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USCG Pay & Personnel Center             

Procedures and Development Branch (P&D)

Welcome to the Yeoman Go Kit!

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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
0730-1600 (Central time) M-F

E-Mail

PPC-DG-CustomerCare@uscg.mil

Web Content Manager 

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YN GO KIT

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:

  1.  Topic of Interest
  2.  Attendees
  3.  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

  1. 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.
  2. 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". 
  3. 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 Guideaccess 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

(a) United States Coast Guard Regulations 1992, COMDTINST M5000.3 (series)
(b) Personnel and Pay Procedures Manual, PPCINST M1000.2 (series) Chapter 2 Section G

 

Functional User Roles Information Page 

Please visit the DA User Guides for further instruction about DA user Roles!

Direct Access Logon PageSign into Direct Access                         

Collapse All Expand All
 Direct Access User Roles and Functions
 

Direct Access User Roles and Functions: Functional roles have been created to assist users with requesting roles.  Examples:  CG SPO Technician, CG SPO Auditor, CG CGIS Investigator.

Functional User Roles Information Page - a complete table of available FUNCTIONAL ROLES can be found in Personnel and Pay Procedures Manual, PPCINST M1000.2 (series) Chapter 2 Section G

References

(a) United States Coast Guard Regulations 1992, COMDTINST M5000.3 (series)
(b) Personnel and Pay Procedures Manual, PPCINST M1000.2 (series) Chapter 2 Section G

 

Direct Access Notifications 03/13/2024 
Direct Access User Roles and Functions (Requesting, Removing, and Withdrawing)  01/09/2024
Recertifying User Roles and Functions 01/11/2024
Recertification Status Report 10/11/2023
Why was my user role request denied? 01/12/2024
Command Approver Procedures
Approving or Denying User Roles 01/10/2024
 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:
  1. Enlisted Evaluation Review – Supervisor Submission
  2. Enlisted Evaluation Review Endorsements
  3. Enlisted Evaluation Review Approval
  4. 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.)
 
Topic Procedure Guide (PDF)
Competencies 05/26/2023
Competency Dictionary October 2024
Honors & Awards

Individual Awards: 03/25/2024

Mass Update (Multiple members-Same award & date): 04/17/2023

Incentive Points 05/25/2023
Education

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 02/08/2024
Languages

Guide 03/31/2023

Licenses and Certifications 03/30/2023
Memberships 08/15/2024
Test Results 04/05/2023
Training (Adding updating additional training)

Guide: 04/05/2023

Member Weigh-In Data

04/04/2024

Member Weigh-In Report 10/31/2023
Viewing an Officer Specialty Code 03/31/2023

 

 

 

 

 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.

User roles required to run a query

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 File in Excel Format(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 
My Reserve Orders Requests 08/14/2024
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:

  1. Open the Start menu.
  2. Search for and open Internet Options.
  3. In the dialog box that appears, select the Content tab.
  4. 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:

  1. Enlisted Evaluation Review – Supervisor Submission
  2. Enlisted Evaluation Review Endorsements
  3. Enlisted Evaluation Review Approval
  4. 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 File in Excel Format?(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
 
Topic Procedure
Guide (PDF)
Active Duty 6th or 10th Anniversary Query 11/03/2023
AD Recall from Retirement 07/27/2023
Begin Extension of Enlistment 10/20/2023
Begin Re-Extension of Enlistment 10/20/2023
Begin Extension/Re-Extension Reports 12/27/2023
CG Exchange Allotment for Ditty Bag Bill. 06/08/2023
Contract Data - Approving Contracts 10/20/2023
Contract Data - Change the Date of a Pending Contract 10/20/2023
Contract Data - Extensions & Re-extensions 10/20/2023
Contract Data - Reenlistments 10/23/2023
Contracts Overview 10/25/2023
HIRE - CADET 09/05/2024
Hire - Cadet Initial Clothing Allowance (ICA) (Academy Cadet SPO Only) 04/07/2023  
HIRE - DCO or MARGRAD 11/12/2024
HIRE - OCS-IRR 09/05/2024
HIRE - ROCI 11/14/2024
HIRE Cape May RECRUIT (from CGRC) 09/05/2024
HIRE Reserve Depot 09/05/2024
Lump Sum Leave Sale Overview 09/04/2024
Montgomery GI Bill (MGIB) Enrollment or Decline 06/07/2023
REHIRE - CADET 09/09/2024
REHIRE - Direct Commission Officer (DCO) 09/09/2024
REHIRE PRIOR SERVICE 09/09/2024
REHIRE-RESERVE 09/09/2024
REHIRE-Return to Service - Active Duty Reintegration 09/09/2024
Retained Beyond Normal Expiration of Enlistment 10/20/2023
RSV RET-2 Recall from Retirement 09/16/2024
Statement of Creditable Service (SOCS) - overview guide 09/20/2023 
Statement of Creditable Sea Service  10/02/2023 

 

 SPO / P&A Advancements
 
Topic Procedure Guide (PDF)
Adding a Designator 01/09/2024
Advancing a Member 02/01/2024
Reducing a Member 02/01/2024

 

 SPO / P&A Allowances 
 
Topic Procedure Guide (PDF)

Basic Allowance for Housing (BAH)


DA Pay Processing: Inactive BAH Case

Start/Stop/Correct/Approve BAH 05/15/2024

Reserve AD BAH 03/26/2024

Enter BAH-TR for Recruit
training, OCS and Academy
Grads 04/07/2023
BAH/COLA Report SPO User Guide 12/26/2023
Basic Allowance for Subsistence (BAS) (starts automatically) N/A
BAS Type II 05/19/2023
Cadet Initial Clothing Allowance (ICA) (Academy Cadet SPO Only) 04/07/2023
Clothing Allowance - Civilian (CCA) Processing CCA  03/20/2023
Clothing Allowance - Supplementary (SUPP CMA) Processing SUPP CMA  04/04/2023
Cost of Living Allowance (COLA) - Continental US (CONUS COLA)

 
Start CONUS
COLA 
 10/13/2023

Correcting CONUS COLA 10/13/2023
Cost of Living Allowance (COLA) - Overseas (OUTCONUS COLA/Reduced OUTCONUS COLA)
 
Start/Stop/Correct/Approve OUTCONUS COLA 10/13/2023
Cost of Living Allowance (COLA) - Unique Expenses N/A Input by PPC
Combat SGLI Allowance Starting Combat SGLI Offset 04/13/2023

Stopping Combat SGLI Offset 07/05/2023
Combat Tax Exclusion Start, Stop, Delete 07/31/2024
Direct Deposit (Establish or Change) 03/10/2022
CG Standard Meal Rate (CGSMR) Refund / Refund for Missed Meals (RMM)

Enter RMM 04/07/2023

CorrectDelete, or Stop   4/04/2023

CGSMR Batch Process (start/stop SMR for multiple members) 01/17/2024

Element Assignment by Payee (EABP) 05/31/2023 
Family Separation Allowance (FSA) Start FSA 01/17/2024

CorrectDelete, or Stop 04/04/2023
Family Separation Housing Allowance (FSH) Start 07/07/2023
Move In Housing Allowance 07/06/2023
Officer Uniform Allowance 04/04/2023
One Time Positive Input (OTPI) 04/05/2023

Overseas Housing Allowance (OHA)

See OHA tables for rates.

Start 04/07/2023

Stop 06/08/2023

Correcting 04/05/2023

Pay Corrections Action Request 10/28/2024
Pay Calculations Results 04/07/2023
Payroll Tax Deferral 01/21/2021
Personal Money Allowance (PMA) (Now starts automatically upon PCS reporting) N/A

 

 SPO / P&A Absences
 
Topic Procedure Guide (PDF)
General Absences General Absences 04/04/2023
Leave and Other Approved Absences

Chargeable Absences 07/17/2024

Non-Chargeable Absences 10/25/2023 

Leave Correction Report 01/03/2023
Reviewing and Auditing Leave 09/04/2024
Understanding the Payslip Leave Summary 09/04/2024
Viewing a Member's Leave Balance 09/19/2024

 

 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
 
Topic Procedure Guide (PDF)
Disciplinary Actions 04/05/2023

Also see: 

SpreadsheetDefense Incident-Based Reporting System (DIBRS).
Cross Reference to 2019 Manual for Courts-Martial

 

 

 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

CorrectDelete, or Stop 06/16/2022
Foreign Language Proficiency Pay (FLPP) Start 04/07/2023
CorrectDelete, or Stop 06/16/2022

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

 

Start 04/05/2023

CorrectDelete, 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 

CorrectDelete, 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
CorrectDelete, 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
 

CorrectDelete, 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) 
 

 

Topic Procedure
Guide (PDF)
Inactive BAH Case Overview  08/08/2023 
Paycut Roster 11/20/2023
Payee Warnings Report 06/24/2024
Researching Basics for Pay and Pay Corrections 01/06/2021
Researching Pay Cases - Revised Calendars 08/14/2023 
Suspicious Amount Net Pay Difference (NP500) Report 01/26/2024
 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 yes 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.

yes Change Password Workaround: Passwords and Set up/Update Security Questions

enlightenedDA Excel Workaround - This guide provides the procedures for opening an Excel document in Direct Access (DA) when you receive an error message.

yes 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.

Reports & Queries

The Direct Access User Guides provide a multitude or Reports & Queries helpful for researching and can be found under the DA Guides Tab.

United States Coast Guard (USCG) Acronyms

Pay Calendars

Annual Payroll Calendars are announced via EMAIL ALSPO each year and can be found by selecting the ALSPO tab above or visiting the Military Accounts Support (MAS) for the latest news and updates. 

Pay & Allowances

The Military Accounts Support (MAS) Branch, Latest Pay Rates and Benefits page, provides links to pay charts and information about pay entitlements and benefits.

 

To find out if an entitlement is taxable or how it is calculated (e.g., 30 day month or day-for-day) refer to the Coast Guard Pay Manual or SPO Pay & Allowances Table

 

Customer Care Support

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:

Commandant Issued - U.S. Coast Guard Directives System:

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.

Travel Information

For all Travel related information and links please visit the PPC Travel Page. Travel (uscg.mil)

Useful Tools and Resources:

Transfer Season - Options for Shipment of Household Goods

Dislocation AllowanceUpdated

Household Goods Weight Allowance Table and Weight Estimator

Per Diem (CONUS and OCONUS) Overview

Per Diem Rates Query (CONUS and OCONUS)updated

CONUS Per Diem Rate Lookup by City or ZIP Code (GSA)

CONUS Meals and Incidental Expenses (M&IE) Breakdown (GSA)

OUTCONUS Meals and Incidental Expenses (M&IE) Breakdown (State Department)

Government Travel Charge Card Program 

Privately Owned Conveyance (POC) Mileage Rates - Current and previous PCS & TDY mileage rates are posted at https://www.travel.dod.mil/Travel-Transportation-Rates/Mileage-Rates/

Procedures for Requesting Travel Authorizations (TONOs) for Emergency Leave Travel and Medical Travel

Calculators / Spreadsheets