Pyek Cloud · Agent 009

SAM

The librarian — the organized memory of the firm. Reference data, policies, and the answers leadership needs, kept in one place and easy to find.

Active

Status

4

Jobs Live

Reference

Cadence

// Assigned Jobs 5 jobs · 4 live

Company Holidays

The Pyek Financial holiday schedule — the ten paid days the firm observes each year, kept in one place for quick reference.

File Naming Convention

The firm's standard for naming files — reference code, description, version, and date — with the three patterns for working files, snapshots, and specific versions.

The firm's client short-codes and the clients they map to — kept in one place, sorted by client name, and easy to add to as new clients come on.

Time Tracking Requirements

How the firm reports time in Harvest — daily recording, the weekly minimums and Monday submission, and how client, service, and internal time codes are built.

The two current Mikros working files, always at their newest version — download or upload from the page. Process instructions to follow.