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Managing plan & package transitions: upgrades/downgrades

  • all plans

Workable offers flexible plans to meet our users' evolving needs. This article provides guidance on how to effectively manage your self-service subscription plan, whether you're looking to upgrade to access more jobs and features or downgrade to optimize costs.

Important notes:

  • If a plan transition is not included below or you face any issues, contact our support team for further assistance.
  • If your plan is purchased through manual invoicing and you need to make any transitions, please contact our support team or your designated point of contact at Workable.

 

Upgrades

Upgrading your current plan is available without the need to cancel your current subscription. The system will handle the transition automatically and perform the needed actions (prorated billing or refund for the remaining days) depending on the transition. An upgrade is considered:

  • Moving from Standard monthly to Standard annual.
  • Moving from Standard (monthly or annual) to Premier or Enterprise.
  • Moving from Premier to Enterprise.
  • Adding an additional package to your existing plan (Recruiting/HR).
Transition How to upgrade?

From Standard monthly to Standard annual

* Your existing subscription is canceled, a new one is created, and a refund is issued automatically for unused days.

To transition from Standard monthly to Standard annual:

  1. Visit your Plan page from the main menu.
  2. Click 'Change payment cycle' at the bottom of your Plan details.

changepaymentcycle.png

For any other transition of this category, just go to Settings > Plan page and upgrade to the new plan.

From Standard (monthly or annual) to Premier or Enterprise

 

From Premier to Enterprise

 Go to Settings > Plan page and upgrade to the new plan.
Add a package Go to Settings > Plan page, select the additional package, and upgrade your plan.

 

Downgrades

A downgrade is considered:

  • Moving from any plan to another lower-tier plan (including downgrading from an annual to a monthly plan).
  • Removing a package from your existing plan (Recruiting/HR).
Transition How to downgrade?
From any plan to another lower-tier plan

Downgrading to a lower-tier plan is not possible when the subscription is active. For this reason your account should be either expired or under the free plan. You can follow the below steps:

  1. Visit your Plan page from the main menu.
  2. Downgrade to the free plan (cancel immediately) if your plan is overdue or close to expiring) or cancel renewal as described here.
  3. Then when you are under the free or expired plan, purchase the lower-tier plan of your choice.

Below you can see the detailed implications per downgrade case.
From Enterprise → Premier
  • You will be able to maintain your current settings. 
  • Custom reports or saved reports using custom functionalities will be visible in your reports dashboard but will no longer be accessible (will appear greyed out with a relevant note).
  • Custom permission sets won't be accessible. Already assigned permission sets will remain as is but you won't be able to edit, assign them to more users or create new ones.
From Enterprise → Standard (Monthly or Annual)
  • Any existing (previously created) custom fields are maintained and can be used, editted and deleted. You won't be able to add new candidate custom fields.
  • Any existing (previously created) offer approval workflows are maintained and can be used, editted and deleted. You won't be able to add new offer approval workflows. 
  • The Referrals portal will be disabled, and memberships of all referrals members will be deactivated.
  • Custom reports or saved reports using custom functionalities will be visible in your reports dashboard but will no longer be accessible (will appear greyed out with a relevant note).
  • You won't be able to create new saved reports.Existing saved reports are preserved, but with limited capabilities:
    • Saved reports with standard filters remain accessible, but not editable.
    • Saved reports with advanced filters, remain accessible, but advanced filters are not applied (will appear red):
  • Existing scheduled reports will be retained in the report center. However, they will be retained in a disabled state and you won't be able to edit them. Disabled scheduled reports will not be sent periodically to recipients.
  • Custom permission sets won't be accessible. Already assigned permission sets will remain as is but you won't be able to edit, assign them to more users or create new ones.
  • The hiring plan page will not be accessible. Requisitions will not be a prerequisite to hire a candidate. Hiring plan reports will remain accessible if there is at least one requisition created in the account.
From Premier → Standard (Monthly or Annual)
  • Any existing (previously created) custom fields are maintained and can be used, editted and deleted. You won't be able to add new candidate custom fields.
  • Any existing (previously created) offer approval workflows are maintained and can be used, editted and deleted. You won't be able to add new offer approval workflows. 
  • The Referrals portal will be disabled, and memberships of all referrals members will be deactivated.
  • You won't be able to create new saved reports.Existing saved reports are preserved, but with limited capabilities:
    • Saved reports with standard filters remain accessible, but not editable.
    • Saved reports with advanced filters, remain accessible, but advanced filters are not applied (will appear red):
  • Existing scheduled reports will be retained in the report center. However, they will be retained in a disabled state and you won't be able to edit them. Disabled scheduled reports will not be sent periodically to recipients.
  • The hiring plan page will not be accessible. Requisitions will not be a prerequisite to hire a candidate. Hiring plan reports and requisition specific columns will be lost.
Remove a package Removing a package from your current plan is not possible when your subscription is active. Please contact us for further assistance.

 

Pause your subscription

You can cancel/temporarily pause your subscription and archive all positions while keeping access to your data. To do that, you should cancel your subscription renewal as described here.

Once you are ready to continue your hiring, you will need to purchase a new subscription from your Plan page. 

⚠️ Important: Refunds are not possible for early cancellations/downgrades. You should only cancel your plan right before its renewal date or cancel your subscription renewal. 

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