Direct Access/Global Pay User Guides, Tutorials and Webinar Recordings

U. S. Coast Guard Pay & Personnel Center

Procedures & Development (P&D) Branch

PPC Page Menu

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) 339-2000
For E-Gov Travel Sys (ETS) Call the
hotline: 1-866-800-USCG (8724)

Fax

(785) 339-3780

E-Mail

Customer Care - PPC-DG-CustomerCare@uscg.mil

Web Content Manager - PPC-SMB-PPC-PD@uscg.mil

Self-Service

https://hcm.direct-access.uscg.mil
https://e2.gov.cwtsatotravel.com/

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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

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	Knowledge Base Entry	Procedure Guide (PDF)	Video Tutorial
User Procedures
Requesting, Recertifying, Removing, and Withdrawing User Roles and Functions	02/10/2022	03/21/2021	Requesting 06/20/2018 Recertifying 06/20/2018
Command Approver Procedures
Approving or Denying User Roles	02/10/2022	11/30/2019	N/A
Removing User Roles	02/10/2022	12/10/2019	N/A

District Reserve Force Readiness Branch (DXR)

Topic	Knowledge Base Entry	Procedure Guide (PDF)
DXR - Reserve Orders Authorization		04/26/2022
Reserve Orders Extract Report		01/11/2022
Expenditure Types for Reserve Orders	02/16/2022

Enlisted Evaluation System (EES)

Topic	Knowledge Base Entry	Procedure Guide (PDF)	Video Tutorial
Self Service for Commands - 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	12/03/2021
Self Service Member – EES, View Completed Enlisted Evaluation Reports	PSC Web Page	12/03/2021

Person Profile (Awards, Competencies, Languages, Training, Weigh-In Data, etc.)

Topic	Process Map	Knowledge Base Entry	Procedure Guides (PDF) & Tutorials
Competencies		06/18/2020	06/17/2020
Competency Dictionary		The Direct 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: 02/26/2021 Mass Update (Multiple members-Same award & date): 02/26/2021
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)	03/03/2022
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.	05/14/2021
Training (Adding updating additional training)			Guide: 10/15/2019 Tutorial: 10/15/2019
Member Weigh-In Data		10/30/2020	Guide 04/01/2022 Tutorial: 10//15/2019
Member Weigh-In Report		10/21/2015	09/05/2019
Viewing an Officer Specialty Code			09/20/2018

Personal Data, Job Data, and Dependency Data

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	05/10/2021	01/29/2019
Dependent Aging Out		03/23/2022
Divorce, Annulment or Death of a Dependent	01/21/2015	08/27/2019	02/11/2019
Questionable Dependent / PPC Legal Approval	01/21/2015	10/26/2021
BAH/Dependency Data / Emergency Contact Data Form Print Procedure*	10/13/2015	09/03/2020	12/4/2018
Urinalysis Report	01/15/2015	07/17/2019
Understanding Job Data		11/08/2021	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).

PHS Officer Corps Direct Access User Guides

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

Reports and Queries

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	02/18/2022	03/11/2019
Active Duty 6th or 10th Anniversary Query	12/11/2017	08/28/2018	N//A
Adhoc Report Request Procedure		02/16/2022	‎08‎/‎21‎/‎2018
BAH/COLA Report		07/15/2021	03/21/2019
BAH Dependency Verification Reports	10/02/2020	10/27/2020
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		06/09/2021	03/20/2019
Dependent Accountability Report	04/17/2017	06/28/2019	07/11/2019
CG Dept Run	06/08/2021	06/08/2021	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: Account Access and Deactivation SPO PDR Scanning and Verification Process Servicing Personnel Office – User Guide		09/15/2021
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		02/18/2022
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		06/08/2021	N/A
Payroll Verification Report- by SPO	02/20/2018	0 2/20/2018
Payroll Verification Report- by EMPLID	02/20/2018	02/20/2018	02/28/2018
Positions at a Department		07/26/2018	N/A
Prior Unit History Report		05/05/2022
Reserve Order Discrepancy Report		04/29/2022	02/06/2018
Reserve Member Balances		02/19/2019	02/21/2019
Reserve Orders Extract Report		01/10/2022	02/21/2019
Suspicious Amount-Net Pay Difference Greater Than $500 (NP500 Report)		10/01/2021	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

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

Self-Service Reserve Component Specific

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 (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		07//22/2021	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	02/23/2021	07/18/2018
My Reserve Orders Requests-FSMS	Reserve ADT Orders		04/27/2022	12/04/2017
My Reserve Drills	Reserve Member on IDT		02/19/2021	08/01/2018
View My Reserve Points Statement			07/12/2018	07/18/2018
Understanding My Reserve Points Statement				11/06/2017

Self-Service

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 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)			02/18/2022	10/25/2018
Allotments/Voluntary Deductions		05/28/2019	0 2/08/2019	06/07/2018
BAH Dependency Data Verification		10/02/2020	10/01/2020
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			03/01/2021	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
Enlisted Evaluation Reports			12/03/2021
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	04/15/2021
Federal Tax Elections		04/02/2020	04/15/2021	04/10/2018
Functional Roles: See Requesting, Recertifying, Removing, and Withdrawing User Roles and Functions, below
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	02/25/2021	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	12/07/2020	08/07/2019
Password Initial Setup, Changing, Reset, and Forgotten Password Procedure		08/29/2017	05/22//2019
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: 10/17/2018
Requesting, Recertifying, Removing, and Withdrawing User Roles and Functions		02/10/2022	01/21/2022	Requesting 06/20/2018 Recertifying 06/20/2018
Servicemembers' Group Life Insurance Online Enrollment System (SOES)		12/08/2021	12/08/2021
Thrift Savings Plan (TSP)		12/07/2020	02/24/2021	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	05/12/2021	02/14/2018 (7 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

Self-Service for Commands and P&A Offices

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	07/02/2018
Blended Retirement System (BRS)
Checking a Member's BRS Enrollment Status		12/21/2017	08/13/2022	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			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	12/03/2021
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: 10/17/2018
Endorsing/Approving Mobilization Volunteer Opportunities	Reserve Mobilization Orders		1 0/17/2018	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	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	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	04/25/2022	10/23/2017
Inactive Duty for Training (IDT) Drills This guide covers the following 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	07/22/2021	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			04/29/2022	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	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	03/15/2022	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	06/08/2021	01/14/2020
Dependent Accountability Report		04/17/2017	06/28/2019	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	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
Prior Unit History Report			05/05/2022
Reserve Order Discrepancy Report			04/29/2022	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		02/10/2022	11/20/2019
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	09/20/2018

SPO/PSI Accessions, Reenlistments, and Extensions

Topic	Knowledge Base Entry	Procedure Guide (PDF)	Video Tutorial
Contracts Overview	N/A	04/13/2018
Contract Data - Reenlistments	01/24/2017	04/20/2021	05/06/2019
Contract Data - Extensions & Re-extensions	10/27/2015	08/23/2021	07/16/2019
Contract Data - Approving Contracts	N/A	08/23/2021	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	08/23/2021	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	07/26/2021
Hire - Cadet Initial Clothing Allowance (ICA) (Academy Cadet SPO Only)		01/11/2021
HIRE - MARGRAD	12/18/2014	07/26/2021
HIRE - OCS-IRR	12/16/2014	07/26/2021
HIRE - ROCI	12/18/2014	07/26/2021
HIRE Cape May RECRUIT (from CGRC)	12/18/2014	10/26/2021
HIRE Reserve Depot	12/18/2014	10/26/2021
REHIRE - Direct Commission Officer (DCO)	11/29/2016	05/10/2022
REHIRE - CADET	12/18/2014	03/30/2022
REHIRE PRIOR SERVICE	03/17/2019	03/30/2022
REHIRE-RESERVE	12/18/2014	05/10/2022
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:

SPO/PSI Advancements

Topic	Knowledge Base Entry	Procedure Guide (PDF)	Video Tutorial
Advancing a Member	03/14/2022	03/14/2022	11/07/2018
Reducing a Member	03/14/2022	03/14/2022	11/07/2018
Adding a Designator	01/07/2015	10/17/2018	11/14/2018

Also see:

SPO/PSI Allowances

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 04/29/2021 Reserve AD BAH 04/29/2021 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)	Basic Allowance for Subsistence (BAS) Candidate (Cadet) Commuted Rations (COMRATS)	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	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 12/03/2019 Correct, Delete, or Stop 10/19/2018 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	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	07/15/2021	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

SPO/PSI Absences

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 02/18/2022 Non-Chargeable Absences 02/18/2022 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 02/18/2022
General Absences			General Absences 9/6/2018
Understanding the Payslip Leave Summary			02/26/2019	N/A

Also see:

SPO/PSI Advances

Topic	Process Map	Knowledge Base Entry	Procedure Guide (PDF)	Video Tutorial
Advances ( Pay, BAH, or OHA)	Advance Pay / BHA / 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

Topic

Process Map

Knowledge
Base Entry

Procedure Guide (PDF)

Video Tutorial

Advances ( Pay, BAH, or OHA)

Advance Pay / BHA / 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:

SPO/PSI Disciplinary Actions

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

Topic

Knowledge Base Entry

Procedure Guide (PDF)

Video Tutorial

Disciplinary Actions

08/06/2019

01/14/2021 Updated

Also see:

Spreadsheet 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:

SPO/PSI Pay

Topic	Process Map	Knowledge Base Entry	Procedure Guide (PDF)	Video Tutorial
Assignment Pay (AP)	Specialty Duty and Assignment Pay (SDP/AP)	09/17/2020	Starting Assignment Pay 03/11/2022	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	02/25/2021 (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	03/10/2022	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))	Hardship Duty Pay (HDP) - Location (L) Designated Area (DA)	09/17/2019	Start 12/22/2021 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. (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. (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	07/15/2021	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

SPO/PSI Pay Deductions

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 02/19/2021 Correct, Delete, or Stop 10/19/2018 CGSMR Batch Process (start/stop SMR for multiple members) 09/02/2021	Start 02/28/2019
Federal & State Tax Withholding Also see: State Tax Withholding Exceptions Federal Withholding Calculator Instructions Federal Withholding Calculator		03/16/2021	03/16/2021
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			01/06/2022	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:

SPO/PSI Permanent Change of Station (PCS)

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 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 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	05/02/2022	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: How to Look Up a Unit's SPO in Direct Access SPO Contact List (CG Portal Link) Visit PSC's Overseas Screening CG Portal site for webinars, interview questions, overseas screening questions & answers, and additional information. Screening for Overseas Duty, PSCINST 1300 (CG Portal Link)

Also see:

SPO/PSI Reserve Specific Transactions

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			01/10/2022	02/21/2019
Reserve Active Duty Orders Processing	ADT ADHC/MEDHOLD ADOT ADOS Disciplinary Mobilization Demobilization		01/20/2022
Starting BAH for Reserve Orders	BAH - Reserve	09/07/2017	04/29/2021	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			07/22/2021	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	02/23/2021	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			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	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:

SPO/PSI Separations Transactions

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	03/15/2022
Amending a Separation Order	SEP Amend and Cancel Context Model	12/12/2017	01/26/2022
Approving Separation Orders	Complete Separation Transaction	12/12/2017	04/28/2022
Canceling a Separation Order	SEP Amend and Cancel Context Model	12/12/2017	01/26/2022
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 Portal Link - CAC Logon Required)	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	03/08/2022
Discharge - End of Enlistment	Process Discharge	01/14/2018	04/25/2022
Discharge with Separation Request	Process Discharge	01/14/2018	04/25/2022
RELAD - AD to SELRES or IRR	Process Release from Active Duty (RELAD)	04/23/2019	04/25/2022
RELAD with Sep Request - AD Officers and Members on EAD	Process Release from Active Duty (RELAD)	04/23/2019	04/25/2022
RELAD AD to ISL (TEMPSEP)	Process Release from Active Duty (RELAD)	04/23/2019	03/08/2022
Lump Sum Leave Sale Overview	Leave Context Model		02/09/2021
Resuming Retirement for a Recalled Retired (Ret-1) Member			01/27/2022
Retirement Orders	Process Retirement	01/14/2017	04/25/2022
Separation Reports		12/12/2015	05/09/2019
Separations Flow to the DD-214		10/15/2020	05/22/2019(Reviewed)

Also see:

SPO/PSI Tools (NP500 Report, Paycut Roster, Programming Info, and more)

Topic	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	12/17/2020
Payee Warnings Report	02/26/2021
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)	10/01/2021	08/13/2018

Also see:

Training Administration System (TAS)

Topic	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		05/14/2021
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		02/22/2022
View Training Course Waiting List		09/25/2018	07/12/2018

Work-Life Management System

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).

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.