Getting connected to work at home
Table of Contents
Overview
The purpose of this page is to help you get connected in the event you are asked to work at home. You will find links to install essential tools for connecting, instructions on how to troubleshoot if necessary, and Helpdesk information should you need more assistance.
This page does not address questions related to your job function. If you have questions about how to perform your responsibilities while working at home, please contact your manager.
What you will need
If you have a company-issued laptop or phone: you’re all set! Read no further.
If you do not have a company laptop or phone, you will need a personal computer (Windows or Mac, laptop or desktop), and a home network. If you do not have a personal computer or home network, please contact your manager.
Please note that it will not be possible to take your company desktop computer or printer home with you. Please leave all office equipment in the office.
Download the Duo Mobile client
To access company resources from your personal devices, you will need to install the Duo Mobile two-factor authentication client on your personal cell phone. To download the Duo Mobile client, go to the Apple App Store or Google Play Store and search for “Duo Mobile” and download the app from Duo Security.
When your Duo account has been created by the WFG IT staff, you will receive an activation link via text message. Click on the link in the text message to complete the Duo Mobile setup. If you have not receive the Duo activation text message, please contact the IT Helpdesk at homehelp@willistonfinancial.com or, if email is not available, please call 844-435-7934.
Connecting to email from a web browser
To reach the company’s email system from the Web, please visit:
https://mail.willistonfinancial.com/owa/auth/logon.aspx
You will need your domain username and password, and you will need to have the Duo Mobile client installed on your personal cell phone. Watch your cell phone for a Duo prompt and click “Accept” when you are prompted to do so. If you need a Duo account, please contact the IT Helpdesk at homehelp@willistonfinancial.com or, if email is not available, please call 844-435-7934.
Downloading the Remote Desktop shortcut
You will use to Microsoft Remote Desktop client to access some company resources. If you have Windows, the Remote Desktop application is already installed on your computer. If you have a Mac, you will need to install the Microsoft Remote Desktop application, which is available as a free download from the Apple App Store. Open the App Store and search for Microsoft Remote Desktop, and click on “Get” to download it to your desktop.
You will need to download the correct shortcut for your operation from the list below to use Remote Desktop. For example, if you use ResWare and work in the Oregon operation, click on the link for Oregon. If you work in Oregon but do not use ResWare, download the Generic WFG remote desktop.
Accounting
| Great Plains | Download |
ResWare
| Arizona, Florida and generic ResWare access | Download |
| Colorado ResWare | Download |
| Eastern Washington ResWare | Download |
| Lender Services ResWare | Download |
| Northern California ResWare | Download |
| Nevada ResWare | Download |
| NTS ResWare | Download |
| Oregon ResWare | Download |
| Southern California ResWare | Download |
| Texas ResWare | Download |
| Western Washington ResWare | Download |
Other
| Generic WFG Remote Desktop | Download |
Connecting to Remote Desktop (ResWare and Great Plains)
Double click on the desktop icon for the Remote Desktop shortcut you downloaded in the previous step. The login box that pops up will require the same credentials that you use when logging in from your work computer. Enter your domain username and password, for example williston\janesmith, and then enter your password. After entering your username and password you will be prompted by DUO on your Smartphone to allow the connection by tapping the “Approve” button. You will then be presented with the same desktop you use every day in the office.
Receiving voicemail messages and making calls
Your company landline number will not be redirected. If your manager has authorized it, your voicemail may be forwarded as an audio attachment to your company email address. To dial in to retrieve your voicemail, call 949-430-3738. Follow the prompts to enter your extension and voicemail password and press #. Once logged in, follow the prompts and press 1 to listen to your voicemail messages.
You will make outbound calls from your personal cell or landline number. If you would like to mask your caller ID, most mobile phone carriers allow you to do so on a call-by-call basis by entering *67 before dialing the number you wish to call.
If you would like to establish a number for inbound calls that is not your personal cell number, you can use Google Voice or Skype. The IT helpdesk will be unable to support this software.
Clocking in and out
Open a web browser and enter https://login.paylocity.com/Escher/Escher_WebUI/views/login/login.aspx in the address bar to get to the Paylocity login page. Enter the username and password you created for this site and click on Login. The Time Entry screen will be displayed, and you can choose the Clock In, Start Break, End Break, and Clock Out buttons depending on the action you need to take.
Troubleshooting
- If you have connectivity problems, check that you have a stable internet connection before attempting any of these steps. Open a web browser and ensure that you are able to reach common sites like, Google or MSN.
- If you have a personal firewall at home, ensure that it is either turned off, or configure it to allow traffic to and from the WFG network.
- If you have problems accepting the Duo push, disconnect your phone from Wi-Fi, as that can cause issues with receiving the push successfully.
- Connect all monitors before attempting a connection to Remote Desktop.
For further assistance
The preferred method of requesting IT support is to email homehelp@willistonfinancial.com. If email is not available, please call 844-435-7934.