HRM Enterprise Standard Manage Adverse Actions Authoritative Sources: 10 USC 706 TITLE 10 - ARMED FORCES Subtitle A - General Military Law PART II - PERSONNEL CHAPTER 40 - LEAVE Sec. 706 Administration of leave required to be taken Department of Defense Instruction (DoDI) 1322.17 Montgomery GI Bill-Selected Reserve (MGIB-SR) November 29, 1999 Department of Defense Instruction (DoDI) 1327.06 Leave and Liberty Policy and Procedures June 16, 2009, Incorporating Change 2, August 13, 2013 Department of Defense Instruction (DoDI) 1332.38 Physical Disability Evaluation November 14, 1996, Incorporating Change 1, July 10, 2006 Business Process Standards: A business process standard was not directed by law or DoD policy. Business Rule Standards: Disability_Evaluation_System_PEB_Unfit_Reasonable_Performance_Of_Duty_PT_Test An adverse personnel action must not be taken against a member if the member has been found fit by a Physical Evaluation Board for a condition which prevents the member from taking a physical fitness test. DoDI 1332.38, Encl. 3, Para. E3.P3.4.1.2 Person Physical Examination Result Physical Fitness Test Participation Status Leave_Excess_Indefinite_Period_Pending_Review_Of_Board_Of_Inquiry An officer in receipt of a report of a board of inquiry which recommended the officer not be retained on Active Duty may be required to take excess leave only when the officer has exhausted all accrued leave. 10 USC 706 (a) DoDI 1327.06, Encl. 2, Para. 1l(3) Member Absence Period Type Member Absence Period Type Start Date-Time Member Absence Period Type Stop Date-Time Member Accrued Combat Zone Tax Exclusion Leave Monthly Balance Date Member Accrued Combat Zone Tax Exclusion Leave Monthly Balance Quantity Member Accrued Regular Leave Monthly Balance Date Page 1 of 9
Member Accrued Regular Leave Monthly Balance Quantity Member Leave Period Accrued Day Quantity Member Leave Period Day Quantity Member Leave Period Excess Day Quantity Member Leave Period Type Member Pay Grade Member Pay Grade Effective Date Separation Reason Leave_Punitive_Discharge_Sentence_Approved The leave status of a member placed on voluntary leave pending approval of a court-martial sentence by the commander exercising court-martial convening authority must be changed from voluntary to required when the sentence is approved. DoDI 1327.06, Encl. 2, Para. 1l(2)(c) Member Absence Period Type Member Absence Period Type Start Date-Time Member Absence Period Type Stop Date-Time Member Leave Period Day Quantity Member Leave Period Type Member Legal Charge Disposition Member Legal Charge Identifier Member Separation Program Designator Montgomery_GI_Bill_Selected_Reserve_Delegation_Of_Waiver_Authority_Policy The Secretary concerned may delegate waiver authority no lower than the head of the Reserve Component concerned for a member who received Montgomery GI Bill for Selected Reserve benefits and failed to participate satisfactorily in required training. DoDI 1322.17, Para. 6.8.2 Montgomery_GI_Bill_Selected_Reserve_Sec_Options_For_Use_Of_Unearned_Benefits The Secretary concerned must take one of the following actions when a Selected Reserve member received Montgomery GI Bill for the Selected Reserve (MGIB-SR) educational assistance and the member failed to participate satisfactorily in the Selected Reserve before completing the qualifying six-year obligation for MGIB-SR benefits: - order the member to Active Duty for the lesser of the following: - two years - the period of obligated service remaining at the time of failure to participate satisfactorily - require the member to refund money owed to United States for use of unearned benefits - waive the requirement to serve on Active Duty - waive the total refund DoDI 1322.17, Para. 6.8.2 Member Reserve Component Active Duty Start Date Member Reserve Component Active Duty Stop Date Member Reserve Component Active Duty Type Member Reserve Component Category / Training and Retired Category Designation Start Date Member Reserve Component Category / Training and Retired Category Designation Stop Date Member Reserve Component Category / Training and Retired Category Designator Member Uniformed Service Branch Member Uniformed Service Branch Start Date Member Uniformed Service Branch Stop Date Page 2 of 9
Member Uniformed Service Component Type Member Uniformed Service Component Type Start Date Member Uniformed Service Component Type Stop Date Member Waiver Type Obligation Length Person Contractual Agreement Duration Person Contractual Agreement Effective Date Person Contractual Agreement Type Person Education Assistance Benefit Type Person Education Assistance Benefit Type Receipt Start Date Person Education Assistance Benefit Type Receipt Status Person Education Assistance Benefit Type Receipt Stop Date Personnel Restriction Reason Personnel Restriction Reason Effective Date Personnel Restriction Reason Removal Date Montgomery_GI_Bill_Selected_Reserve_Unearned_Benefits_Recoup_Death The Secretary concerned must not recoup a Selected Reserve member's Montgomery GI Bill Selected Reserve (MGIB-SR) educational assistance if the member dies. DoDI 1322.17, Para. 6.9 Member Debt Repayment Determination Amount Member Debt Repayment Determination Date Member Debt Type Member Uniformed Service Branch Member Uniformed Service Branch Start Date Member Uniformed Service Branch Stop Date Person Casualty Date Person Casualty Status Person Education Assistance Benefit Type Person Education Assistance Benefit Type Receipt Start Date Person Education Assistance Benefit Type Receipt Status Person Education Assistance Benefit Type Receipt Stop Date Appendix A: Business Glossary Standards Accrued Leave Accrued Leave is leave earned by a member at a rate of two-and-a-half calendar days for each month of active service and credited to the member's leave account. For partial months, leave accrues at the rate of 1/2 day for any period of six days or less. The account balance of accrued leave must be reduced to 60 days (75 days through September 30, 2015) at the end of the fiscal year. 10 USC 701 (d) DoD 7000.14-R, Vol. 7A, Ch. 35, Para. 350102B DoDI 1327.06, GLOSSARY, Part II, Accrued Leave Active Duty The term "Active Duty" means full-time duty in the active Service of the United States. Such term includes full-time training duty, annual training duty, and attendance, while in the active Service, at a school designated as a Service school by law or by the Secretary of the military department concerned. Such term does not include full-time National Guard duty. Page 3 of 9
10 USC 101 (d)(1) Commander A commissioned or warrant officer who, by virtue of rank and assignment, exercises primary command authority over a military organization or prescribed territorial area that under pertinent official directives is recognized as a "command." DoDI 1332.30, Glossary, Part II, commander Convening authority The convening authority is a unit or organization commander authorized to convene boards to address non-punitive and punitive actions, to include investigations, article 15s, and court-martial actions. MCM (2012), Part II, R.C.M. 306 Court-martial A trial held in a court consisting of commissioned officers and some enlisted personnel for the trial of members of the armed forces or others within its jurisdiction. General, Special, and Summary are the three types of Court-Martial. 10 USC 822 Deceased A casualty status applicable to a person who is either known to have died, determined to have died on the basis of conclusive evidence, or declared to be dead on the basis of a presumptive finding of death. DoDI 1300.18, Encl. 2, Para. E2.20 Educational Assistance Education Assistance must be taken to mean the direct provision of any course of advanced education by the Secretary concerned, reimbursement by the Secretary concerned for any course of advanced education provided by another department or agency of the federal government, or the payment, in whole or in part, by the Secretary concerned for any course of advanced education provided by any public or private educational institution or other entity, but such term does not include the payment for any course of advanced education which is paid for under Chapter 106 or 107 of Title 10. 10 USC 2005 (d)(2) Excess Leave Leave granted that exceeds accrued and advance leave and for which the Service member is not entitled to pay and allowances. Generally, a negative leave balance at the time of release from active military duty, discharge, first extension of an enlistment, desertion, or death shall be considered excess leave regardless of the authority under which the leave resulting in the negative balance was granted. DoDI 1327.06, GLOSSARY, Part II, Excess Leave Leave Leave is an authorized absence of a member from a place of duty for a specific amount of time. Page 4 of 9
DoDI 1327.06, Encl. 2, Para. 1b Member A member is a person who is affiliated with a Service with status of Active Duty, Reserve, Active Duty Retired, or Retired Reserve. DoDM 1000.13, Vol. 1, Glossary, Part II, member MGIB-SR Educational Assistance Allowance Increase for Critical Skills MGIB-SR Educational Assistance Allowance Increase for Critical Skills is a supplemental educational incentive of up to $350 for each month that the Services may offer to encourage MGIB-SR eligible members to fill critical specialties, skills, or units. DODI 1322.17, Encl. 2, Para. E2.1.13 Montgomery GI Bill Selected Reserve The Montgomery GI Bill Selected Reserve (MGIB-SR) is a program, under regulations prescribed by the Secretary of Defense, to encourage membership in units of the Selected Reserve of the Ready Reserve to provide educational assistance to members of the Selected Reserve of the Ready Reserve who agree to remain members of the Selected Reserve for a period of not less than six years. 10 USC 16131 (a) Officer A commissioned or warrant officer. 10 USC 101 (b)(1) Physical Evaluation Board The Physical Evaluation Board (PEB) is responsible for determining whether a member of the armed forces is fit for duty. The PEB is responsible for determining a member's fitness and disability percentage ratings. The PEB may be directed by the Secretary concerned to evaluate or reevaluate any member if the Secretary has reason to believe that a medical condition of the member renders the member unsuitable for continued military service. 10 USC 1214a (c)(1) DoDI 1332.38, Encl. 4, Att. 1, Para. E4.A1.1.2.11.4 Reserve Component The Reserve Component includes the Army National Guard of the United States, Army Reserve, Navy Reserve, Marine Corps Reserve, Air National Guard of the United States, Air Force Reserve, Coast Guard Reserve, and the Reserve Corps of the Public Health Service. DoD 7000.14-R, Vol. 7A, Glossary, Reserve Components Secretary Concerned Secretary concerned is: - the Secretary of the Army, with respect to matters concerning the Army; - the Secretary of the Navy, with respect to matters concerning the Navy, the Marine Corps, and the Coast Guard when it is operating as a service in the Navy; - the Secretary of the Air Force, with respect to matters concerning the Air Force. Page 5 of 9
37 USC 101 (5) Selected Reserve The Selected Reserve consists of those units and individuals in the Ready Reserve designated by their respective Service, and approved by the Chairman of the Joint Chiefs of Staff, as so essential to initial wartime missions that they have priority over all other Reserves. Most Selected Reserve members are required to participate in a minimum of 48 scheduled drill or training periods annually and serve on Active Duty for training at least 14 days annually. DoD 7000.14-R, Vol. 7A, Glossary, Selected Reserves DoDI 1215.06, Encl. 5, Para. 2a Appendix B: Common Human Resource Information Standards Member Absence Period Type Member Absence Period Type is the classification of a time period from which a DoD Military Service member is absent from duty. Member Absence Period Type Start Date-Time Member Absence Period Type Start Date-Time is the calendar date and time of day on which a DoD Military Service member's absence period type begins. Member Absence Period Type Stop Date-Time Member Absence Period Type Stop Date-Time is the calendar date and time of day on which a DoD Military Service member's absence period type ends. Member Accrued Combat Zone Tax Exclusion Leave Monthly Balance Date Member Accrued Combat Zone Tax Exclusion (CZTE) Leave Monthly Balance Date is the calendar date on which the leave balance for combat zone tax exclusion leave is calculated for a DoD Military Service member. Member Accrued Combat Zone Tax Exclusion Leave Monthly Balance Quantity Member Accrued Combat Zone Tax Exclusion Leave Monthly Balance Quantity is the number of leave days a DoD Military Service member accumulates while serving in a designated combat location. Member Accrued Regular Leave Monthly Balance Date Member Accrued Regular Leave Monthly Balance Date is the calendar date on which the leave balance for accrued regular leave is calculated for a DoD Military Service member. Member Accrued Regular Leave Monthly Balance Quantity Member Accrued Regular Leave Monthly Balance Quantity is the number of leave days a DoD Military Service member accumulates while on Active Duty (excluding combat zone tax exclusion leave accrual). Member Debt Repayment Determination Amount Member Debt Repayment Determination Amount is the dollar amount of an indebtedness in which a DoD Military Service member is required to return to the United States government. Member Debt Repayment Determination Date Member Debt Repayment Determination Date is the calendar date on which a determination is made regarding the amount of indebtedness in which a DoD Military Service member will repay. Member Debt Type Member Debt Type is the classification of a DoD Military Service member s indebtedness to the United States government. Member Leave Period Accrued Day Quantity Member Leave Period Accrued Day Quantity is the number of days of accrued leave used by a DoD Military Page 6 of 9
Service member during his/her leave period. Member Leave Period Day Quantity Member Leave Period Day Quantity is the number of chargeable days that comprise a DoD Military Service member's completed leave period. Member Leave Period Excess Day Quantity Member Leave Period Excess Day Quantity is the number of days of excess leave used by a DoD Military Service member during his/her leave period. Member Leave Period Type Member Leave Period Type is the classification of a DoD Military Service member's executed leave period. Member Legal Charge Disposition Member Legal Charge Disposition is the resolution of a charge identified in the Manual for Courts Martial in which a DoD Military Service member is the subject. Member Legal Charge Identifier Member Legal Charge Identifier is the classification of charges identified in the Manual for Courts Martial in which a DoD Military Service member is the subject. Member Pay Grade Member Pay Grade is the personnel class and pay level on which a DoD Military Service member's basic pay is based. Member Pay Grade Effective Date Member Pay Grade Effective Date is the calendar date on which a DoD Military Service member's basic pay becomes effective. Member Reserve Component Active Duty Start Date Member Reserve Component Active Duty Start Date is the calendar date on which a Reserve Component DoD Military Service member's period of active duty begins. Member Reserve Component Active Duty Stop Date Member Reserve Component Active Duty Stop Date is the calendar date on which a Reserve Component DoD Military Service member's period of active duty ends. Member Reserve Component Active Duty Type Member Reserve Component Active Duty Type is the classification of an active duty period for which a Reserve Component DoD Military Service member performs. Member Reserve Component Category / Training and Retired Category Designation Start Date Member RCC/TRC Designation Start Date is the calendar date on which a Reserve Component DoD Military Service member's RCC/TRC designation begins. Member Reserve Component Category / Training and Retired Category Designation Stop Date Member RCC/TRC Designation Stop Date is the calendar date on which a Reserve Component DoD Military Service member's RCC/TRC designation ends. Member Reserve Component Category / Training and Retired Category Designator Member Reserve Component Category/Training and Retired Category Designator is the classification of a Reserve Component DoD Military Service member's participation in mission and training requirements. Member Separation Program Designator Member Separation Program Designator is the classification of a DoD Military Service member's separation (retired, discharged, or released from Active Duty) from a DoD Military Service. Member Uniformed Service Branch Member Uniformed Service Branch is the subordinate organization within the United States Department of Defense in which a DoD Military Service member is affiliated. Page 7 of 9
Member Uniformed Service Branch Start Date Member Uniformed Service Branch Start Date is the calendar date on which a DoD Military Service member begins affiliation with a Uniformed Service Branch. Member Uniformed Service Branch Stop Date Member Uniformed Service Branch Stop Date is the calendar date on which a DoD Military Service member ends affiliation with a Uniformed Service Branch. Member Uniformed Service Component Type Member Uniformed Service Component Type is a specific category of a Uniformed Service Branch in which a DoD Military Service member is affiliated. Member Uniformed Service Component Type Start Date Member Uniformed Service Component Type Start Date is the calendar date on which a DoD Military Service member's association with a specific category of a Uniformed Service Branch begins. Member Uniformed Service Component Type Stop Date Member Uniformed Service Component Type Stop Date is the calendar date on which a DoD Military Service member's association with a specific category of a Uniformed Service Branch ends. Member Waiver Type Member Waiver Type is a categorization of exceptions to policy authorized for a DoD Military Service member. Obligation Length Obligation Length captures the amount of time a DoD Military Service member is obligated to spend in Military Service and is established or changed when a DoD Military Service member incurs an obligation of service. This may be recorded as a combination of days, weeks, months, and years. Person Casualty Date Person Casualty Date is the calendar date on which a person is lost to an organization based on his/her designation as a casualty. Person Casualty Status Person Casualty Status is a reporting classification of a person who is designated a casualty to an organization. Person Contractual Agreement Duration Person Contractual Agreement Duration is the period of time, expressed in years, months, weeks, and/or days (e.g., twelve years, seven months, twenty two days), over which a contractual agreement is in effect. Person Contractual Agreement Effective Date Person Contractual Agreement Effective Date is the calendar date on which a contractual agreement becomes effective. Person Contractual Agreement Type Person Contractual Agreement Type is the class of legally binding agreements that may exist between a person and a DoD Military Service. Person Department of Defense (DoD) Identification Number is a 10-digit number created by the Defense Enrollment Eligibility Reporting System (DEERS) used to uniquely identify each person who has a direct relationship with the DoD (also referred to as DoD Electronic Data Interchange-Person Identifier (EDI-PI)). Person Education Assistance Benefit Type Person Education Assistance Benefit Type is the classification of an education assistance benefit a person receives through the Department of Veterans Affairs. Person Education Assistance Benefit Type Receipt Start Date Person Education Assistance Benefit Type Receipt Start Date is the calendar date on which a person starts Page 8 of 9
receiving an education assistance benefit. Person Education Assistance Benefit Type Receipt Status Person Education Assistance Benefit Type Receipt Status is the status of an education assistance benefit a person receives through the Department of Veterans Affairs. Person Education Assistance Benefit Type Receipt Stop Date Person Education Assistance Benefit Type Receipt Stop Date is the calendar date on which a person stops receiving an education assistance benefit. Person Physical Examination Result Person Physical Examination Result is the classification of a person as either medically qualified or not medically qualified for a particular personnel action. Personnel Restriction Reason Personnel Restriction Reason establishes the classes of condition or constraint which may be placed upon a DoD Military Service member's personnel action. Personnel Restriction Reason Effective Date Personnel Restriction Reason Effective Date is the calendar date on which a restriction to a DoD Military Service member's personnel actions becomes effective. Personnel Restriction Reason Removal Date Personnel Restriction Reason Removal Date is the calendar date on which a restriction to a DoD Military Service member's personnel actions is removed. Physical Fitness Test Participation Status Physical Fitness Test (PFT) Participation Status is the participation classification of the formal physical fitness evaluation for a DoD Military Service member. Separation Reason Separation Reason is the narrative explanation of a DoD Military Service member's separation (retired, discharged, or released from Active Duty) from a DoD Military Service. Page 9 of 9