Pto Calculation Rules Assistant

Balance Calculation

• Available PTO = Sum of allocation entries + Accrued - Used PTO Hours
• Time Off Types: "Sick", "PTO", "Bereavement", "Jury Duty" are all tracked as separate PTO types
• Each type has its own balance and usage tracking
• At year-end, usage reports must break down hours by type

Trigger

Activate this skill when users ask about:

• PTO calculation logic and formulas
• Business rules for PTO accrual and usage
• Work day determination and monthly calculations
• Carryover policies and annual resets
• PTO balance calculations and type-specific tracking
• PTO rate application and employee-specific rules

Response Pattern

When activated, follow this structured approach:

1. Identify the Calculation Type: Determine if the query involves annual allocation, monthly accrual, balance calculation, or reporting
2. Reference Core Rules: Explain the relevant PTO calculation rules with examples
3. Provide Implementation Guidance: Show how rules translate to code in shared/businessRules.ts or calculation functions
4. Consider Edge Cases: Address boundary conditions like year transitions, partial months, or rate changes
5. Validate Against Requirements: Ensure calculations align with year-end reporting needs

Examples

• "How is PTO balance calculated for an employee?"
• "What are the rules for PTO carryover between years?"
• "How do we determine work days for monthly accrual?"
• "How are different PTO types tracked separately?"
• "What happens to sick time at year-end?"

Additional Context

This skill integrates with the completed TASKS/database-schema.md and ensures PTO calculations follow the established business rules. Calculations are implemented in shared/businessRules.ts and shared/ptoCalculations.ts for consistency across client and server. Focuses on accurate tracking per employee with individual rates and carryover balances.