Betterworks offers the ability to upload historical employee documents (such as certifications, past performance reviews, or agreements) directly to employee Talent Profiles.
Step 1: Notify Betterworks
Contact your Betterworks team to let us know you’d like to perform a mass upload.
Step 2: Prepare Your Files
Compile your PDFs.
Follow the file requirements and naming guidelines below.
File Requirements
Format: PDF only.
File size: Each file must be under 1 GB.
Note: The SFTP is backed by S3 and streams files in chunks, so large files are supported.
Multiple PDFs per employee are supported — each will display separately in the employee’s Talent Profile.
File Naming Guidelines
Filenames must include the employee’s Employee ID in double underscores:
<employee_id>Files without this format will not be processed.
The rest of the filename is flexible — we recommend including a year or description.
Example: __123456__John_Smith_2022_PastPerformance.pdf
Step 3: Upload to SFTP
Place the files in your company’s SFTP under:
external_reports > sourceTesting can first be done in your Test Environment before uploading to Production.
Step 4: Notify Betterworks Support
Once files are uploaded, notify Betterworks Support. Our team will:
Run the processing job.
Confirm once files have been successfully processed.
Share any errors if files fail, so they can be corrected and resubmitted.
Step 5: Access in Talent Profiles
Successfully processed PDFs will appear in the employee’s Talent Profile.
Files are visible to:
The employee
Their manager
Super Admins / HR Admins
Managing Files
Admins can delete PDFs at any time by:
Removing them from the SFTP server, or
Selecting the Trash icon directly in the employee’s profile.