How Do I Perform an Upgrade?


Personio offers a number of employee plans, additional products, and add-ons to adapt to your company's particular size and objectives. Click here for more information about our different product options.

How your upgrade will take place will initially depend on the mode of payment you select.


You Pay Annually by Bank Transfer or SEPA Direct Debit

If you pay annually by bank transfer or SEPA direct debit, you are unable to perform your upgrade yourself. In this case, go to the Find Answers section in Personio via Help > Support and Updates > Find Answers and contact your Customer Growth Manager.

We will perform the upgrade at a time that suits you and send you the invoice for the remainder of the contractual period. Your contract is not extended by the upgrade. We merely invoice you for the extra charge for the period from the date of the upgrade to the regular contract end date.


You Pay Monthly by Credit Card or SEPA Direct Debit

If you pay monthly by credit card or SEPA direct debit, you can upgrade yourself within Personio at any time. To do so, navigate to Settings > Plan & Billing > Subscription, where you can upgrade your Personio plan as you wish. Click here for detailed instructions on how to subscribe to the plan of your choice.


How Upgrades Are Billed

The selected upgrade will apply from the time you make this change, and your credit card will be debited to the nearest hour for the respective surcharge. The upgrade consists of two components:

  • Prorated calculation of the new plan to the next billing period
  • Prorated credit for the invoice already paid


The following example illustrates the calculation of the upgrade charge for a monthly billing cycle:

In the example shown, the billing date is the 28th of each month. The upgrade date is January 8.


Upgrade Invoice

The example invoice below shows the prorated charges for a new plan for the period from 27.05 to 13.06.

The new employee plan was adjusted to <300. The selected add-ons (Productivity Plus, Automation Plus & Customization Plus) were also recalculated at the same time the number of employees was increased. Recruiting Option M was added to the plan at the same time.

You'll find all components of your updated Personio plan listed in the prorated invoice. The invoice is automatically sent to the email address stored in Personio.



Upgrade Credit

Since payment for the period 13.05 to 13.06 has already been made, a credit for the period from 27.05 to 13.06 was issued at the same time to ensure that this period was not charged twice.

Credit notes are shown in Settings > Plan & Billing > Credit notes. Please note that credit notes are not emailed automatically.

The previous plan included 250 employees. In the example shown, three add-ons to the plan were selected (Productivity Plus, Automation Plus & Customization Plus). The applicable reimbursement for these four components to the nearest hour is made via the credit note.



You can view and download your invoices and credit notes in Personio by going to Settings > Plan & Billing > Invoices or Credit notes.





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