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Managing plan transitions: upgrades/downgrades

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Workable offers flexible plans to meet the evolving needs of our users. 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 reach out to 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 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
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:

  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 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.

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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
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 the renewal date you can choose a lower plan by following the steps below:

  1. Cancel your current plan by downgrading to our read-only plan. The option to downgrade can be found at the very bottom of your Plan page
    downgrade.png
  2. 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. 

 

Pause your subscription

You can cancel/temporarily pause your subscription and archive all positions while keeping access to your data. To do that you will need to downgrade to the read-only plan 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.

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