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Clarifying conditions and decision points for mediational type inferences in Organizational Behavior
Abstract
Although mediational designs and analyses are quite popular in Organizational Behavior research, there is much confusion surrounding the basis of causal inferences. We review theoretical, research design, and construct validity issues that are important for drawing inferences from mediational analyses. We then distinguish between indirect effects, and partial and full mediational hypotheses and outline decision points for drawing inferences of each type. An empirical illustration is provided using structural equation modeling (SEM) techniques, and we discuss extensions and directions for future research. Copyright © 2006 John Wiley & Sons, Ltd.
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“The use of one data collection point, which the change scores function as, means that causality cannot be asserted (Kazdin, 2007; Mathieu & Taylor, 2006).”
From Testing Mindfulness Mechanisms of Action on the Stress and Burnout of Social Workers (2024) · cites this paper as Mathieu & Taylor, 2006
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“A full-fledged discussion of indirect and mediation effects is beyond the scope of this article; for an overview, see Hayes (2009), and Mathieu and Taylor (2006).”
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“Tests of reliability and validity We followed the procedure used by Mathieu and Taylor (2006) and conducted confirmatory factor analyses (CFA) for all of the model constructs.”
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MethodResultInfluentialTeam Empowerment and the Organizational Context
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“Mathieu and Taylor (2006) distinguished indirect effects from mediation.”
BackgroundInfluentialBoehm, S. A., Dwertmann, D. J. G., Bruch, H., & Shamir, B. (2014) · The Leadership Quarterly · doi:10.1016/j.leaqua.2014.07.012 · Cited by 189
Story, J. S. P., Castanheira, F., & Hartig, S. (2016) · Social Responsibility Journal · doi:10.1108/srj-07-2015-0095 · Cited by 167
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“Threats to this presumed sequence, or specification errors, remain as perhaps the biggest Achilles heal for mediational designs (cf. Cole & Maxwell, 2003; Mathieu & Taylor, 2006; Maxwell & Cole, 2007; Spencer, Zanna, & Fong, 2005; Stone-Romero & Rosopa, 2004).”
BackgroundResultInfluentialSelf-citationBakker, A. B., Xanthopoulou, D., & Demerouti, E. (2022) · Applied Psychology · doi:10.1111/apps.12382 · Cited by 184
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“According to the interpretations of Mathieu and Taylor (2006) and MacKinnon et al. (2000), our findings suggest that concentration represents the linking mechanism that ties need for recovery/HWI to in-role performance.”
BackgroundKong, T., Feng, T., Huang, Y., & Cai, J. (2020) · Sustainable Development · doi:10.1002/sd.2062 · Cited by 149
Getting newcomers engaged: the role of socialization tactics
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Zhou, J., Yang, Y., Qiu, X., Yang, X., Pan, H., Ban, B., Qiao, Z., Wang, L., & Wang, W. (2018) · International Journal of Nursing Studies · doi:10.1016/j.ijnurstu.2018.03.016 · Cited by 162
Impact of behavioral integrity on follower job performance: A three-study examination
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Ning, H. K., & Downing, K. (2012) · British Educational Research Journal · doi:10.1080/01411926.2010.538468 · Cited by 151
“The reader is referred to recent methodological articles that advocate a priori specification of hypotheses for meditation analysis (James et al, 2006 ; Mathieu & Taylor, 2006 ; Wood et al, 2008 ).”
BackgroundMenges, J. I., Walter, F., Vogel, B., & Bruch, H. (2011) · The Leadership Quarterly · doi:10.1016/j.leaqua.2011.07.010 · Cited by 155
“Although statistical tests cannot fully resolve this issue (Mathieu & Taylor, 2006), we found it important to explore such alternative orderings to provide greater confidence in the plausibility of our predictions.”
BackgroundA Knowledge-Based Model of Radical Innovation in Small Software Firms1
Carlo, J. L., Lyytinen, K., & Rose, G. M. (2012) · MIS Quarterly · doi:10.2307/41703484 · Cited by 149
“Mediated effect and indirect effects are often used interchangeably but they are not conceptually the same (Mathieu and Taylor 2006; Preacher and Hayes 2004; Shrout and Bolger 2002).”
BackgroundChio-Srichan, S., Réfrégiers, M., Jamme, F., Kaščáková, S., Rouam, V., & Dumas, P. (2008) · Biochimica et Biophysica Acta (BBA) - General Subjects · doi:10.1016/j.bbagen.2008.02.004 · Cited by 141
Wang, W., Mao, J., Wu, W., & Liu, J. (2012) · Asia Pacific Journal of Human Resources · doi:10.1111/j.1744-7941.2011.00004.x · Cited by 168
Work–family interpersonal capitalization: Sharing positive work events at home
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Helping Teams to Help Themselves: Comparing two Team‐Led Debriefing Methods
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Self-citationMadera, J. M., & Hebl, M. R. (2012) · Journal of Applied Psychology · doi:10.1037/a0025799 · Cited by 134
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“Following Mathieu and Taylor (2006), models with CFI values below .90 and RMSEA values above .08 are considered deficient, modelswith CFI values between .90 and .95 and RMSEA values between .06 and .08 are considered acceptable, and models with CFI values above .95 and RMSEA values below .06 are…”
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“…this indicates that the total effect of FB employment on innovative work involvement is only partially mediated by the proposed indirect mechanism (Mathieu & Taylor, 2006); yet given that this indirect effect does not run through employees’ intrinsic motivation (cf. supra), Hypothesis 4 is only…”
BackgroundInfluentialShared leadership, diversity, and information sharing in teams
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Socializing the newcomer: The mediating role of leader–member exchange
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Elliott, W., Destin, M., & Friedline, T. L. (2011) · Children and Youth Services Review · doi:10.1016/j.childyouth.2011.08.001 · Cited by 126
“…to the Baron and Kenny test, they suggest that the strength of mediation should be determined by the size of the indirect effect (i.e., size of the effects of assets on expectations), not by the lack of or the reduction in direct effects (also see, Mathieu and Taylor, 2006; Preacher & Hayes, 2004).”
BackgroundMethodPowell, G. N., & Eddleston, K. A. (2016) · Journal of Small Business Management · doi:10.1111/jsbm.12252 · Cited by 130
“…biasing effects, the testing of both measurement and structural models, the specification of latent variables with multiple observed indicators, and the calculation of indices of the overall fit of the model to the data (Bollen and Long 1993; Kenny, Kashy, and Bolger 1998; Mathieu and Taylor 2006).”
BackgroundMethodCharlier, S. D., Stewart, G. L., Greco, L. M., & Reeves, C. J. (2016) · The Leadership Quarterly · doi:10.1016/j.leaqua.2016.05.002 · Cited by 125
Science by social media: Attitudes towards climate change are mediated by perceived social consensus
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The presence of the past: Identity continuity and group dynamics
Smeekes, A., & Verkuyten, M. (2015) · European Review of Social Psychology · doi:10.1080/10463283.2015.1112653 · Cited by 145
“While some authors prefer to talk about indirect effects instead of mediation in such cases (for a discussion see Mathieu & Taylor, 2006), it is important that establishing indirect effects provides support for one ’ s hypothesised causal relationships (Zhao, Lynch, & Chen, 2010).”
Suárez, M. K. C., Déniz, M. D. L. C. D., & Martín‐Santana, J. D. (2014) · Journal of Family Business Strategy · doi:10.1016/j.jfbs.2014.05.003 · Cited by 121
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“In this case, it is appropriate to speak of an indirect rather than of a mediational effect (Hayes 2009; Mathieu and Taylor 2006).”
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Moderator and mediator effects in hospitality research
Ro, H. (2011) · International Journal of Hospitality Management · doi:10.1016/j.ijhm.2011.11.003 · Cited by 126
Warshawsky, N. E., Havens, D. S., & Knafl, G. J. (2012) · JONA The Journal of Nursing Administration · doi:10.1097/nna.0b013e3182668129 · Cited by 118
“Limitations included the cross-sectional study design and assumption of temporal sequencing; therefore, causality cannot be confirmed.(42) A convenience sample was used and may not be representative of the general nurse manager population; thus, generalizability of findings may be limited.”
BackgroundWork‐home interference among nurses: reciprocal relationships with job demands and health
HEIJDEN, B. I. J. M. V. D., Demerouti, E., Bakker, A. B., & The NEXT Study Group coordinated by Hans‐Martin Hasselhorn (2008) · Journal of Advanced Nursing · doi:10.1111/j.1365-2648.2008.04630.x · Cited by 118
Luu, T. T. (2019) · Tourism Management · doi:10.1016/j.tourman.2018.12.011 · Cited by 121
Galletta, M., Portoghese, I., Carta, M. G., d’Aloja, E., & Campagna, M. (2016) · Research in Nursing & Health · doi:10.1002/nur.21733 · Cited by 114
The Development and Construct Validity of a Team Processes Survey Measure
Mathieu, J. E., Luciano, M. M., D’Innocenzo, L., Klock, E. A., & LePine, J. A. (2019) · Organizational Research Methods · doi:10.1177/1094428119840801 · Cited by 137
“We adopted the following guidelines for model fit suggested by Mathieu and Taylor (2006): Models with CFI values <.90 and SRMR values >.10 are deficient, those with CFI .90 to <.95 and SRMR >.08 to .10 are acceptable, and those with CFI .95 and SRMR .08 are excellent.”
MethodSelf-citationSelf-determination at work: Understanding the role of leader-member exchange
Graves, L. M., & Luciano, M. M. (2013) · Motivation and Emotion · doi:10.1007/s11031-012-9336-z · Cited by 149
Weinzimmer, L. G., & Esken, C. A. (2017) · The Journal of Applied Behavioral Science · doi:10.1177/0021886316688658 · Cited by 129
“Mathieu and Taylor (2006) contend that there are many unique modeling techniques and statistical approaches to test for meditational relationships.”
BackgroundHow leaders stimulate employee learning: A leader-member exchange approach
Bezuijen, X. M., van Dam, K., Berg, P., & Thierry, H. (2010) · Journal of Occupational and Organizational Psychology · doi:10.1348/096317909x468099 · Cited by 107
“Mathieu & Taylor, 2006).”
Renn, R. W., Steinbauer, R., Taylor, R., & Detwiler, D. J. (2014) · Journal of Vocational Behavior · doi:10.1016/j.jvb.2014.09.004 · Cited by 118
Jacoby, J., & Sassenberg, K. (2010) · European Journal of Social Psychology · doi:10.1002/ejsp.762 · Cited by 113
“Specifically, one could strictly insist upon an independent reassurance of the construct validity and reliability of a measured TV in every instance of traditional mediation analysis (Baron & Kenny, 1986; Kashy et al., 2009; Kenny et al., 1998; Mathieu & Taylor, 2006).”
BackgroundIndustry culture influences pseudo‐knowledge sharing: a multiple mediation analysis
Cockrell, R. C., & Stone, D. N. (2010) · Journal of Knowledge Management · doi:10.1108/13673271011084899 · Cited by 110
Cavusoglu, H., Cavusoglu, H., Son, J.-Y., & Benbasat, I. (2015) · Information & Management · doi:10.1016/j.im.2014.12.004 · Cited by 114
Everaert, J., Grahek, I., & Koster, E. H. W. (2016) · Cognition & Emotion · doi:10.1080/02699931.2016.1144562 · Cited by 106
“Evidence for an indirect effect model is provided by a significant indirect effect and both non-significant total and direct effects (Mathieu & Taylor, 2006).”
BackgroundDriven to Work and Enjoyment of Work
Graves, L. M., Ruderman, M. N., Ohlott, P. J., & Weber, T. J. (2010) · Journal of Management · doi:10.1177/0149206310363612 · Cited by 119
“In an ideal world, we would have measured performance after (or at least at the same time as) the other variables such that the timing of the measures reflected the temporal relationships of the variables (Mathieu & Taylor, 2006).”
InfluentialUnderstanding daily citizenship behaviors: A social comparison perspective
Spence, J., Ferris, D., Brown, D. J., & Heller, D. (2011) · Journal of Organizational Behavior · doi:10.1002/job.738 · Cited by 119
Madera, J. M., Dawson, M., & Neal, J. A. (2013) · International Journal of Hospitality Management · doi:10.1016/j.ijhm.2013.05.001 · Cited by 106
Demerouti, E., Soyer, L. M. A., Vakola, M., & Xanthopoulou, D. (2020) · Journal of Occupational and Organizational Psychology · doi:10.1111/joop.12330 · Cited by 131
“To test for indirect effects, we followed the steps proposed by Mathieu and Taylor (2006).”
MethodMathieu, J. E., Rapp, T. L., Maynard, M. T., & Mangos, P. M. (2009) · Human Performance · doi:10.1080/08959280903400150 · Cited by 107
“We adopted the following thresholds for model fit advocated by Mathieu and Taylor (2006): models with CFI values < .90 and SRMR values > .10 are deficient, those with CFI .90 to < .95 and SRMR > .08 to .10 are acceptable, and those with CFI .95 and SRMR .08 are excellent.”
BackgroundMethodSelf-citationKirkman, B. L., Mathieu, J. E., Cordery, J. L., Rosen, B., & Kukenberger, M. R. (2011) · Journal of Applied Psychology · doi:10.1037/a0024198 · Cited by 110
Self-citationDoes it take two to Tangle? Subordinates’ Perceptions of and Reactions to Abusive Supervision
Wang, G., Harms, P. D., & Mackey, J. D. (2014) · Journal of Business Ethics · doi:10.1007/s10551-014-2292-7 · Cited by 109
Auh, S., Mengüç, B., & Jung, Y. S. (2014) · Journal of the Academy of Marketing Science · doi:10.1007/s11747-014-0370-0 · Cited by 114
“…support the overall framework of the proposed model by indicating significant relationships between empowering leadership and the mediators (i.e., customer learning climate and psychological empowerment) and between the mediators and service-oriented citizenship behaviors (Mathieu and Taylor 2006).”
Mediation analysis with structural equation models: Combining theory, design, and statistics
Danner, D., Hagemann, D., & Fiedler, K. (2015) · European Journal of Social Psychology · doi:10.1002/ejsp.2106 · Cited by 117
“StoneRomero and Rosopa (2010) and Mathieu and Taylor (2006) discuss further approaches to investigatingmediation analysis with different designs, as the authors conclude the following: “ideally, the results of studies using all such alternatives should converge (p. 700).””
BackgroundXie, B., Zhou, W., Huang, J. L. W., & Xia, M. (2017) · Journal of Vocational Behavior · doi:10.1016/j.jvb.2017.03.001 · Cited by 114
“This makes our results more reliable as this approach to data collection reduces common method bias (Podsakoff et al., 2003) and potentially increases the confidence with which one can draw causal inferences (Mathieu & Taylor, 2006).”
Gedajlovic, E. R., Cao, Q., & Zhang, H. (2011) · Journal of Business Venturing · doi:10.1016/j.jbusvent.2011.06.001 · Cited by 102
“To evaluate H4a and H4b, which posit that decision comprehensiveness partially mediates the effects of top-management and governmental shareholdings on exploitation and exploration orientations, we follow the procedure developed by Baron and Kenny (1986) and refined by Mathieu and Taylor (2006).”
MethodVenus, M., Stam, D. A., & van Knippenberg, D. (2013) · Organizational Behavior and Human Decision Processes · doi:10.1016/j.obhdp.2013.03.009 · Cited by 101
Burnout processes in non-clinical health service encounters
Ashill, N. J., & Rod, M. (2010) · Journal of Business Research · doi:10.1016/j.jbusres.2010.11.004 · Cited by 102
The roles of unit leadership and nurse–physician collaboration on nursing turnover intention
Galletta, M., Portoghese, I., Battistelli, A., & Leiter, M. P. (2012) · Journal of Advanced Nursing · doi:10.1111/jan.12039 · Cited by 116
Staying on Course: The Effects of Savings and Assets on the College Progress of Young Adults
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“Outcome variable.”
InfluentialSpecificity and overlap of attention and memory biases in depression
Marchetti, I., Everaert, J., Dainer‐Best, J., Loeys, T., Beevers, C. G., & Koster, E. H. W. (2017) · Journal of Affective Disorders · doi:10.1016/j.jad.2017.08.037 · Cited by 106
HEIJDEN, B. I. J. M. V. D., Peeters, M. C. W., Blanc, P. M. L., & van Breukelen, J. W. M. (2018) · Journal of Vocational Behavior · doi:10.1016/j.jvb.2018.06.008 · Cited by 113
The relationship between psychological capital and innovation behaviour in Chinese nurses
Yan, D., Wen, F., Li, X., & Zhang, Y. (2019) · Journal of Nursing Management · doi:10.1111/jonm.12926 · Cited by 106
Bringing the outside in: Can “external” workers experience insider status?
Lapalme, M., Stamper, C. L., Simard, G., & Tremblay, M. (2009) · Journal of Organizational Behavior · doi:10.1002/job.597 · Cited by 100
A multilevel model of emotional skills, communication performance, and task performance in teams
Troth, A. C., Jordan, P. J., Lawrence, S. A., & Tse, H. H. M. (2011) · Journal of Organizational Behavior · doi:10.1002/job.785 · Cited by 109
Noordzij, G., van Hooft, E. A. J., van Mierlo, H., van Dam, A., & Born, M. P. (2012) · Personnel Psychology · doi:10.1111/peps.12011 · Cited by 101
Leader emergence: the role of emotional intelligence and motivation to lead
Hong, Y., Catano, V. M., & Liao, H. (2011) · Leadership & Organization Development Journal · doi:10.1108/01437731111134625 · Cited by 113
“However, Models 1, 5 and 6 and the Sobel test (z 1⁄4 2:80, p , 0:01) show that Use of emotions entailed an indirect effect (Mathieu and Taylor, 2006) on leader emergence through Affective-identity MTL.”
BackgroundMethodMapping the interplay among cognitive biases, emotion regulation, and depressive symptoms
Everaert, J., Grahek, I., Duyck, W., Buelens, J., Van den Bergh, N., & Koster, E. H. W. (2017) · Cognition and Emotion · doi:10.1080/02699931.2016.1144561 · Cited by 96
“The non-significant total effect, c = 0.0487 (SE = 0.0909), t = 0.54, p = .59, 95% CI: [–0.1314, 0.2288], and direct effect, c’ = 0.1249 (SE = 0.0757), t = –1.65, p = .10, 95% CI: [–0.2750, 0.0252], provide evidence for the indirect effect models (Mathieu & Taylor, 2006).”
BackgroundInfluentialTuấn, L. T. (2018) · Tourism Management · doi:10.1016/j.tourman.2018.06.007 · Cited by 96
Rafferty, A. E., Restubog, S. L. D., & Jimmieson, N. L. (2010) · Work & Stress · doi:10.1080/02678371003715135 · Cited by 106
“Next, an indirect effects model (Mathieu & Taylor, 2006), Model 6, was estimated.”
BackgroundMethodInfluentialDimotakis, N. E., Conlon, D. E., & Ilieș, R. (2011) · Journal of Applied Psychology · doi:10.1037/a0025706 · Cited by 92
Maggio, R. D., Zappulla, C., & Pace, U. (2016) · Journal of Child and Family Studies · doi:10.1007/s10826-016-0409-6 · Cited by 117
“X, represents a qualitatively different phenomenon than mediation (Mathieu and Taylor 2006) and the assessment of such indirect effects does not require the precondition that a significant total relationship exists between an antecedent and a criterion (Hayes 2009; Preacher and Hayes 2004).”
When less is more: The effect of devolution on HR's strategic role and construed image
Kulik, C. T., & Perry, E. L. (2008) · Human Resource Management · doi:10.1002/hrm.20231 · Cited by 94
Examining calling as a double-edged sword for employability
Lysova, E. I., Jansen, P. G. W., Khapova, S. N., Plomp, J., & Tims, M. (2017) · Journal of Vocational Behavior · doi:10.1016/j.jvb.2017.11.006 · Cited by 99
Zimmermann, B. K., Dormann, C., & Dollard, M. F. (2011) · Journal of Occupational and Organizational Psychology · doi:10.1111/j.2044-8325.2010.02011.x · Cited by 97
“We clarified further our intervening effect and referred to Mathieu and Taylor (2006) only instead of Baron and Kenny.”
MethodInfluentialWorking mothers’ second shift, personal resources, and self-care
Dugan, A. G., & Barnes-Farrell, J. L. (2018) · Community Work & Family · doi:10.1080/13668803.2018.1449732 · Cited by 93
“Hypotheses regarding partial mediation of the relationship between self-care behaviors and outcomes were considered supported if both direct and indirect effects were statistically significant (Mathieu & Taylor, 2006).”
BackgroundGunkel, M., Schlaegel, C., Roßteutscher, T., & Wolff, B. (2014) · International Business Review · doi:10.1016/j.ibusrev.2014.09.001 · Cited by 101
HRM in healthcare: the role of work engagement
Shantz, A. D., Alfes, K., & Whiley, L. A. (2016) · Personnel Review · doi:10.1108/pr-09-2014-0203 · Cited by 116
Maynard, M. T., Mathieu, J. E., Gilson, L. L., Sanchez, D. R., & Dean, M. D. (2018) · Group & Organization Management · doi:10.1177/1059601118785842 · Cited by 101
Self-citationLeadership and Organizational Citizenship Behavior: OCB-Specific Meanings as Mediators
Jiao, C., Richards, D. A., & Zhang, K. (2010) · Journal of Business and Psychology · doi:10.1007/s10869-010-9168-3 · Cited by 105
“According to Mathieu and Taylor (2006) , these results lead to the rejection of the full mediation model; however, they favor a partial mediation model since all byx� m, bmx, and bym� x were significant.”
BackgroundMethodResultInfluentialLiao, J., Huang, M., & Xiao, B. (2016) · Journal of Business Research · doi:10.1016/j.jbusres.2016.10.013 · Cited by 96
Learning organizations, internal marketing, and organizational commitment in hospitals
Tsai, Y. (2014) · BMC Health Services Research · doi:10.1186/1472-6963-14-152 · Cited by 90
“64), the relationship between the existence of a learning organization and organizational commitment was probably fully mediated by internal marketing [24].”
BackgroundMechanisms of mindfulness: Rumination and self-compassion
Svendsen, J. L., Kvernenes, K. V., Wiker, A. S., & Dundas, I. (2017) · Nordic Psychology · doi:10.1080/19012276.2016.1171730 · Cited by 88
“First, it uses a cross-sectional design, which does not permit conclusions with regard to causality (Mathieu & Taylor, 2006; Kazdin, 2007).”
MethodAlfes, K., Shantz, A., Bailey, C., Conway, E., Monks, K., & Fu, N. (2018) · Human Resource Management · doi:10.1002/hrm.21948 · Cited by 86
Metadata
- Authors
- Mathieu, J. E., & Taylor, S. R.
- Affiliations
- University of Connecticut (US)
- Corresponding author
- Mathieu, John E.
- Venue
- Journal of Organizational Behavior
- Publisher
- Wiley
- Published
- 2006-09-07
- Volume
- 27
- Issue
- 8
- Pages
- 1031-1056
- ISSN
- 0894-3796 (ISSN-L)
- 1099-1379
- OpenAlex
- W2127597797
- Cited by
- 961
- References
- 79
- Citations by year
- 2026: 20 · 2025: 27 · 2024: 34 · 2023: 41 · 2022: 59 · 2021: 52 · 2020: 42 · 2019: 62 · 2018: 52 · 2017: 65 · 2016: 61 · 2015: 66 · 2014: 65 · 2013: 82 · 2012: 63
- FWCI
- 19.92
- Type
- journal article
- Language
- en
- Open access
- closed
- Locations
- Journal of Organizational Behavior (publishedVersion)
- Funders
- Old Dominion University
- Topics
- Physical Sciences › Mathematics › Statistics and Probability › Advanced Causal Inference Techniques
- Social Sciences › Business, Management and Accounting › Organizational Behavior and Human Resource Management › Job Satisfaction and Organizational Behavior
- Social Sciences › Decision Sciences › Management Science and Operations Research › Psychometric Methodologies and Testing
- Keywords
- mediation analysis, causal inference, indirect effects, partial mediation, construct validity, research design, structural equation modeling, organizational behavior
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