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SOESannouncement

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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Subscribers to this list will receive notices and information on Coast Guard military pay and personnel policy and procedures. Subscribers will also be notified when active duty and reserve payslips are posted and of both scheduled and unscheduled outages affecting the Direct Access personnel system or the TPAX travel claim liquidation system. Additionally, subscribers will be updated when important information is posted to the Pay and Personnel Center's internet site.

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Contact Us

Mailing address:

Commanding Officer (Staff Symbol)
U.S. Coast Guard 
Pay & Personnel Center
444 S. E. Quincy St.
Topeka, KS 66683-3591

Telephone

(866) 772-8724
(785) 339-2200

E-Mail

PPC-DG-CustomerCare@uscg.mil

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customer care  Visit MY CG
DMDC MIL CONNECT WEB SITE LOGO MilConnect P&D On Demand Training

Procedures & Development (P&D) Branch

Direct Access Process Maps, User Guides, Tutorials and Webinar Recordings

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.

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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 Process Map Knowledge
Base Entry		 Procedure
Guide (PDF)		 Video
Tutorial
User Procedures
Requesting, Recertifying, Removing, and Withdrawing User Roles and Functions   05/05/2021 11/10/2020 Requesting 06/20/2018
Recertifying 06/20/2018
Command Approver Procedures
Approving or Denying User Roles   05/05/2021 11/20/2019 N/A
Removing User Roles   05/05/2021 12/10/2019 N/A

 

 

 

Topic Knowledge
Base Entry		 Procedure
Guide (PDF)		 Video
Tutorial
DXR - Reserve Orders Authorization   04/29/2020Updated  
Reserve Orders Extract Report   07/06/2018  

 

 

 

Topic Knowledge
Base Entry		 Procedure
Guide (PDF)		 Video
Tutorial
EES Enlisted Evaluation Report Direct Access User Guide covers the following topics:
  1. Enlisted Evaluation Report – Supervisor Submission
  2. Enlisted Evaluation Report Endorsements
  3. Enlisted Evaluation Report Approval
  4. Member Counseling Report (printing)
  5. Self Service Member – View Completed Enlisted Evaluation Reports
 PSC Web Page 02/09/2021Updated  

 

 

 

Topic Process Map Knowledge Base Entry Procedure Guides (PDF) & Tutorials
Competencies   06/18/2020 06/17/2020
Competency Dictionary   T​he Excel iconDirect Access Competency Dictionary (file in MS Excel format) (a spreadsheet which shows all authorized competency codes and descriptions) is maintained by Commandant (CG-1B-1).  
Honors & Awards   12/05/2019

Individual Awards: 02/26/2021updated

Mass Update (Multiple members-Same award & date): 02/26/2021Updated
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) 01/13/2021Updated
Languages   01/21/2015

Guide 07/10/2019

Tutorials:

Viewing/Correcting 08/13/2019

Adding 08/13/2019

Deleting 08/12/2019
Licenses and Certifications   12/05/2014 09/14/2018
Memberships   12/05/2014 09/17/2018
Test Results   06/08/2016
Note: Types of test results include; ASVAB, AFQT, SAT, ACT, GRE, GMAT, LSAT, OPI and BPMC.		 05/14/2021updated
Training (Adding updating additional training)    

Guide: 10/15/2019 

Tutorial: 10/15/2019
Member Weigh-In Data   10/30/2020

Guide 07/14/2021Updated

Tutorial: 10//15/2019
Member Weigh-In Report   10/21/2015 09/05/2019
Viewing an Officer Specialty Code     09/20/2018

 

 

 

Topic Knowledge Base Entry Procedure Guide (PDF) Video Tutorial
Address (Home, Mailing & Home or Record) 02/19/2015 08/30/2018  
BAH Dependency Verification SPO Procedure 10/02/2020 10/01/2020  
BAH Dependency Verification Reports 10/02/2020 10/27/2020  
Change of Name 01/13/2015 08/30/2018  
Correction of SSN or Date of Birth 01/13/2015 08/30/2018  
Citizenship / Passport Data 01/13/2015 08/30/2018  
Diversity Data 01/13/2015 08/30/2018  
E-Mail Address 12/17/2014 08/30/2018  
Marital Status 01/13/2015 08/30/2018  
Dependent Information 01/21/2015 05/10/2021Updated 01/29/2019
Divorce, Annulment or Death of a Dependent 01/21/2015 08/27/2019 02/11/2019
Questionable Dependent / PPC Legal Approval 01/21/2015 03/15/2018  
BAH/Dependency Data / Emergency Contact Data Form Print Procedure* 10/13/2015 09/03/2020updated 12/4/2018
Urinalysis Report 01/15/2015 07/17/2019  
Understanding Job Data   04/06/2020 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.

User roles required to run a query

Topic Knowledge
Base Entry		 Procedure
Guide (PDF)		 Video
Tutorial
Absence Request Report (Last item in Chargeable Absence Requests guide) 11/29/2017 04/17/2020 03/11/2019
Active Duty 6th or 10th Anniversary Query 12/11/2017 08/28/2018 N//A
Adhoc Report Request Procedure   07/16/2018 ‎08‎/‎21‎/‎2018
BAH/COLA Report   07/15/2021updated 03/21/2019
BAH Dependency Verification Reports 10/02/2020 10/27/2020  
BAH Mismatches (HR Quality Assurance Tool)
New 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    06/09/2021Updated 03/20/2019
Dependent Accountability Report 04/17/2017 06/28/2019 07/11/2019
CG Dept Run 06/08/2021 06/08/2021Updated 01/14/2020
Begin Extension/Re-Extension Reports 12/10/201 03/04/2021 N/A

Electronically Imaged PDR (EI-PDR) via Perceptive Content. Covers:

  1. Account Access and Deactivation
  2. SPO PDR Scanning and Verification Process
  3. Servicing Personnel Office – User Guide
   07/07/2021  
Government Travel Charge Card Command / Area Coordinators 11/29/2016 06/04/2019 (PPC P&D Provided Guide)

10/23/2010 (PSC-BOPS Provided Guide)		 07/11/2019
Identifying Inactive Duty for Training (IDT) Dates   10/17/2018 10/17/2018
JUMPS Data Repository (JDR)   05/08/2017  
Leave Correction Report   07/02/2018  
Member All Duty Report   07/26/2018 N/A
Member Information Report 07/29/2017 07/26/2018 N/A
Member Weigh In Report 10/21/2017 09/05/2019 07/16/2019
Net Pay Amount (NPAM) Report   09/02/2020 N/A
Obligated Service Report   06/08/2021updated N/A
Payroll Verification Report- by SPO 02/20/2018  02/20/2018  
Payroll Verification Report- by EMPLID 02/20/2018 02/20/2018 02/28/2018
Positions at a Department   07/26/2018 N/A
Reserve Order Discrepancy Report   07/06/2018 02/06/2018
Reserve Member Balances   02/19/2019 02/21/2019
Reserve Orders Extract Report   02/19/2019 02/21/2019
Suspicious Amount-Net Pay Difference  Greater Than $500
(NP500 Report)		   10/19/2018 08/13/2018
Unit Roster 03/18/2018 07/01/2019 07/11/2019
Urinalysis Report 02/20/2018 07/17/2019 N/A
View Member Inactive Duty for Training (IDT) Drills   10/22/2020 10/17/2018
Viewing  Pay Transactions by Member   08/30/2018  

 

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:

 

Retiree Self Service

 
 

Reserve Specific Self-Service User Guides:

Topic Name Process Map Knowledge
Base Entry		 Procedure
Guide (PDF)		 Video
Tutorial
All Duty Report     07/12/2018 08/01/2018

Annual Screening Questionnaire

Also see: Standard Occupational Code Listing File in Excel Format(Spreadsheet listing SOC
codes. Provided for easier searching).

 Annual Screening Questionnaire 12/04/2014 12/07/2020Updated 10/24/2017
Inactive Duty for Training (IDT) (schedule, edit, or withdraw IDT requests) Reserve Member on IDT   07//22/2021Updated 10/23/2017 (schedule)
05/15/2018 (withdraw/edit)
IDT Subsistence Allowance     02/19/2021 updated  
Montgomery GI Bill Selected-Reserve (MGIB-SR) Effect MGIB-SR 12/17/2014 02/23/2021updated 07/18/2018
My Reserve Orders Requests Reserve ADT Orders   02/19/2021Updated 12/04/2017
My Reserve Drills  Reserve Member on IDT   02/19/2021updated 08/01/2018
View My Reserve Points Statement     07/12/2018 07/18/2018
Understanding My Reserve Points Statement       11/06/2017

 

 

 

Topic Process Map Knowledge
Base Entry		 Procedure
Guide (PDF)		 Video
Tutorial
Add a Shortcut to Favorites   06/15/2018 07/11/2018  
Clearing Cookies and SSL Slate in Direct Access   01/19/2017 01/20/2017 05/07/2018
Direct Access Browser Requirements & Helpful Tools     03/24/2021updated N/A
Absence Request (Chargeable)    09/21/2016 03/11/2021updated 10/23/2018
Absence Requests (Non-Chargeable)     03/11/2021updated 10/25/2018
Allotments/Voluntary Deductions   05/28/2019 02/08/2019 06/07/2018
BAH Dependency Data Verification    10/02/2020 10/01/2020New  
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     03/01/2021Updated 10/17/2018
Digitally Signing a PDF (Electronic Signature)     03/31/2020  
Digitally Signing Documents from Direct Access     03/30/2020  
Direct Deposit   02/12/2015 09/28/2018 02/07/2018
Email Addresses   10/24/2014 03/29/2019 04/12/2018
Emergency Contacts   12/04/2014 06/12/2018 06/20/2018
Employee Review Summary   01/01/2015 10/17/2018 11/07/2018
eRésumé (PCS)

PCS eResume topic updated. New "Known Issue" reported - When completing a new PCS
eRésumé do not open multiple instances of DA with additional PCS eRésumé windows.
Going back and forth between multiple PCS eRésumé windows may result in unexpected
behavior (Example: Duplicate choices) and data file corruption.

   11/04/2020 05/22/2019 04/23/2018
Ethnic Groups   12/04/2014 04/15/2021Updated  
Federal Tax Elections   04/02/2020 04/15/2021Updated 04/10/2018
Government Travel Charge Card   07/18/2019 07/18/2019 07/25/2019
State Tax Elections Effect State Withholding Exemption 04/02/2020 04/02/2020 04/10/2018
Home Address, Mailing Address, and Thrift Savings Plan Mailing Address   02/09/2015 02/25/2021updated 10/17/2018
My Assignments Endorsements   12/04/2014 07/03/2019 08/07/2019
My eResume Report   12/04/2014 10/17/2018 11/06/2018
My Member Info (View My Awards, Training, Education, and Competencies)   12/04/2014 09/28/2018 04/12/2018
My Panel Submissions (e.g. CWO appointment, Command Screening, and, other boards and panels)   12/07/2020 12/07/2020Updated 08/07/2019
Password Initial Setup, Changing, Reset and Forgotten Password Procedure   08/29/2017 05/22//2019  
Payroll Tax Deferralnew   01/28/2021updated 01/28/2021updated  
Phone Numbers   10/26/2014

09/28/2018

 05/02/2018

Requesting Mobilization Volunteer Opportunities (Member Self-Service)

 

 

 Reserve Mobilization Orders   10/02/2018

Apply for Mobilization Opportunities:
Requesting, Recertifying, Removing, and Withdrawing User Roles and Functions   06/14/2021Updated 03/23/2021updated Requesting 06/20/2018
Recertifying 06/20/2018
Servicemembers' Group Life Insurance Online Enrollment System (SOES)   09/26/2018 09/26/2018 09/26/2018
Thrift Savings Plan (TSP)   12/07/2020 02/24/2021updated 02/11/2019

Also see: TSP "Webinar" Recordings (June & August 2018)  
Understanding the Payslip Leave Summary     02/26/2019 N/A
View My Dependent Information   02/23/2018 02/26/2018 05/15/18
View My PaySlip   01/22/2016 05/12/2021Updated 02/14/2018
(7 min)
View My Airport Terminal Orders   02/05/2015 08/21/2020 06/27/2018
(2 min)
View My CWO Personal Data Extract   02/12/2016 06/20/2018 06/21/2018
View My CWO Profile Letter   02/12/2016 01/29/2018 06/20/2018
View My SWE Personal Data Extract   02/12/2016 01/29/2018 04/17/2018
(12 min) 
View My SWE Profile Letter   02/12/2016 02/07/2018 02/14/2018
(7 min) 
View/Print My Year End (TAX) Forms (W-2s and ACA Forms)  

01/22/2016

 10/17/2018 11/07/2018
Year End Tax Form Consent (Opting-out of Paper Copies)  

10/02/2019

 10/02/2019 10/15/2019

 

 

 

Topic Process Map Knowledge
Base Entry		 Procedure
Guide (PDF)		 Video
Tutorial
Absence Request
Chargeable Absence Requests   10/27/2016 03/11/2021 Chargeable absence request - CMD/SPO  10/24/2018
Non-Chargeable Absence Requests     03/11/2021 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 07/02/2018  
Blended Retirement System (BRS)
Checking a Member's BRS Enrollment Status   12/21/2017 08/13/2018 03/15/2018
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     06/27/2018  
Enlisted Evaluation System (EES)
Enlisted Evaluation System (EES) Enlisted Evaluation Report
 

The EES Enlisted Evaluation Report Direct Access User Guide covers the following topics:

  1. Enlisted Evaluation Report – Supervisor Submission
  2. Enlisted Evaluation Report Endorsements
  3. Enlisted Evaluation Report Approval
  4. Member Counseling Report (printing)
  5. Self Service Member – View Completed Enlisted Evaluation Reports
   PSC Web Page 02/09/2021  
eResume & Panel Submissions (Postgraduate/Advanced Education)
Endorsing Panel Submissions and PCS eResumes  

07/07/2016(eResume)

03/24/2016(Postgraduate/Advanced Education Endorsements)

 10/30/2019  
Government Travel Charge Card (GTCC)
Travel Charge Card Command / Area Coordinators   11/29/2016 06/04/2019 (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    10/17/2018 Apply for Mobilization Opportunities:
Endorsing/Approving Mobilization Volunteer Opportunities


 		 Reserve Mobilization Orders    10/17/2018

Endorsing a Request

 
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 File in Excel Format?(Spreadsheet listing SOC codes. Provided for easier searching).

 Annual Screening Questionnaire 07/03/2015 07/02/2018 05/18/2018
Reserve Member Balances   07/03/2015 02/19/2019 02/21/2019
Reserve Orders Extract Report   07/03/2015 02/19/2019 02/21/2019 
Active Duty Orders (AD/ADT/ADOT/ADOS)

Also see: Summary of Reserve Orders Types (9/6/2018)		 ADT Orders
ADHC Orders
ADOT Orders
ADOS Orders		 07/03/2015 04/07/2021 10/23/2017
Title 14 Contingency Active Duty Orders     04/07/2021 10/17/2018
Inactive Duty for Training (IDT) Drills

The Reserve Inactive Duty for Training (IDT) Drills User Guide covers these topics:

  • 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
  • Cancelling a Previously Paid IDT Drill
  • Resubmitting IDT Drills Previously Denied by the SPO
 Reserve Member on IDT 07/03/2015 07/22/2021Updated

IDT Drills - Schedule/Authorize Individual or Batch 07/31/2019

 
Reserve Member Status Change (View)   07/03/2015 02/19/2021 02/07/2018
Reserve Order Discrepancy Report     07/06/2018 02/06/2018
View Member Inactive Duty for Training (IDT) Drills   07/03/2015 01/08/2021​ 10/17/2018
Identifying Inactive Duty for Training (IDT) Drill Dates   07/03/2015 10/17/2018 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 04/17/2020 03/11/2019
ADHOC Reports Request Procedure   07/03/2016 07/16/2018 ‎08‎/‎21‎/‎2018
Airport Terminal & Viewing Separation Orders   10/26/2014 08/21/2020 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 06/08/2021Updated 01/14/2020
Dependent Accountability Report   04/17/2017 06/28/2019 07/11/2019
Department Role Query   N/A 06/09/2021Updated 03/20/2019
Leave Correction Report     07/02/2018  
Member All Duty Report   N/A 07/26/2018 N/A
Member Information Report   11/29/2016 07/26/2018 N/A
Member Weigh In Report   10/21/2015 09/05/2019 07/16/2019
Net Pay Advice Report    09/02/2020 09/02/2020  
Positions at a Department   N/A 07/26/2018 N/A
Reserve Order Discrepancy Report     07/06/2018  02/06/2018
Scheduling a Query   07/03/2015 07/30/2018  
Unit Roster   03/18/2015 07/01/2019 07/11/2019
View Member's Payslip     06/06/2019 08/13/2019
Servicewide Exam (SWE) / Enlisted advancements
Creating Advancement Certificates     08/16/2018 08/09/2018
Servicewide Exam PDE by Member   02/11/2016 10/17/2018 02/05/2019
Servicewide Exam PDEs by Department   02/11/2016 10/17/2018 08/13/2018
Servicewide Exam Profile Letters by Department   02/11/2016 10/17/2018 11/01/2018
Servicewide Exam Profile Letter by Member   02/11/2016 10/17/2018 11/01/2018
User Roles
Approving or Denying User Roles   11/06/2020 11/20/2019  
Removing User Roles   11/06//2020 12/10/2019  
Weight and Body Fat Standards Program
Member Weigh In Data Entry   01/25/2016 07/14/2021Updated 10/15/2019
Member Weigh In Report   10/21/2015 09/20/2018  

 

 
Topic Knowledge
Base Entry		 Procedure
Guide (PDF)		 Video Tutorial
Contracts Overview N/A 04/13/2018  
Contract Data - Reenlistments 01/24/2017 07/08/2020 05/06/2019
Contract Data - Extensions & Re-extensions 10/27/2015 03/05/2020 07/16/2019
Contract Data - Approving Contracts N/A 02/09/2021 05/06/2019
Contract Data - Change the Date of a Pending Contract N/A 03/13/2020  
Begin Extension/Re-Extension Reports 12/10/2014 03/04/2021 N/A
Begin Extension of Enlistment 10/27/2015 07/08/2020 07/16/2019
Begin Re-Extension of Enlistment 12/10/2014 03/11/2019 07/16/2019
Retained Beyond Normal Expiration of Enlistment 12/11/2014 07/30/2020  
Lump Sum Leave Sale Overview 01/07/2021 06/13/2019  
Active Duty 6th or 10th Anniversary Query 12/11/2014 08/28/2018 N/A
HIRE - CADET 12/18/2014 07/26/2021Updated  
Hire - Cadet Initial Clothing Allowance (ICA) (Academy Cadet SPO Only)   01/11/2021  
HIRE - MARGRAD 12/18/2014 07/26/2021Updated  
HIRE - OCS-IRR 12/16/2014 07/26/2021Updated  
HIRE - ROCI 12/18/2014 07/26/2021Updated  
HIRE Cape May RECRUIT (from CGRC) 12/18/2014 02/08/2021  
HIRE SELRES DEPOT 12/18/2014 07/26/2021Updated  
REHIRE - Direct Commission Officer (DCO) 11/29/2016 10/30/2020  
REHIRE - CADET 12/18/2014 10/29/2020  
REHIRE PRIOR SERVICE 03/17/2019 10/27/2020  
REHIRE-RESERVE 12/18/2014 09/09/2020  
CG Exchange Allotment for Ditty Bag Bill. N/A 02/06/2019 02/21/2019
Montgomery GI Bill (MGIB) Enrollment or Decline 02/10/2016 02/19/2019 02/19/2019

Also see:

 
Topic Knowledge Base Entry Procedure Guide (PDF) Video Tutorial
Advancement/Reduction 01/24/2017 02/25/2021updated  11/07/2018
Adding a Designator 01/07/2015 10/17/2018  11/14/2018

Also see:

 
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

 10/21/2019 Start/Stop/Correct/Approve BAH 04/29/2021New

Reserve AD BAH 04/29/2021updated

Enter BAH-TR for Recruit
training, OCS and Academy
Grads 03/10/2020

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)   11/14/2019 N/A N/A
BAS Type II
 

 

   10/15/2020 N/A
Bonuses - Viewing Bonuses and Their Payments     04/30/2019 08/07/2019
Cadet Initial Clothing Allowance (ICA) (Academy Cadet SPO Only)     01/11/2021  
Clothing Allowance - Civilian (CCA) Civilian Clothing Allowance 09/26/2019 Processing CCA  10/19/2018 10/31/2018
Clothing Allowance - Supplementary (SUPP CMA) Enlisted Supplementary Clothing Allowance 06/12/2020 Processing SUPP CMA  06/15/2020 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 10/02/2019

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) 03/07/2019 Start/Stop/Correct/Approve OUTCONUS COLA 12/11/2020

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   02/02/2015 N/A Input by PPC  
Combat SGLI Allowance Combat Servicemembers Group Life Insurance (SGLI) 07/16/2019 Starting Combat SGLI Offset 10/31/2018

Stopping Combat SGLI Offset 07/16/2019		 Starting (10/17/2018) and 
Stopping (07/30/2019) SGLI Offset 
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 10/23/2018 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 12/03/2019

Correct, Delete, or Stop  10/19/2018		 Entering RMM 02/26/2019
Element Assignment by Payee (EABP)   07/01/2019 07/01/2019  
Family Separation Allowance (FSA) Family Separation Allowance (FSA) 01/05/2015 Start FSA 02/10/2021

Correct, Delete, or Stop  10/19/2018		  
Family Separation Housing Allowance (FSH)   06/17/2021 Start 03/07/2019  
Move In Housing Allowance   12/23/2014 08/23/2019

Starting 10/17/2019

Correcting 10/17/2019

Deleting 10/17/2019
Officer Uniform Allowance Officer Uniform Allowance 01/15/2015 12/10/2018 01/29/2019
One Time Positive Input (OTPI)   07/01/2019 03/11/2020 07/25/2019

Overseas Housing Allowance (OHA)

See OHA tables for rates.

 Overseas Housing Allowance (OHA) 10/21/2019

Start 10/21/2019

Stop 09/05/2019

Correcting 10/21/2019

Start 10/09/2019

Stop (departing area) 09/11/2019

Stop (assigned government quarters) 09/18/2019
Pay Corrections Action Request   09/25/2019 07/15/2021updated 11/29/2018
Pay Calculations Results     09/18/2020 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  
View Pay Transactions by Member     09/05/2019 03/15/2019
 

 

Topic Process Map Knowledge Base Entry Procedure Guide (PDF) Tutorial
Viewing a Member's Leave Balance     SPO - Viewing a Member's Leave Balance ( 11/20/2018) 10/31/2018
Leave and Other Approved Absences SEPARATIONS
Leave		 09/21/2016

Chargeable Absences   03/11/2021updated

Non-Chargeable Absences  03/11/2021updated

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     03/19/2020  
Leave Correction Report     How to run the leave report to
ID corrected or deleted entries 07/02/2018		  

General Absences

     General Absences 9/6/2018  
Understanding the Payslip Leave Summary     02/26/2019 N/A

Also see:

 
Topic Process Map Knowledge
Base Entry		 Procedure Guide (PDF) Video Tutorial 

Advances ( Pay, BAH, or OHA)

 

 0713/2017 05/10/2019  07/11/2019
Advances - Change Liquidation Schedule   12/172014 11/14/2018 11/20/2018
Advances - Identifying Remaining Balance of an Advance     11/14/2018 11/20/2018

Also see:

 
Topic Knowledge Base Entry Procedure Guide (PDF) Video Tutorial
Disciplinary Actions 08/06/2019 01/14/2021Updated

Also see: 

SpreadsheetDefense 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:

 
Topic Process Map Knowledge
Base Entry		 Procedure Guide (PDF) Video Tutorial 

Assignment Pay (AP)
 

 Specialty Duty and Assignment Pay (SDP/AP) 09/17/2020 Start AP  11/02/2020

 		 10/17/2019
Aviation Incentive Pay (AvIP) Aviation Incentive Pay (AvIP) 08/02/2019 01/30/2020 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     04/30/2019 08/07/2019

Career Sea Pay (CSP)
Five Level Table and TDY Entitlement Rules

 Career Sea Pay 03/29/2021 02/25/2021UPDATED
(covers starting, restarting,
stopping, and deleting neutral time.)		  

Career Sea Pay Premium (CSPP)

Note: If submitting 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 pay out 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 12/09/2020  
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 10/23/2018 10/31/2018
Element Assignment by Payee (EABP)   07/01/2019 07/01/2019  
Diving Duty Pay   01/14/2015 Start 1/28/2018

Correct, Delete, or Stop  10/19/2018		 12/4/2018
Flight Deck Hazardous Duty Incentive Pay (HAZPAY-FD) Flight Deck Hazardous Duty Incentive Pay 01/08/2015 Start 11/28/2018

Correct, Delete, or Stop  10/19/2018		 11/29/2018
Flight Duty Hazardous Duty Pay (HAZPAY) for Enlisted Members
and Non-rated or Non-designated Officers		 Hazardous Duty Incentive Pay (HDIP)  01/08/2015 Start 11/29/2018

Correct, Delete, or Stop 10/19/2018		  12/4/2018
Foreign Language Proficiency Pay (FLPP) Foreign Language Proficiency Pay (FLPP) 01/21/2015 Start 12/02/2020
Correct, Delete, or Stop 10/19/2018		 07/16/2019

Hardship Duty Location Pay for Designated Areas (HDP-L(DA))

 

 09/17/2019 Start 02/13/2020

Correct, Delete, or Stop 10/19/2018		  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 with 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.New (Memo Order Template. MS Word file format)


(2) Statement from member that they are required to pay out-of-pocket for the cost of their lodging without full or partial reimbursement.NEw (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.

  
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  11/30/2018

Correct, Delete, or Stop 10/19/2018		 Start 12/17/2018
High-Pressure Chamber Hazardous Duty Pay (HAZPAY-HP) Diving Duty High-Pressure Chamber Hazardous Duty Pay   03/30/2017 Starting 12/10/2018

Correct, Delete, or Stop 10/19/2018		 Start 01/29/2019
Hostile Fire / Imminent Danger Pay Hostile Fire / Imminent Danger Pay 06/12/2020

Start 04/22/2020

Correct, Delete, or Stop 10/19/2018

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 03/11/2020 07/25/2019
Pay Corrections Action Request   09/25/2019 07/15/2021updated 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 07/23/2020
Stop 07/23/2020

Start 04/29/2019
Stop 04/29/2019

Special Duty Pay (SDP)
 

 Specialty Duty and Assignment Pay (SDP/AP) 09/17/2020 Start SDP 11/02/2020

 		  
View Pay Transactions by Member     09/05/2019 03/15/2019
 
Topic Process Model Knowledge
Base Entry		 Procedure
Guide (PDF)		 Video
Tutorial
Allotments/Voluntary Deductions   05/28/2019 05/15/2018  
CG Standard Meal Rate (CGSMR)
(Auto-Starts & Stops for PCS reporting
and departing ESM/EUM units)		 CGSMR and RMM 11/14/2019

Start 02/19/2021Updated
Correct, Delete, or Stop 10/19/2018

 Start 02/28/2019

Federal & State Tax Withholding

Also see:

   03/16/2021 03/16/2021updated  
Montgomery GI Bill Enrollment or Decline   02/10/2016 02/19/2019  
State Tax Withholding Exceptions SITW Exemption 04/13/2021Updated 02/26/2021  
Identifying and Researching Overpayments or In-Service Debts     10/09/2020 09/21/2016
Understanding Tax Implications for In-Service Debts     08/28/2018  
How PPC Calculates Taxes on In-Service Debts      08/28/2018   
Repayment of Taxable In Service Debt – Net repayment versus Gross repayment      08/28/2018  
Identifying SGLI, FSGLI AND TSGLI Arrears     09/14/2018  11/06/2018

Also see:

 

 

Topic Process Map Knowledge
Base Entry		 Procedure
Guide (PDF)		 Video
Tutorial
Airport Terminal   10/26/2014 08/21/2020 02/14/2019

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 Portal Link, will open in a new tab) are required to be added to the orders of any member traveling to an OCONUS location.  Links to the mandatory order notes and other helpful information are located under the "Overseas News and Policy Announcements" heading on the right-hand side of the PSC Overseas Screening Page.

Career Sea Pay stops once a member departs on Resiliency Absence and there is no expectation for them to the departing unit upon 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 04/26/2021Updated

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

   05/08/2019  
Approving PCS Orders     07/25/2019  05/07/2019

PCS Entitlements Auto Start-Stop

     01/08/2021  

Other Resources:

        

Also see:

 
Topic Process Map Knowledge
Base Entry		 Procedure
Guide (PDF)		 Video
Tutorial
Active Duty
Summary of Reserve Orders Types     09/06/2018  
Reserve Orders Extract Report     02/19/2019 02/21/2019
Reserve Active Duty Orders Processing ADT
ADHC/MEDHOLD
ADOT
ADOS
Disciplinary
Mobilization
Demobilization		   04/07/2021  
Starting BAH for Reserve Orders BAH - Reserve 09/07/2017 04/29/2021updated 10/17/2018
Cancelling Reserve Active Duty Orders     09/14/2018 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

     10/30/2020 11/01/2018
Inactive Duty for Training (IDT)
Approving / Denying  Inactive Duty for Training (IDT) Drills     07/22/2021Updated 10/17/2018
Inactive Duty for Training (IDT) Subsistence Allowance   02/26/2015 02/19/2021 N/A
Identifying IDT Drill Dates     10/17/2018 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   07/02/2018  
Montgomery GI Bill Selected-Reserve (MGIB-SR) MGIB-SR 02/10/2016 02/23/2021updated Record
Eligibility
02/05/2019

Terminate/
Suspend
02/06/2019

Reinstate/
Restore
02/06/2019
 
Reserve Order Discrepancy Report     07/06/2018 02/06/2018
Reserve Member Balances     02/19/2019 02/21/2019
Reserve Status Change     02/19/2021 02/07/2018
Identifying SGLI, FSGLI AND TSGLI Arrears     09/14/2018 09/20/2016
Electronic Based Distributed Learning (EBDL) Courses EBDL EBDL Courses Approved for Reserve Retirement Points 02/24/2021 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:

 

 

Topic Process Map Knowledge
Base Entry		 Procedure
Guide (PDF)		 Video
Tutorial
Separations Overview     06/13/2019  
Airport Terminal & Viewing Separation Orders Perform Pre-Separation Tasks 

Complete Separation Orders

Process Separation

Complete Member Separation

 

 10/26/2017 08/20/2020  
Amending a Separation Order SEP Amend and Cancel Context Model 12/12/2017 06/10/2020  
Approving Separation Orders Complete Separation Transaction 12/12/2017 06/19/2019  
Cancelling a Separation Order SEP Amend and Cancel Context Model 12/12/2017 05/22/2019  

DD -214 Worksheet
(Also see Separations Flow to the DD-214)

See:

 Process DD-214  10/15/2020

 

 

 DD Form 214 Virtual Session Hosted by PSC-BOPS-C 02/28/2017
Death of a Member Death of Member (MBR) 12/12/2017 06/13/2019  
Discharge - End of Enlistment Process Discharge 01/14/2018 06/13/2019  
Discharge with Separation Request Process Discharge 01/14/2018 06/13/2019  
RELAD - AD to SELRES or IRR Process Release from Active Duty (RELAD) 04/23/2019 02/09/2021  
RELAD with Sep Request - AD Officers and Members on EAD Process Release from Active Duty (RELAD) 04/23/2019 02/10/2021Updated  
Lump Sum Leave Sale Overview Leave Context Model   02/09/2021  
Resuming Retirement for a Recalled Retired (Ret-1) Member     05/23/2019  
Retirement Orders Process Retirement 01/14/2017 06/13/2019  
Separation Reports   12/12/2015 05/09/2019  
Separations Flow to the DD-214   10/15/2020 05/22/2019(Reviewed)  

Also see:

 

 

Topic Knowledge
Base Entry		 Procedure
Guide (PDF)		 Video
Tutorial
Coast Guard Standard Meal Rate (CGSMR) Programming Challenges   07/16/2019  
DA Pay Processing - Example BAH Case   04/17/2019  
Officer Integration (NP500 Add-On)   08/29/2019 09/16/2019
Paycut Roster   12/17/2020New  
Payee Warnings Report   02/26/2021New  
Researching Basics for Pay and Pay Corrections   01/06/2021New  
Researching Pay Cases - Revised Calendars   01/14/2021New  
Suspicious Amount-Net Pay Difference  Greater Than $500
(NP500 Report)		   12/03/2020Updated 08/13/2018

Also see:

 

 

 

Topic Process Map Knowledge
Base Entry		 Procedure
Guide (PDF)		 Video
Tutorial
Electronic Training Request (ETR)/Training Administration System (TAS)
Accessing the Course Waiting List (TRACENs)     06/27/2018  
Adding Updating Additional Training     10/15/2019 10/15/2019
Adding Updating Test Results     05/14/2021updated  
Submitting an Electronic Training Request (ETR)   11/29/2016 11/02/2020  
Viewing a Training Summary     06/27/2018  
Viewing and Printing Training Administration Orders     06/27/2018  
View Training Course Waiting List      09/25/2018  07/12/2018

 

 

All links in this section require access to the CGPortal (CAC logon required):

Access

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).

  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:

WIMS User Guides by Program:

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

Known Issues / Guide Updates

This is a running list of known issues and procedural highlights for the past few months. Items will be updated when resolved.