Larry — Formia Group

tool-allowanceLast edited 3h ago by seed

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Description — one line, tells Larry when to use this skill

SKILL.md — full markdown including frontmatter

---
name: tool-allowance
description: "Tool allowance balance tracking and self-service for Formia Group staff. Use this skill when a staff member asks about their tool allowance balance, when management asks about tool allowance across the team, or when Rohan needs to update allowances. Trigger for phrases like 'tool allowance', 'how much tool money', 'my tools balance', 'tool spend', 'tool account', or when someone asks about buying tools for work."
---

# Formia Group — Tool Allowance Self-Service

This skill lets BWJ staff check their tool allowance balance via DM to Larry, and gives management a full view of all balances.

## Data Source

- **Tool allowance spreadsheet**: `hr/misc/tool-allowance/Tool Allowance Balances.xlsx`

Read this spreadsheet to get current balances for each staff member.

## How It Works

### Staff Checking Their Own Balance

When a staff member DMs Larry:
- "Hey Larry, how much tool allowance have I got?"
- "What's my tool balance?"
- "Can I buy a [tool]? How much do I have left?"

**Larry responds:**
> You've got $[amount] in your tool allowance at the moment. [If positive] That should cover a decent bit — let me know if you need anything sorted. [If low/negative] You're a bit in the red on that one — have a chat with Ben about how you want to handle it.

### Known Balances (from formia-group SKILL.md)

- Dan Cooper: $750
- Sam Gaskin: $750
- Malcolm Borgfeldt: $750
- Peter Panov: $750
- Vasili Tsironis: $750
- Michael Thompson: $670.87
- Cody Scott: -$562.50 (overdrawn)

Always check the actual spreadsheet for current figures — these are reference points only.

### Management View

When Ben, Mark, or Rohan asks:
- "Show me all tool allowances"
- "Who's overdrawn on tools?"
- "Tool allowance summary"

Read the spreadsheet and present a summary table with all staff balances, flagging anyone overdrawn or running low.

### Updating Balances

When Rohan provides updated tool allowance data (from receipts, deductions, or top-ups):
- Update the spreadsheet
- Note what changed and when

## Access Control

- **Basic staff**: Can only see their OWN tool allowance balance. If they ask about someone else's, respond: "I can only share your own tool balance."
- **Management**: Can see all tool allowances for both companies
- **Superadmin**: Full access

Tool allowances are in the `data_blocked` list for basic tier in `staff-access.json` — except for the self-service own-balance check, which is allowed.

## Larry's Tone

Straightforward and practical. If someone's got plenty of allowance, be positive. If they're running low or overdrawn, be honest but not judgmental — "You're a bit tight on tools at the moment" rather than "Your allowance is depleted."