On this WELCOME OVERVIEW tab, you will find information about P&D and within the menu (three lines top right), all the resources useful for YN.
P&D provides customer education, instruction, and procedural guidance through the development of:
- Direct Access and MLINQS Step-by-Step User Guides
- Personnel and Pay Procedures Manual (3PM)
- Live Webinar Presentations
- Workshops
- PPC Website Content
Contact us at PPC-SMB-PPC-PD@uscg.mil with your comments, suggestions, or changes to any of materials.
Got Questions? Don’t quite understand? Is a topic a little fuzzy?
If you answered yes to any of these questions, then PPC Procedures and Development (P&D) is here to help! P&D is now offering On-Demand training to anyone who would like structured training on any Direct Access, HR, Admin, or Pay related topic. This is great for any member(s) and/or their shop that want more training but may not necessarily have the time to commit to conducting their own. Virtual sessions are available for anyone and everyone (not just Yeomen) upon request and can be customized to meet your needs. Sessions will be presented live via TEAMS and requests are on a first come, first served basis with coordination on dates and times.
If you would like an On-Demand session, please email your request to PPC-SMB-PPC-PD@uscg.mil with the following information:
- Topic of Interest
- Attendees
- Proposed Dates/Times
We look forward to hearing from YOU!
Find More Resources for YNs on the USCG Portal Online
YN Customer Service Standards Job Aid
The YN Customer Service Standards job aid will assist each YN in providing exceptional customer service.
Official Yeoman SharePoint Site:
This site was created as a collaboration tool to provide information and resources throughout the Yeoman rating. The goal is to help keep you informed, organized, and connected. Join the TEAMS group (private), we have created individual stakeholder channels and discussions boards which will allow for document sharing and storage, basic chat functions, and online meetings.
Enlisted Rating Advancement Training System (ERATS)
YN Rating Force Master Chief (on CGPortal)
YN Assignment Officers (on CGPortal)
E-Mail All Servicing Pay Offices (SPO) Messages
E-Mail ALSPO (All Servicing Pay Offices) Messages are a method of communicating pay and personnel procedures and information to Servicing Pay Offices (SPOs).
► Click here to access ALSPO's
This tab provides links to MS Excel spreadsheets programmed to perform various calculations.
Pay
Separations
*Terminal Leave Calculator
(*) Incorporated into the PCS Entitlements / Advances, TLE & Separation Leave Calculator
- If the Terminal Start date starts on a Friday or a weekend, the date will turn orange as a caution that it may not be ideal for the member, since he or she will be charged leave over the first weekend.
- If your member is auth to take Permissive Temp Duty (aka free admin leave) and is taking it consecutive to the start of terminal leave, click the "show consecutive Temp Duty Start duty button".
- This sheet will be added to the upcoming new PCS Travel Excel sheet.
Service Validation
Reserve Early Retirement RET-1 Calculator
Travel
Certificates are, for the most part, CG or DD forms. However, they are not included in Internet forms libraries because they are limited distribution forms. Here's a list of the certificates you may be tasked with issuing. All links to the CG Portal forms library The Office of Information Management (CG-61) (uscg.mil) or internal to SharePoint CAC access at Forms - Forms - Sorted (sharepoint-mil.us)
Advancement
CG-5530, CERTIFICATE FOR ADVANCEMENT TO SEAMAN/FIREMAN (E-3) (Via "YNs Page" on CG Portal. Formatted for 2021 and later).
(Note: On the CG-5530 (that you download from the CG Portal forms page), the drop-down for the year field only goes to 2020. For 2021 and later, you must delete and type in the correct year. To do this, select any year from the list, place the cursor at the start of the date field and press the delete key. Then, type in the correct year.)
CG-216, PETTY OFFICER APPOINTMENT CERTIFICATE
CPO/SCPO/MCPO ADVANCEMENT CERTIFICATES - Issued by PPC (ADV). See "About Advancement Certificates" on the ADV web page for more information. See the Creating Advancement Certificates Self Service for Commands User Guide, access Ceremonial Advancement Certificate
Frocking Request and Certificates:
The following templates are available via the CG PSC-EPM-2 CG Portal page (CAC Logon Required):
Appointments & Promotions
Officer (including CWO) appointment and promotion certificates are issued by Commander (OPM-1), Coast Guard Personnel Service Center. Mock appointment certificates are available in the files section of the Official Yeoman Teams Site.
Awards
CG-4178a, GOOD CONDUCT CERTIFICATE (Active & Reserve)
Discharge Certificates
Per 1.B.34 of the Military Separations Manual, COMDTINST, M1000.4, certificates will only be awarded to recipients of honorable discharges. Other types of discharge certificates (General, Bad Conduct, Dishonorable, and Discharge Under Other Than Honorable Conditions) are no longer issued.
The DD Form 256 CG, Honorable Discharge Certificate is a limited distribution form. Members of the YN rating may download the form from the files section of the Official Yeoman Teams Site.
Replacing Discharge Certificates (1.B.34.c., Military Separations Manual, COMDTINST M1000.4)
On satisfactory proof a discharge certificate was lost or destroyed without the fault of the individual to whom it was issued, Commander (CG PSC-PSD-mr) will issue a certificate in lieu of discharge. Apply for a certificate in lieu of discharge to replace a lost or destroyed discharge certificate to Commander (CG PSC-PSD-mr). Only Commander (CG PSC) can issue a duplicate or copy of a discharge certificate.
Qualifications
CG-4685 |
AIRCREW CERTIFICATE |
CG-5063 |
BOAT CREWMEMBER CERTIFICATE |
CG-5063A |
ATON CREW MEMBER CERTIFICATE |
CG-5063B |
BOOM/CRANE OPERATOR CERTIFICATE |
CG-5063C |
BUOY DECK SUPERVISOR CERTIFICATE |
CG-5063D |
TACTICAL CREWMEMBER CERTIFICATE |
CG-5063E |
PURSUIT CREWMEMBER CERTIFICATE |
CG-5063F |
ENGINEER CERTIFICATE |
CG-5063G |
COXSWAIN CERTIFICATE |
CG-5063H |
ATON COXSWAIN CERTIFICATE |
CG-5063I |
TACTICAL COXSWAIN CERTIFICATE |
CG-5063J |
PURSUIT COXSWAIN CERTIFICATE |
CG-5063K |
HEAVY WEATHER COXSWAIN CERTIFICATE |
CG-5064 |
CUTTERMAN'S CERTIFICATE |
CG-5065 |
COMMAND AT SEA CERTIFICATE |
CG-5066 |
OFFICER-IN-CHARGE AFLOAT CERTIFICATE |
CG-5066A |
OFFICER IN CHARGE ASHORE CERTIFICATE |
CG-5067 |
BOAT FORCE OPERATIONS INSIGNIA CERTIFICATE (ADVANCED) |
CG-5068 |
BOAT FORCE OPERATIONS INSIGNIA CERTIFICATE (BASIC) |
CG-5257 |
COMMAND ASHORE CERTIFICATE |
Reenlistment
CG-5673, CHILD'S APPRECIATION LETTER
CG-5674, SPOUSE REENLISTMENT APPRECIATION LETTER
CG-5675, OATH OF REENLISTMENT CERTIFICATE
Retirement
PPC (SEP) issues three types of certificates: Retirement, Spousal Appreciation and Presidential. We do NOT issue certificates to significant others, children or pets. Children's certificates (CG-5673) are processed at the unit level. See "About Retirement Certificates" for more information.
This page provides authorized example CG-3307 administrative remarks entries required by Commandant issued directives. Per Administrative Remarks, Form CG-3307, COMDTINST 1000.14 (series), units are prohibited from using the CG-3307 to document events not listed in the examples below.
► Click here to access approved 3307 templates
Introduction
Functional roles have been created to assist members with requesting user 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.
For a complete listing of available FUNCTIONAL ROLES please visit the table now located in the Personnel and Pay Procedures Manual, PPCINST M1000.2 (series) Chapter 2 Section G
Position Based
Functional roles are approved based on the position you are filling. If selecting CG Admin Supervisor, you must be a YNC to PERS member assigned to an ADMIN (P&A) unit. CG Admin Technician is for YN assigned to an ADMIN (P&A) unit. If you do not fit the criteria, your request will be denied. For example, if you are a SPO Auditor, you would request CG SPO Auditor. When PPC receives your request, we verify that you are in a SPO Auditor position and ensure any other criteria is met, and if met, approves the request. If you are not in that position, or the PAL lists your position incorrectly, your request will be denied. For example, you are a SPO Auditor, but the PAL lists you as an Admin Yeoman. All positions are verified through the PAL. Do not select multiple functional roles that are related, for example, do NOT select CG SPO Technician and CG SPO Auditor.
Regulations
Personnel approving DA user roles must be properly designated in accordance with reference (a), specifically authorizing this authority. Designation memo must be retained at the unit. PPC will request this memo from the unit for any audits and/or investigations. Reference (b) provides additional information on DA user access.
References
Sign into Direct Access
Collapse All Expand All
Direct Access User Roles and Functions
District Reserve Force Readiness Branch (DXR), and LOGCOM, PAC-13 Reserve Orders
Topic |
Procedure
Guide (PDF) |
Authorizing FSMS Reserve Orders |
03/29/2023 |
Reserve Orders Extract Report |
03/14/2024 |
Expenditure Types for Reserve Orders |
|
Enlisted Evaluation System (EES)
Topic |
Procedure
Guide (PDF) |
Self Service for Commands - EES Enlisted Evaluation Review Direct Access User Guide covers the following topics:
- Enlisted Evaluation Review – Supervisor Submission
- Enlisted Evaluation Review Endorsements
- Enlisted Evaluation Review Approval
- Member Counseling Receipt
|
10/30/2024 |
Self Service Member – EES, View Completed Enlisted Evaluation Reviews |
12/15/2023 |
Person Profile (Awards, Competencies, Languages, Training, Weigh-In Data, etc.)
Personal Data, Job Data, and Dependency Data
Topic |
Procedure Guide (PDF) |
BAH/Dependency Data / Emergency Contact Data Form Print Procedure* |
01/02/2024 |
BAH Dependency Verification SPO Procedure |
01/03/2024 |
BAH Dependency Verification Reports |
12/27/2023 |
Dependent Information |
08/12/2024 |
Dependent Aging Out |
01/16/2024 |
Divorce, Annulment, or Death of a Dependent |
01/18/2024 |
Personal Data Changes
- Address (Home, Mailing & Home or Record)
- Change of Name
- Correction of SSN or Date of Birth
- Citizenship / Passport Data
- Diversity Data
- E-Mail Address
- Marital Status
- Phone
|
01/22/2024 |
Questionable Dependent / PPC Legal Approval |
10/18/2024 |
Urinalysis Report |
11/03/2023 |
Understanding Job Data |
01/18/2024 |
(*) 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).
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.
Topic |
Procedure
Guide (PDF) |
Absence Request Report (Last item in Chargeable Absence Requests guide) |
07/17/2024 |
Action Request Report and Viewing Transaction by Member |
11/06/2023 |
Active Duty 6th or 10th Anniversary Query |
11/03/2023 |
Adhoc Report Request Procedure |
07/02/2024 |
BAH/COLA Report |
12/26/2023 |
BAH Dependency Verification Reports |
12/27/2023 |
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. |
Under Construction |
Basic Needs Allowance Report |
06/23/2023 |
Begin Extension/Re-Extension Reports |
12/27/2023 |
CG Dept Run |
04/10/2023 |
Coast Guard Military Human Resource Record (CGMHRR) |
11/07/2022 (PSC iPERMS Access Information Page) |
Department Role Query |
11/16/2023 |
Dependent Accountability Report |
11/16/2023 |
FSMS Drill/ADT Audit Report |
08/30/2024 |
Government Travel Charge Card Command / Area Coordinators |
04/17/2023 (PPC P&D Provided Guide)
10/23/2010 (PSC-BOPS Provided Guide) |
Identifying Inactive Duty for Training (IDT) Dates |
03/12/2024 |
JUMPS Data Repository (JDR) |
05/08/2017 |
Leave Correction Report |
01/03/2024 |
Member All Duty Report |
10/31/2023 |
Member Information |
04/10/2023 |
Member Weigh-In Report |
10/31/2023 |
Net Pay Amount (NPAM) Report |
12/27/2023 |
Obligated Service Report |
11/03/2023 |
Payee Warning Report |
06/24/2024 |
Payroll Verification Report |
11/03/2023 |
Payslip |
Individual 04/18/2023
Batched 12/08/2023
|
Positions at a Department |
11/06/2023 |
Prior Unit History Report |
11/15/2023 |
Reserve Member Balances |
02/07/2024 |
Reserve Order Discrepancy Report |
11/13/2023 |
Reserve Orders Extract Report |
03/14/2024 |
Reserve Waiver Report |
11/07/2023 |
Schedule a Query |
12/26/2023 |
Suspicious Amount-Net Pay Difference Greater Than $500
(NP500 Report) |
01/26/2024 |
Unit Roster |
11/15/2023 |
Urinalysis Report |
11/03/2023 |
View Member Inactive Duty for Training (IDT) Drills |
11/14/2023 |
Self-Service Reserve Component Specific
Topic Name |
Procedure
Guide (PDF) |
All Duty Report |
05/01/2024 |
Annual Screening Questionnaire
Also see: Standard Occupational Code Listing (Spreadsheet listing SOC
codes. Provided for easier searching).
|
08/19/2024 |
Direct Access Notifications |
03/13/2024 |
Inactive Duty for Training (IDT) (schedule, edit, or withdraw IDT requests) |
05/01/2024 |
IDT Subsistence Allowance |
02/26/2024 |
Mobilization Volunteer Opportunities (Member Self-Service) |
10/09/2024 |
Montgomery GI Bill Selected-Reserve (MGIB-SR) |
10/11/2023 |
Reserve Active Duty Orders Request |
12/04/2024 |
My Reserve Orders - Under construction- Contact your P&A / RSV Supervisor to get a copy of your View Only Orders. |
|
My Reserve Drills |
04/01/2024 |
View My Reserve Points Statement |
05/30/2024 |
Self-Service
Topic |
Procedure
Guide (PDF) |
Add a Shortcut to Favorites |
08/13/2024 |
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 |
Direct Access Notifications |
11/04/2024 |
Absence Request (Chargeable) |
07/17/2024 |
Absence Requests (Non-Chargeable) |
10/25/2023 |
Allotments/Voluntary Deductions |
10/04/2023 |
A-School request (self-service) |
02/21/2024 |
BAH Dependency Data Verification |
10/03/2023 |
Blended Retirement System (BRS) Opt-In Eligible Accessions and Process (Post January 1, 2019) |
06/10/2019 |
Blended Retirement System (BRS) - Information (BRS Overview and calculator demo) |
03/08/2018 |
Coast Guard Civilian DA Self-Service |
10/06/2023 |
Digitally Signing a PDF (Electronic Signature) |
06/13/2022 |
Digitally Signing Documents from Direct Access |
03/30/2020 |
Direct Deposit |
10/03/2023 |
Email Addresses |
10/02/2023 |
Emergency Contacts |
12/12/2023 |
Enlisted Evaluation Reviews |
12/15/2023 |
eRésumé (PCS) |
11/05/2024 |
Ethnic Groups and Details |
12/06/2023 |
Federal Tax Elections |
12/28/2023 |
Functional Roles: See Requesting, Recertifying, Removing, and Withdrawing User Roles and Functions, below |
|
Government Travel Charge Card |
10/03/2023 |
Home Address, Mailing Address, and Thrift Savings Plan Mailing Address |
09/29/2023 |
Lautenberg – Annual Verification |
10/16/2024 |
My Airport Terminal |
09/27/2023 |
My Assignments Endorsements |
09/27/2023 |
My eResume Report |
12/12/2023 |
My Member Info (View My Awards, Training, Education, and Competencies) |
06/04/2024 |
My Panel Submissions (e.g. CWO appointment, Command Screening, and, other boards and panels) |
11/16/2023 |
My Religion - self service |
10/02/2023 |
Officer Comparison Scale Summary |
08/06/2024 |
Password
Passwords and Set up/Update Security Questions
|
02/22/2024
11/08/2024
|
Phone Numbers |
09/29/2023
|
Requesting Mobilization Volunteer Opportunities (Member Self-Service)
|
10/09/2024 |
Requesting, Removing, and Withdrawing User Roles and Functions |
01/09/2024 |
Recertifying User Roles |
01/11/2024
|
Servicemembers' Group Life Insurance Online Enrollment System (SOES) |
12/08/2021 |
State Tax Elections |
12/28/2023 |
Thrift Savings Plan (TSP) |
02/22/2024 |
Understanding the Payslip Leave Summary |
09/04/2024 |
View My Dependent Information |
10/11/2023 |
View My PaySlip |
02/22/2024 |
View My Open Debts |
10/05/2023 |
View My CWO Personal Data Extract |
10/10/2023 |
View My CWO Profile Letter |
10/11/2023 |
View My SWE Personal Data Extract |
10/11/2023 |
View My SWE Profile Letter |
10/06/2023 |
View/Print My Year End (TAX) Forms (W-2s and ACA Forms) (Consent / Opting-out of Paper Copies) |
01/29/2024 |
Self-Service for Commands and P&A Offices
Topic |
Procedure
Guide (PDF) |
Absence Request |
Chargeable Absence Requests |
07/17/2024 |
Non-Chargeable Absence Requests |
10/25/2023 |
Delegate Approval Authority to Another Approver |
04/27/2023 |
Blended Retirement System (BRS) |
Checking a Member's BRS Enrollment Status |
05/11/2023 |
COMMAND - APPROVING A SCHOOL REQUESTS |
Approving A School Requests |
02/21/2024 |
Enlisted Evaluation System (EES) |
Enlisted Evaluation System (EES) Enlisted Evaluation Review
The EES Enlisted Evaluation Review Direct Access User Guide covers the following topics:
- Enlisted Evaluation Review – Supervisor Submission
- Enlisted Evaluation Review Endorsements
- Enlisted Evaluation Review Approval
- Member Counseling Receipt
|
10/30/2024 |
eResume & Panel Submissions (Postgraduate/Advanced Education) |
Endorsing Panel Submissions and PCS eResumes |
04/03/2024 |
PCS eResume Command Endorsement |
03/20/2024 |
Postgraduate/Advanced Education Overview |
12/07/2023 |
Government Travel Charge Card (GTCC) |
Travel Charge Card Command / Area Coordinators |
04/17/2023 (PPC P&D Provided Guide)
10/23/2010 (PSC-BOPS Provided Guide) |
Mobilization |
Requesting Mobilization Volunteer Opportunities (Member Self-Service)
|
10/09/2024 |
Endorsing/Approving Mobilization Applications
|
03/25/2024 |
Mobilization Post Deployment Information |
03/27/2024 |
Mobilizations Volunteer Report |
11/06/2024 |
Postgraduate/Advanced Education |
Postgraduate/Advanced Education Endorsements |
04/06/2023 |
Reserve Specific |
Annual Screening Questionnaire (ASQ) Command
Also see: Standard Occupational Code Listing ?(Spreadsheet listing SOC codes. Provided for easier searching).
|
08/19/2024 |
Reserve Member Balances |
02/07/2024 |
Reserve Orders Extract Report |
03/14/2024 |
Issuing FSMS Reserve Orders (AD/ADT/ADOT/ADOS)
Also see: Summary of Reserve Orders Types (04/01/2024)
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.
|
08/14/2024
Reserve Title 14 Contingency Orders 04/09/2024
|
Generate a Manual DD-214 |
04/12/2023 |
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
|
03/13/2024 |
Reserve Member Status Change (View) |
02/01/2024 |
Reserve Order Discrepancy Report |
03/30/2023 |
View Member Inactive Duty for Training (IDT) Drills |
11/14/2023 |
Identifying Inactive Duty for Training (IDT) Drill Dates |
03/12/2024 |
Inactive Duty for Training (IDT) Subsistence Allowance |
02/26/2024 |
Understanding Reserve Pay Processing |
02/16/2024 |
Reports/Queries |
Absence Request Report (Last item in Chargeable Absence Requests guide) |
04/27/2023 |
ADHOC Reports Request Procedure |
02/16/2022 |
Airport Terminal & Viewing Separation Orders |
01/26/2024 |
BAH Dependency Verification Report (SPO or Unit P&A Office User Role Required to run this query) |
12/27/2023 |
CG Dept Run |
04/10/2023 |
Dependent Accountability Report |
11/16/2023 |
Department Role Query |
11/16/2023 |
Lautenberg – Reports |
11/07/2024 |
Leave Correction Report |
01/03/2023 |
Member All Duty Report |
10/31/2023 |
Member Information Report |
04/10/2023 |
Net Pay Advice Report |
04/18/2023 |
Payslips |
Individual 04/18/2023
Batched 12/08/2023
|
Positions at a Department |
11/06/2023 |
Prior Unit History Report |
11/15/2023 |
Reserve Order Discrepancy Report |
03/30/2023 |
Scheduling a Query |
04/13/2023 |
Unit Roster |
11/15/2023 |
Servicewide Exam (SWE) / Enlisted advancements |
Creating Advancement Certificates |
04/18/2023 |
Servicewide Exam PDE by Member |
04/18/2023 |
Servicewide Exam PDEs by Department |
04/18/2023 |
Servicewide Exam Profile Letters by Department |
06/05/2023 |
Servicewide Exam Profile Letter by Member |
04/13/2023 |
User Roles |
Approving or Denying User Roles |
01/10/2024 |
Direct Access Notifications |
03/13/2024 |
Weight and Body Fat Standards Program |
Member Weigh-In Data Entry |
04/04/2024 |
Member Weigh-In Report |
10/31/2023 |
SPO / P&A Accessions, Reenlistments, and Extensions
SPO / P&A Advancements
SPO / P&A Allowances
SPO / P&A Absences
SPO / P&A Advances
Topic |
Procedure Guide (PDF) |
Advances ( Pay, BAH, or OHA)
|
04/07/2023 |
Advances - Change Liquidation Schedule |
04/03/2023 |
Advances - Identifying the Remaining Balance of an Advance |
04/13/2023 |
SPO / P&A Disciplinary Actions
SPO / P&A Pay
Topic |
Procedure Guide (PDF) |
Action Request Report and Viewing Pay Transactions by Member |
11/06/2023 |
Assignment Incentive Pay:
- Cutters Undergoing Maintenance Periods (AIP-CMP)
- Pre-commissioning Cutter Crews (AIP-PCC),
- Recruiters
- Remote & Austere Conditions (AIP-RAC)
|
01/19/2024 |
Assignment Pay (AP)
|
11/09/2023
|
Aviation Incentive Pay (AvIP) |
09/25/2023 |
Bonuses:
Designated Career Field Bonus (DCFB)
Validating Bonus Paperwork is Correct before Submitting to PPC
Viewing Bonuses and Their Payments
|
08/14/2024
08/14/2024
05/16/2024
|
Career Sea Pay (CSP)
Five Level Table and TDY Entitlement Rules
|
11/28/2023
(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
|
05/03/2024 |
Combat Tax Exclusion |
Start, Stop, Delete 07/05/2023 |
Direct Deposit (Establish or Change) |
04/03/2023 |
Element Assignment by Payee (EABP) |
09/06/2023 |
Diving Duty Pay |
Start 04/13/2023
Correct, Delete, or Stop 06/16/2022 |
Foreign Language Proficiency Pay (FLPP) |
Start 04/07/2023
Correct, Delete, or Stop 06/16/2022 |
Hardship Duty Location Pay for Designated Areas (HDP-L(DA))
|
Start 04/05/2023
Correct, Delete, or Stop 06/16/2022 |
Hardship Duty Pay - Restriction of Movement Due to COVID-19
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.
|
07/17/2020
|
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)
|
- Flight Deck Hazardous Duty Incentive Pay (HAZPAY-FD)
|
- Flight Duty Hazardous Duty Pay (HAZPAY) for Enlisted Members and Non-rated or Non-designated Officers
|
- High-Pressure Chamber Hazardous Duty Pay (HAZPAY-HP)
|
Hostile Fire / Imminent Danger Pay
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.
|
Start 04/07/2023
Correct, Delete, or Stop 06/16/2022
|
One Time Positive Input (OTPI) |
04/05/2023 |
Pay Corrections Action Request |
10/28/2024 |
Pay Calculations Results |
04/07/2023 |
Payroll Tax Deferral |
01/28/2021 |
Responsibility Pay |
09/13/2024 |
Special Duty Pay (SDP)
|
11/09/2023 |
SPO / P&A Pay Deductions
Topic |
Procedure
Guide (PDF) |
Allotments/Voluntary Deductions |
05/20/2024 |
CG Standard Meal Rate (CGSMR)
(Auto-Starts & Stops for PCS reporting
and departing ESM/EUM units) |
Start 08/24/2023
Correct, Delete, or Stop 04/04/2023
CGSMR Batch Process (start/stop SMR for multiple members) 01/17/2024
|
Federal & State Tax Withholding
Also see:
|
10/19/2023 |
How PPC Calculates Taxes on In-Service Debts |
11/29/2022 |
Identifying and Researching Overpayments or In-Service Debts |
04/04/2023 |
Identifying SGLI, FSGLI AND TSGLI Arrears |
03/12/2024 |
Montgomery GI Bill Enrollment or Decline |
06/07/2023 |
State Tax Withholding Exceptions |
08/22/2023 |
SPO/ PSI - View a Member's Open Debts |
04/12/2023 |
Repayment of Taxable In-Service Debt – Net repayment versus Gross repayment |
11/29/2022 |
Understanding Tax Implications for In-Service Debts |
11/29/2022 |
SPO / P&A Permanent Change of Station (PCS)
Topic |
Procedure
Guide (PDF) |
Airport Terminal |
01/26/2024 |
Amending or Cancelling PCS Orders |
03/26/2024 |
Approving PCS Orders |
03/14/2024 |
Other Resources:
|
|
PCS Entitlements Auto Start-Stop |
06/10/2024 |
PCS Orders in Awaiting $ (Funds) Status - Troubleshooting Guide |
03/27/2024 |
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.
|
03/19/2024 |
SPO / P&A Reserve Specific Transactions
Topic |
Procedure
Guide (PDF) |
Active Duty |
Amend or Cancel Reserve Active Duty Orders |
09/13/2024 |
Issuing FSMS Reserve Orders (AD/ADT/ADOT/ADOS) |
08/14/2024 |
FSMS Reserve Orders-Ready to Finished |
07/19/2024 |
Generate a Manual DD-214 |
04/12/2023 |
Reserve EAD Orders with Multiple Sequences |
08/30/2024 |
Reserve Orders Extract Report |
03/14/2024 |
Reserve Title 14 Contingency Orders |
04/09/2024 |
Starting BAH for Reserve Orders |
03/26/2024 |
Summary of Reserve Orders Types |
04/01/2024 |
Inactive Duty for Training (IDT) |
Approving / Denying Inactive Duty for Training (IDT) Drills |
11/14/2023 |
Correcting or Cancelling Inactive Duty for Training (IDT) Drills (Part of Command User IDT Guide) |
04/18/2023 |
Identifying IDT Drill Dates |
03/12/2024 |
Inactive Duty for Training (IDT) Subsistence Allowance |
02/26/2024 |
Viewing Inactive Duty for Training (IDT) Drills |
03/30/2023 |
Other |
Annual Screening Questionnaire (ASQ) |
08/19/2024 |
Electronic Based Distributed Learning (EBDL) Courses |
02/08/2024 |
Identifying SGLI, FSGLI AND TSGLI Arrears |
03/12/2024 |
Montgomery GI Bill Selected-Reserve (MGIB-SR) |
01/08/2024 |
Reserve Member Balances |
02/07/2024 |
Reserve Order Discrepancy Report |
03/30/2023 |
Reserve Status Change |
02/01/2024 |
Understanding Reserve Pay Processing |
02/16/2024 |
SPO / P&A Separations Transactions
Topic |
Procedure
Guide (PDF) |
Airport Terminal & Viewing Separation Orders |
01/26/2024 |
Amending a Separation Order |
01/17/2024 |
Approving or Denying Separation Orders |
02/02/2024 |
Canceling a Separation Order |
02/07/2024 |
DD-214 Worksheet
(Also see Separations Flow to the DD214)
See:
|
|
Death of a Member |
02/07/2024 |
Discharge - End of Enlistment |
03/11/2024 |
Discharge with Separation Request |
09/16/2024 |
Discharge with Temporary Separation Request |
03/11/2024
|
RELAD - AD to SELRES or IRR |
03/11/2024 |
RELAD with Sep Request - AD Officers and Members on EAD |
03/11/2024 |
RELAD AD to ISL (TEMPSEP) |
03/11/2024 |
RELAD Reserve Officers, Twice Non-Select for Promotion, to ISL |
08/06/2024 |
Resuming Retirement for a Recalled Retired (Ret-1) Member |
03/05/2024 |
Retirement Orders |
03/08/2024 |
Separations Overview |
03/06/2024 |
Separation Reports |
12/29/2023 |
Separations Flow to the DD-214 |
10/15/2024 |
SPO / P&A Tools (NP500 Report, Paycut Roster, Programming Info, and more)
Training Administration System (TAS)
Topic |
Procedure
Guide (PDF) |
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 |
Adding Updating Test Results |
4/5/2023 |
Submitting an Electronic Training Request (ETR) |
01/10/2024 |
Viewing a Training Summary |
4/5/2023 |
Viewing and Printing Training Administration Orders |
4/5/2023 |
View Training Course Waiting List |
4/5/2023 |
FORMS & WORKSHEETS
This page lists Forms and Worksheets referenced in the Personnel and Pay Procedures Manual. These forms and worksheets are now published independently of the manual. This allows us to effect needed changes and updates without waiting for a published change to the manual. Also find links to some frequently used forms from Other Government Agencies and Coast Guard (CG) forms.
► Click here to access Forms & Worksheets
This section is used to identify and notify all users of any known issues for Direct Access. All user guides and materials are dated and annotated with the last date of revision upon posting. Change or update requests regarding guidance can be sent to: PPC-SMB-PPC-PD@uscg.mil
HAVING TROUBLE DOWNLOADING OR EDITING YOUR 3307'S OR OTHER DOCUMENTS?
It is your browser setting and an easy fix! Use this quick guide to change your settings Click HERE!
Self Service “Address (Home and Mailing)” Functionality - If you have your “Accessibility Layout” set to “Screen reader mode on”, you may get an error stating “Invalid grid column name MAIL_MAILADDRESS1.” To bypass this error, ensure your screen reader mode is turned off by doing the following:
1. On top right hand of screen select “Actions (it is the icon with 3 circles)”.
2. Then “My Preferences”. The “General Settings” tab should by default load.
3. Under “General Options”, in the “Accessibility Layout” field, select “Screen reader mode off”.
4. Then click save.
Change Password Workaround: Passwords and Set up/Update Security Questions
DA Excel Workaround - This guide provides the procedures for opening an Excel document in Direct Access (DA) when you receive an error message.
Converting a .csv file to an .xls file - This guide provides the procedures for how to convert files in a comma separated or pipe separated (.csv) format to an .xls format.
PERSONNEL AND PAY PROCEDURES MANUAL
This publication establishes personnel and pay procedures. It provides procedures to field units on how and when to report personnel actions to the P&A Office so that personnel information is quickly and accurately entered into Direct Access (DA). This publication describes the United States Coast Guard (USCG) pay and personnel systems and the standards applied to using them. The intended audience of this TTP publication is all USCG commands and members.
► Click here to access the Personnel & Pay Procedures Manual
REFERENCE LIBRARY
Directives, Publications and Guides
PPC Issued:
PSC Issued:
- Activation of the Reserve Component, COMDTINST M3061.2A
- Administrative Remarks, Form CG-3307, COMDTINST 1000.14 (series)
- Appointing Warrant Officers, COMDTINST M1420.1
- Aviation Incentive Pay (AvIP) and Bonus (AvB) Program, COMDTINST 7220.20
- Body Composition Standards Program, COMDTINST 1020.8I
- Correcting Military Records, COMDTINST 1070.1
- Critical Housing Areas (CHA), COMDTINST 11101.15 (series)
- Coast Guard Military Human Resource Record System, COMDTINST 1080.10 (series)
- Coast Guard Pay Manual, COMDTINST M7220.29 (series)
- Coast Guard Supplement to the Joint Travel Regulations Manual, COMDTINST M4600.17 (series)
- U. S. Coast Guard Certifying and Disbursing Manual, COMDTINS M7210.1 (series)
- The Coast Guard Correspondence Manual, COMDTINST M5216.4 (series)
- Coast Guard Housing Manual, COMDTINST M11101.13 (series)
- Coast Guard Military Medals and Awards Manual, COMDTINST M1650.25 (series)
- Coast Guard Recruiting Manual, COMDTINST M1100.2 (series)
- Discipline and Conduct, COMDTINST M1600.2
- Enlistments, Evaluations, and Advancements, COMDTINST M1000.2 (series)
- Military Assignments and Authorized Absences, COMDTINST M1000.8 (series)
- Military Bonus Programs, COMDTINST M7220..2 (series)
- Military Civil and Dependent Affairs, COMDTINST M1700.1
- Military Substance Abuse and Behavioral Addiction Program, COMDTINST 1000.10B
- Military Personnel Casualties and Decedent Affairs, COMDTINST M1770.9 (series)
- Military Separations, COMDTINST M1000.4C
- Military Qualifications and Insignia, COMDTINST M1200.1
- Military Justice Manual, COMDTINST M5810.1 (series)
- Officer Accessions, Evaluations, and Promotions, COMDTINST M1000.3 (series)
- Pregnancy in the Coast Guard, COMDTINST 1000.9
- Temporary Separations, COMDTINST M1040.6 (series)
Also see the following guides:
- Transition Assistance Program, COMDTINST 1900.2 (series)
Reserve Specific (Commandant Issued)
Other Agencies
Forms & Worksheets
Newsletters
ADVANCE PREPARATIONS FOR UPCOMING LIMITED AVAILABILITY TO DIRECT ACCESS (DA)
At 0600 EST, Wednesday, December 18, 2024, availability to DA will be limited to only those users performing tasks associated with 2025 payroll and regulatory changes. DA will be reactivated at 0600 EST, Friday, January 3, 2025. This limited availability is necessary to prevent the submission of self-service, unit P&A and SPO transactions that could potentially conflict with legislative and regulatory changes. Limited availability to DA impacts all active duty, reservists, retirees, annuitants, and civilian supervisors of military members. During this timeframe, access to self-service in DA for all users will be unavailable. This means no login access, including no ability to submit absence requests, no processing of pay or separation transactions and no processing of orders to include Reserve IDT, ADT, etc.
PASSWORD RESET
If your email address is NOT present or is incorrect, you will not be able to use the self-service password reset feature. Your business email address in DIRECT ACCESS must be added to the system or corrected. Active duty and Reserve members must contact your P&A office or Servicing Pay Office (SPO) for assistance to update.
Please note: Customer Care will no longer send password resets for active/reserve military members or civilian employees to personal email addresses. All password resets will be sent to USCG.MIL email addresses only. Do not submit multiple requests. Please allow 5 days upon submission for response.
Guide: Passwords and Set up/Update Security Questions
DIRECT ACCESS CHALLENGES
Our Pay and Personnel Center team members are users of Direct Access –just like you– and are similarly impacted by challenges with the system. Though the Pay and Personnel Center does not own or control repairs to Direct Access, we continue to advocate with the Program Office to prioritize repairs and the C5I Service Center to conduct those repairs. We appreciate your patience and grace during this time period.
In essence, Direct Access is our ship . . . and our ship is damaged and undergoing depot-level repairs. The crew at the Pay and Personnel Center are just as eager for Direct Access to come back to fully mission capable, so we can better serve our Coast Guard families.
RETIRED PAY
At present, for temporary, permanent, VA offset, AEW’s, CRDP, and CRSC disability, we are encountering a processing delay due to systematic issues and a shortage of personnel. You remain our primary concern. We want to assure you that we are fully committed to resolving these issues promptly and handling your cases with utmost proficiency.