Managing plan & package transitions: upgrades/downgrades

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.

 

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 a monthly plan to an annual plan. For example:
  
  • From Starter to Standard annual or Premier
  • From Standard monthly to Standard annual or Premier
• Moving from Paygo (existing customers) to any other plan
• Moving from Starter to Standard monthly
• Moving from Standard annual to Premier
• Adding an additional package to your existing plan (Recruiting/HR)

Transition	How to upgrade?
From a monthly to an annual plan  * 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: Visit your Plan page from the main menu. Click 'Change payment cycle' at the bottom of your Plan details. For any other transition of this category just go to Settings > Plan page and upgrade to the new plan.
From Paygo (existing customers) to any plan	Go to Settings > Plan page and upgrade to the new plan. ❗If the Starter plan is greyed out for you, this means that you have more than 2 active jobs. Once you archive some of your jobs and you keep only two, then the Starter plan will become available.
From Starter to Standard monthly	Go to Settings > Plan page and upgrade to the new plan.
From Standard annual to Premier	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 an annual plan to a monthly plan. For example:
  • From Standard annual to Standard monthly or Starter
• Moving from Standard monthly to Starter
• Moving from Premier to another lower-tier plan
• Removing a package from your existing plan (Recruiting/HR).❗It is not possible to remove the Recruiting package from the Starter plan.

Transition	How to downgrade?
From Standard annual to Standard monthly or Starter From Standard monthly to Starter	Downgrading your current plan to a lower plan is not possible when your subscription is active.  If your current plan is close to its renewal date, you can cancel it immediately and downgrade to the free plan. Otherwise, you can cancel your subscription renewal as described here, and your plan will be canceled/expire on the renewal date.  Once you are in the free plan or your plan is canceled/ expired, you can purchase the new plan from the Plan page.
From Premier to any plan	Downgrading from the Premier plan to another lower-tier plan is not possible with the process described above. Please contact your Account Manager for further assistance.
Remove a package	Removing a package from your current plan is not possible when your subscription is active. If your current plan is close to its renewal date, you can cancel it immediately and downgrade to the free plan. Otherwise, you can cancel your subscription renewal as described here, and your plan will be canceled/expire on the renewal date.  Once you are in the free plan or your plan is canceled/ expired, you can purchase the plan again from the Plan page without the package in question.

 

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 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 before its renewal date or cancel your subscription renewal. 

 

FAQs

Can I change the number of my full-time employees while my subscription is active?

No, once your employee count (FTEs) is selected and the plan is purchased, the field will be greyed out. In order to update it at the end of your billing cycle, you will need to:

1. Cancel your plan renewal
2. Repurchase the plan, adding the updated employee count