U. S. Coast Guard Pay & Personnel Center
Servicemembers' Group Life Insurance (SGLI) Online Enrollment System (SOES) Implementation
Beginning in October 2018 members of the Coast Guard and National Oceanic and Atmospheric Administration (NOAA) can manage their Servicemembers’ Group Life Insurance (SGLI) coverage using the SGLI Online Enrollment System (SOES). Coast Guard and NOAA members join the Army, Navy Air Force, and Marine Corps in using the new system.
Visit our SGLI-SOES Implementation page for more information and resources.
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Commanding Officer (Staff Symbol)
U.S. Coast Guard
Pay & Personnel Center
444 S. E. Quincy St.
Topeka, KS 66683-3591
Procedures & Development (P&D) Branch
Links to Process Maps and Knowledge Base entries will take you to the CG Portal (CAC login required). Process Maps and User Guides are in Adobe Acrobat (PDF) file format and will open in a new window. Visit the Human Capital Management Military Human Resource Business Process Standardization (MHR-BPS) Publishing Site on the CG Portal to learn about Context Models and Process Models. You can also review this presentation on HCMS Modeling Elements to learn more.
Sign into Direct Access
Compressed Archives for Deployable Units: If you are assigned to a deployable unit and would like to take our guides with you, send us an e-mail. List the guide categories you need (e.g. Travel - PCS, Direct - Access Self Service, etc.). We'll create a "zip" file of the guides requested and e-mail you a link so you can download the guides before you deploy. Send requests to PPC (P&D) (PPC-PF-PD@uscg.mil).
District Reserve Force Readiness Branch (DXR)
Enlisted Evaluation System (EES)
Person Profile (Awards, Competencies, Languages, Training, Weigh-In Data, etc.)
Personal Data, Job Data, and Dependency Data
(*) BAH Dependency Data Form - Delayed Processing - Changes you make in Personal Information/Dependent Information WILL NOT IMMEDIATELY APPEAR ON THE BAH DEPENDENCY DATA FORM. The form relies on an update process that runs daily at 0500 (EST) to pull data from for the form. Wait until after 0500 (EST) or until the next day before attempting to print the form. Includes procedures for printing by member employee ID and batch printing by department ID (SPO or unit).
PHS Officer Corps Direct Access User Guides
Visit our PHS Officer Corps Direct Access User Guides page for PHS specific guides.
Reports and Queries
Electronically Imaged PDR (EI-PDR) via WebNow. Covers:
Can't open .XML files?
DA outputs some reports in extensible markup language format, these files have the .XML suffix. Windows 10 on the standard workstation doesn't have a default viewer for .XML files. To open an .XML file in Windows 10, use MS Excel. Save the file to your desktop, open MS Excel, select "Open", then "Browse", then "Desktop", and select the .XML file previously saved to the Desktop.
Retiree Self Service
The following guides and tutorials will help familiarize you with software applications in Direct Access Self Service:
Start Allotment 03/15/2019
View/Change Allotment 03/15/2019
Stop Allotment 03/18/2019
Requesting Mobilization Volunteer Opportunities (Member Self-Service)
Apply for Mobilization Opportunities:
Also see: TSP "Webinar" Recordings (June & August 2018)
New Reserve Specific Self-Service User Guides:
Self-Service for Commands
The EES Enlisted Evaluation Report Direct Access User Guide covers the following topics:
Endorsing a Request
The Reserve Inactive Duty for Training (IDT) Drills User Guide covers these topics:
IDT Drills - Schedule/Authorize 11/19/2018
IDT Drills - Complete/Deny 11/19/2018
IDT Drills - Correct/Cancel 11/19/2018
IDT Drills - Change11/19/2018
IDT Drills - Resubmit11/19/2018
Chargeable Absences 01/31/2019
Non-Chargeable Absences 01/31/2019
How Correct or Delete Approved Absence Requests 10/17/2018
Chargeable absence request - CMD/SPO 10/24/2018
Non-Chargeable absence request by Proxy 10/30/2018
Chargeable absence request by Proxy 10/30/2018
How Correct or Delete Approved Non-Chargeable Absence Requests 10/18/2018
How to Correct or Delete Approved Chargeable Absence requests 10/22/2018.
SPO Accessions, Reenlistments, and Extensions
SPO Disciplinary Actions
SPO Pay & Allowances
Advances ( Pay, BAH, or OHA)
Basic Allowance for Housing (BAH) Overview
BAH Without Dependents
BAH With Dependents
BAH Members in PCS Transit
BAH for Reserve Members
BAH Inadequate Quarters Rental Charge
BAH/COLA Report SPO User Guide
BAH/COLA Report SPO Tutorial
Hardship Duty Location Pay for Designated Areas (HDP-L(DA))
SPO Pay Deductions
Correct, Delete, or Stop 10/19/2018
SPO Permanent Change of Station (PCS)
PCS Entitlements Auto Start-Stop
SPO Reserve Specific Transactions
Amend Reserve Active Duty Orders
SPO Separations Transactions
Complete Separation Orders
Complete Member Separation
DD -214 Worksheet
(Also see Separations Flow to the DD-214)
Training Administration System (TAS)
Work-Life Management System
Only Coast Guard personnel assigned duties in one of the 8 respective areas identified below can be granted access to the system (Click the links to view maps for each of the WIMS processes).
The primary purpose of the Portal for WIMS users is for easy and quick navigation to the data entry pages for a Work - Life Incident.
When there is an incident involving a non-USCG member, they must be added to the system. Follow the steps in this guide to add a non-employee.
The primary purpose of the NotePad is to record and track notes for an incident that has been entered into the system.
When there is an incident that requires information to be routed to another user with and without a form, the Action Request Page along with the Approval Workflow Engine (AWE) will be utilized in Direct Access.
All WIMS User Guides (all files from this page combined into a single file)
This is a running list of known issues and procedural highlights for the past few months. Items will be updated when resolved.
Submitting Trouble Tickets with Supporting Documents User Guide updated. This guide provides the procedures for inserting or attaching supporting documents to a Trouble (Help) Ticket in HEAT.