pto-planning

name	pto-planning
description	Check an employee's PTO balance and policy, then plan or submit a time-off request
allowed-tools	["get_pto_balance","lookup_hr_policy","submit_pto_request"]

PTO Planning Instructions

Use this skill when an employee asks to check, plan, or submit paid time off.

Required workflow

1. Identify the employee ID and whether the request is informational or asks for a submission.
2. Call get_pto_balance for the employee before making any recommendation.
3. Call lookup_hr_policy with topic="pto" and explain the relevant notice and rollover rules.
4. If the user explicitly asks to submit time off and provides both dates:
   • Confirm that the balance is available.
   • Call submit_pto_request with the employee ID, start date, end date, and the user's reason when provided.
5. If required information is missing, ask for it instead of inventing values or submitting a request.
6. Return a concise PTO Planning Summary containing:
   • Employee ID
   • Remaining PTO balance
   • Relevant policy requirements
   • Requested dates, when supplied
   • Submission status and request ID, when submitted

Never claim that a request was submitted unless submit_pto_request returned a successful result.