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Onboarding · Data readiness

Walk the ten readiness categories — honestly.

The matrix is rendered without fabricated readiness. No category is marked Available unless evidence is present. Founder-gated and consultant-gated states cannot be self-served.

Not started

Data readiness

Confirm that the workspace has the evidence categories needed for the modules selected during onboarding.

What Evalio needs

  • A declaration of which evidence categories are available, partial, or missing.
  • Confirmed source rights for any market or survey evidence brought in.

What Evalio can return

  • A readiness matrix — what is available, missing, requires review, or founder/consultant gated.
  • A clear list of next actions to advance readiness.

What requires human review

  • Source-rights acknowledgement for any market or survey evidence.
  • Any evidence that touches PII or jurisdictional handling rules.
Data readiness requiredData readiness must reach at least Partial across the ten canonical categories before the Decision Room can be initiated.

Next action

Open the Data Readiness Center and walk the ten evidence categories. The walkthrough will not advance the workspace until every category is at least partially declared.

Overall posture · Review required

Decision Room: Not yet eligible

Bring approved role evidence and confirmed market-evidence rights. Until both are present, the Decision Room cannot be initiated for this workspace.

Organization context

Available

Industry, geography, workforce size, and operating model context the rest of the workspace depends on.

Governed Preview

Evidence is committed and verified for this category.

Job architecture and role evidence

Partial

Approved role catalogue, levels, and the role-evidence packets that anchor any downstream evaluation.

Representative Sample

Some evidence is committed; more is required before this category can be considered ready.

Next action · Bring an approved role catalogue with levels. Operators may import a CSV or work with a consultant to author one.

Job descriptions

Partial

Up-to-date job descriptions that match the live role inventory. Outdated or missing descriptions block governed evaluation.

Representative Sample

Some evidence is committed; more is required before this category can be considered ready.

Next action · Upload current job descriptions for in-scope roles. Outdated descriptions block governed evaluation.

Salary survey and market evidence rights

Missing

Confirmation that the workspace has rights to use any market evidence brought in. Rights are required before market evidence can be displayed.

ASSET REQUIRED

No evidence has been committed for this category. The Data Readiness Center will not advance this workspace until evidence lands.

Next action · Confirm rights to use market evidence. Until rights are confirmed, market evidence cannot be displayed in this workspace.

Internal employee and pay data

Requires review

Internal pay data scoped to the workspace tenant, with personally-identifying fields handled per the workspace's data-handling policy.

Representative Sample

Evidence is present but pending human review. Outputs from this category are bounded until review completes.

Next action · A reviewer must validate the schema and PII handling of imported pay data before it is treated as evidence.

Benefits evidence

Missing

Inventory of benefits programs and their cost / value evidence. Required before benefits-aware modules can render.

ASSET REQUIRED

No evidence has been committed for this category. The Data Readiness Center will not advance this workspace until evidence lands.

Next action · Bring an inventory of benefits programs and supporting evidence before benefits-aware modules render.

Incentive, bonus, and commission evidence

Missing

Variable-pay program structure and evidence. Required before pay-for-performance work can begin.

ASSET REQUIRED

No evidence has been committed for this category. The Data Readiness Center will not advance this workspace until evidence lands.

Next action · Bring variable-pay program structure and supporting evidence before pay-for-performance work begins.

Workforce planning assumptions

Partial

Stated assumptions for headcount, attrition, and movement. Treated as inputs only, never as forecasts.

Representative Sample

Some evidence is committed; more is required before this category can be considered ready.

Next action · Add stated assumptions for headcount, attrition, and movement. They are inputs only — never forecasts.

Approval and governance owner

Requires review

Named human owner who approves Decision Room outputs. The Companion never approves; this owner does.

Representative Sample

Evidence is present but pending human review. Outputs from this category are bounded until review completes.

Next action · Name the human owner who will approve Decision Room outputs. The Companion never approves; this owner does.

Report access and Decision Room readiness

Consultant gated

Whether the workspace can access reports and initiate a Decision Room. Gated on the categories above.

CONSULTANT REVIEW REQUIRED

Consultant review is required before this category can advance. Schedule a review via Talk to Evalio.

Next action · Schedule a consultant review via Talk to Evalio. Decision Room initiation cannot be self-served at this readiness level.

Missing or partial evidence

  • Job architecture and role evidence. Some evidence is committed; more is required before this category can be considered ready.
  • Job descriptions. Some evidence is committed; more is required before this category can be considered ready.
  • Salary survey and market evidence rights. No evidence has been committed for this category. The Data Readiness Center will not advance this workspace until evidence lands.
  • Benefits evidence. No evidence has been committed for this category. The Data Readiness Center will not advance this workspace until evidence lands.
  • Incentive, bonus, and commission evidence. No evidence has been committed for this category. The Data Readiness Center will not advance this workspace until evidence lands.
  • Workforce planning assumptions. Some evidence is committed; more is required before this category can be considered ready.

Contradictions and risk flags

  • WarningHuman review required

    Role catalogue references roles that have no committed job description. Until descriptions land, the governed evaluation will not advance for these roles.

    Categories: job-architecture-role-evidence, job-descriptions

  • BlockingHuman review required

    Market-evidence rights are not yet declared. Workspace operators cannot view market evidence until rights are explicitly confirmed.

    Categories: salary-survey-market-evidence-rights

Governance posture

Evalio renders readiness honestly. No category is marked Available unless evidence is present. Founder-gated and consultant-gated states cannot be self-served.

  • Decision Room initiation is gated until the readiness posture reaches at least In progress with no Block-severity contradictions outstanding.