I’M AN
EMPLOYEE
New employees and current employees
Just a few steps and that’s it
Based on your monitor and docking station, follow this diagram* to connect your equipment
- 1USB cable (connects to the keyboard and mouse)
- 2VGA cable (do not connect)
- 3Display-Port cable (connects to the screen)
- 4Power cable (connects to a power outlet)
- 5Network cable (connects to your router)
- 6HDMI cable (connects the screen to the station)
- 7USB-C cable (miscellaneous uses)
- 8USB-C cable (laptop power cable if no docking station is connected)
* If you’re a consultant, the equipment you have been provided may be different than what is indicated in this document and may not include all the accessories. It’s also important to note that it’s your firm’s responsibility to provide you with the IT equipment you need, except for the workstation and power cable, which are provided by iA Financial Group.
Questions?
Call us at 1-844-352-5200
Connecting
It’s important to connect your computer to power (power cable or docking station) and to the internet to avoid losing power or internet connection during configuration.
Authentication
Throughout the process, you will be asked several times to identify yourself via the Microsoft Authenticator app. Be sure to have your cellphone near at hand.
When you see this symbol appear during configuration, this means that you are required to identify yourself with your cellphone.
- Choose your language
- Choose your region (Canada or US)
- Choose your keyboard (Français Canada, English Canada or English US)
- Connect to the internet
If you’re connected to Wi-Fi, select your wireless network.* Then enter the password, check the “Connect automatically” box and click “Next.”
If you’re connected to the internet with a network cable (Recommended), you will be connected automatically. - Identify yourself
Once you’re connected, identify yourself using your business email address, then click “Connect.”
Please note: If you see a window prompting you to select your account type (professional or personal), rather than entering your name, you must restart your workstation, begin configuration again and make sure that your workstation is connected to the internet in step 4. - Enter your password
Enter the password associated with your business email address (not the PIN) and click “Next.” When asked if you’d like your PC to be detectable by other devices connected to the network, click “Yes.” - Configure multifactor authentication (MFA)
Set up double-factor authentication by clicking “Next.” - Configure your workstation
No action is required of you in this step, configuration will continue automatically. This step may take a few minutes. - Sign in for the first time
Enter your business email address, followed by your network password (not your PIN) and press the Enter key. - Configure Windows Hello
Select one of the two methods (facial recognition or fingerprint sensor), click “Set up” and follow the instructions. This step may not appear during installation. If not, continue to the next step. - Configure your work applications and iA settings
At this stage, your computer is operational and includes the basic applications required by iA, such as Outlook, Teams and Office, as well as the applications associated with your employee profile.
To download other applications or to personalize your settings, please follow the link you received in the “Your new workstation is ready” email. You will be directed to a more detailed document via Faciliti.
Questions?
Call us at 1-844-352-5200
Please see the “Configuring my cellphone” document, which you can find at the bottom of the page. This document contains the instructions needed to set up your cellphone.
Before beginning
We recommend you DO NOT restore the data you’ve saved on iCloud or directly transfer the data from your old device to your new one during the initial configuration.
This process can take between 15 and 30 minutes. Please allow for enough time to complete all the steps.
Please set up the Microsoft Authenticator app (see the box on the previous page for details) on your device before beginning.
Your device’s PIN must be at least 6 characters and cannot include sequences or repetitions (e.g., 1234, 222555, etc.).
To avoid potential problems signing in, please ensure that you’ve installed the latest iOS update on your device before beginning the process.
Configuring my mobile deviceQuestions?
Call us at 1-844-352-5200
Here’s what you need to know about returning IT equipment (laptops and accessories). Before returning equipment, it is important to ensure that the data on the computer to be returned is backed up on OneDrive.
Option 1: Return equipment in person to the work site
The return of equipment in person is mandatory, except in certain exceptional cases (see option 2 for details).
You have one week to return your equipment, following the steps below:
- Identify the appropriate location.
- Go to your selected location and return the equipment.
| City | Opening hours | Address |
|---|---|---|
| Montreal | Monday to Friday, 7:30 am to 3:30 pm Equipment can also be returned to The Zone on the last day of work. |
iA Financial Group Main lobby 1981 McGill College, 8th floor Montreal, QC H3A 2Y1 |
| Quebec City | Monday to Thursday, 7:30 am to 4:00 pm Friday, 7:30 am to 3:30 pm Equipment can also be returned to The Zone on the last day of work. |
iA Financial Group Main lobby 1080 avenue Grande Allée West Quebec City, QC G1K 7M3 |
| Toronto | Monday to Thursday, 8:00 am to 4:00 pm Friday, 8:00 am to 3:30 pm Equipment can also be returned to The Zone on the last day of work. |
iA Financial Group 26 Wellington St E, Toronto, ON M5E 1S2 |
| Vancouver | Mail room: Monday to Friday, 7:30 am to 3:30 pm Office: Monday to Friday, 8:30 am to 4:30 pm Equipment can also be returned to The Zone on the last day of work. |
iA Financial Group 400-988 W. Broadway Vancouver BC V5Z 1K7 |
Option 2: Return equipment by carrier (Purolator)
To be eligible for postal returns, you must meet one of the following conditions:
- Have selected the “Telework at all times” way of working*
- Work as an independent advisor
- Require reduced mobility accommodation
In case of an exception or special request, please contact the Material Resources team by email or by phone at 418-684-5000 ext. 3000.
Follow these steps for carrier returns:
- Obtain the necessary packaging for the return
| You’ve received new equipment | You’re leaving the company | You’re now working in person at all times / You have surplus computer equipment to return / You will be away from the company for more than 90 days |
|---|---|---|
| The box you have already received will contain everything you need (protective material and carrier’s return slip). | Please contact the Material Resources team (see Getting Help section below) to request the Equipment Identification and Inventory form and return it to them by email. A transport box containing the necessary items will be sent to you. | Please contact the Material Resources team (see Getting Help section below) to request the Equipment Identification and Inventory form and return it to them by email. A transport box containing the necessary items will be sent to you. |
- Pack material in a single box.
- Put all the equipment to be returned in the same box, and make sure there is enough bubble wrap or paper to protect the equipment during transport.
- If necessary, review/adjust the information on the Equipment Identification and Inventory form and include it in the box.
- Remove the old delivery label from the box and put on the new Purolator sticker received with the box.
- Return the equipment using one of the following three options:
| Call Purolator at 1-888-744-7123, specifying that it is for a pick-up. | Drop off the box at an authorized Purolator shipping location. | Get assistance from a Purolator virtual agent. |
Getting help
To obtain assistance, obtain supplies needed to return computer equipment or return the Equipment Identification and Inventory form:
| Quebec City, Montreal, Toronto | Vancouver |
|---|---|
| ressources.materielles@ia.ca 418-684-5000 ext. 103000 |
Vancouver.Mailroom@ia.ca 604-737-9194 ext. 403194 |
Questions?
Call us at 1-844-352-5200