U.S. COAST GUARD
Pay & Personnel Center

Direct Access User Roles and Functions: Functional roles have been created to assist users with requesting roles.  For example, instead of having to know which specific roles you need, you will select a “Functional Role”.  Examples:  CG SPO Technician, CG SPO Auditor, CG CGIS Investigator. Please visit the DA User Roles and Functions page for more information. 

Topic	Procedure Guide (PDF)	Knowledge Base Entry	Video Tutorial
User Procedures
Requesting, Removing, and Withdrawing User Roles and Functions	03/29/2023	10/11/2022	06/20/2018
Recertifying User Roles and Functions	03/29/2023		06/20/2018
Recertification Status Report	03/29/2023
Why was my user role request denied?	03/29/2023
Command Approver Procedures
Approving or Denying User Roles	03/29/2023	10/11/2022	N/A

Note: You must be on a CG Workstation, VDI, or VPN to access the Knowledge Base. It will not display properly with just a CAC logon.

Topic	Process Map	Knowledge Base Entry	Procedure Guides (PDF) & Tutorials
Competencies		06/18/2020	03/31/2023
Competency Dictionary		T​he Direct Access Competency Dictionary (file in MS Excel format) (a spreadsheet that shows all authorized competency codes and descriptions) is maintained by Commandant (CG-1B-1).
Honors & Awards		12/05/2019	Individual Awards: 03/31/2023 Mass Update (Multiple members-Same award & date): 04/17/2023
Incentive Points	N/A	Change to Policy and Procedures for Servicewide Exam Points (ALCOAST 367/22)	03/30/2023
Education	FORCECOM Degree Reporting	10/16/2019	Upon degree completion, students will request an official transcript be sent to ETQC-Registrar Office 300 E. Main Street, STE 1201, Norfolk, VA 23510 Visit ETQC's website https://www.forcecom.uscg.mil/Our-Organization/FORCECOM-UNITS/ETQC/VOLUNTARY-EDUCATION/  for specific procedures
Electronic Based Distributed Learning (EBDL) Courses	Effect EBDL System	EBDL Courses Approved for Reserve Retirement Points (CG-R55)	03/31/2023
Languages		01/21/2015	Guide 03/31/2023 Tutorials: Viewing/Correcting 08/13/2019 Adding 08/13/2019 Deleting 08/12/2019
Licenses and Certifications		12/05/2014 License Codes 09/29/2022 Certification Codes 09/29/2022	03/30/2023
Memberships		12/05/2014  Membership Codes 09/29/2022	03/31/2023
Test Results		06/08/2016 Note: Types of test results include; ASVAB, AFQT, SAT, ACT, GRE, GMAT, LSAT, OPI, and BPMC.	04/05/2023
Training (Adding updating additional training)			Guide: 04/05/2023 Tutorial: 10/15/2019
Member Weigh-In Data		10/30/2020	Guide 03/30/2023 Tutorial: 10//15/2019
Member Weigh-In Report		10/21/2015	03/31/2023
Viewing an Officer Specialty Code			03/31/2023

Note: You must be on a CG Workstation, VDI, or VPN to access the Knowledge Base. It will not display properly with just a CAC logon.

Topic	Knowledge Base Entry	Procedure Guide (PDF)	Video Tutorial
Personal Data		04/04/2023
Address (Home, Mailing & Home or Record)	02/19/2015	04/04/2023
BAH Dependency Verification SPO Procedure	10/02/2020	04/04/2023
BAH Dependency Verification Reports	10/02/2020	04/04/2023
Change of Name	01/13/2015	04/04/2023
Correction of SSN or Date of Birth	01/13/2015
Citizenship / Passport Data	01/13/2015
Diversity Data	01/13/2015
E-Mail Address	12/17/2014
Marital Status	01/13/2015
Dependent Information	01/21/2015	11/22/2022	01/29/2019
Dependent Aging Out		04/04/2023
Divorce, Annulment, or Death of a Dependent	01/21/2015	04/04/2023	02/11/2019
Questionable Dependent / PPC Legal Approval	01/21/2015	04/04/2023
BAH/Dependency Data / Emergency Contact Data Form Print Procedure*	10/13/2015	04/05/2023	12/4/2018
Urinalysis Report	01/15/2015	04/04/2023
Understanding Job Data		04/04/2023	02/06/2019

(*) 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).

Visit our PHS Officer Corps Direct Access User Guides page for PHS specific guides.

Required User Role for "Schedule a Query":

Only the user roles listed below have the ability to run a report that uses the Schedule a Query component.

Note: You must be on a CG Workstation, VDI, or VPN to access the Knowledge Base. It will not display properly with just a CAC logon.

Topic	Knowledge Base Entry	Procedure Guide (PDF)	Video Tutorial
Absence Request Report (Last item in Chargeable Absence Requests guide)	11/29/2017	03/03/2023	03/11/2019
Action Request Report and Viewing Transaction by Member		04/10/2023
Active Duty 6th or 10th Anniversary Query	12/11/2017	04/10/2023	N//A
Adhoc Report Request Procedure		02/16/2022	‎08‎/‎21‎/‎2018
BAH/COLA Report		04/04/2023	03/21/2019
BAH Dependency Verification Reports	10/02/2020	04/04/2023
BAH Mismatches (HR Quality Assurance Tool)  Do not submit a customer care ticket if there is no pay adjustment needed.  For example, A BAH quarters status code is changed from code “G” without dependents to code “H” without dependents due to member married to member marriage with no other dependents, and there is no change in the monthly BAH amount the member received and is entitled to.  No pay adjustment is needed.  Do not submit a ticket.		04/25/2019	02/25/2019
Department Role Query		04/12/2023	03/20/2019
Dependent Accountability Report	04/17/2017	06/28/2019	07/11/2019
CG Dept Run	06/08/2021	04/10/2023	01/14/2020
Begin Extension/Re-Extension Reports	12/10/201	04/12/2023	N/A
Coast Guard Military Human Resource Record (CGMHRR)		11/07/2022 (PSC iPERMS Access Information Page)
Government Travel Charge Card Command / Area Coordinators	11/29/2016	04/17/2023 (PPC P&D Provided Guide) 10/23/2010 (PSC-BOPS Provided Guide)	07/11/2019
Identifying Inactive Duty for Training (IDT) Dates		07/22/2022	10/17/2018
JUMPS Data Repository (JDR)		05/08/2017
Leave Correction Report		04/04/2023
Member All Duty Report		05/16/2023	N/A
Member Information Report	07/29/2017	04/10/2023	N/A
Member Weigh-In Report	10/21/2017	11/14/2022	07/16/2019
Net Pay Amount (NPAM) Report		09/02/2020	N/A
Obligated Service Report		04/12/2023	N/A
Payroll Verification Report- by SPO	02/20/2018	04/10/2023
Payroll Verification Report- by EMPLID	02/20/2018	04/10/2023	02/28/2018
Payslip		Individual 06/06/2019 Batched 06/07/2022	Individual 08/13/2019
Positions at a Department		04/10/2023	N/A
Prior Unit History Report		05/05/2022
Reserve Order Discrepancy Report		03/30/2023	02/06/2018
Reserve Member Balances		03/30/2023	02/21/2019
Reserve Orders Extract Report		01/10/2022	02/21/2019
Schedule a Query		04/13/2023
Suspicious Amount-Net Pay Difference  Greater Than $500 (NP500 Report)		07/29/2022	08/13/2018
Unit Roster	09/21/2022	09/21/2022	07/11/2019
Urinalysis Report	02/20/2018	07/11/2022	N/A
View Member Inactive Duty for Training (IDT) Drills		10/22/2020	10/17/2018

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.

Also see:

• E-Mail Templates for PPC Trouble Tickets
• SPOs (and others) may find these worksheets helpful when auditing a member's pay:
  • Aviation Incentive Pay Worksheet
  • 30 Day Entitlement Adjustment Worksheet
  • Career Sea Pay Premium Start Date
  • Monthly Entitlement Calculator 
  • OCOLA 31 Day Worksheet
  • Reserve Calculations (Leave, 1095, Early Retirement)
  • Standard Meal Rate (CGSMR) 31 Day Worksheet
  • Leave Audit Spreadsheet Example
  • Federal Withholding Calculator Instructions
  • Federal Withholding Calculator
• Action Request Report and Viewing Transaction by Member
• Approving Pay/Correction Transactions
• BAH/COLA Report SPO User Guide
• Element Assignment By Payee (EABP)(10/04/2022)
• How to Correct or Delete a Pending Payroll Action Request
• One Time Positive Input (OTPI)
• Pay Calculation Results
• Pay Corrections Action Requests
• Payee Warnings Report
• Researching Pay Cases
• In Range vs. Out of Range
• View Active Duty and Reserve Payslips: Individual or Batched

Visit the Retiree & Annuitant Services (RAS) Branch Direct - Access Self - Service Page for user guides and tutorials for retirees and annuitants.

Note: You must be on a CG Workstation, VDI, or VPN to access the Knowledge Base. It will not display properly with just a CAC logon.

Reserve Specific Self-Service User Guides:

Topic Name	Process Map	Knowledge Base Entry	Procedure Guide (PDF)	Video Tutorial
All Duty Report			04/07/2023	08/01/2018
Annual Screening Questionnaire Also see: Standard Occupational Code Listing (Spreadsheet listing SOC codes. Provided for easier searching).	Annual Screening Questionnaire	12/04/2014	12/07/2020	10/24/2017
Inactive Duty for Training (IDT) (schedule, edit, or withdraw IDT requests)	Reserve Member on IDT		04/07/2023	10/23/2017 (schedule) 05/15/2018 (withdraw/edit)
IDT Subsistence Allowance			02/19/2021
Montgomery GI Bill Selected-Reserve (MGIB-SR)	Effect MGIB-SR	12/17/2014	04/07/2023	07/18/2018
My Reserve Orders Requests-FSMS	Reserve ADT Orders		04/07/2023	12/04/2017
My Reserve Drills	Reserve Member on IDT		04/07/2023	08/01/2018
View My Reserve Points Statement			04/07/2023	07/18/2018
Understanding My Reserve Points Statement				11/06/2017

Note: You must be on a CG Workstation, VDI, or VPN to access the Knowledge Base. It will not display properly with just a CAC logon.

Topic	Knowledge Base Entry	Procedure Guide (PDF)	Video Tutorial
Add a Shortcut to Favorites	06/15/2018	04/14/2023
Clearing Cookies and Cache Note: To clear the SSL state in Windows 10: Open the Start menu. Search for and open Internet Options. In the dialog box that appears, select the Content tab. Click Clear SSL State.		Clearing Cookies and Cache in Google Chrome Clearing Cookies and Cache in Microsoft Edge
Direct Access Browser Requirements & Helpful Tools		03/24/2021	N/A
Absence Request (Chargeable)	09/21/2016	02/18/2022	10/23/2018
Absence Requests (Non-Chargeable)		02/21/2023	10/25/2018
Allotments/Voluntary Deductions	05/28/2019	02/08/2019	06/07/2018
A-School request (self-service)		3/24/2023
BAH Dependency Data Verification	10/02/2020	03/29/2023
Blended Retirement System (BRS) Opt-In Eligible Accessions and Process (Post January 1, 2019)		06/10/2019	N/A
Blended Retirement System (BRS) - Information (BRS Overview and calculator demo)		03/08/2018	03/08/2018
Coast Guard Civilian DA Self-Service		04/17/2023	10/17/2018
Digitally Signing a PDF (Electronic Signature)		06/13/2022
Digitally Signing Documents from Direct Access		03/30/2020
Direct Deposit	02/12/2015	04/06/2023	02/07/2018
Email Addresses	10/24/2014	03/30/2023	04/12/2018
Emergency Contacts	12/04/2014	03/29/2023	06/20/2018
Enlisted Evaluation Reports		5/11/2023
Employee Review Summary	01/01/2015	04/05/2023	11/07/2018
eRésumé (PCS)	11/04/2020	04/20/2023	04/23/2018
Ethnic Groups	12/04/2014	03/29/2023
My Religion - self service		04/20/2023
Federal Tax Elections	04/02/2020	03/30/2023	04/10/2018
Functional Roles: See Requesting, Recertifying, Removing, and Withdrawing User Roles and Functions, below
Government Travel Charge Card	07/18/2019	03/30/2023	07/25/2019
State Tax Elections	04/02/2020	04/02/2020	04/10/2018
Home Address, Mailing Address, and Thrift Savings Plan Mailing Address	02/09/2015	04/05/2023	10/17/2018
My Airport Terminal	N/A	04/05/2023	06/27/2018 (2 min)
My Assignments Endorsements	12/04/2014	03/30/2023	08/07/2019
My eResume Report	12/04/2014	03/29/2023	11/06/2018
My Member Info (View My Awards, Training, Education, and Competencies)	12/04/2014	04/06/2023	04/12/2018
My Panel Submissions (e.g. CWO appointment, Command Screening, and, other boards and panels)	12/07/2020	03/30/2023	08/07/2019
Password Initial Setup, Changing, Reset, and Forgotten Password Procedure	08/29/2017	04/17/2023
Phone Numbers	10/26/2014	04/05/2023	05/02/2018
Requesting Mobilization Volunteer Opportunities (Member Self-Service)		06/29/2022	Apply for Mobilization Opportunities: 10/17/2018
Requesting, Removing, and Withdrawing User Roles and Functions	08/10/2022	03/02/2023	06/20/2018
Recertifying User Roles	08/10/2022	09/10/2022	06/20/2018
Servicemembers' Group Life Insurance Online Enrollment System (SOES)	12/08/2021	12/08/2021
Thrift Savings Plan (TSP)	12/07/2020	04/05/2023	02/11/2019
Understanding the Payslip Leave Summary		12/14/2022	N/A
View My Dependent Information	02/23/2018	04/19/2023	05/15/18
View My PaySlip	01/22/2016	04/05/2023	02/14/2018 (7 min)
View My Open Debts		04/14/2023
View My CWO Personal Data Extract	02/12/2016	04/05/2023	06/21/2018
View My CWO Profile Letter	02/12/2016	04/05/2023	06/20/2018
View My SWE Personal Data Extract	02/12/2016	04/05/2023	04/17/2018 (12 min)
View My SWE Profile Letter	02/12/2016	12/14/2022	02/14/2018 (7 min)
View/Print My Year End (TAX) Forms (W-2s and ACA Forms)	01/22/2016	04/05/2023	11/07/2018
Year-End Tax Form Consent (Opting-out of Paper Copies)	10/02/2019	10/02/2019	10/15/2019

Note: You must be on a CG Workstation, VDI, or VPN to access the Knowledge Base. It will not display properly with just a CAC logon.

Topic	Process Map	Knowledge Base Entry	Procedure Guide (PDF)	Video Tutorial
Absence Request
Chargeable Absence Requests		10/27/2016	02/18/2022	Chargeable absence request - CMD/SPO  10/24/2018
Non-Chargeable Absence Requests			02/18/2022	Non-Chargeable absence request by Proxy 10/30/2018 How Correct or Delete Approved Non-Chargeable Absence Requests  10/18/2018
Delegate Approval Authority to Another Approver		10/27/2016	04/03/2023
Blended Retirement System (BRS)
Checking a Member's BRS Enrollment Status		12/21/2017	05/11/2023	03/15/2018
COMMAND - APPROVING A SCHOOL REQUESTS
Approving A School Requests			03/24/2023
Electronic Training Request (ETR)
Submitting an Electronic Training Request (ETR)		11/29/2016	11/02/2020	02/21/2019
Viewing and Printing Training Administration Orders			01/19/2022
Enlisted Evaluation System (EES)
Enlisted Evaluation System (EES) Enlisted Evaluation Report   The EES Enlisted Evaluation Report Direct Access User Guide covers the following topics: Enlisted Evaluation Report – Supervisor Submission Enlisted Evaluation Report Endorsements Enlisted Evaluation Report Approval Member Counseling Report (printing)		PSC Web Page	04/06/2023
eResume & Panel Submissions (Postgraduate/Advanced Education)
Endorsing Panel Submissions and PCS eResumes		07/07/2016(eResume) 03/24/2016(Postgraduate/Advanced Education Endorsements)	04/06/2023
PCS eResume Command Endorsement			04/18/2023
Postgraduate/Advanced Education Overview			04/12/2023
Government Travel Charge Card (GTCC)
Travel Charge Card Command / Area Coordinators		11/29/2016	04/17/2023 (PPC P&D Provided Guide) 10/23/2010 (PSC-BOPS Provided Guide)	07/11/2019
Mobilization
Requesting Mobilization Volunteer Opportunities (Member Self-Service)	Reserve Mobilization Orders		06/29/2022	Apply for Mobilization Opportunities: 10/17/2018
Endorsing/Approving Mobilization Volunteer Opportunities	Reserve Mobilization Orders		08/23/2022	Endorsing a Request 10/17/2018
Postgraduate/Advanced Education
Postgraduate/Advanced Education Endorsements		03/24/2016	07/03/2019
Reserve Specific
Annual Screening Questionnaire (ASQ) Command Also see: Standard Occupational Code Listing ?(Spreadsheet listing SOC codes. Provided for easier searching).	Annual Screening Questionnaire	07/03/2015	10/05/2022	05/18/2018
Reserve Member Balances		07/03/2015	10/04/2022	02/21/2019
Reserve Orders Extract Report		07/03/2015	01/10/2022	02/21/2019
Active Duty Orders (AD/ADT/ADOT/ADOS) Also see: Summary of Reserve Orders Types (9/6/2018) This is a new version of the guide for issuing reserve active duty orders. It provides procedures for entering cost information that is compliant with the new FSMS account system.	ADT Orders ADHC Orders ADOT Orders ADOS Orders	07/03/2015	04/18/2023	10/23/2017
Generate a Manual DD-214			11/22/2022
Inactive Duty for Training (IDT) Drills This guide covers the following topics: Reserve Air Crew Flight Duty Pay  Authorizing a Member-Scheduled IDT Drill Scheduling IDT Drills for an Individual Member Scheduling a Batch of IDT Drills Deleting a Scheduled or Cancelled IDT Drill Marking Individual IDT Drills Completed Marking a Batch of IDT Drills Completed Changing the Drill Status of IDT Drills Correcting a Previously Paid IDT Drill Canceling a Previously Paid IDT Drill Resubmitting IDT Drills Previously Denied by the SPO	Reserve Member on IDT	07/03/2015	04/18/2023	IDT Drills - Schedule/Authorize Individual or Batch 07/31/2019
Reserve Member Status Change (View)		07/03/2015	03/30/2023	02/07/2018
Reserve Order Discrepancy Report			03/30/2023	02/06/2018
View Member Inactive Duty for Training (IDT) Drills		07/03/2015	03/30/2023	10/17/2018
Identifying Inactive Duty for Training (IDT) Drill Dates		07/03/2015	07/22/2022	10/17/2018
Inactive Duty for Training (IDT) Subsistence Allowance			02/19/2021	N/A
Understanding Reserve Pay Processing			12/07/2020	Understanding Reserve Pay Processing 10/28/2019 Also see: Verifying a Delay in Pay for a Reservist 02/26/2019 Pay Calendars, Cuts, and Timing 03/01/2019
Reports/Queries
Absence Request Report (Last item in Chargeable Absence Requests guide)		11/29/2016	02/18/2022	03/11/2019
ADHOC Reports Request Procedure		07/03/2016	02/16/2022	‎08‎/‎21‎/‎2018
Airport Terminal & Viewing Separation Orders		10/26/2014	04/13/2023	02/14/2019
BAH Dependency Verification Report (SPO or Unit P&A Office User Role Required to run this query)		10/02/2020	10/27/2020
CG Dept Run		06/08/2021	04/10/2023	01/14/2020
Dependent Accountability Report		04/17/2017	04/20/2023	07/11/2019
Department Role Query		N/A	06/09/2021	03/20/2019
Leave Correction Report			02/18/2022
Member All Duty Report		N/A	05/16/2023	N/A
Member Information Report		11/29/2016	04/10/2023	N/A
Member Weigh-In Report		10/21/2015	09/05/2019	07/16/2019
Net Pay Advice Report		09/02/2020	04/18/2023
Payslips		N/A	Individual 04/18/2023 Batched 06/07/2022	Individual 08/13/2019
Positions at a Department		N/A	08/04/2022	N/A
Prior Unit History Report			04/18/2023
Reserve Order Discrepancy Report			04/29/2022	02/06/2018
Scheduling a Query		07/03/2015	11/15/2022
Unit Roster		09/21/2022	04/18/2023	07/11/2019
Servicewide Exam (SWE) / Enlisted advancements
Creating Advancement Certificates			04/18/2023	08/09/2018
Servicewide Exam PDE by Member		02/11/2016	04/18/2023	02/05/2019
Servicewide Exam PDEs by Department		02/11/2016	04/18/2023	08/13/2018
Servicewide Exam Profile Letters by Department		02/11/2016	04/18/2023	11/01/2018
Servicewide Exam Profile Letter by Member		02/11/2016	04/13/2023	11/01/2018
User Roles
Approving or Denying User Roles		08/10/2022	08/10/2022
Removing User Roles		02/10/2022	12/10/2019
Weight and Body Fat Standards Program
Member Weigh-In Data Entry		01/25/2016	04/01/2022	10/15/2019
Member Weigh-In Report		10/21/2015	11/14/2022

Note: You must be on a CG Workstation, VDI, or VPN to access the Knowledge Base. It will not display properly with just a CAC logon.

Topic	Knowledge Base Entry	Procedure Guide (PDF)	Video Tutorial
Contracts Overview	N/A	04/13/2018
Contract Data - Reenlistments	01/24/2017	04/24/2023	05/06/2019
Contract Data - Extensions & Re-extensions	10/27/2015	04/24/2023	07/16/2019
Contract Data - Approving Contracts	N/A	03/29/2023	05/06/2019
Contract Data - Change the Date of a Pending Contract	N/A	03/29/2023
Begin Extension/Re-Extension Reports	12/10/2014	03/04/2021	N/A
Begin Extension of Enlistment	10/27/2015	03/29/2023	07/16/2019
Begin Re-Extension of Enlistment	12/10/2014	03/29/2023	07/16/2019
Retained Beyond Normal Expiration of Enlistment	12/11/2014	03/29/2023
Lump Sum Leave Sale Overview	01/07/2021	06/13/2019
Active Duty 6th or 10th Anniversary Query	12/11/2014	07/22/2022	N/A
HIRE - CADET	12/18/2014	03/27/2023
Hire - Cadet Initial Clothing Allowance (ICA) (Academy Cadet SPO Only)		01/11/2021
HIRE - DCO or MARGRAD	12/18/2014	03/27/2023
HIRE - OCS-IRR	12/16/2014	03/27/2023
HIRE - ROCI	12/18/2014	03/27/2023
HIRE Cape May RECRUIT (from CGRC)	12/18/2014	03/27/2023
HIRE Reserve Depot	12/18/2014	03/27/2023
REHIRE - Direct Commission Officer (DCO)	11/29/2016	03/27/2023
REHIRE - CADET	12/18/2014	03/27/2023
REHIRE PRIOR SERVICE	03/17/2019	02/10/2023
REHIRE-RESERVE	12/18/2014	02/10/2023
REHIRE-Return to Service - Active Duty Reintegration		05/04/2023
CG Exchange Allotment for Ditty Bag Bill.	N/A	03/29/2023	02/21/2019
Montgomery GI Bill (MGIB) Enrollment or Decline	02/10/2016	03/28/2023	02/19/2019
Statement of Creditable Service (SOCS) - overview guide		04/13/2023

Also see:

• E-Mail Templates for PPC Trouble Tickets
• SPOs (and others) may find these worksheets helpful when auditing a member's pay:
  • Aviation Incentive Pay Worksheet
  • 30 Day Entitlement Adjustment Worksheet
  • Career Sea Pay Premium Start Date
  • Monthly Entitlement Calculator 
  • OCOLA 31 Day Worksheet
  • Reserve Calculations (Leave, 1095, Early Retirement)
  • Standard Meal Rate (CGSMR) 31 Day Worksheet
  • Leave Audit Spreadsheet Example
  • Federal Withholding Calculator Instructions
  • Federal Withholding Calculator
• Action Request Report and Viewing Transaction by Member
• Approving Pay/Correction Transactions
• BAH/COLA Report SPO User Guide
• Element Assignment By Payee (EABP)(10/04/2022)
• How to Correct or Delete a Pending Payroll Action Request
• One Time Positive Input (OTPI)
• Pay Calculation Results
• Pay Corrections Action Requests
• Payee Warnings Report
• Researching Pay Cases
• In Range vs. Out of Range
• View Active Duty and Reserve Payslips: Individual or Batched

Note: You must be on a CG Workstation, VDI, or VPN to access the Knowledge Base. It will not display properly with just a CAC logon.

Topic	Knowledge Base Entry	Procedure Guide (PDF)	Video Tutorial
Advancing a Member	03/14/2022	03/29/2023	11/07/2018
Reducing a Member	03/14/2022	03/29/2023	11/07/2018
Adding a Designator	01/07/2015	03/29/2023	11/14/2018

Also see:

• E-Mail Templates for PPC Trouble Tickets
• SPOs (and others) may find these worksheets helpful when auditing a member's pay:
  • Aviation Incentive Pay Worksheet
  • 30 Day Entitlement Adjustment Worksheet
  • Career Sea Pay Premium Start Date
  • Monthly Entitlement Calculator 
  • OCOLA 31 Day Worksheet
  • Reserve Calculations (Leave, 1095, Early Retirement)
  • Standard Meal Rate (CGSMR) 31 Day Worksheet
  • Leave Audit Spreadsheet Example
  • Federal Withholding Calculator Instructions
  • Federal Withholding Calculator
• Action Request Report and Viewing PayTransaction by Member
• Approving Pay/Correction Transactions
• BAH/COLA Report SPO User Guide
• Element Assignment By Payee (EABP)(10/04/2022)
• How to Correct or Delete a Pending Payroll Action Request
• One Time Positive Input (OTPI)
• Pay Calculation Results
• Pay Corrections Action Requests
• Payee Warnings Report
• Researching Pay Cases
• In Range vs. Out of Range
• View Active Duty and Reserve Payslips: Individual or Batched

Note: You must be on a CG Workstation, VDI, or VPN to access the Knowledge Base. It will not display properly with just a CAC logon.

Topic	Process Map	Knowledge Base Entry	Procedure Guide (PDF)	Video Tutorial
Basic Allowance for Housing (BAH) Overview BAH Without Dependents BAH With Dependents BAH Member-Married-to-Member BAH Members in PCS Transit BAH for Reserve Members BAH Differential BAH Partial BAH Inadequate Quarters Rental Charge BAH Codes BAH/COLA Report SPO User Guide BAH/COLA Report SPO Tutorial DA Pay Processing: Inactive BAH Case	Basic Allowance for Housing (BAH)	10/21/2019	Start/Stop/Correct/Approve BAH 04/03/2023 Reserve AD BAH 04/07/2023 Enter BAH-TR for Recruit training, OCS and Academy Grads 04/07/2023	Starting BAH 06/28/2019 Starting BAH for Reserve Members 08/22/2019 Starting BAH-TR 05/01/2019 Correcting BAH 07/08/2019 Stopping BAH 07/08/2019 Starting BAH After PCS 07/08/2019 Correcting - Inserting a BAH Row 07/09/2019 Deleting/Approving/Deny/Corrections 07/09/2019
Basic Allowance for Subsistence (BAS) (starts automatically)	Basic Allowance for Subsistence (BAS)   Candidate (Cadet) Commuted Rations (COMRATS)	11/14/2019	N/A	N/A
BAS Type II			04/04/2023	N/A
Cadet Initial Clothing Allowance (ICA) (Academy Cadet SPO Only)			04/07/2023
Clothing Allowance - Civilian (CCA)	Civilian Clothing Allowance	09/26/2019	Processing CCA  03/20/2023	10/31/2018
Clothing Allowance - Supplementary (SUPP CMA)	Enlisted Supplementary Clothing Allowance	06/12/2020	Processing SUPP CMA  04/04/2023	11/14/2018
Cost of Living Allowance (COLA) - Continental US (CONUS COLA)	Continental United States (CONUS) Cost of Living Allowance (COLA)	10/30/2014	Start CONUS COLA 04/07/2023 Correcting CONUS COLA 10/02/2019	01/29/2019
Cost of Living Allowance (COLA) - Overseas (OUTCONUS COLA/Reduced OUTCONUS COLA)	Outside Continental United States (OCONUS) Cost of Living Allowance (COLA)	10/13/2022	Start/Stop/Correct/Approve OUTCONUS COLA 04/05/2023	Start 03/21/2019 Correct 03/21/2019 Delete 03/21/2019 Stop 03/21/2019 Approve/Confirm 03/21/2019
Cost of Living Allowance (COLA) - Unique Expenses		10/13/2022	N/A Input by PPC
Combat SGLI Allowance	Combat Servicemembers Group Life Insurance (SGLI)	07/16/2019	Starting Combat SGLI Offset 04/13/2023 Stopping Combat SGLI Offset 04/13/2023	Starting (10/17/2018) and  Stopping (07/30/2019) SGLI Offset
Combat Tax Exclusion	Combat Tax Exclusion	09/29/2017	Start, Stop, Delete 04/03/2023	Start CTE 11/7/2018 Stop CTE 11/7/2018 Approve/Deny CTE 11/7/2018 Delete CTE 11/7/2018
Direct Deposit (Establish or Change)		09/23/2017	03/10/2022	10/31/2018
CG Standard Meal Rate (CGSMR) Refund / Refund for Missed Meals (RMM)	Coast Guard Standard Meal Rate (CGSMR) and Refund of Missed Meals (RMM)	11/14/2019	Enter RMM 04/07/2023 Correct, Delete, or Stop 06/16/2022 CGSMR Batch Process (start/stop SMR for multiple members) 09/02/2021	Entering RMM 02/26/2019
Element Assignment by Payee (EABP)		07/01/2019	04/10/2023
Family Separation Allowance (FSA)	Family Separation Allowance (FSA)	01/05/2015	Start FSA 04/04/2023 Correct, Delete, or Stop 06/16/2022
Family Separation Housing Allowance (FSH)		06/17/2021	Start 04/04/2023
Move In Housing Allowance		12/23/2014	04/04/2023	Starting 10/17/2019 Correcting 10/17/2019 Deleting 10/17/2019
Officer Uniform Allowance	Officer Uniform Allowance	01/15/2015	04/04/2023	01/29/2019
One Time Positive Input (OTPI)		07/01/2019	04/05/2023	07/25/2019
Overseas Housing Allowance (OHA) See OHA tables for rates.	Overseas Housing Allowance (OHA)	10/21/2019	Start 04/05/2023 Stop 04/12/2023 Correcting 04/05/2023	Start 10/09/2019 Stop (departing area) 09/11/2019 Stop (assigned government quarters) 09/18/2019
Pay Corrections Action Request		09/25/2019	07/15/2021	11/29/2018
Pay Calculations Results			04/07/2023	07/26/2019
Payroll Tax Deferral		09/04/2020	12/18/2020
Personal Money Allowance (PMA) (Now starts automatically upon PCS reporting)	Personal Money Allowance	01/15/2015	N/A

Also see:

• E-Mail Templates for PPC Trouble Tickets
• SPOs (and others) may find these worksheets helpful when auditing a member's pay:
  • Aviation Incentive Pay Worksheet
  • 30 Day Entitlement Adjustment Worksheet
  • Career Sea Pay Premium Start Date
  • Monthly Entitlement Calculator 
  • OCOLA 31 Day Worksheet
  • Reserve Calculations (Leave, 1095, Early Retirement)
  • Standard Meal Rate (CGSMR) 31 Day Worksheet
  • Leave Audit Spreadsheet Example
  • Federal Withholding Calculator Instructions
  • Federal Withholding Calculator
• Action Request Report and Viewing PayTransaction by Member
• Approving Pay/Correction Transactions
• BAH/COLA Report SPO User Guide
• Element Assignment By Payee (EABP)(10/04/2022)
• How to Correct or Delete a Pending Payroll Action Request
• One Time Positive Input (OTPI)
• Pay Calculation Results
• Pay Corrections Action Requests
• Payee Warnings Report
• Researching Pay Cases
• In Range vs. Out of Range
• View Active Duty and Reserve Payslips: Individual or Batched

Topic	Process Map	Procedure Guide (PDF)	Tutorial
Viewing a Member's Leave Balance		04/13/2023	10/31/2018
Leave and Other Approved Absences	SEPARATIONS Leave	Chargeable Absences 04/03/2023 Non-Chargeable Absences 04/19/2023  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.
Reviewing and Auditing Leave		04/07/2023
Leave Correction Report		How to run the leave report to ID corrected or deleted entries 02/18/2022
General Absences		General Absences 04/04/2023
Understanding the Payslip Leave Summary		02/26/2019	N/A

Also see:

• E-Mail Templates for PPC Trouble Tickets
• SPOs (and others) may find these worksheets helpful when auditing a member's pay:
  • Aviation Incentive Pay Worksheet
  • 30 Day Entitlement Adjustment Worksheet
  • Career Sea Pay Premium Start Date
  • Monthly Entitlement Calculator 
  • OCOLA 31 Day Worksheet
  • Reserve Calculations (Leave, 1095, Early Retirement)
  • Standard Meal Rate (CGSMR) 31 Day Worksheet
  • Leave Audit Spreadsheet Example
  • Federal Withholding Calculator Instructions
  • Federal Withholding Calculator
• Action Request Report and Viewing PayTransaction by Member
• Approving Pay/Correction Transactions
• BAH/COLA Report SPO User Guide
• Element Assignment By Payee (EABP)(10/04/2022)
• How to Correct or Delete a Pending Payroll Action Request
• One Time Positive Input (OTPI)
• Pay Calculation Results
• Pay Corrections Action Requests
• Payee Warnings Report
• Researching Pay Cases
• In Range vs. Out of Range
• View Active Duty and Reserve Payslips: Individual or Batched

Note: You must be on a CG Workstation, VDI, or VPN to access the Knowledge Base. It will not display properly with just a CAC logon.

Topic	Process Map	Knowledge Base Entry	Procedure Guide (PDF)	Video Tutorial
Advances ( Pay, BAH, or OHA)	Advance Pay / BHA / OHA	0713/2017	04/07/2023	07/11/2019
Advances - Change Liquidation Schedule		12/172014	04/03/2023	11/20/2018
Advances - Identifying the Remaining Balance of an Advance			04/13/2023	11/20/2018

Also see:

• E-Mail Templates for PPC Trouble Tickets
• SPOs (and others) may find these worksheets helpful when auditing a member's pay:
  • Aviation Incentive Pay Worksheet
  • 30 Day Entitlement Adjustment Worksheet
  • Career Sea Pay Premium Start Date
  • Monthly Entitlement Calculator 
  • OCOLA 31 Day Worksheet
  • Reserve Calculations (Leave, 1095, Early Retirement)
  • Standard Meal Rate (CGSMR) 31 Day Worksheet
  • Leave Audit Spreadsheet Example
  • Federal Withholding Calculator Instructions
  • Federal Withholding Calculator
• Action Request Report and Viewing PayTransaction by Member
• Approving Pay/Correction Transactions
• BAH/COLA Report SPO User Guide
• Element Assignment By Payee (EABP)(10/04/2022)
• How to Correct or Delete a Pending Payroll Action Request
• One Time Positive Input (OTPI)
• Pay Calculation Results
• Pay Corrections Action Requests
• Payee Warnings Report
• Researching Pay Cases
• In Range vs. Out of Range
• View Active Duty and Reserve Payslips: Individual or Batched

Note: You must be on a CG Workstation, VDI, or VPN to access the Knowledge Base. It will not display properly with just a CAC logon.

Topic	Knowledge Base Entry	Procedure Guide (PDF)	Video Tutorial
Disciplinary Actions	08/06/2019	04/05/2023 Also see:  Defense Incident-Based Reporting System (DIBRS). Cross Reference to 2019 Manual for Courts-Martial	1. Entering 08/28/2019 2. Approve or Deny  08/28/2019  3. Adding a Step 08/29/2019 4. Report 01/14/2020

Also see:

• E-Mail Templates for PPC Trouble Tickets
• SPOs (and others) may find these worksheets helpful when auditing a member's pay:
  • Aviation Incentive Pay Worksheet
  • 30 Day Entitlement Adjustment Worksheet
  • Career Sea Pay Premium Start Date
  • Monthly Entitlement Calculator 
  • OCOLA 31 Day Worksheet
  • Reserve Calculations (Leave, 1095, Early Retirement)
  • Standard Meal Rate (CGSMR) 31 Day Worksheet
  • Leave Audit Spreadsheet Example
  • Federal Withholding Calculator Instructions
  • Federal Withholding Calculator
• Action Request Report and Viewing PayTransaction by Member
• Approving Pay/Correction Transactions
• BAH/COLA Report SPO User Guide
• Element Assignment By Payee (EABP)(10/04/2022)
• How to Correct or Delete a Pending Payroll Action Request
• One Time Positive Input (OTPI)
• Pay Calculation Results
• Pay Corrections Action Requests
• Payee Warnings Report
• Researching Pay Cases
• In Range vs. Out of Range
• View Active Duty and Reserve Payslips: Individual or Batched

Note: You must be on a CG Workstation, VDI, or VPN to access the Knowledge Base. It will not display properly with just a CAC logon.

Topic	Process Map	Knowledge Base Entry	Procedure Guide (PDF)	Video Tutorial
Action Request Report and Viewing Pay Transactions by Member			04/10/2023
Assignment Incentive Pay - Cutters Undergoing Maintenance Periods (AIP-CMP)		10/21/2022	03/31/2023
Assignment Incentive Pay - Pre-commissioning Cutter Crews (AIP-PCC)		10/21/2022	03/31/2023
Assignment Incentive Pay - Remote & Austere Conditions (AIP-RAC)		10/21/2022	03/31/2023
Assignment Pay (AP)	Specialty Duty and Assignment Pay (SDP/AP)	09/27/2022	Starting Assignment Pay 04/13/2023	10/17/2019
Aviation Incentive Pay (AvIP)	Aviation Incentive Pay (AvIP)	08/02/2019	04/04/2023	Establish Aviator/Start AvIP 02/11/2019 Suspend/Terminate/Delete AvIP 02/12/2019 Monthly to Month AvIP 02/12/2019
Bonuses - Viewing Bonuses and Their Payments			04/13/2023	08/07/2019
Career Sea Pay (CSP) Five Level Table and TDY Entitlement Rules	Career Sea Pay	03/29/2021	03/31/2023 (covers starting, restarting, stopping, and deleting neutral time.)
Career Sea Pay Premium (CSPP) Note: If submitting a transaction out-of-range the SPO will submit the CSPP Start Date Calculator Spreadsheet via a trouble ticket to PPC customer care after approving the CSPP action request in Direct Access. Also, submit the CSPP Start Date Calculator Spreadsheet via a trouble ticket to PPC customer care if having trouble inputting or approving the transaction.  Known Issue: Career Sea Pay Premium (CSPP) for TACLETs - SPOs must submit trouble tickets to have CSPP payout for CSPP-eligible TACLET members who go TDY to a ship. Also see: CG-2036, Career Sea Pay Premium Worksheet	Career Sea Pay Premium	12/09/2020	04/05/2023
Combat Tax Exclusion	Combat Tax Exclusion	09/29/2017	Start, Stop, Delete 04/29/2020	Start CTE 11/7/2018 Stop CTE 11/7/2018 Approve/Deny CTE 11/7/2018 Delete CTE 11/7/2018
Direct Deposit (Establish or Change)		09/23/2017	04/03/2023	10/31/2018
Element Assignment by Payee (EABP)		07/01/2019	04/03/2023
Diving Duty Pay		01/14/2015	Start 04/13/2023 Correct, Delete, or Stop 06/16/2022	12/4/2018
Foreign Language Proficiency Pay (FLPP)	Foreign Language Proficiency Pay (FLPP)	01/21/2015	Start 04/07/2023 Correct, Delete, or Stop 06/16/2022	07/16/2019
Hardship Duty Location Pay for Designated Areas (HDP-L(DA))	Hardship Duty Pay (HDP) - Location (L) Designated Area (DA)	09/17/2019	Start 04/05/2023 Correct, Delete, or Stop 06/16/2022	12/4/2018
Hardship Duty Pay - Restriction of Movement Due to COVID-19		12/15/2020	07/17/2020 a. Members may apply for HDP-ROM through their unit Personnel and Administration (P&A) office to their Servicing Personnel Office (SPO). Applications must be accompanied by the following documentation: (1) Copy of order directing member into quarantine/isolation or restriction of movement. Such orders must include the beginning and ending dates of quarantine/isolation. (Memo Order Template. MS Word file format) (2) Statement from members that they are required to pay out-of-pocket for the cost of their lodging without full or partial reimbursement. (Template for member's statement. Adobe PDF file format) (3) Copy of the invoice for the quarters paid for out-of-pocket. Invoices or receipts for lodging with friends or family are not acceptable. b. Unit P&A offices will review HDP-ROM applications for compliance with the conditions of eligibility and completeness and forward the applications to the unit’s SPO. c. SPOs will submit HDP-ROM applications to PPC as a customer care ticket. Payment is authorized in arrears for the ordered ROM quarantine/isolation period.
Starting Hazardous Duty Pay This guide covers the following topics:			Start 04/13/2023  Correct, Delete, or Stop 06/16/2022
Hazardous Duty Pay for Visit, Board, Search, and Seizure Boarding Teams (HAZPAY-VB)	Hazardous Duty Incentive Pay Visit Board Search Seizure	01/08/2015		Start 12/17/2018
Flight Deck Hazardous Duty Incentive Pay (HAZPAY-FD)	Flight Deck Hazardous Duty Incentive Pay	01/08/2015		Start 11/29/2018
Flight Duty Hazardous Duty Pay (HAZPAY) for Enlisted Members and Non-rated or Non-designated Officers	Hazardous Duty Incentive Pay (HDIP)	11/28/2022		Start 12/4/2018
High-Pressure Chamber Hazardous Duty Pay (HAZPAY-HP)	Diving Duty High-Pressure Chamber Hazardous Duty Pay	03/30/2017		Start 01/29/2019
Hostile Fire / Imminent Danger Pay	Hostile Fire / Imminent Danger Pay	06/12/2020	Start 04/07/2023 Correct, Delete, or Stop 06/16/2022 Assistant Secretary of Defense Memo of 21 April 2020 provides a listing of re-designated imminent danger areas for purposes of payment of Imminent Danger Pay (IDP) Assistant Secretary of Defense Memo of 04 June 2020 designates the land area of Saudi Arabia for imminent danger pay effective 14 September 2019.
One Time Positive Input (OTPI)		07/01/2019	04/05/2023	07/25/2019
Pay Corrections Action Request		09/25/2019	04/04/2023	11/29/2018
Pay Calculations Results			09/18/2020	07/26/2019
Payroll Tax Deferral		09/04/2020	12/18/2020
Responsibility Pay	Responsibility Pay	10/30/2019	Start 04/07/2023 Stop 04/07/2023	Start 04/29/2019 Stop 04/29/2019
Special Duty Pay (SDP)	Specialty Duty and Assignment Pay (SDP/AP)	09/27/2022	Start SDP 04/13/2023

Also see:

• E-Mail Templates for PPC Trouble Tickets
• SPOs (and others) may find these worksheets helpful when auditing a member's pay:
  • Aviation Incentive Pay Worksheet
  • 30 Day Entitlement Adjustment Worksheet
  • Career Sea Pay Premium Start Date
  • Monthly Entitlement Calculator 
  • OCOLA 31 Day Worksheet
  • Reserve Calculations (Leave, 1095, Early Retirement)
  • Standard Meal Rate (CGSMR) 31 Day Worksheet
  • Leave Audit Spreadsheet Example
  • Federal Withholding Calculator Instructions
  • Federal Withholding Calculator
• Action Request Report and Viewing PayTransaction by Member
• Approving Pay/Correction Transactions
• BAH/COLA Report SPO User Guide
• Element Assignment By Payee (EABP)(10/04/2022)
• How to Correct or Delete a Pending Payroll Action Request
• One Time Positive Input (OTPI)
• Pay Calculation Results
• Pay Corrections Action Requests
• Payee Warnings Report
• Researching Pay Cases
• In Range vs. Out of Range
• View Active Duty and Reserve Payslips: Individual or Batched

Note: You must be on a CG Workstation, VDI, or VPN to access the Knowledge Base. It will not display properly with just a CAC logon.

Topic	Process Model	Knowledge Base Entry	Procedure Guide (PDF)	Video Tutorial
Allotments/Voluntary Deductions		05/28/2019	04/13/2023
CG Standard Meal Rate (CGSMR) (Auto-Starts & Stops for PCS reporting and departing ESM/EUM units)	CGSMR and RMM	06/16/2022	Start 04/13/2023   Correct, Delete, or Stop 06/16/2022 CGSMR Batch Process (start/stop SMR for multiple members) 04/04/2023	Start 02/28/2019
Federal & State Tax Withholding Also see: State Tax Withholding Exceptions Federal Withholding Calculator Instructions Federal Withholding Calculator		03/16/2021	04/05/2023
Montgomery GI Bill Enrollment or Decline		02/10/2016	02/19/2019
State Tax Withholding Exceptions	SITW Exemption	04/13/2021	02/26/2021
Identifying and Researching Overpayments or In-Service Debts			04/04/2023	09/21/2016
SPO/ PSI - View a Member's Open Debts			04/12/2023
Understanding Tax Implications for In-Service Debts			11/29/2022
How PPC Calculates Taxes on In-Service Debts			11/29/2022
Repayment of Taxable In-Service Debt – Net repayment versus Gross repayment			11/29/2022
Identifying SGLI, FSGLI AND TSGLI Arrears			03/29/2023	11/06/2018

Also see:

• E-Mail Templates for PPC Trouble Tickets
• SPOs (and others) may find these worksheets helpful when auditing a member's pay:
  • Aviation Incentive Pay Worksheet
  • 30 Day Entitlement Adjustment Worksheet
  • Career Sea Pay Premium Start Date
  • Monthly Entitlement Calculator 
  • OCOLA 31 Day Worksheet
  • Reserve Calculations (Leave, 1095, Early Retirement)
  • Standard Meal Rate (CGSMR) 31 Day Worksheet
  • Leave Audit Spreadsheet Example
  • Federal Withholding Calculator Instructions
  • Federal Withholding Calculator
• Action Request Report and Viewing PayTransaction by Member
• Approving Pay/Correction Transactions
• BAH/COLA Report SPO User Guide
• Element Assignment By Payee (EABP)(10/04/2022)
• How to Correct or Delete a Pending Payroll Action Request
• One Time Positive Input (OTPI)
• Pay Calculation Results
• Pay Corrections Action Requests
• Payee Warnings Report
• Researching Pay Cases
• In Range vs. Out of Range
• View Active Duty and Reserve Payslips: Individual or Batched

Note: You must be on a CG Workstation, VDI, or VPN to access the Knowledge Base. It will not display properly with just a CAC logon.

Topic	Process Map	Knowledge Base Entry	Procedure Guide (PDF)	Video Tutorial
Airport Terminal		10/26/2014	03/15/2022	02/14/2019
PCS Orders in Awaiting $ (Funds) Status - Troubleshooting Guide			04/15/2022
PCS Orders & Endorsements Please note the new order notes which are mandatory for all overseas PCS transfers. The order notes posted on the PSC Overseas Screening Page (CG SharePoint Link, will open in a new tab) are required to be added to the orders of any member traveling to an OCONUS location.   Career Sea Pay stops once a member departs on Resiliency Absence and there is no expectation for them to the departing unit upon the termination of Resiliency Absence Permissive Orders (see ALCOAST COMDT NOTE 034/21; COVID-19 Major Cutter Resiliency Absence Update). Resiliency Absence (ICW PCS departure) will be authorized on the PCS order and listed in Delay En route section as "Compensatory Absence". The absence must be entered following any leave en route and prior to proceed or travel time. Entering the absence in this order will stop CSP/CST on the day of departure and stop CGSMR the day prior to departure. 1) Formal training 2) Leave INCONUS 3) Leave OCONUS 4) Compensatory Absence (14-day resiliency absence) 5) Proceed time 6) Travel time.	Complete and Approve PCS Orders	11/29/2016	04/06/2023	07/22/2019 PCS Orders 07/23/2019 No Cost  PCS Orders
Amending or Cancelling  PCS Orders	Amend PCS Orders Cancel Transfer Authorization or PCS Order Transaction		04/06/2023
Approving PCS Orders			04/06/2023	05/07/2019
PCS Entitlements Auto Start-Stop			06/22/2022
Other Resources: How to Look Up a Unit's SPO in Direct Access SPO Contact List (CG SharePoint Link) Visit PSC's Overseas Screening CG SharePoint site for webinars, interview questions, overseas screening questions & answers, and additional information. Screening for Overseas Duty, PSCINST 1300 (CG SharePoint Link)

Also see:

• E-Mail Templates for PPC Trouble Tickets
• SPOs (and others) may find these worksheets helpful when auditing a member's pay:
  • Aviation Incentive Pay Worksheet
  • 30 Day Entitlement Adjustment Worksheet
  • Career Sea Pay Premium Start Date
  • Monthly Entitlement Calculator 
  • OCOLA 31 Day Worksheet
  • Reserve Calculations (Leave, 1095, Early Retirement)
  • Standard Meal Rate (CGSMR) 31 Day Worksheet
  • Leave Audit Spreadsheet Example
  • Federal Withholding Calculator Instructions
  • Federal Withholding Calculator
• Action Request Report and Viewing Pay Transaction by Member
• Approving Pay/Correction Transactions
• BAH/COLA Report SPO User Guide
• Element Assignment By Payee (EABP)(10/04/2022)
• How to Correct or Delete a Pending Payroll Action Request
• One Time Positive Input (OTPI)
• Pay Calculation Results
• Pay Corrections Action Requests
• Payee Warnings Report
• Researching Pay Cases
• In Range vs. Out of Range
• View Active Duty and Reserve Payslips: Individual or Batched

Note: You must be on a CG Workstation, VDI, or VPN to access the Knowlege Base. It will not display properly with just a CAC logon.

Topic	Process Map	Knowledge Base Entry	Procedure Guide (PDF)	Video Tutorial
Active Duty
Summary of Reserve Orders Types			03/30/2023
Reserve Orders Extract Report			01/10/2022	02/21/2019
Reserve Active Duty Orders Processing	ADT ADHC/MEDHOLD ADOT ADOS Disciplinary Mobilization Demobilization		03/29/2023
Starting BAH for Reserve Orders	BAH - Reserve	09/07/2017	03/30/2023	10/17/2018
Cancelling Reserve Active Duty Orders			03/29/2023	11/06/2018
Lump Sum Leave Sale Overview If member has reserve AD orders of exactly 30 days, DA does not credit 2.5 days of leave, therefore the SPO will need to submit a ticket to PPC to manually credit. Also, if a member has back to back consecutive reserve AD orders, where each order is less than 30 days individually, but combined consecutively equal 30 days, the SPO will also need to submit a ticket for PPC to manually credit leave.  Use the Leave Actions template (from https://www.dcms.uscg.mil/ppc/mas/#leaveaction) for submitting tickets.	Leave Reserve		02/09/2021
Amend Reserve Active Duty Orders			03/30/2023	11/01/2018
Generate a Manual DD-214			04/12/2023
Inactive Duty for Training (IDT)
Approving / Denying  Inactive Duty for Training (IDT) Drills			03/30/2023	10/17/2018
Inactive Duty for Training (IDT) Subsistence Allowance		02/26/2015	02/19/2021	N/A
Identifying IDT Drill Dates			03/29/2023	10/17/2018
Correcting or Cancelling Inactive Duty for Training (IDT) Drills (Part of Command User IDT Guide)			01/05/2021
Viewing Inactive Duty for Training (IDT) Drills			01/08/2021	10/23/2017
Other
Annual Screening Questionnaire (ASQ)	ASQ		03/29/2023
Montgomery GI Bill Selected-Reserve (MGIB-SR)	MGIB-SR	02/10/2016	03/30/2023	Record Eligibility 02/05/2019 Terminate/ Suspend 02/06/2019 Reinstate/ Restore 02/06/2019
Reserve Order Discrepancy Report			04/29/2022	02/06/2018
Reserve Member Balances			10/04/2022	02/21/2019
Reserve Status Change			02/19/2021	02/07/2018
Identifying SGLI, FSGLI AND TSGLI Arrears			11/29/2022	09/20/2016
Electronic Based Distributed Learning (EBDL) Courses	EBDL	EBDL Courses Approved for Reserve Retirement Points	03/03/2022	Entering 11/1/2018 Removing 11/1/2018
Understanding Reserve Pay Processing			12/07/2020	Understanding Reserve Pay Processing 10/28/2019 Also see: Verifying a Delay in Pay for a Reservist 02/26/2019 Pay Calendars, Cuts and Timing

Also see:

• E-Mail Templates for PPC Trouble Tickets
• SPOs (and others) may find these worksheets helpful when auditing a member's pay:
  • Aviation Incentive Pay Worksheet
  • 30 Day Entitlement Adjustment Worksheet
  • Career Sea Pay Premium Start Date
  • Monthly Entitlement Calculator 
  • OCOLA 31 Day Worksheet
  • Reserve Calculations (Leave, 1095, Early Retirement)
  • Standard Meal Rate (CGSMR) 31 Day Worksheet
  • Leave Audit Spreadsheet Example
  • Federal Withholding Calculator Instructions
  • Federal Withholding Calculator
• Action Request Report and Viewing PayTransaction by Member
• Approving Pay/Correction Transactions
• BAH/COLA Report SPO User Guide
• Element Assignment By Payee (EABP)(10/04/2022)
• How to Correct or Delete a Pending Payroll Action Request
• One Time Positive Input (OTPI)
• Pay Calculation Results
• Pay Corrections Action Requests
• Payee Warnings Report
• Researching Pay Cases
• In Range vs. Out of Range
• View Active Duty and Reserve Payslips: Individual or Batched

Note: You must be on a CG Workstation, VDI, or VPN to access the Knowledge Base. It will not display properly with just a CAC logon.

Topic	Process Map	Knowledge Base Entry	Procedure Guide (PDF)	Video Tutorial
Separations Overview			11/14/2022
Airport Terminal & Viewing Separation Orders	Perform Pre-Separation Tasks  Complete Separation Orders Process Separation Complete Member Separation	10/26/2017	03/15/2022
Amending a Separation Order	SEP Amend and Cancel Context Model		04/03/2023
Approving Separation Orders	Complete Separation Transaction	10/18/2022	04/06/2023
Canceling a Separation Order	SEP Amend and Cancel Context Model	12/12/2017	04/10/2023
DD -214 Worksheet (Also see Separations Flow to the DD-214) See: Certificate of Release or Discharge from Active Duty, DD Form 214, COMDTINST 1900.4E Certificate of Release or Discharge from Active Duty, DD Form 214, PSC INST 1900.1 (Series) (CG SharePoint Link - CAC Login Required)	Process DD-214	10/15/2020
Death of a Member	Death of Member (MBR)	12/12/2017	04/06/2023
Discharge - End of Enlistment	Process Discharge	01/14/2018	04/06/2023
Discharge with Separation Request	Process Discharge	04/03/2023	10/18/2022
Discharge with Temporary Separation Request	Process Discharge	04/03/2023	12/21/2022
RELAD - AD to SELRES or IRR	Process Release from Active Duty (RELAD)	04/23/2019	04/03/2023
RELAD with Sep Request - AD Officers and Members on EAD	Process Release from Active Duty (RELAD)	04/23/2019	04/03/2023
RELAD AD to ISL (TEMPSEP)	Process Release from Active Duty (RELAD)	04/23/2019	04/03/2023
Lump-Sum Leave Sale Overview	Leave Context Model		04/10/2023
Moving Mbr from SELRES-IRR to RET-2			04/03/2023
Resuming Retirement for a Recalled Retired (Ret-1) Member			04/10/2023
Retirement Orders	Process Retirement	01/14/2017	04/03/2023
Separation Reports		12/12/2015	04/03/2023
Separations Flow to the DD-214		10/15/2020	04/03/2023

Also see:

• E-Mail Templates for PPC Trouble Tickets
• SPOs (and others) may find these worksheets helpful when auditing a member's pay:
  • Aviation Incentive Pay Worksheet
  • 30 Day Entitlement Adjustment Worksheet
  • Career Sea Pay Premium Start Date
  • Monthly Entitlement Calculator 
  • OCOLA 31 Day Worksheet
  • Reserve Calculations (Leave, 1095, Early Retirement)
  • Standard Meal Rate (CGSMR) 31 Day Worksheet
  • Leave Audit Spreadsheet Example
  • Federal Withholding Calculator Instructions
  • Federal Withholding Calculator
• Action Request Report and Viewing PayTransaction by Member
• Approving Pay/Correction Transactions
• BAH/COLA Report SPO User Guide
• Element Assignment By Payee (EABP)(10/04/2022)
• How to Correct or Delete a Pending Payroll Action Request
• One Time Positive Input (OTPI)
• Pay Calculation Results
• Pay Corrections Action Requests
• Payee Warnings Report
• Researching Pay Cases
• In Range vs. Out of Range
• View Active Duty and Reserve Payslips: Individual or Batched

Topic	Procedure Guide (PDF)	Video Tutorial
Coast Guard Standard Meal Rate (CGSMR) Programming Challenges	07/16/2019
DA Pay Processing - Example BAH Case	04/12/2023
Officer Integration (NP500 Add-On)	08/29/2019	09/16/2019
Paycut Roster	12/17/2020
Payee Warnings Report	04/12/2023
Researching Basics for Pay and Pay Corrections	01/06/2021
Researching Pay Cases - Revised Calendars	01/14/2021
Suspicious Amount-Net Pay Difference  Greater Than $500 (NP500 Report)	04/12/2023	08/13/2018

Also see:

• E-Mail Templates for PPC Trouble Tickets
• SPOs (and others) may find these worksheets helpful when auditing a member's pay:
  • Aviation Incentive Pay Worksheet
  • 30 Day Entitlement Adjustment Worksheet
  • Career Sea Pay Premium Start Date
  • Monthly Entitlement Calculator 
  • OCOLA 31 Day Worksheet
  • Reserve Calculations (Leave, 1095, Early Retirement)
  • Standard Meal Rate (CGSMR) 31 Day Worksheet
  • Leave Audit Spreadsheet Example
  • Federal Withholding Calculator Instructions
  • Federal Withholding Calculator
• Action Request Report and Viewing PayTransaction by Member
• Approving Pay/Correction Transactions
• BAH/COLA Report SPO User Guide
• Element Assignment By Payee (EABP)(10/04/2022)
• How to Correct or Delete a Pending Payroll Action Request
• One Time Positive Input (OTPI)
• Pay Calculation Results
• Pay Corrections Action Requests
• Payee Warnings Report
• Researching Pay Cases
• In Range vs. Out of Range
• View Active Duty and Reserve Payslips: Individual or Batched

User guides for the Surge Staffing/Mobilization System can be found on our SharePoint site (CAC Logon is required for access). Note: You must be on a CG Workstation, VDI, or VPN to access the these guides. The system will not allow downloads with just a CAC logon. 

Note: You must be on a CG Workstation, VDI, or VPN to access the Knowledge Base. It will not display properly with just a CAC logon.

Topic	Procedure Guide (PDF)	Video Tutorial
Electronic Training Request (ETR)/Training Administration System (TAS)
Accessing the Course Waiting List (TRACENs)	4/5/2023
Adding a Person of Interest External Trainee	4/5/2023
Adding Updating Additional Training	4/5/2023	10/15/2019
Adding Updating Test Results	4/5/2023
Submitting an Electronic Training Request (ETR)	4/5/2023
Viewing a Training Summary	4/5/2023
Viewing and Printing Training Administration Orders	4/5/2023
View Training Course Waiting List	4/5/2023	07/12/2018

All links in this section require access to the CG SharePoint Online (CAC logon required):

Access

Note: You must be on a CG Workstation, VDI, or VPN to access the Knowledge Base. It will not display properly with just a CAC logon..

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). WIMS access is granted via Functional Roles requests. All requests must be routed to CDR Sarah Garrett, Work-Life Division Deputy, for review and approval. 

1. Family Advocacy Process Map
2. Special Needs Process Map
3. Substance Abuse Process Map
4. Sexual Assault Process Map
5. Critical Incident Stress Mgmt Process Map
6. Employee Assistance Process Map
7. Workplace Violence & Threatening Behavior Process Map
8. Victim Witness Process Map

Procedures

Guides applicable to ALL Work-Life Programs:

• How to use the Portal (Revised 21 March 2011)

  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.

• How to Add a Non-Employee (Revised 21 March 2011)

  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.

• How to Use the Note Pad (Revised 21 March 2011)

  The primary purpose of the NotePad is to record and track notes for an incident that has been entered into the system.

• How to use the Action Request Page with the Approval Workflow Engine (AWE) to Initiate and Route an Action

  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.

• How to use the Action Request Page with the Approval Workflow Engine (AWE) to Review, Approve, Transfer or Deny an Action (Revised 21 March 2011)

  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.

WIMS User Guides by Program:

• Family Advocacy (Revised 21 March 2011)
• Special Needs (Revised 21 March 2011)
• Substance Abuse (Revised 21 March 2011)
• Sexual Assault (Revised 21 March 2011)
• Critical Incident Stress Management (CISM) (Revised 21 March 2011)
• Employee Assistance (Revised 21 March 2011)
• Workplace Violence & Threatening Behavior (Revised 21 March 2011)
• Victim Witness (Revised 21 March 2011)

All WIMS User Guides (all files from this page combined into a single file)