Your Next Step: Send the Assessment to Your Applicant
Now that you have purchased a BookkeepingIQ assessment, your next step is to invite your applicant to complete the assessment.
Here is a simple guide for inviting your applicant to complete their assessment.
Step 1: Use the email template provided to invite your applicant.
We've provided a ready-to-copy email template in the next section. Use it as-is or customize it to match your company's voice and hiring process.
Step 2: Share the unique BookkeepingIQ link with the applicant who will be completing the assessment.
Once your applicant follows the link, BookkeepingIQ will guide them through the required steps to schedule and complete their assessment.
That's it. BookkeepingIQ handles the rest.
Copy-and-Paste Email Template
Use the template below to invite your applicant. Copy it directly into your email, fill in the bracketed fields, and send. You can personalize the wording as needed — just keep the BookkeepingIQ link and instructions intact.
📧 Email Template
Subject: Your BookkeepingIQ Assessment
Hi [Applicant Name],
As part of our hiring process, we've purchased a BookkeepingIQ assessment for you to complete.
BookkeepingIQ is a practical bookkeeping skills assessment that helps us better understand your bookkeeping knowledge and experience.
Please use the link below to begin your next steps:
Please follow the instructions provided by BookkeepingIQ to complete the required steps and schedule your assessment.
Thank you,
[Employer / Company Name]
Feel free to personalize this message for your company. Just be sure to keep the BookkeepingIQ link and instructions included.
A Few Important Reminders
Here are a few friendly tips to keep things running smoothly as you move through your hiring process.
Assessments are tracked automatically
BookkeepingIQ keeps a record of how many assessments you've purchased and which candidates they're assigned to. You don't need to manage this manually.
Need to assess more candidates?
If you have additional applicants to evaluate, you'll need to purchase additional assessments. It's quick and easy — see the section below for details.
Only invite the number you've purchased
Send assessment invitations only for the number of assessments you've actually purchased. Each link is tied to your account and assessment count.
Unsure how many you have left?
If you're not sure how many assessments remain in your account, just reach out to us. We're happy to check and let you know.
Need Additional Assessments?
If you have more candidates to evaluate than assessments available, you can purchase more at any time. There's no wait and no complicated setup — just add what you need and continue your hiring process.
We’re Here to Help
If you have questions about how many assessments you need, or how the process works, our team is available to walk you through it.