š Overview
Managing people well requires more than a roster and a pay schedule. Performance conversations, time off tracking, disciplinary records, and separation tasks all need a home -- and that home is usually scattered across emails, spreadsheets, and memory. The Human Resources module in Structur gives you a single place to manage your team's full employment lifecycle, from the moment someone is hired to the day they leave.
Every team member in your company has a dedicated record with seven tabs covering the full scope of HR work: their personal and employment information, performance reviews with scored categories and goals, PTO tracking with approval controls, a correction log with progressive discipline tracking, onboarding and offboarding checklists, and a document vault for employment paperwork. HR Settings lets you configure a designated HR Manager and set your company's PTO policy.
š Understanding Human Resources
ā” What It Does
The Human Resources module allows you and your team to:
View and manage team member profiles with personal information, role, department, hire date, and employment status
Run quarterly performance reviews scored across 10 categories with manager notes and goal tracking
Track PTO balances and history with annual allocation, usage, and remaining days per employee
Log corrections with incident descriptions, corrective actions, and a progressive discipline tracker showing Verbal Warning, Written Warning, Final Warning, and Termination counts
Complete onboarding checklists covering pre-hire tasks and first-day setup, loaded from customizable templates
Run offboarding checklists to track separation tasks and conduct a structured exit interview
Store employee documents in categorized files including Employment, Tax Forms, Certifications, Agreements, and Other
Configure HR settings to designate an HR Manager and set your PTO policy company-wide
š When to Use It
Human Resources is most valuable when you want to:
Keep all employee HR records in one place instead of scattered across email and spreadsheets
Run structured, consistent performance reviews across your whole team
Track and approve PTO requests with a documented history per employee
Document disciplinary actions with a clear record of what happened and what was expected
Make sure every new hire and departing employee gets the same consistent process
Store signed offer letters, tax forms, certifications, and other employment documents tied to each person
š Step-by-Step Instructions
1. Open Human Resources
Click Company Operations in the left sidebar
Click Human Resources in the top navigation bar
The Team Members index page opens showing all employees with columns for Team Member, Role, Department, and Hire Date. Click any row to open that team member's record.
2. Configure HR Settings
Click HR Settings in the top right of the Team Members page
The HR Settings panel slides out on the right with two sections:
HR Manager: Enter the HR Manager Name, Email, and Phone. This person is listed as the HR contact for employees and appears on correction logs and review documents.
PTO Policy: Set the Default Annual PTO Days -- this applies automatically to new team members. Toggle Require Approval on if PTO requests need manager approval before they're confirmed.
3. View and Edit a Team Member Profile
Click any team member row to open their record
The Overview tab shows two cards: Personal Information (Full Name, Email, Phone, Address, Emergency Contact) and Employment Details (Role, Status, Department, Hire Date)
Click Edit Profile in the top right to update any of these fields
4. Run Performance Reviews
Open a team member record and click Performance Reviews
Click + New Review
Fill in: Quarter (e.g. Q2 2026), Review Date, ratings for each of the 10 categories (Communication, Responsiveness, Collaboration/Teamwork, Problem Solving, Attendance/Punctuality/Reliability, Accomplishing Goals/Meeting Deadlines, Quality/Accuracy of Work, Use of Technology, Client Interactions, Overall) using Outstanding, Exceeded Expectations, Met Expectations, Requires Improvement, or Unsatisfactory, Manager Notes (summary, strengths, areas to improve), and Goals (click + Add for each goal, which tracks completion percentage)
Click Create Review
The completed review appears on the Performance Reviews tab showing the overall score, all category ratings, manager notes, and goal completion percentages. The Current Goals section at the top shows active goals from the most recent review.
Note: Click Settings in the top right of the Performance Reviews tab to configure review settings for this team member.
5. Track Time Off
Open a team member record and click Time Off
The PTO Balance section shows Annual PTO Days, Used (current year), and Remaining
Click + New Time Off Entry to log a request
Fill in: Type (e.g. PTO), From and To dates, Total Days, and Status (Pending, Approved, etc.)
Click Add Entry
The PTO History section shows all entries with Dates, Days, Status, and Action columns. Pending entries show Approve and Deny buttons.
Note: If Require Approval is enabled in HR Settings, new entries default to Pending until approved.
6. Log Corrections
Open a team member record and click Correction Log
Click + New Correction
Fill in: Date of Incident, Correction Level (Verbal Warning, Written Warning, Final Warning, or Termination), Description of Incident (what happened, when, who was involved), and Corrective Action Required (specific changes expected and by when)
Click Log Correction
The Correction History section shows all logged corrections with the correction level badge, date, and description. The Progressive Discipline Tracker shows a running count of each level.
7. Complete Onboarding
Open a team member record and click Onboarding
The Pre-Hire Checklist loads automatically with 8 default items covering background check, references, certifications, offer letter, start date, PPE, and workspace setup
Check off items as they are completed -- the checklist tracks completion percentage
Click Load Onboarding Checklist to load the second checklist
The Onboarding Checklist loads with 10 default items covering I-9/W-4 forms, company email setup, safety orientation, supervisor meeting, Employee Handbook review, PPE, field shadowing, payroll, and Structur platform access
Note: Click Edit Templates in the top right to customize the default items on either checklist for your company.
8. Complete Offboarding
Open a team member record and click Offboarding
Click Offboarding Checklist to load the 10-item default checklist covering HR notification, final paycheck, equipment return, access revocation, and HR file archiving
Check off items as they are completed
Click Conduct Exit Interview to open the New Exit Interview modal
Fill in responses to the exit interview questions covering departure reasons, recognition, management, communication, and job satisfaction
Click Submit Entry
Note: Click Edit Templates to customize the offboarding checklist items for your company.
9. Manage Employee Documents
Open a team member record and click Documents
Click + New Document
Fill in: Document Name (e.g. "Signed Offer Letter"), Category (Employment, Tax Forms, Certifications, Agreements, or Other), and upload the file (PDF, DOC, or image files up to 10MB)
Click Upload Document
ā Best Practices
Set up HR Settings before adding team members -- configure your HR Manager and default PTO days first so every new team member starts with the right settings applied automatically.
Run reviews on a consistent quarterly schedule -- quarterly reviews create a reliable performance history and make annual conversations much easier to support with data.
Log corrections as soon as they happen -- documenting incidents while the details are fresh gives you an accurate record and protects both the company and the employee.
Use the Progressive Discipline Tracker as a reference -- before deciding on a correction level, check the tracker to see the full history so you're applying discipline consistently.
Complete onboarding checklists before the first day -- the Pre-Hire Checklist items like background check, certifications, and offer letter should all be done before day one, not after.
Start offboarding the moment you know someone is leaving -- loading the checklist early gives you time to work through each step properly instead of scrambling at the last minute.
Customize your templates -- the default onboarding and offboarding checklist items are a starting point. Edit them to match your actual processes so the checklists are useful every time.
ā Common Questions
Q: Where do I find the Human Resources module?
A: Click Company Operations in the left sidebar, then click Human Resources in the top navigation bar.
Q: Who can see employee HR records?
A: HR records are visible to users with access to the Human Resources module. Access is controlled by your company's role and permission settings in Structur.
Q: Can I customize the onboarding and offboarding checklists?
A: Yes. Click Edit Templates in the top right when you're on either the Onboarding or Offboarding tab to edit the default checklist items. Changes apply to future team members loaded from that template.
Q: What happens to PTO balance when a new team member is added?
A: New team members automatically receive the Default Annual PTO Days set in HR Settings. You can adjust the balance individually from the Time Off tab.
Q: Can I approve or deny a PTO request from the team member's record?
A: Yes. Open the team member's Time Off tab and use the Approve and Deny buttons next to any Pending entry in the PTO History section.
Q: What are the correction levels in the Correction Log?
A: There are four levels: Verbal Warning, Written Warning, Final Warning, and Termination. The Progressive Discipline Tracker shows a count of each level so you can see the full disciplinary history at a glance.
Q: What document types can I upload in the Documents tab?
A: You can upload PDF, DOC, or image files up to 10MB each. Documents are categorized as Employment, Tax Forms, Certifications, Agreements, or Other.
Q: Is the exit interview required during offboarding?
A: No. The exit interview is optional. You can complete the offboarding checklist without conducting an exit interview, or conduct it at any point during the offboarding process.
ā ļø Common Mistakes to Avoid
ā Don't | ā Do |
Skip HR Settings before onboarding your first team member | Configure HR Manager and default PTO days first |
Leave correction levels blank when logging an incident | Always select the correct correction level so the Progressive Discipline Tracker stays accurate |
Wait until the end of the year to run performance reviews | Run reviews quarterly so the feedback is timely and relevant |
Load the Onboarding Checklist after the employee starts | Work through the Pre-Hire Checklist before day one |
Start offboarding on the last day | Begin the offboarding checklist as soon as a departure is confirmed |
Upload documents without naming them clearly | Use descriptive names like "Signed Offer Letter 2026" so files are easy to find later |