payloads. In context: data-anonymizer’s `/redact` route emits spans alongside text so MCP clients can annotate evidence safely. |
| relational-workforce-graph | graph-shaped workforce data | methodology | People, roles, teams, locations, time, and surveys connect through many kinds of relationships; the natural shape is a network over time — not one flat rectangle ready for charts. In context: The toolbox is built around joins, lineage, envelopes, and services that tolerate that relational structure instead of flattening reality for a slideshow. |
| residual-sigma | Residual σ | statistics | The standard deviation of the model's leftover error in log space — how much real pay scatters around the fitted estimate after the known factors are accounted for. In context: salary-benchmark turns its residual σ into the p10/p90 band: a wider σ means a wider, more honestly-uncertain market range. |
| rooftop-precision | Rooftop precision | methodology | Geo-resolution to the building / parcel level via address geocoding + point-in-polygon matching against jurisdiction boundaries. The precision tier above ZIP-level and city-level. In context: wage-compliance ships state + city precision today; rooftop precision lands in PAT-89 for the ~12 US jurisdictions that legally require it (NYC payroll districts, Louisville Metro, Cleveland tax districts, Philadelphia wage-tax bands, Ohio CBSA edge cases). |
| rto-compliance-quintile | RTO compliance quintile | methodology | A ranked quintile of how attendance lines up against a hybrid or return-to-office policy, expressed as percentage-to-expectation ratios. In context: Each quintile inherits shared cut-points so leadership reviews mean the same thing from calculus surfaces to narration layers. |
| segmentation-schema | segmentation schema | toolbox | A versioned definition of how employees are grouped for analysis — axes, buckets, comparable groups, exclusions, and hashes that make the grouping reproducible. In context: Pay Fairness is segmentation-native: every insight ties back to a named schema version, not an ad-hoc spreadsheet filter. |
| similarly-situated-employees | similarly situated employees | methodology | Employees grouped for equity analysis because they perform comparable duties under comparable circumstances — framing varies by statute, policy, or investigation protocol. In context: Canonical segment definitions freeze who counts as similarly situated so every rerun references the same cohort logic. |
| small-sample-threshold-equity-workbench | Small sample threshold — Equity Workbench | statistics | Operator guardrail n<5 per analytic contrast: median compa, performance top-box, and promotion disparities (plus their Δ and p narratives) are suppressed so exploratory screens don’t overfit micro-slices. In context: Counts may still surface for staffing context, but Credibility narration does not populate until analytic cells reach at least five paired observations. |
| snowball-indexing | Snowball indexing | toolbox | The second pass of identity learning where supplemental files teach new email/name edges after anchors bootstrapped the graph, so later rows resolve even when they lack fresh IDs. In context: Optional under the `snowball-admit` admission policy so strictly supplemental cohorts can still publish without an anchor row. |
| soc | SOC | methodology | Standard Occupational Classification — the U.S. federal taxonomy of occupations used by BLS, Census, and other statistical agencies. Six-digit codes resolve to ~840 detailed occupations. In context: The shared occupation key across O*NET, OEWS, and JOLTS — joining any two BLS datasets generally goes through SOC. |
| source-effect | Source effect | methodology | When several pay surveys are pooled into one equation, the survey source is itself a variable: each source carries a multiplier capturing how high or low it prices the same job, so the estimate isolates level and function from which book you read it in. In context: The combined salary-benchmark equation balances CompAnalyst, Mercer, and Radford so none dominates; at equal level × function, Mercer ≈ 0.41× and Radford ≈ 0.50× the CompAnalyst anchor. Picking a source prices the estimate to that book. |
| span-of-control | Span of control | methodology | How many direct reports sit under one manager — a cornerstone org-shape statistic for spotting overloaded teams or phantom managers. In context: Canonical buckets (IC vs incremental report bands) let downstream analytics stack headcount the same way across HRIS extracts. |
| spoke | spoke | toolbox | An independently-versioned analytical microservice inside the toolbox — owns one domain (psychometrics, comp, segmentation, etc.) with its own schema, contract, and audit trail. In context: There are nineteen live spokes today — spanning psychometrics (reincarnation, preference-modeler), stats and causal work (calculus, forecasting, program-evaluation), the HRIS spine (segmentation-studio, org-graph, worker-resolution, workforce-planning), and the compensation cluster (anycomp, wage-compliance, wage-benchmark), among others. |
| substring-match-elt | Substring-match ELT | toolbox | Workbook governance pattern that scans hierarchy text fields until an executive roster substring appears (`includes`), then stamps the canonical leader name. In context: Org-graph tools expose the same first-match semantics for reproducible QA outside Sheets. |
| survey-response-anonymity-threshold | Survey anonymity threshold | methodology | Minimum qualifying respondents allowed before toolbox preference-model surfaces aggregate utilities or cross-tabs for a cohort or segment. In context: Below-threshold cohorts omit from `preferences?bySegment=true`, mirroring PAT-11-friendly privacy posture. |
| t-closeness | t-closeness | methodology | A further privacy refinement ensuring that the distribution of sensitive values within each group closely matches the distribution across the full dataset. In context: Planned data-anonymizer upgrade for cross-customer egress — defends against distributional-inference attacks. |
| t-interval | t-interval | statistics | A confidence interval method using the t-distribution, appropriate for small samples (typically n < 30) where the normal distribution would understate uncertainty. In context: Calculus auto-selects t-intervals for small samples instead of forcing normal-CI everywhere. |
| tableau | Tableau | vendor | A general-purpose business-intelligence and visualization tool — flexible viz with no methodology opinions specific to people analytics. In context: Named here as an example of a generic analytical tool; not endorsed or affiliated. |
| tcc | TCC (Total Cash Compensation) | compensation | Base salary plus target cash incentives (bonus / short-term incentive). It is the all-cash view of pay, before any equity. In context: The workbench derives TCC as base × a (level × function) TCC-over-base ratio; cash leverage rises steeply with level. |
| tdc | TDC (Total Direct Compensation) | compensation | Total cash compensation plus the value of long-term incentives / equity — the full direct-pay picture for a role. In context: The workbench computes TDC as TCC + the equity point estimate; because equity is a wide band, TDC inherits that uncertainty at the top of the stack. |
| team-archetype-classification | Team Archetype Classification | methodology | A nine-label shorthand for squad momentum blending net hiring pace and exit percentages—matching the Credibility workbook’s manager scorecard taxonomy. In context: The toolbox GET archetype classify route takes headcount-only inputs sourced from pasted rosters until live org-graph deltas land in this surface. |
| team-archetype-taxonomy | Team archetype taxonomy | methodology | Nine labels blending net headcount trajectory with exit percentages—Hyper Growth through Controlled Contraction—mirroring workbook leader-metrics reporting. In context: Thresholds remain tenant-tunable constants while labels stay donor-aligned for executive storytelling continuity. |
| trajectory-sparkline | Trajectory Sparkline | toolbox | A width-capped SVG micro-chart showing MEI composites across calibration cycles (last six ladders) derived from keyed composite POSTs seeded with calibration ladder points. In context: When calibration history is sparse the strip stays empty and the degraded tile explains the missing ladders instead of hallucinating datapoints. |
| two-pass-self-healing | Two-pass self-healing | toolbox | Phase one learns cross-file identifier bridges; phase two deterministically merges payloads with vault + rehire guards so runs are reproducible. In context: You get one explainable failure list instead of silent spreadsheet VLOOKUP drift. |
| value-of-information | value of information | methodology | How much a decision would improve if you reduced a specific uncertainty before deciding — what it is worth to go measure something first. In context: The forecasting instruments quantify this so you only gather data that changes the call. |
| visier | Visier | vendor | A monolithic people-analytics platform that ships pre-built dashboards on top of a proprietary cube; one of the dominant incumbents in the category. In context: Named here as an example of a monolithic PA platform; not endorsed or affiliated. |
| wilson-ci | Wilson CI | statistics | A confidence interval method specifically suited for proportions, especially when sample sizes are small or values are near 0 or 1. In context: Calculus auto-selects Wilson when your metric is a proportion with a denominator — Wilson handles edge cases that normal-CI breaks on. |
| workday | Workday | vendor | A leading cloud HRIS and finance suite — authoritative for HR transactions, workflows, workers, compensation events, often sold as enterprise system of record. In context: Named as an example of a transaction-centric HR platform; here for architectural contrast, not as an endorsement. |
| workpaper | workpaper | methodology | An auditable packet that records data cuts, methods, assumptions, intermediate results, and reviewer notes — the artifact counsel and experts expect under scrutiny. In context: CaseFile-style exports aim for workpaper-grade structure so teams can defend what was run, when, and why. |
| zod | Zod | engineering | A TypeScript schema-validation library that defines what shape a value must have at both compile-time and runtime. In context: Every spoke's contracts are Zod schemas — the same definition that types your code also rejects malformed API calls. |