Executive Summary
When your PyjamaHR trial ends and you decide to upgrade to a paid plan, all your existing data—jobs, candidates, team members, and activity—remains intact and accessible. This article explains exactly what happens to your data during the upgrade process, how to ensure a smooth transition, and how to avoid common pitfalls that can delay access or result in unnecessary charges.
Detailed Overview
What happens to your data when you upgrade from a trial to a paid PyjamaHR plan?
All your trial data is preserved: Jobs, candidate profiles, resumes, notes, and team settings remain exactly as you left them.
No data loss: Upgrading is a seamless process; you do not need to export/import or re-enter any information.
Immediate access post-upgrade: Once payment is complete, your account is fully restored with all previous data and settings.
When and why should you upgrade?
Trial expiration: When your 14-day trial ends, your account is locked for most actions until you upgrade or move to a free plan (if eligible).
Business continuity: Upgrading ensures uninterrupted access to your hiring pipeline, candidate communications, and reporting.
Retain your workflow: All your team’s work during the trial is instantly available after upgrading—no need to start over.
Integration with other PyjamaHR features:
Team management: Retain your team structure and roles.
Job postings: All active and closed jobs remain accessible.
Candidate data: All candidate records, resumes, and application history are preserved.
Billing and subscription: Your plan and user count determine ongoing access and pricing.
Business impact and benefits:
Zero downtime: Avoid disruption to your hiring process.
No rework: Continue from where you left off—no manual migration needed.
Data security: Your information is protected and only accessible to your team.
Step-by-Step Guide: Upgrading and Retaining Your Trial Data
Prerequisites
Your trial account must not be deleted or permanently suspended.
You must have access to the registered email address.
If your trial has expired and you’re locked out, contact support for temporary access (see below).
1. Log in to Your Account
Go to PyjamaHR Login.
If your trial has expired, you’ll see a prompt to upgrade.
If you cannot log in:
Contact support via chat or email. In most cases, support can enable 24-hour temporary access so you can review your data, adjust users, or complete the upgrade.
2. Review Your Team and Jobs
Navigate to Settings > Team Members.
Check the number of active users (Super Admin, Admin, Hiring Manager, Recruiter are billable).
Remove any users you do not wish to pay for (see “Common Issues” below).
Review your open and closed jobs.
Screenshot callout:
A screenshot of the “Team Members” page showing user roles and the “Remove” button would be helpful here.
3. Select Your Plan and User Count
Click the Upgrade button on the trial end screen or in the billing section.
Choose your plan (monthly or annual).
Confirm the number of billable users (the price updates automatically).
Note:
If you have more users than you want to pay for, remove extra users before upgrading. You cannot reduce user count after payment for the current billing cycle.
4. Complete Payment
Enter your billing details.
(If applicable) Add GST or company information for invoicing.
Submit payment.
5. Access Your Data
Once payment is processed, your account is fully unlocked.
All jobs, candidates, and settings from your trial are immediately available.
Advanced Usage & Best Practices
Adjust users before upgrading: Always remove unwanted team members before payment to avoid being billed for extra users.
Use temporary access wisely: If locked out, request a 24-hour access window from support to make necessary changes.
Understand billable roles: Only Super Admin, Admin, Hiring Manager, and Recruiter count toward your user limit. Interviewer and External Recruiter are non-billable.
Export data if needed: Use the “Comparison View” to export candidate data job-wise before or after upgrading (see article).
Check for account-specific issues: If your email is linked to another company or you have verification issues, contact support for resolution before upgrading.
Troubleshooting & Common Issues
1. Locked Out After Trial Expiry
Symptom: Cannot log in or access settings.
Solution: Contact support to enable temporary access (usually 24 hours) so you can review data or adjust users before upgrading.
2. Cannot Remove Users Before Upgrading
Symptom: Upgrade screen blocks access to settings.
Solution: Request temporary access from support to remove users and reduce your billable count.
3. Verification Email Not Received
Symptom: Stuck at account verification step.
Solution: Ask support for a direct login link or to resend the verification email. Try a hard refresh or incognito tab.
4. Wrong User Count or Pricing
Symptom: Upgrade screen shows more users than desired.
Solution: Remove extra users in the Team Members section before upgrading. If unable, contact support for assistance.
5. Data Export Issues
Symptom: Need to export candidate data before upgrading.
Solution: Use the “Comparison View” to export data. If you need a full data dump, request it from support (processing may take several days).
6. Account Linked to Multiple Companies
Symptom: Cannot add a user as Super Admin or Admin due to email conflict.
Solution: Contact support to resolve email linkage issues.
Comprehensive FAQ
Q1: Will I lose my jobs or candidate data if my trial expires?
A: No. All your data is preserved and restored upon upgrading.
Q2: Can I reduce the number of users before upgrading?
A: Yes. Remove extra users in the Team Members section before payment. If you’re locked out, request temporary access from support.
Q3: What happens if I pay for more users than I need?
A: You will be billed for all active billable users at the time of upgrade. Adjust your team before payment.
Q4: Can I export my data before upgrading?
A: Yes. Use the “Comparison View” to export candidate data job-wise. For a full data dump, contact support.
Q5: I can’t log in after my trial ended. What should I do?
A: Contact support for a temporary access window to review or export your data and complete the upgrade.
Q6: Will my team settings and permissions be retained?
A: Yes. All roles, permissions, and team structure remain as configured during your trial.
Q7: Can I switch to a different email as Super Admin during upgrade?
A: If the email is linked to another company, contact support to resolve before upgrading.
Q8: What if I never received my verification email?
A: Request a direct login link from support or try a hard refresh/incognito tab.
Q9: Is there a way to get another free trial?
A: Generally, extensions are not provided, but in some cases, support may grant short-term access for data review.
Q10: Will I get a GST invoice?
A: GST is not charged on payments. Invoices are available in the “Manage Subscription” section after payment.
Q11: What if I need to downgrade or cancel after upgrading?
A: Contact support for downgrade/cancellation policies. No pro-rata refunds are offered.
Q12: Are there limits on jobs or candidates after upgrading?
A: No. All paid plans offer unlimited job postings.
Related Features & Next Steps
Team Management: Understanding Access Types
Data Export: Comparison View: How to Export Candidate Data
Subscription & Billing: Manage invoices and billing details in your profile under “Manage Subscription.”
Forever-Free Plan Changes: Changes to PyjamaHR Forever-Free Plan
Recommended Next Steps:
- Review your team and job data before upgrading.
- Remove unwanted users to optimize your billing.
- Contact support for any access or verification issues before payment.
- Export any critical data if you plan to change plans or downgrade in the future.
Still have questions?
Contact PyjamaHR Support via chat or email for personalized assistance with your upgrade and data retention.
This article is based on real customer scenarios and support conversations to ensure you have the most accurate, actionable guidance for converting your trial data when upgrading your PyjamaHR account.